BC

Bowman & Co S.C.

13F
Bowman & Co S.C.
Last update 2025-04-09 109 Stocks (8 new)
Value $204.00 Mil Turnover 16 %
Countries:
Top Holdings: VOO(12.38%)AGG(4.94%)AVUV(4.55%)JAAA(3.40%)AAPL(3.24%)
Summary Stock Picks Current Portfolio
Bowman & Co S.C. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
49,066
25,219.4
+31.54%
12.380
+2.97%
0.000
+16.76%
+7.46%
616,819.8
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
101,712
10,061.5
-52.10%
4.940
-5.54%
0.010
+0.07%
+3.62%
128,257.8
 
AVUV
Avantis U.S. Small Cap Value ETF
106,191
9,257.8
New Holding
4.550
+4.55%
0.060
+16.96%
-0.72%
16,757.9
 
JAAA
Janus Henderson AAA CLO ETF
136,552
6,925.2
New Holding
3.400
+3.40%
0.030
+1.96%
+2.40%
21,675.1
 
AAPL
Apple Inc
29,689
6,594.8
+2.95%
3.240
+0.09%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
JPM
JPMorgan Chase & Co
25,887
6,350.7
+4.06%
3.120
+0.12%
0.000
+30.86%
+25.49%
822,612.0
Banks
MSFT
Microsoft Corp
14,842
5,575.1
+3.32%
2.740
+0.09%
0.000
+33.94%
+18.80%
3,707,650.2
Software
IEFA
iShares Core MSCI EAFE ETF
64,502
4,879.7
+0.07%
2.400
0%
0.000
+14.34%
+21.05%
143,058.9
 
AVGO
Broadcom Inc
28,624
4,792.7
+4.79%
2.350
+0.11%
0.000
+79.10%
+19.33%
1,294,301.1
Semiconductors
VTEB
Vanguard Tax-Exempt Bond ETF
92,648
4,597.1
-2.95%
2.260
-0.07%
0.010
-0.88%
-0.73%
35,799.5
 

Bowman & Co S.C.'s Historical Top Holdings Breakdowns

Bowman & Co S.C.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-5.54%
●
95.85 ($97.76) 99.25
$98.47
0.73%
Reduce -52.1%
101,712
-110,616
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
New Buy
New Buy
+4.55%
●
84.96 ($93.96) 100.71
$95.01
1.12%
New holding
106,191
106,191
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
New Buy
New Buy
+3.40%
●
50.48 ($50.78) 51.04
$50.56
-0.43%
New holding
136,552
136,552
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+2.97%
●
507.05 ($540.58) 563.67
$575.22
6.41%
Add 31.54%
49,066
11,764
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.64%
●
87.68 ($92.03) 94.57
$94.16
2.31%
Reduce -31.42%
30,574
-14,006
CMI
Cummins Inc
2025-03-31
New Buy
New Buy
+0.37%
●
312.92 ($352.28) 386.07
$331.83
-5.81%
New holding
2,420
2,420
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.29%
●
22.46 ($22.91) 23.26
$23.05
0.61%
Reduce -55.82%
19,559
-24,712
VGT
Vanguard Information Technology ETF
2025-03-31
Sold Out
Sold Out
-0.24%
●
542.38 ($602.71) 646.34
$674.02
11.83%
Sold Out
0
-732
XLV
Health Care Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.21%
●
137.61 ($145.27) 149.68
$135.50
-6.73%
Reduce -38.75%
4,771
-3,018
O
Realty Income Corp
2025-03-31
Add
Add
+0.18%
●
51.67 ($55.35) 58.49
$57.68
4.21%
Add 28.55%
28,404
6,309

Bowman & Co S.C. Total Holding History ($B)

To

Bowman & Co S.C.'s Asset Allocation

To

Bowman & Co S.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Bowman & Co S.C.'s Hypothetical Growth since 2025-03-31

Bowman & Co S.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

Bowman & Co S.C.'s Holdings Heat Map

Size field:

Bowman & Co S.C.'s Holdings Bubble Chart

Bowman & Co S.C. News

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