Bosman Wealth Management, LLC Portfolio Holdings
Q3 2025•42 long positions•$129.0M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding45 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $16.3M 12.6% | -$341.1K Sold | 0.004% 89.1K shares | 91.0K → 89.1K −$341.1K | -2.05% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $9.2M 7.14% | +$109.3K Bought | 0.0% 49.4K shares | 48.8K → 49.4K +$109.3K | +1.2% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $8.1M 6.25% | -$44.5K Sold | 0.0% 33.2K shares | 33.4K → 33.2K −$44.5K | -0.55% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $6.7M 5.23% | +$3.0M Bought | — 103.8K shares | 57.2K → 103.8K +$3.0M | +81.34% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $6.3M 4.89% | -$372.0K Sold | 0.026% 13.1K shares | 13.8K → 13.1K −$372.0K | -5.57% | $24.4B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $6.2M 4.8% | +$326.1K Bought | 0.005% 12.6K shares | 12.0K → 12.6K +$326.1K | +5.56% | $123.06B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $5.1M 3.94% | -$8.3K Sold | 0.0% 9.8K shares | 9.8K → 9.8K −$8.3K | -0.16% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Oil & Gas Equipment & Services Energy | $4.9M 3.79% | -$985.9K Sold | 0.03% 124.0K shares | 149.0K → 124.0K −$985.9K | -16.77% | $16.2B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $4.9M 3.79% | +$752.2K Bought | 0.0% 22.3K shares | 18.8K → 22.3K +$752.2K | +18.18% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $4.2M 3.25% | +$390.6K Bought | 0.0% 12.7K shares | 11.5K → 12.7K +$390.6K | +10.27% | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $3.9M 3.05% | +$212.5K Bought | 0.002% 40.1K shares | 37.9K → 40.1K +$212.5K | +5.72% | $204.31B Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $3.9M 3.03% | +$1.1M Bought | 0.0% 5.3K shares | 3.8K → 5.3K +$1.1M | +40.48% | $1.84T Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $3.8M 2.98% | -$47.5K Sold | 0.003% 5.5K shares | 5.6K → 5.5K −$47.5K | -1.22% | $143.63B Large Cap | Q1 2025 Held for 8 months | |
Apparel - Retail Consumer Cyclical | $3.6M 2.8% | +$622.3K Bought | 0.056% 50.6K shares | 41.8K → 50.6K +$622.3K | +20.82% | $6.4B Mid Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $3.2M 2.49% | -$381.9K Sold | 0.002% 3.5K shares | 3.9K → 3.5K −$381.9K | -10.62% | $190.98B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $3.0M 2.29% | +$507.4K Bought | 0.005% 4.1K shares | 3.4K → 4.1K +$507.4K | +20.69% | $56.3B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.9M 2.25% | -$241.5K Sold | — 26.3K shares | 28.5K → 26.3K −$241.5K | -7.67% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $2.8M 2.2% | +$278.8K Bought | 0.002% 10.4K shares | 9.4K → 10.4K +$278.8K | +10.88% | $116.19B Large Cap | Q2 2025 Held for 5 months | |
Renewable Utilities Utilities | $2.8M 2.19% | +$225.1K Bought | 0.002% 4.6K shares | 4.2K → 4.6K +$225.1K | +8.66% | $167.39B Large Cap | Q2 2025 Held for 5 months | |
Engineering & Construction Industrials | $2.6M 2.02% | -$150.2K Sold | 0.009% 3.2K shares | 3.3K → 3.2K −$150.2K | -5.45% | $29.1B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $2.3M 1.79% | -$32.7K Sold | 0.002% 987.0 shares | 1.0K → 987.0 −$32.7K | -1.4% | $118.48B Large Cap | Q4 2024 Held for 11 months | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $2.3M 1.76% | -$222.5K Sold | 0.016% 22.0K shares | 24.1K → 22.0K −$222.5K | -8.94% | $14.6B Large Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.0M 1.53% | — | 0.0% 7.7K shares | — | — | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.9M 1.46% | -$103.4K Sold | 0.009% 51.6K shares | 54.5K → 51.6K −$103.4K | -5.2% | $21.3B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.8M 1.41% | +$105.2K Bought | — 5.1K shares | 4.8K → 5.1K +$105.2K | +6.13% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $1.8M 1.38% | +$13.3K Bought | 0.0% 4.0K shares | 4.0K → 4.0K +$13.3K | +0.75% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Apparel - Footwear & Accessories Consumer Cyclical | $1.7M 1.3% | -$220.1K Sold | 0.011% 16.5K shares | 18.7K → 16.5K −$220.1K | -11.63% | $15.0B Large Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $1.6M 1.25% | +$107.4K Bought | 0.033% 85.1K shares | 79.4K → 85.1K +$107.4K | +7.15% | $4.9B Mid Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.3M 1.02% | +$1.3M New | — 41.6K shares | 0 → 41.6K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $1.1M 0.831% | -$84.7K Sold | 0.029% 28.8K shares | 31.1K → 28.8K −$84.7K | -7.33% | $3.7B Mid Cap | Q1 2025 Held for 8 months | |
Oil & Gas Exploration & Production Energy | $1.0M 0.795% | -$243.8K Sold | 0.023% 43.0K shares | 53.2K → 43.0K −$243.8K | -19.2% | $4.4B Mid Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.78% | +$439.7K Bought | — 1.5K shares | 851.0 → 1.5K +$439.7K | +77.56% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $899.4K 0.697% | +$899.4K New | 0.0% 5.6K shares | 0 → 5.6K +$899.4K | New | $262.56B Mega Cap | Q3 2025 Held for 2 months | |
Asset Management Financial Services | $796.6K 0.617% | +$796.6K New | — 23.2K shares | 0 → 23.2K +$796.6K | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $675.2K 0.523% | +$675.2K New | 0.001% 4.9K shares | 0 → 4.9K +$675.2K | New | $67.8B Large Cap | Q3 2025 Held for 2 months | |
Conglomerates Industrials | $575.1K 0.446% | — | 0.001% 3.7K shares | — | — | $82.7B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $473.1K 0.367% | -$5.7K Sold | — 3.3K shares | 3.4K → 3.3K −$5.7K | -1.18% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $446.8K 0.346% | +$446.8K New | 0.0% 2.9K shares | 0 → 2.9K +$446.8K | New | $312.88B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $408.3K 0.316% | -$12.7K Sold | — 1.3K shares | 1.3K → 1.3K −$12.7K | -3.02% | — — | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $244.5K 0.19% | -$4.6K Sold | 0.021% 12.8K shares | 13.1K → 12.8K −$4.6K | -1.86% | $1.2B Small Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $204.8K 0.159% | — | 0.0% 600.0 shares | — | — | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Oil & Gas Equipment & Services Energy | $86.3K 0.067% | +$86.3K New | 0.011% 15.0K shares | 0 → 15.0K +$86.3K | New | $766.4M Small Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | - — | -$235.7K Sold | — - shares | 11.8K → 0 −$235.7K | Sold | $444.3M Small Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | - — | -$3.5M Sold | — - shares | 35.8K → 0 −$3.5M | Sold | $6.7B Mid Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | - — | -$255.9K Sold | — - shares | 28.7K → 0 −$255.9K | Sold | — — | Q2 2025 Held for 5 months |
