BW
| |
Bosman Wealth Management, LLC13F | |
| Bosman Wealth Management, LLC | |
| Last update 2025-07-18 | 39 Stocks (10 new) |
| Value $113.00 Mil | Turnover 31 % |
Bosman Wealth Management, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 91,011 | 12,406.6 | -25.07% | 11.020 | -2.61% | 0.000 | +53.37% | +104.46% | 364,913.3 | Software | |
NVDA | NVIDIA Corp | 48,773 | 7,705.6 | -22.65% | 6.850 | -1.57% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
CRWD | CrowdStrike Holdings Inc | 11,970 | 6,096.4 | -24.63% | 5.420 | -1.40% | 0.000 | +19.64% | +34.88% | 115,033.0 | Software | |
GOOGL | Alphabet Inc | 33,362 | 5,879.4 | +20.44% | 5.220 | +0.89% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
CYBR | CyberArk Software Ltd | 13,834 | 5,628.8 | -18.54% | 5.000 | -1.08% | 0.030 | +12.76% | +12.91% | 18,918.0 | Software | |
FTI | TechnipFMC PLC | 149,008 | 5,131.8 | -17.27% | 4.560 | -1.00% | 0.040 | +34.41% | +16.46% | 14,081.9 | Oil & Gas | |
MSFT | Microsoft Corp | 9,833 | 4,891.0 | +118.61% | 4.340 | +2.35% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SPOT | Spotify Technology SA | 5,569 | 4,273.3 | +1,225.95% | 3.800 | +3.51% | 0.000 | +13.79% | +50.76% | 138,302.3 | Interactive Media | |
AMZN | Amazon.com Inc | 18,847 | 4,134.8 | -9.39% | 3.670 | -0.38% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
NOW | ServiceNow Inc | 3,908 | 4,017.7 | -24.00% | 3.570 | -1.00% | 0.000 | +17.69% | -9.78% | 198,126.3 | Software |
Bosman Wealth Management, LLC's Historical Top Holdings Breakdowns
Bosman Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPOT | Spotify Technology SA | 2025-06-30 | Add Add | +3.51% | 503.3 ($640.38) 775.9 | $674.46 | 5.32% | Add 1225.95% | 5,569 | 5,149 | |
APP | AppLovin Corp | 2025-06-30 | Sold Out Sold Out | -3.18% | 219.37 ($323.27) 417.89 | $362.12 | 12.02% | Sold Out | 0 | -11,799 | |
UBER | Uber Technologies Inc | 2025-06-30 | New Buy New Buy | +3.14% | 64.62 ($82.17) 93.3 | $89.94 | 9.46% | New holding | 37,935 | 37,935 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-06-30 | Reduce Reduce | -2.96% | 179.95 ($231.55) 278.88 | $286.61 | 23.78% | Reduce -91.45% | 1,290 | -13,796 | |
AVGO | Broadcom Inc | 2025-06-30 | New Buy New Buy | +2.82% | 146.29 ($216.36) 275.65 | $283.69 | 31.12% | New holding | 11,530 | 11,530 | |
SHV | iShares Short Treasury Bond ETF | 2025-06-30 | New Buy New Buy | +2.80% | 110.06 ($110.26) 110.46 | $110.33 | 0.06% | New holding | 28,499 | 28,499 | |
OWL | Blue Owl Capital Inc | 2025-06-30 | Sold Out Sold Out | -2.78% | 15.9 ($18.52) 21.16 | $20.42 | 10.26% | Sold Out | 0 | -136,666 | |
HUBS | HubSpot Inc | 2025-06-30 | Sold Out Sold Out | -2.71% | 487.07 ($585.45) 672.24 | $560.90 | -4.19% | Sold Out | 0 | -4,666 | |
URBN | Urban Outfitters Inc | 2025-06-30 | New Buy New Buy | +2.70% | 43.24 ($59.92) 75.26 | $77.99 | 30.16% | New holding | 41,840 | 41,840 | |
PLTR | Palantir Technologies Inc | 2025-06-30 | Reduce Reduce | -2.61% | 74.01 ($116.76) 144.25 | $154.63 | 32.43% | Reduce -25.07% | 91,011 | -30,450 |
Bosman Wealth Management, LLC Total Holding History ($B)
Bosman Wealth Management, LLC's Asset Allocation
Bosman Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Bosman Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Bosman Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bosman Wealth Management, LLC's Holdings Heat Map
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Bosman Wealth Management, LLC's Holdings Bubble Chart
Bosman Wealth Management, LLC News
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