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CIK: 0002066260
Total reported value
$161.2M
$161.2M
37 檔
28.3%
The Q4 2024 SEC filing reveals that Bosman Wealth Management, LLC held a total portfolio value of $161.2M, covering 37 public equity positions.
During Q4 2024, Bosman Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 13.15% | -4.66% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.16% | -1.47% | — | |
| 3 | FTI | TechnipFMC plc | Stock-Energy | 8.76% | -2.65% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.23% | -1.32% | — | |
| 5 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 5.51% | — | — | |
| 6 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 5.11% | -0.21% | EXIT | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.92% | -1.25% | — | |
| 8 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 4.85% | — | — | |
| 9 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 4.46% | -0.48% | — | |
| 10 | KBR | Kbr Inc | Stock-Industrials | 4.03% | — | — | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 3.90% | -2.18% | — | |
| 12 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 3.29% | -0.37% | — | |
| 13 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.81% | -0.24% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.77% | -1.20% | — | |
| 15 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 2.43% | — | — | |
| 16 | APPF | Appfolio Inc - A | Stock-Tech | 2.16% | — | — | |
| 17 | HAL | Halliburton Co | Stock-Energy | 1.97% | — | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.34% | — | |
| 19 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.69% | -0.05% | — | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 1.55% | — | — | |
| 21 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.35% | — | — | |
| 22 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.28% | +0.19% | NEW | |
| 23 | VERX | Vertex Inc - Class A | Stock-Other | 1.17% | — | — | |
| 24 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.64% | — | — | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.55% | -0.10% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.16% | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.24% | — | |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.34% | — | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | — | — | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.31% | — | — | |
| 31 | ✓ | Stock-Other | 0.31% | — | — | ||
| 32 | AMPX | Amprius Technologies Inc | Stock-Other | 0.28% | — | — | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.22% | — | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | +0.13% | NEW | |
| 35 | IONQ | Ionq Inc | Stock-Tech | 0.21% | — | — | |
| 36 | EZPW | Ezcorp Inc-cl A | Stock-Other | 0.17% | -0.01% | — | |
| 37 | RCAT | Red Cat Holdings Inc | Stock-Other | 0.13% | -0.12% | EXIT |
According to official SEC Form 13F filings, Bosman Wealth Management, LLC reported a total U.S. public equity portfolio value of $161.2M across 37 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including PLTR, NVDA, FTI) accounted for 28.3% of total reported equity market value during Q4 2024.
During Q4 2024, Bosman Wealth Management, LLC's top holdings by market value included PLTR (13.2%)、NVDA (9.2%)、FTI (8.8%). The largest single position, PLTR, represented 13.2% of total portfolio value.
In Q4 2024, Bosman Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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