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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
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.21%
0.32%
$861,242
17,999 shares@ $47.85 avg price
9497⤦Wells Fargo Co New
Recent Activity
Decreased -1.49%
0.32%
$843,688
658 shares@ $1282.21 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.39%
0.29%
$781,681
2,036 shares@ $383.93 avg price
SOSouthern Co
Recent Activity
Decreased -2.55%
0.23%
$598,575
6,638 shares@ $90.18 avg price
FSKFs Kkr Cap Corp
Recent Activity
Decreased -3.96%
0.22%
$581,956
29,496 shares@ $19.73 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Decreased -51.8%
0.22%
$577,542
10,601 shares@ $54.48 avg price
GEGe Aerospace
Recent Activity
Decreased -0.75%
0.21%
$547,171
2,902 shares@ $188.55 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -0.45%
0.19%
$505,967
15,921 shares@ $31.78 avg price
FFord Mtr Co
Recent Activity
Decreased -2.45%
0.19%
$505,629
47,882 shares@ $10.56 avg price
VDEVanguard World Fd
Recent Activity
Decreased -2.68%
0.17%
$438,810
3,583 shares@ $122.47 avg price