$112 Million is the total value of BOS Asset Management, LLC's 125 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2023 | 5.1% |
| ISHARES TR | 4 | Q3 2023 | 4.2% |
| VANGUARD WORLD FDS | 4 | Q3 2023 | 5.8% |
| ISHARES TR | 4 | Q3 2023 | 5.6% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 2.9% |
| US BANCORP DEL | 4 | Q3 2023 | 3.5% |
| ABRDN GOLD ETF TRUST | 4 | Q3 2023 | 3.2% |
| LILLY ELI & CO | 4 | Q3 2023 | 2.8% |
| ISHARES TR | 4 | Q3 2023 | 2.8% |
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 2.3% |
View BOS Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View BOS Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.