Bos Asset Management, LLC Incresed Positions in Q4 2024

Bos Asset Management, LLC

  • $279 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ab Active Etfs Inc
19.6K
+ 76.87%
N/A
45.1K $3.57B
YEAR
Ab Active Etfs Inc Ultra Short
35.3K
+ 4.78%
N/A
774K $39B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
32.7K
+ 49.32%
$45.07 - $47.1 $1.47M - $1.54M
98.9K $4.47B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.18K
+ 5.03%
$567.81 - $607.81 $668K - $715K
24.6K $14.4B
VB
Vanguard Small Cap ETF

ETFs
3.79K
+ 70.07%
$233.76 - $261.58 $885K - $990K
9.19K $2.21B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
13.3K
+ 157.75%
$40.26 - $42.88 $537K - $572K
21.8K $882M
GLD
Spdr Gold Trust

ETFs
1.98K
+ 43.55%
$236.59 - $257.5 $468K - $509K
6.51K $1.58B
MBB
Ishares Tr

ETFs
5.09K
+ 51.41%
$91.26 - $95.82 $464K - $488K
15K $1.37B
JPM
Jpmorgan Chase & CO

Financial Services
295
+ 2.58%
$205.18 - $250.29 $60.5K - $73.8K
11.7K $2.81B
SLV
I Shares Silver Trust

ETFs
15.8K
+ 157.9%
$26.33 - $31.74 $417K - $502K
25.8K $680M
PULS
Pgim ETF Tr

ETFs
6.46K
+ 16.13%
$49.51 - $49.79 $320K - $322K
46.5K $2.3B
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
34K
+ 17.25%
$28.33 - $31.77 $962K - $1.08M
231K $6.54B
VZ
Verizon Communications Inc

Communication Services
8.29K
+ 80.49%
$39.6 - $45.21 $328K - $375K
18.6K $743M
Blackrock ETF Trust Ii
6.66K
+ 13.88%
N/A
54.6K $2.84B
XOM
Exxon Mobil Corp

Energy
2.64K
+ 31.93%
$105.51 - $125.37 $278K - $330K
10.9K $1.17B
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.11K
+ 68.27%
$83.09 - $89.28 $175K - $188K
5.19K $441M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.25K
+ 51.03%
$22.39 - $23.45 $185K - $193K
24.4K $561M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.04K
+ 12.97%
$46.75 - $47.8 $189K - $193K
35.2K $1.65B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.43K
+ 4.88%
$50.37 - $50.6 $173K - $173K
73.6K $3.71B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.03K
+ 2.87%
$176.42 - $186.91 $182K - $193K
36.9K $6.57B
IVW
Ishares S&P 500 Growth ETF

ETFs
918
+ 23.94%
$94.43 - $105.47 $86.7K - $96.8K
4.75K $483M
MA
Mastercard Inc

Financial Services
100
+ 7.4%
$491.3 - $536.15 $49.1K - $53.6K
1.45K $764M
VTI
Vanguard Total Stock Market Et

ETFs
86
+ 0.85%
$280.04 - $302.45 $24.1K - $26K
10.2K $2.96B
VT
Vanguard Total World Stk Index

ETFs
802
+ 27.82%
$117.09 - $123.07 $93.9K - $98.7K
3.69K $433M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.89K
+ 1.17%
$30.18 - $33.87 $87.3K - $98K
250K $7.69B
EMB
Ishares Tr

ETFs
985
+ 45.52%
$88.94 - $93.46 $87.6K - $92.1K
3.15K $280M
VHT
Vanguard Health Care ETF

ETFs
394
+ 30.57%
$250.81 - $283.3 $98.8K - $112K
1.68K $427M
DFAT
Dimensional ETF Tr U S Target

ETFs
992
+ 4.62%
$54.54 - $61.04 $54.1K - $60.6K
22.5K $1.25B
QQQ
Invesco Qqq Trust, Series 1

ETFs
34
+ 3.44%
$481.22 - $538.17 $16.4K - $18.3K
1.02K $523M
Elevation Series Trust
798
+ 3.26%
N/A
25.3K $778M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
106
+ 5.08%
$442.29 - $483.08 $46.9K - $51.2K
2.19K $993M
Dimensional ETF Trust
541
+ 13.47%
N/A
4.56K $285M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
432
+ 19.98%
$99.2 - $108.47 $42.9K - $46.9K
2.59K $258M
VFH
Vanguard Financial ETF

ETFs
4
+ 0.17%
$108.87 - $126.2 $435 - $505
2.39K $282M
IWM
Ishares Russell 2000 ETF

ETFs
45
+ 2.87%
$216.13 - $242.4 $9.73K - $10.9K
1.61K $356M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
126
+ 1.08%
$33.92 - $36.6 $4.27K - $4.61K
11.8K $409M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.89K
+ 200.0%
$22.4 - $68.28 $199K - $607K
13.3K $309M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
80
+ 1.36%
$61.68 - $67.87 $4.93K - $5.43K
5.97K $372M
RSG
Republic Services, Inc.

Industrials
2
+ 0.07%
$198.0 - $218.75 $396 - $438
2.78K $558M
JEPI
J P Morgan Exchange Traded Fd

ETFs
170
+ 3.53%
$57.53 - $60.83 $9.78K - $10.3K
4.98K $287M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
290
+ 8.64%
$59.26 - $65.51 $17.2K - $19K
3.65K $221M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.14K
+ 199.96%
$26.93 - $84.95 $139K - $437K
7.72K $211M
KO
Coca Cola CO

Consumer Defensive
323
+ 10.21%
$61.74 - $71.71 $19.9K - $23.2K
3.49K $217M
VTV
Vanguard Value ETF

ETFs
217
+ 2.29%
$168.32 - $181.87 $36.5K - $39.5K
9.71K $1.64B
DFIV
Dimensional ETF Tr

ETFs
13
+ 0.18%
$34.86 - $37.97 $453 - $494
7.05K $250M
DFIC
Dimensional ETF Tr Dimensional

ETFs
12
+ 0.13%
$25.61 - $28.0 $307 - $336
9.6K $248M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
564
+ 1.17%
$23.63 - $26.47 $13.3K - $14.9K
48.8K $1.16B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.58K
+ 100.0%
$18.41 - $40.87 $121K - $269K
13.2K $244M
KHC
Kraft Heinz CO

Consumer Defensive
6
+ 0.07%
$30.1 - $36.02 $181 - $216
8.22K $252M
Activity Summary
Buys All Purchases 68 New Holdings 12 Increased Positions 56 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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