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CIK: 0002066260
Total reported value
$161.2M
$161.2M
42 檔
21.2%
In Q1 2025, Bosman Wealth Management, LLC's U.S. equity holdings reached a combined market value of $161.2M, distributed across 42 disclosed stock positions.
In Q1 2025, Bosman Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 10.41% | -4.66% | -32.80% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.94% | -1.47% | -11.10% | |
| 3 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 5.83% | — | -1.21% | |
| 4 | FTI | TechnipFMC plc | Stock-Energy | 5.80% | -2.65% | -42.76% | |
| 5 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 5.69% | -0.21% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.35% | -1.32% | -30.23% | |
| 7 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 4.25% | — | -3.09% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 4.16% | — | +238.74% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.02% | -1.20% | +58.19% | |
| 10 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 3.63% | — | +79.93% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.24% | +0.07% | — | |
| 12 | APP | Applovin Corp-class A | Stock-Tech | 3.18% | — | — | |
| 13 | FIX | Comfort Systems USA Inc | Stock-Industrials | 3.01% | -0.05% | +122.82% | |
| 14 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 2.92% | -0.48% | -42.66% | |
| 15 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.89% | -0.64% | EXIT | |
| 16 | OWL | Blue Owl Capital Inc | Stock-Financials | 2.78% | — | — | |
| 17 | HUBS | Hubspot Inc | Stock-Tech | 2.71% | — | — | |
| 18 | CARG | Cargurus Inc | Stock-Consumer Disc | 2.68% | — | — | |
| 19 | KBR | Kbr Inc | Stock-Industrials | 2.26% | — | -38.18% | |
| 20 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.80% | -0.37% | -5.78% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.76% | -1.63% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.75% | -0.34% | -3.12% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -1.25% | -62.92% | |
| 24 | NTNX | Nutanix Inc - A | Stock-Tech | 1.24% | — | — | |
| 25 | FTNT | Fortinet Inc | Stock-Tech | 1.19% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.19% | -2.18% | -75.79% | |
| 27 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 1.12% | — | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.05% | -0.24% | +322.47% | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.05% | -0.24% | -69.07% | |
| 30 | HAL | Halliburton Co | Stock-Energy | 0.75% | — | -61.36% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.68% | — | — | |
| 32 | MMM | 3m Co | Stock-Industrials | 0.66% | -0.10% | — | |
| 33 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.59% | — | -52.18% | |
| 34 | APPF | Appfolio Inc - A | Stock-Tech | 0.55% | — | -72.83% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.16% | -8.40% | |
| 36 | ✓ | Stock-Other | 0.36% | — | -33.62% | ||
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.13% | NEW | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.24% | — | -23.69% | |
| 39 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.23% | — | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 41 | EZPW | Ezcorp Inc-cl A | Stock-Other | 0.20% | -0.01% | -10.39% | |
| 42 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.19% | +0.19% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | +2.6% | +238.74% | Add |
| 2 | FIX | Comfort Systems USA Inc | +1.3% | +122.82% | Add |
| 3 | AMZN | Amazon.com Inc | +1.3% | +58.19% | Add |
| 4 | FOUR | Shift4 Payments Inc-class A | +1.2% | +79.93% | Add |
| 5 | TSLA | Tesla Inc | +0.7% | +322.47% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | +2.36% | Add |
| 7 | ✓ | Cyberark Software LTD. Cmn | +0.3% | -1.21% | Trim |
| 8 | MMM | 3m Co | +0.1% | — | Unchanged |
| 9 | ✓ | +0.1% | -33.62% | Trim | |
| 10 | V | Visa Inc-class A Shares | 0% | -0.28% | Trim |
| 11 | EZPW | Ezcorp Inc-cl A | 0% | -10.39% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -8.40% | Trim |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -23.69% | Trim |
| 14 | AAPL | Apple Inc | -0.2% | -3.12% | Trim |
| 15 | SN | SharkNinja, Inc. | -0.6% | -3.09% | Trim |
| 16 | ARM | Arm Holdings Plc-adr | -0.8% | -52.18% | Trim |
| 17 | HPE | Hewlett Packard Enterprise | -1.1% | -80.08% | Trim |
| 18 | HAL | Halliburton Co | -1.2% | -61.36% | Trim |
| 19 | DECK | Deckers Outdoor CORP | -1.5% | -5.78% | Trim |
| 20 | MGY | Magnolia Oil & Gas CORP - A | -1.5% | -42.66% | Trim |
| 21 | APPF | Appfolio Inc - A | -1.6% | -72.83% | Trim |
| 22 | MELI | Mercadolibre Inc | -1.8% | -69.07% | Trim |
| 23 | KBR | Kbr Inc | -1.8% | -38.18% | Trim |
| 24 | NVDA | Nvidia CORP | -2.2% | -11.10% | Trim |
| 25 | GLD | Spdr Gold Shares | -2.7% | -75.79% | Trim |
| 26 | PLTR | Palantir Technologies Inc-a | -2.7% | -32.80% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | -2.9% | -30.23% | Trim |
| 28 | FTI | TechnipFMC plc | -3% | -42.76% | Trim |
| 29 | MSFT | Microsoft CORP | -3.2% | -62.92% | Trim |
| 30 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 31 | APP | Applovin Corp-class A | — | NEW | New buy |
| 32 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 33 | OWL | Blue Owl Capital Inc | — | NEW | New buy |
| 34 | HUBS | Hubspot Inc | — | NEW | New buy |
| 35 | CARG | Cargurus Inc | — | NEW | New buy |
| 36 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 37 | NTNX | Nutanix Inc - A | — | NEW | New buy |
| 38 | VERX | Vertex Inc - Class A | — | EXIT | Sold out |
| 39 | FTNT | Fortinet Inc | — | NEW | New buy |
| 40 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | New buy |
| 41 | CRM | Salesforce Inc | — | NEW | New buy |
| 42 | MTSI | Macom Technology Solutions H | — | EXIT | Sold out |
| 43 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 44 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
| 45 | AMPX | Amprius Technologies Inc | — | EXIT | Sold out |
| 46 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 47 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 48 | IONQ | Ionq Inc | — | EXIT | Sold out |
| 49 | HD | Home Depot Inc | — | NEW | New buy |
| 50 | RCAT | Red Cat Holdings Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bosman Wealth Management, LLC reported a total U.S. public equity portfolio value of $161.2M across 42 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, NVDA, CYBERARK SOFTWARE LTD. CMN) accounted for 21.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
SMH
市值: $3.2M
Top Position Liquidated / Trimmed
VERX
前期市值: $1.2M
During Q1 2025, Bosman Wealth Management, LLC's top holdings by market value included PLTR (10.4%)、NVDA (6.9%)、CYBERARK SOFTWARE LTD. CMN (5.8%). The largest single position, PLTR, represented 10.4% of total portfolio value.
In Q1 2025, Bosman Wealth Management, LLC made 49 total portfolio adjustments, initiating 13 new buys, adding to 6 positions, trimming 22 holdings, and fully liquidating 8 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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