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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BOS Asset Management LLC
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| CRD # | 310632 |
| SEC # | 801-119836 |
| CIK # | 0001965814 |
| AUM | $828.7 M (2025-03-31) |
| Employees | 12 (58% Investors, 17% Brokers) |
| Phone | 833-943-8090 |
| Address | 3400 Wabash Avenue Springfield, IL 62711 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.8 | ||
| Apple Inc | 6.3 | ||
| Lilly Eli & Co | 5.1 | ||
| US Bancorp de | 4.1 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Microsoft Corp | 3.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.7 | ||
| Barrick Gold Corp | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 376 | 100.6 |
| (b) Individuals (high net worth individuals) | 122 | 250.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 6.5 |
| (h) Charitable organizations | 4 | 27.2 |
| (i) State or municipal government entities | 1 | 1.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 15.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 39 | 426.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,144 | 828.7 |
| By Discretionary | ||
| Discretionary | 842 | 752.4 |
| Non-Discretionary | 302 | 76.3 |
| Total | 1,144 | 828.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 828.7 | |
| Total | 1,144 | 828.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965814] |
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|---|---|---|
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DB Root & Company LLC
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Brown Miller Wealth Management LLC
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Childress Capital Advisors LLC
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The Advisory Group of San Francisco LLC
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CA | 0.8 |
|
Summit Wealth & Retirement Planning Inc
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