The Analysis of Bowman & Co S.C.'s Holdings

Currently, Bowman & Co S.C. holds 109 types of securities in its portfolio with a total value $237.1M. In the most recent quarter, they have increased their positions in ADI (+3.4K shares, valued at $824.1K), VOO (+891 shares, valued at $545.6K), XLY (+970 shares, valued at $232.6K); decreased their positions in AVGO (-4.8K shares, valued at $1.6M), VTEB (-6.5K shares, valued at $323.3K), AGG (-3.0K shares, valued at $302.6K); initiated new positions in XLY (+970 shares, valued at $232.6K), SMH (+625 shares, valued at $204.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS51.7K shares1.75%2025-09-302025-10-10

AVUV AMERICAN CENTY ETF TR121.6K shares-1.44%2025-09-302025-10-10

AGG ISHARES TR99.0K shares-2.96%2025-09-302025-10-10

JPM JPMORGAN CHASE & CO.25.8K shares-1.30%2025-09-302025-10-10

AVGO BROADCOM INC24.1K shares-16.61%2025-09-302025-10-10

MSFT MICROSOFT CORP15.1K shares1.21%2025-09-302025-10-10

AAPL APPLE INC30.1K shares1.03%2025-09-302025-10-10

JAAA JANUS DETROIT STR TR143.2K shares1.77%2025-09-302025-10-10

Sponsored

IEFA ISHARES TR67.5K shares-1.69%2025-09-302025-10-10

VTEB VANGUARD MUN BD FDS112.0K shares-5.45%2025-09-302025-10-10

WMT WALMART INC44.7K shares-0.51%2025-09-302025-10-10

MSI MOTOROLA SOLUTIONS INC10.1K shares-0.49%2025-09-302025-10-10

ETN EATON CORP PLC11.3K shares-0.84%2025-09-302025-10-10

HD HOME DEPOT INC9.3K shares-0.54%2025-09-302025-10-10

GOOGL ALPHABET INC14.4K shares-1.04%2025-09-302025-10-10

IJH ISHARES TR53.4K shares0.49%2025-09-302025-10-10

Sponsored

TT TRANE TECHNOLOGIES PLC8.0K shares-0.69%2025-09-302025-10-10

VYM VANGUARD WHITEHALL FDS23.4K shares0.59%2025-09-302025-10-10

WTV WISDOMTREE TR35.9K shares0.41%2025-09-302025-10-10

META META PLATFORMS INC4.1K shares-0.82%2025-09-302025-10-10

USMV ISHARES TR30.9K shares2.02%2025-09-302025-10-10

MPC MARATHON PETE CORP15.0K shares-0.50%2025-09-302025-10-10

VUG VANGUARD INDEX FDS5.5K shares-0.67%2025-09-302025-10-10

CME CME GROUP INC9.2K shares-0.67%2025-09-302025-10-10

Sponsored

ADI ANALOG DEVICES INC10.0K shares50.20%2025-09-302025-10-10

ABBV ABBVIE INC10.6K shares-0.21%2025-09-302025-10-10

CB CHUBB LIMITED8.6K shares-0.88%2025-09-302025-10-10

V VISA INC6.7K shares-0.91%2025-09-302025-10-10

JNJ JOHNSON & JOHNSON11.9K shares0.19%2025-09-302025-10-10

TJX TJX COS INC NEW15.0K shares-0.65%2025-09-302025-10-10

JCI JOHNSON CTLS INTL PLC19.4K shares-0.73%2025-09-302025-10-10

IVW ISHARES TR16.8K shares-2.72%2025-09-302025-10-10

Sponsored

MGK VANGUARD WORLD FD4.9K shares0.00%2025-09-302025-10-10

DRI DARDEN RESTAURANTS INC9.6K shares-0.60%2025-09-302025-10-10

APD AIR PRODS & CHEMS INC6.7K shares-0.25%2025-09-302025-10-10

O REALTY INCOME CORP29.6K shares0.44%2025-09-302025-10-10

MDT MEDTRONIC PLC18.4K shares0.69%2025-09-302025-10-10

AMZN AMAZON COM INC7.5K shares-0.79%2025-09-302025-10-10

GEV GE VERNOVA INC2.7K shares-0.63%2025-09-302025-10-10

VO VANGUARD INDEX FDS5.5K shares4.49%2025-09-302025-10-10

Sponsored

MGV VANGUARD WORLD FD11.7K shares0.52%2025-09-302025-10-10

UNH UNITEDHEALTH GROUP INC4.6K shares-10.25%2025-09-302025-10-10

NIC NICOLET BANKSHARES INC11.7K shares-1.24%2025-09-302025-10-10

VZ VERIZON COMMUNICATIONS INC34.4K shares0.14%2025-09-302025-10-10

ALL ALLSTATE CORP6.8K shares-0.48%2025-09-302025-10-10

AMD ADVANCED MICRO DEVICES INC9.1K shares-1.04%2025-09-302025-10-10

SPGI S&P GLOBAL INC2.9K shares-0.52%2025-09-302025-10-10

FLMI FRANKLIN TEMPLETON ETF TR56.1K shares1.02%2025-09-302025-10-10

Sponsored

CRM SALESFORCE INC5.8K shares-1.90%2025-09-302025-10-10

MLN VANECK ETF TRUST78.3K shares3.97%2025-09-302025-10-10

NXPI NXP SEMICONDUCTORS N V6.0K shares-0.77%2025-09-302025-10-10

UNP UNION PAC CORP5.6K shares-1.69%2025-09-302025-10-10

CMI CUMMINS INC3.0K shares0.99%2025-09-302025-10-10

MUB ISHARES TR11.7K shares22.37%2025-09-302025-10-10

FIS FIDELITY NATL INFORMATION SV18.9K shares-5.15%2025-09-302025-10-10

STE STERIS PLC4.7K shares-0.83%2025-09-302025-10-10

Sponsored

IQV IQVIA HLDGS INC6.0K shares-0.96%2025-09-302025-10-10

CMCSA COMCAST CORP NEW35.9K shares-4.77%2025-09-302025-10-10

RWJ INVESCO EXCH TRADED FD TR II23.2K shares0.05%2025-09-302025-10-10

PEG PUBLIC SVC ENTERPRISE GRP IN12.8K shares0.25%2025-09-302025-10-10

BBY BEST BUY INC13.8K shares-0.91%2025-09-302025-10-10

FI FISERV INC8.0K shares-6.68%2025-09-302025-10-10

NEE NEXTERA ENERGY INC13.5K shares0.48%2025-09-302025-10-10

VTV VANGUARD INDEX FDS5.4K shares-0.20%2025-09-302025-10-10

Sponsored

IJR ISHARES TR7.3K shares6.09%2025-09-302025-10-10

FANG DIAMONDBACK ENERGY INC6.0K shares0.77%2025-09-302025-10-10

DXCM DEXCOM INC11.5K shares-0.85%2025-09-302025-10-10

CMG CHIPOTLE MEXICAN GRILL INC18.5K shares-16.24%2025-09-302025-10-10

WFC-PL WELLS FARGO CO NEW575 shares-5.58%2025-09-302025-10-10

APH AMPHENOL CORP NEW5.7K shares-1.11%2025-09-302025-10-10

ILCG ISHARES TR6.6K shares-1.47%2025-09-302025-10-10

IEF ISHARES TR7.1K shares-8.33%2025-09-302025-10-10

Sponsored

IVV ISHARES TR986 shares-0.70%2025-09-302025-10-10

SCHF SCHWAB STRATEGIC TR28.2K shares3.89%2025-09-302025-10-10

EW EDWARDS LIFESCIENCES CORP8.4K shares-0.15%2025-09-302025-10-10

MTUM ISHARES TR2.5K shares1.31%2025-09-302025-10-10

CDNS CADENCE DESIGN SYSTEM INC1.8K shares24.10%2025-09-302025-10-10

XOM EXXON MOBIL CORP5.6K shares-2.10%2025-09-302025-10-10

VTWO VANGUARD SCOTTSDALE FDS6.1K shares0.36%2025-09-302025-10-10

VBR VANGUARD INDEX FDS2.9K shares-1.55%2025-09-302025-10-10

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.8K shares-0.76%2025-09-302025-10-10

IEMG ISHARES INC8.7K shares-1.66%2025-09-302025-10-10

ORCL ORACLE CORP2.0K shares0.00%2025-09-302025-10-10

VXUS VANGUARD STAR FDS7.1K shares0.48%2025-09-302025-10-10

SNPS SYNOPSYS INC975 shares21.12%2025-09-302025-10-10

WELL WELLTOWER INC2.7K shares0.00%2025-09-302025-10-10

OSK OSHKOSH CORP3.5K shares0.26%2025-09-302025-10-10

SCHZ SCHWAB STRATEGIC TR19.1K shares0.71%2025-09-302025-10-10

Sponsored

VGT VANGUARD WORLD FD592 shares63.54%2025-09-302025-10-10

VBK VANGUARD INDEX FDS1.4K shares-5.20%2025-09-302025-10-10

LNT ALLIANT ENERGY CORP5.7K shares0.30%2025-09-302025-10-10

KMB KIMBERLY-CLARK CORP2.9K shares-3.53%2025-09-302025-10-10

CVX CHEVRON CORP NEW2.2K shares0.00%2025-09-302025-10-10

SCHX SCHWAB STRATEGIC TR12.9K shares-0.72%2025-09-302025-10-10

BAC-PL BANK AMERICA CORP262 shares1.16%2025-09-302025-10-10

VTHR VANGUARD SCOTTSDALE FDS1.1K shares6.41%2025-09-302025-10-10

Sponsored

FMB FIRST TR EXCH TRADED FD III6.4K shares-5.85%2025-09-302025-10-10

RWK INVESCO EXCH TRADED FD TR II2.5K shares0.24%2025-09-302025-10-10

IWF ISHARES TR663 shares0.00%2025-09-302025-10-10

WEC WEC ENERGY GROUP INC2.6K shares0.38%2025-09-302025-10-10

COST COSTCO WHSL CORP NEW301 shares0.00%2025-09-302025-10-10

SPY SPDR S&P 500 ETF TR408 shares0.25%2025-09-302025-10-10

JMUB J P MORGAN EXCHANGE TRADED F5.3K shares0.90%2025-09-302025-10-10

CINF CINCINNATI FINL CORP1.6K shares0.61%2025-09-302025-10-10

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.5K shares-22.77%2025-09-302025-10-10

RTX RTX CORPORATION1.4K shares0.00%2025-09-302025-10-10

QUVU HARTFORD FDS EXCHANGE TRADED9.1K shares-0.37%2025-09-302025-10-10

XLY SELECT SECTOR SPDR TR970 sharesnew addition2025-09-302025-10-10

SMH VANECK ETF TRUST625 sharesnew addition2025-09-302025-10-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available