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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
USBUs Bancorp Del
Recent Activity
Increased 0.08%
1.54%
$4.165M
91,079 shares@ $45.74 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 5.44%
1.48%
$4.014M
45,716 shares@ $87.81 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.03%
1.48%
$4.01M
75,923 shares@ $52.82 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 14.79%
1.32%
$3.561M
70,177 shares@ $50.75 avg price
VNQVanguard Index Fds
Recent Activity
Increased 3.34%
1.25%
$3.384M
34,732 shares@ $97.42 avg price
XMESpdr Ser Tr
Recent Activity
Increased 12.03%
1.23%
$3.328M
52,230 shares@ $63.73 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.61%
1.19%
$3.213M
7,467 shares@ $430.3 avg price
IUSBIshares Tr
Recent Activity
Increased 56.4%
1.15%
$3.12M
66,208 shares@ $47.13 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 84.4%
0.95%
$2.568M
47,971 shares@ $53.53 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 11.03%
0.89%
$2.41M
11,431 shares@ $210.86 avg price