Bosman Wealth Management, LLC Top Holdings and 13F Report (2025)

About Bosman Wealth Management, LLC

Investment Activity

Bosman Wealth Management, LLC has $112.57 million in total holdings as of December 31, 2024.
Bosman Wealth Management, LLC owns shares of 39 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 31.29% of the portfolio was purchased this quarter.
About 40.10% of the portfolio was sold this quarter.
This quarter, Bosman Wealth Management, LLC has purchased 42 new stocks and bought additional shares in 7 stocks.
Bosman Wealth Management, LLC sold shares of 18 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

PALANTIR TECHNOLOGIES INC: $12,406,620
NVIDIA: $7,705,646
CrowdStrike: $6,096,441
Alphabet: $5,879,385
CyberArk Software: $5,628,778

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $3,539,336 Holding
11135F101 - Broadcom: $3,178,245 Holding
464288679 - iShares Short Treasury Bond ETF: $3,146,860 Holding
917047102 - Urban Outfitters: $3,035,074 Holding
30303M102 - Meta Platforms: $2,793,671 Holding

Largest Purchases this Quarter

Spotify Technology: 5,149 shares (about $3.95M)
Uber Technologies: 37,935 shares (about $3.54M)
Broadcom: 11,530 shares (about $3.18M)
iShares Short Treasury Bond ETF: 28,499 shares (about $3.15M)
Urban Outfitters: 41,840 shares (about $3.04M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 30,450 shares (about $4.15M)
VanEck Semiconductor ETF: 13,796 shares (about $3.85M)
Comfort Systems USA: 5,867 shares (about $3.15M)
SharkNinja: 26,099 shares (about $2.58M)
NVIDIA: 14,285 shares (about $2.26M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PALANTIR TECHNOLOGIES INC	$12,406,620	$4,150,944 ▼	-25.1%	91,011	11.0%	CL A
NVDA NVIDIA	$7,705,646	$2,256,887 ▼	-22.7%	48,773	6.8%	Computer and Technology
CRWD CrowdStrike	$6,096,441	$1,991,912 ▼	-24.6%	11,970	5.4%	Computer and Technology
GOOGL Alphabet	$5,879,385	$997,990 ▲	20.4%	33,362	5.2%	Computer and Technology
CYBR CyberArk Software	$5,628,778	$1,281,265 ▼	-18.5%	13,834	5.0%	Computer and Technology
FTI TechnipFMC	$5,131,836	$1,071,601 ▼	-17.3%	149,008	4.6%	Energy
MSFT Microsoft	$4,891,033	$2,653,683 ▲	118.6%	9,833	4.3%	Computer and Technology
SPOT Spotify Technology	$4,273,316	$3,951,033 ▲	1,226.0%	5,569	3.8%	Computer and Technology
AMZN Amazon.com	$4,134,843	$428,249 ▼	-9.4%	18,847	3.7%	Retail/Wholesale
NOW ServiceNow	$4,017,737	$1,268,651 ▼	-24.0%	3,908	3.6%	Computer and Technology
FOUR Shift4 Payments	$3,546,057	$794,763 ▼	-18.3%	35,779	3.2%	Business Services
UBER Uber Technologies	$3,539,336	$3,539,336 ▲	New Holding	37,935	3.1%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$3,502,314	$1,238,156 ▲	54.7%	57,218	3.1%	SHS BEN INT
AVGO Broadcom	$3,178,245	$3,178,245 ▲	New Holding	11,530	2.8%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$3,146,860	$3,146,860 ▲	New Holding	28,499	2.8%	ETF
URBN Urban Outfitters	$3,035,074	$3,035,074 ▲	New Holding	41,840	2.7%	Retail/Wholesale
AXON Axon Enterprise	$2,829,071	$1,650,912 ▼	-36.9%	3,417	2.5%	Aerospace
META Meta Platforms	$2,793,671	$2,793,671 ▲	New Holding	3,785	2.5%	Computer and Technology
MELI MercadoLibre	$2,616,244	$1,228,406 ▲	88.5%	1,001	2.3%	Retail/Wholesale
TOST Toast	$2,411,812	$2,411,812 ▲	New Holding	54,455	2.1%	Computer and Technology
SN SharkNinja	$2,388,134	$2,583,540 ▼	-52.0%	24,125	2.1%	Retail/Wholesale
DOORDASH INC	$2,322,864	$2,322,864 ▲	New Holding	9,423	2.1%	CL A
GE VERNOVA INC	$2,236,717	$2,236,717 ▲	New Holding	4,227	2.0%	COM
DECK Deckers Outdoor	$1,924,059	$290,547 ▲	17.8%	18,668	1.7%	Retail/Wholesale
FIX Comfort Systems USA	$1,792,014	$3,145,944 ▼	-63.7%	3,342	1.6%	Construction
OSCR Oscar Health	$1,701,950	$1,701,950 ▲	New Holding	79,382	1.5%	Finance
AAPL Apple	$1,587,195		0.0%	7,736	1.4%	Computer and Technology
GLD SPDR Gold Shares	$1,471,414	$236,853 ▲	19.2%	4,827	1.3%	Finance
TSLA Tesla	$1,262,699	$9,530 ▼	-0.7%	3,975	1.1%	Auto/Tires/Trucks
MGY Magnolia Oil & Gas	$1,196,239	$1,358,970 ▼	-53.2%	53,214	1.1%	Energy
CARG CarGurus	$1,039,746	$1,991,064 ▼	-65.7%	31,065	0.9%	Auto/Tires/Trucks
MMM 3M	$564,201	$111,135 ▼	-16.5%	3,706	0.5%	Multi-Sector Conglomerates
ARM HOLDINGS PLC	$547,328	$332,214 ▼	-37.8%	3,384	0.5%	SPONSORED ADS
SPY SPDR S&P 500 ETF Trust	$525,790		0.0%	851	0.5%	Finance
SMH VanEck Semiconductor ETF	$359,755	$3,847,426 ▼	-91.4%	1,290	0.3%	Manufacturing
OLO OLO	$255,857	$255,857 ▲	New Holding	28,748	0.2%	Computer and Technology
GORILLA TECHNOLOGY GROUP INC	$235,677		0.0%	11,849	0.2%	SHS NEW
V Visa	$213,030	$35,505 ▼	-14.3%	600	0.2%	Business Services
EZPW EZCORP	$181,634		0.0%	13,086	0.2%	Finance
APPLOVIN CORP	$0	$3,126,381 ▼	-100.0%	0	0.0%	COM CL A
OWL Blue Owl Capital	$0	$2,738,787 ▼	-100.0%	0	0.0%	Finance
HUBS HubSpot	$0	$2,665,639 ▼	-100.0%	0	0.0%	Computer and Technology
KBR KBR	$0	$2,229,247 ▼	-100.0%	0	0.0%	Construction
NTNX Nutanix	$0	$1,219,651 ▼	-100.0%	0	0.0%	Computer and Technology
FTNT Fortinet	$0	$1,167,538 ▼	-100.0%	0	0.0%	Computer and Technology
CWAN Clearwater Analytics	$0	$1,104,830 ▼	-100.0%	0	0.0%	Computer and Technology
HAL Halliburton	$0	$737,582 ▼	-100.0%	0	0.0%	Energy
CRM Salesforce	$0	$664,996 ▼	-100.0%	0	0.0%	Computer and Technology
APPF AppFolio	$0	$544,692 ▼	-100.0%	0	0.0%	Computer and Technology
GRAYSCALE BITCOIN TRUST ETF	$0	$234,938 ▼	-100.0%	0	0.0%	SHS REP COM UT
HD Home Depot	$0	$206,700 ▼	-100.0%	0	0.0%	Retail/Wholesale
HPE Hewlett Packard Enterprise	$0	$191,301 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Bosman Wealth Management, LLC Top Holdings and 13F Report (2025)

About Bosman Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bosman Wealth Management, LLC Top Holdings and 13F Report (2025)

About Bosman Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBosman Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools