Bosman Wealth Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PALANTIR TECHNOLOGIES INC(PLTR) | 91,011 | 89,141 | -1,870 | 12,406,620 | 16,261,101 | 12.60% | +3,854,481 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 57,218 | 103,759 | +46,541 | 3,502,314 | 6,744,335 | 5.23% | +3,242,021 |
| ALPHABET INC(GOOG) | 33,362 | 33,179 | -183 | 5,879,385 | 8,065,815 | 6.25% | +2,186,430 |
| NVIDIA CORPORATION(NVDA) | 48,773 | 49,359 | +586 | 7,705,646 | 9,209,402 | 7.14% | +1,503,756 |
| ISHARES ETHEREUM TR(ETHA) | 0 | 41,612 | +41,612 | 0 | 1,311,194 | 1.02% | +1,311,194 |
| META PLATFORMS INC(META) | 3,785 | 5,317 | +1,532 | 2,793,671 | 3,904,698 | 3.03% | +1,111,027 |
| BROADCOM INC(AVGO) | 11,530 | 12,714 | +1,184 | 3,178,245 | 4,194,476 | 3.25% | +1,016,231 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 5,559 | +5,559 | 0 | 899,391 | 0.70% | +899,391 |
| COMFORT SYS USA INC(FIX) | 3,342 | 3,160 | -182 | 1,792,014 | 2,607,569 | 2.02% | +815,555 |
| GRAYSCALE ETHEREUM TRUST ETF(ETHE) | 0 | 23,245 | +23,245 | 0 | 796,606 | 0.62% | +796,606 |
| AMAZON COM INC(AMZN) | 18,847 | 22,273 | +3,426 | 4,134,843 | 4,890,483 | 3.79% | +755,640 |
| CYBERARK SOFTWARE LTD | 13,834 | 13,064 | -770 | 5,628,778 | 6,311,872 | 4.89% | +683,094 |
| COREWEAVE INC(CRWV) | 0 | 4,934 | +4,934 | 0 | 675,218 | 0.52% | +675,218 |
| GE VERNOVA INC(GEV) | 4,227 | 4,593 | +366 | 2,236,717 | 2,824,236 | 2.19% | +587,519 |
| URBAN OUTFITTERS INC(URBN) | 41,840 | 50,552 | +8,712 | 3,035,074 | 3,610,929 | 2.80% | +575,855 |
| DOORDASH INC(DASH) | 9,423 | 10,448 | +1,025 | 2,322,864 | 2,841,752 | 2.20% | +518,888 |
| TESLA INC(TSLA) | 3,975 | 4,005 | +30 | 1,262,699 | 1,781,104 | 1.38% | +518,405 |
| SPDR S&P 500 ETF TR(SPY) | 851 | 1,511 | +660 | 525,790 | 1,006,598 | 0.78% | +480,808 |
| CHEVRON CORP NEW(CVX) | 0 | 2,877 | +2,877 | 0 | 446,769 | 0.35% | +446,769 |
| UBER TECHNOLOGIES INC(UBER) | 37,935 | 40,104 | +2,169 | 3,539,336 | 3,928,989 | 3.05% | +389,653 |
| APPLE INC(AAPL) | 7,736 | 7,736 | 0 | 1,587,195 | 1,969,818 | 1.53% | +382,623 |
| SPDR GOLD TR(GLD) | 4,827 | 5,123 | +296 | 1,471,414 | 1,821,073 | 1.41% | +349,659 |
| MICROSOFT CORP(MSFT) | 9,833 | 9,817 | -16 | 4,891,033 | 5,084,715 | 3.94% | +193,682 |
| AXON ENTERPRISE INC(AXON) | 3,417 | 4,124 | +707 | 2,829,071 | 2,959,547 | 2.29% | +130,476 |
| CROWDSTRIKE HLDGS INC(CRWD) | 11,970 | 12,635 | +665 | 6,096,441 | 6,195,951 | 4.80% | +99,510 |
| TETRA TECHNOLOGIES INC DEL(TTI) | 0 | 15,000 | +15,000 | 0 | 86,250 | 0.07% | +86,250 |
| EZCORP INC(EZPW) | 13,086 | 12,843 | -243 | 181,634 | 244,531 | 0.19% | +62,897 |
| VANECK ETF TRUST | 1,290 | 1,251 | -39 | 359,755 | 408,276 | 0.32% | +48,521 |
| CARGURUS INC(CARG) | 31,065 | 28,789 | -2,276 | 1,039,746 | 1,071,814 | 0.83% | +32,068 |
| 3M CO(MMM) | 3,706 | 3,706 | 0 | 564,201 | 575,097 | 0.45% | +10,896 |
| VISA INC(V) | 600 | 600 | 0 | 213,030 | 204,828 | 0.16% | -8,202 |
| ARM HOLDINGS PLC | 3,384 | 3,344 | -40 | 547,328 | 473,143 | 0.37% | -74,185 |
| OSCAR HEALTH INC(OSCR) | 79,382 | 85,056 | +5,674 | 1,701,950 | 1,610,110 | 1.25% | -91,840 |
| SHARKNINJA INC(SN) | 24,125 | 21,968 | -2,157 | 2,388,134 | 2,265,999 | 1.76% | -122,135 |
| MAGNOLIA OIL & GAS CORP(MGY) | 53,214 | 42,999 | -10,215 | 1,196,239 | 1,026,374 | 0.80% | -169,865 |
| GORILLA TECHNOLOGY GROUP INC | 11,849 | 0 | -11,849 | 235,677 | 0 | — | -235,677 |
| TECHNIPFMC PLC(FTI) | 149,008 | 124,016 | -24,992 | 5,131,836 | 4,892,431 | 3.79% | -239,405 |
| ISHARES TR | 28,499 | 26,313 | -2,186 | 3,146,860 | 2,907,323 | 2.25% | -239,537 |
| DECKERS OUTDOOR CORP(DECK) | 18,668 | 16,497 | -2,171 | 1,924,059 | 1,672,250 | 1.30% | -251,809 |
| OLO INC | 28,748 | 0 | -28,748 | 255,857 | 0 | — | -255,857 |
| MERCADOLIBRE INC(MELI) | 1,001 | 987 | -14 | 2,616,244 | 2,306,560 | 1.79% | -309,684 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 5,569 | 5,501 | -68 | 4,273,316 | 3,839,698 | 2.98% | -433,618 |
| TOAST INC(TOST) | 54,455 | 51,622 | -2,833 | 2,411,812 | 1,884,719 | 1.46% | -527,093 |
| SERVICENOW INC(NOW) | 3,908 | 3,493 | -415 | 4,017,737 | 3,214,538 | 2.49% | -803,199 |
| SHIFT4 PMTS INC(FOUR) | 35,779 | 0 | -35,779 | 3,546,057 | 0 | — | -3,546,057 |