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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
AAPLApple Inc
Recent Activity
Decreased -1.45%
2.92%
$7.926M
34,019 shares@ $233.0 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.67%
2.22%
$6.011M
6,785 shares@ $885.92 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.16%
1.06%
$2.872M
10,143 shares@ $283.16 avg price
IDUIshares Tr
Recent Activity
Decreased -7.13%
0.74%
$1.986M
19,466 shares@ $102.02 avg price
VGTVanguard World Fd
Recent Activity
Decreased -44.77%
0.61%
$1.633M
2,784 shares@ $586.53 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.37%
0.57%
$1.531M
2,674 shares@ $572.45 avg price
VPUVanguard World Fd
Recent Activity
Decreased -36.31%
0.5%
$1.345M
7,725 shares@ $174.05 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -1.14%
0.44%
$1.194M
21,462 shares@ $55.64 avg price
TIPIshares Tr
Recent Activity
Decreased -13.77%
0.43%
$1.145M
10,367 shares@ $110.47 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.31%
0.36%
$967,611
8,255 shares@ $117.22 avg price