BOS Asset Management, LLC - Portfolio overview
BOS Asset Management, LLC has 211 reported holdings in this dataset, with the latest filing dated 2026-04-08.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- YEAR - AB ACTIVE ETFS INC, 12.14%
- TLT - ISHARES TR, 4.56%
- SPY - STATE STR SPDR S&P 500 ETF T, 4.47%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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