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Sarah Moore

@Bos Asset Management, Llc

Latest period2024 - Q3ReportedManaged Assets$271.61MTotal holdings165
Assets growth rate25.2%Assets growth rate (2-Q avg)19.57%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Bos Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Bos Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 271.61M in assets, with a quarterly growth rate of 25.2% and a 2-quarter average growth rate of 19.57%. The portfolio is managed by Sarah Moore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
YEARAb Active Etfs Inc
Recent Activity
Increased 102.48%
13.83%
$37.541M
738,334 shares@ $50.85 avg price
TLTIshares Tr
Recent Activity
Increased 54.3%
10.2%
$27.685M
282,216 shares@ $98.11 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.64%
4.95%
$13.429M
23,406 shares@ $573.77 avg price
DFLVDimensional Etf Trust
Recent Activity
Increased 10.28%
3.54%
$9.615M
312,064 shares@ $30.82 avg price
IUSGIshares Tr
Recent Activity
Increased 9.08%
3.42%
$9.284M
70,380 shares@ $131.92 avg price
AAPLApple Inc
Recent Activity
Decreased -1.45%
2.92%
$7.926M
34,019 shares@ $233.0 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 10.87%
2.81%
$7.606M
246,956 shares@ $30.81 avg price
QUALIshares Tr
Recent Activity
Increased 8.57%
2.37%
$6.434M
35,885 shares@ $179.31 avg price
IDHQInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 10.8%
2.31%
$6.254M
196,912 shares@ $31.76 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.67%
2.22%
$6.011M
6,785 shares@ $885.92 avg price