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

About Bosman Wealth Management, LLC

Investment Activity

Bosman Wealth Management, LLC has $98.46 million in total holdings as of December 31, 2024.
Bosman Wealth Management, LLC owns shares of 42 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 32.52% of the portfolio was purchased this quarter.
About 32.93% of the portfolio was sold this quarter.
This quarter, Bosman Wealth Management, LLC has purchased 37 new stocks and bought additional shares in 6 stocks.
Bosman Wealth Management, LLC sold shares of 22 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

PALANTIR TECHNOLOGIES INC: $10,251,308
NVIDIA: $6,834,226
CyberArk Software: $5,740,254
TechnipFMC: $5,708,098
CrowdStrike: $5,599,323

Largest New Holdings this Quarter

92189F676 - VanEck Semiconductor ETF: $3,190,236 Holding
03831W108 - APPLOVIN CORP: $3,126,381 Holding
05464C101 - Axon Enterprise: $2,845,915 Holding
09581B103 - Blue Owl Capital: $2,738,787 Holding
443573100 - HubSpot: $2,665,639 Holding

Largest Purchases this Quarter

VanEck Semiconductor ETF: 15,086 shares (about $3.19M)
APPLOVIN CORP: 11,799 shares (about $3.13M)
ServiceNow: 3,624 shares (about $2.89M)
Axon Enterprise: 5,411 shares (about $2.85M)
Blue Owl Capital: 136,666 shares (about $2.74M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 59,271 shares (about $5.00M)
TechnipFMC: 134,551 shares (about $4.26M)
SPDR Gold Shares: 12,678 shares (about $3.65M)
Microsoft: 7,633 shares (about $2.87M)
MercadoLibre: 1,186 shares (about $2.31M)

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	$10,251,308	$5,002,472 ▼	-32.8%	121,461	10.4%	CL A
NVDA NVIDIA	$6,834,226	$852,951 ▼	-11.1%	63,058	6.9%	Computer and Technology
CYBR CyberArk Software	$5,740,254	$70,304 ▼	-1.2%	16,983	5.8%	Computer and Technology
FTI TechnipFMC	$5,708,098	$4,263,921 ▼	-42.8%	180,123	5.8%	Energy
CRWD CrowdStrike	$5,599,323	$129,044 ▲	2.4%	15,881	5.7%	Computer and Technology
GOOGL Alphabet	$4,283,373	$1,855,834 ▼	-30.2%	27,699	4.4%	Computer and Technology
SN SharkNinja	$4,189,184	$133,373 ▼	-3.1%	50,224	4.3%	Retail/Wholesale
NOW ServiceNow	$4,093,752	$2,885,211 ▲	238.7%	5,142	4.2%	Computer and Technology
AMZN Amazon.com	$3,957,218	$1,455,679 ▲	58.2%	20,799	4.0%	Retail/Wholesale
FOUR Shift4 Payments	$3,578,735	$1,589,750 ▲	79.9%	43,798	3.6%	Business Services
SMH VanEck Semiconductor ETF	$3,190,236	$3,190,236 ▲	New Holding	15,086	3.2%	Manufacturing
APPLOVIN CORP	$3,126,381	$3,126,381 ▲	New Holding	11,799	3.2%	COM CL A
FIX Comfort Systems USA	$2,968,337	$1,636,147 ▲	122.8%	9,209	3.0%	Construction
MGY Magnolia Oil & Gas	$2,871,216	$2,135,800 ▼	-42.7%	113,667	2.9%	Energy
AXON Axon Enterprise	$2,845,915	$2,845,915 ▲	New Holding	5,411	2.9%	Aerospace
OWL Blue Owl Capital	$2,738,787	$2,738,787 ▲	New Holding	136,666	2.8%	Finance
HUBS HubSpot	$2,665,639	$2,665,639 ▲	New Holding	4,666	2.7%	Computer and Technology
CARG CarGurus	$2,637,809	$2,637,809 ▲	New Holding	90,553	2.7%	Auto/Tires/Trucks
KBR KBR	$2,229,247	$1,376,649 ▼	-38.2%	44,755	2.3%	Construction
DECK Deckers Outdoor	$1,772,021	$108,788 ▼	-5.8%	15,849	1.8%	Retail/Wholesale
ISHARES BITCOIN TRUST ETF	$1,731,502	$1,731,502 ▲	New Holding	36,990	1.8%	SHS BEN INT
AAPL Apple	$1,718,398	$55,310 ▼	-3.1%	7,736	1.7%	Computer and Technology
MSFT Microsoft	$1,688,504	$2,865,351 ▼	-62.9%	4,498	1.7%	Computer and Technology
NTNX Nutanix	$1,219,651	$1,219,651 ▲	New Holding	17,471	1.2%	Computer and Technology
FTNT Fortinet	$1,167,538	$1,167,538 ▲	New Holding	12,129	1.2%	Computer and Technology
GLD SPDR Gold Shares	$1,166,967	$3,653,039 ▼	-75.8%	4,050	1.2%	Finance
CWAN Clearwater Analytics	$1,104,830	$1,104,830 ▲	New Holding	41,225	1.1%	Computer and Technology
TSLA Tesla	$1,037,936	$792,252 ▲	322.5%	4,005	1.1%	Auto/Tires/Trucks
MELI MercadoLibre	$1,035,912	$2,313,732 ▼	-69.1%	531	1.1%	Retail/Wholesale
HAL Halliburton	$737,582	$1,171,510 ▼	-61.4%	29,073	0.7%	Energy
CRM Salesforce	$664,996	$664,996 ▲	New Holding	2,478	0.7%	Computer and Technology
MMM 3M	$651,471		0.0%	4,436	0.7%	Multi-Sector Conglomerates
ARM HOLDINGS PLC	$580,724	$633,692 ▼	-52.2%	5,438	0.6%	SPONSORED ADS
APPF AppFolio	$544,692	$1,460,355 ▼	-72.8%	2,477	0.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$476,041	$43,632 ▼	-8.4%	851	0.5%	Finance
GORILLA TECHNOLOGY GROUP INC	$350,730	$177,600 ▼	-33.6%	11,849	0.4%	SHS NEW
V Visa	$245,322	$701 ▼	-0.3%	700	0.2%	Business Services
GRAYSCALE BITCOIN TRUST ETF	$234,938	$72,925 ▼	-23.7%	3,605	0.2%	SHS REP COM UT
SPOT Spotify Technology	$231,013	$231,013 ▲	New Holding	420	0.2%	Business Services
HD Home Depot	$206,700	$206,700 ▲	New Holding	564	0.2%	Retail/Wholesale
EZPW EZCORP	$192,626	$22,330 ▼	-10.4%	13,086	0.2%	Finance
HPE Hewlett Packard Enterprise	$191,301	$768,953 ▼	-80.1%	12,398	0.2%	Computer and Technology
VERX Vertex	$0	$1,211,525 ▼	-100.0%	0	0.0%	Computer and Technology
MTSI MACOM Technology Solutions	$0	$660,462 ▼	-100.0%	0	0.0%	Computer and Technology
COST Costco Wholesale	$0	$322,527 ▼	-100.0%	0	0.0%	Retail/Wholesale
PANW Palo Alto Networks	$0	$322,433 ▼	-100.0%	0	0.0%	Computer and Technology
AMPX Amprius Technologies	$0	$287,140 ▼	-100.0%	0	0.0%	Business Services
ETN Eaton	$0	$230,318 ▼	-100.0%	0	0.0%	Industrials
IONQ IonQ	$0	$213,862 ▼	-100.0%	0	0.0%	Computer and Technology
RCAT Red Cat	$0	$137,277 ▼	-100.0%	0	0.0%	Business Services

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