B.O.S.S. Retirement Advisors
Latest statistics and disclosures from B.O.S.S. Retirement Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, GOOGL, and represent 19.78% of B.O.S.S. Retirement Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$8.3M), SEPW (+$6.5M), VTI (+$6.1M), SCHQ (+$5.2M), NVDA, MSFT, VOO, MU, VST, Elevation Series Trust.
- Started 50 new stock positions in LTPZ, DFAR, AMAT, MUB, DELL, IWS, FFNW, WDIV, JANZ, CLOZ.
- Reduced shares in these 10 stocks: CMCSA, , QRVO, JPM, A, DIS, FLAO, CMA, TSLA, META.
- Sold out of its positions in APRW, FLAO, JUNW, DIS, GATX, PANW, PLD, QRVO, TPH, UNP. VCIT.
- B.O.S.S. Retirement Advisors was a net buyer of stock by $79M.
- B.O.S.S. Retirement Advisors has $497M in assets under management (AUM), dropping by 26.98%.
- Central Index Key (CIK): 0001964810
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Portfolio Holdings for B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors holds 206 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $28M | +8% | 118k | 233.00 |
|
| Microsoft Corporation (MSFT) | 4.6 | $23M | +18% | 53k | 430.30 |
|
| NVIDIA Corporation (NVDA) | 4.5 | $22M | +20% | 184k | 121.44 |
|
| Amazon (AMZN) | 2.7 | $13M | +11% | 71k | 186.33 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $12M | +18% | 75k | 165.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $11M | +16% | 23k | 460.27 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $8.8M | +220% | 31k | 283.16 |
|
| Meta Platforms Cl A (META) | 1.7 | $8.4M | -11% | 15k | 572.46 |
|
| Broadcom (AVGO) | 1.7 | $8.3M | NEW | 48k | 172.50 |
|
| Aim Etf Products Trust Allianzim U S La (SIXD) | 1.6 | $8.1M | +2% | 309k | 26.28 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $8.1M | +74% | 15k | 527.66 |
|
| Exxon Mobil Corporation (XOM) | 1.5 | $7.5M | +18% | 64k | 117.22 |
|
| UnitedHealth (UNH) | 1.4 | $7.1M | +15% | 12k | 584.77 |
|
| Home Depot (HD) | 1.4 | $7.1M | +11% | 18k | 405.20 |
|
| McDonald's Corporation (MCD) | 1.4 | $7.1M | +12% | 23k | 304.54 |
|
| Merck & Co (MRK) | 1.4 | $6.9M | +42% | 60k | 113.56 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SEPW) | 1.3 | $6.5M | NEW | 229k | 28.53 |
|
| Thermo Fisher Scientific (TMO) | 1.3 | $6.3M | +18% | 10k | 618.56 |
|
| Intercontinental Exchange (ICE) | 1.2 | $6.1M | +13% | 38k | 160.64 |
|
| IDEX Corporation (IEX) | 1.2 | $6.0M | +17% | 28k | 214.51 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $5.9M | +14% | 6.6k | 885.97 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $5.8M | -34% | 28k | 210.88 |
|
| Procter & Gamble Company (PG) | 1.1 | $5.7M | +15% | 33k | 173.19 |
|
| Tesla Motors (TSLA) | 1.1 | $5.5M | -19% | 21k | 261.64 |
|
| S&p Global (SPGI) | 1.1 | $5.4M | +16% | 10k | 516.65 |
|
| AFLAC Incorporated (AFL) | 1.1 | $5.3M | +12% | 48k | 111.80 |
|
| At&t (T) | 1.1 | $5.3M | +9% | 242k | 22.00 |
|
| Goldman Sachs (GS) | 1.1 | $5.3M | +18% | 11k | 495.13 |
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 1.1 | $5.2M | NEW | 150k | 34.99 |
|
| Johnson & Johnson (JNJ) | 1.0 | $5.0M | +13% | 31k | 162.07 |
|
| Visa Com Cl A (V) | 1.0 | $5.0M | +14% | 18k | 274.96 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.0 | $4.9M | +14% | 123k | 39.69 |
|
| Cisco Systems (CSCO) | 1.0 | $4.8M | +8% | 90k | 53.22 |
|
| Abbvie (ABBV) | 1.0 | $4.7M | +9% | 24k | 197.48 |
|
| Pepsi (PEP) | 1.0 | $4.7M | +6% | 28k | 170.06 |
|
| Exelon Corporation (EXC) | 0.9 | $4.4M | +13% | 109k | 40.55 |
|
| TJX Companies (TJX) | 0.9 | $4.4M | +14% | 37k | 117.54 |
|
| CSX Corporation (CSX) | 0.8 | $4.1M | +11% | 119k | 34.53 |
|
| Yum! Brands (YUM) | 0.8 | $3.7M | +14% | 27k | 139.72 |
|
| J.B. Hunt Transport Services (JBHT) | 0.7 | $3.7M | +11% | 22k | 172.34 |
|
| salesforce (CRM) | 0.7 | $3.6M | -16% | 13k | 273.71 |
|
| Nike CL B (NKE) | 0.7 | $3.4M | +7% | 39k | 88.40 |
|
| Citigroup Com New (C) | 0.7 | $3.4M | +17% | 55k | 62.60 |
|
| Honeywell International (HON) | 0.7 | $3.3M | +15% | 16k | 206.73 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $3.3M | +8% | 6.7k | 493.85 |
|
| Chevron Corporation (CVX) | 0.6 | $3.2M | -20% | 22k | 147.27 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $3.2M | +224% | 3.6k | 886.56 |
|
| Advanced Micro Devices (AMD) | 0.6 | $3.1M | +12% | 19k | 164.08 |
|
| Altria (MO) | 0.6 | $3.0M | +2% | 58k | 51.04 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.6 | $2.8M | +87% | 41k | 67.51 |
|
| BorgWarner (BWA) | 0.5 | $2.7M | +14% | 74k | 36.29 |
|
| Micron Technology (MU) | 0.5 | $2.6M | NEW | 25k | 103.71 |
|
| Vistra Energy (VST) | 0.5 | $2.6M | NEW | 22k | 118.54 |
|
| CenterPoint Energy (CNP) | 0.5 | $2.5M | +15% | 84k | 29.42 |
|
| Pfizer (PFE) | 0.5 | $2.5M | +15% | 85k | 28.94 |
|
| Elevation Series Trust Trueshares Quart | 0.5 | $2.5M | NEW | 98k | 25.01 |
|
| International Paper Company (IP) | 0.5 | $2.5M | 50k | 48.85 |
|
|
| Pulte (PHM) | 0.5 | $2.5M | NEW | 17k | 143.53 |
|
| Verizon Communications (VZ) | 0.5 | $2.4M | +6% | 54k | 44.91 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $2.3M | +219% | 35k | 64.74 |
|
| NiSource (NI) | 0.4 | $2.2M | +2% | 64k | 34.65 |
|
| Public Service Enterprise (PEG) | 0.4 | $2.2M | 24k | 89.21 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $2.1M | +2% | 15k | 142.28 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $2.0M | +183% | 5.7k | 345.29 |
|
| Key (KEY) | 0.4 | $2.0M | +3% | 117k | 16.75 |
|
| Us Bancorp Del Com New (USB) | 0.4 | $1.9M | +4% | 42k | 45.73 |
|
| Entergy Corporation (ETR) | 0.4 | $1.9M | +2% | 14k | 131.62 |
|
| Citizens Financial (CFG) | 0.4 | $1.9M | 45k | 41.07 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.4 | $1.8M | -58% | 12k | 148.49 |
|
| Omni (OMC) | 0.4 | $1.8M | +5% | 17k | 103.40 |
|
| Northern Lts Fd Tr Iv Sterling Capital (LCG) | 0.4 | $1.8M | -20% | 61k | 28.81 |
|
| Edison International (EIX) | 0.4 | $1.8M | 20k | 87.09 |
|
|
| Intel Corporation (INTC) | 0.4 | $1.8M | -2% | 75k | 23.46 |
|
| Philip Morris International (PM) | 0.4 | $1.8M | +3% | 15k | 121.41 |
|
| CMS Energy Corporation (CMS) | 0.3 | $1.7M | +3% | 24k | 70.63 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $1.7M | +3% | 40k | 42.77 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $1.7M | +4% | 116k | 14.70 |
|
| Regions Financial Corporation (RF) | 0.3 | $1.7M | +2% | 73k | 23.33 |
|
| Dominion Resources (D) | 0.3 | $1.7M | +3% | 29k | 57.79 |
|
| International Business Machines (IBM) | 0.3 | $1.7M | 7.6k | 221.06 |
|
|
| Prudential Financial (PRU) | 0.3 | $1.7M | +2% | 14k | 121.10 |
|
| Elevation Series Trust Trushares Bull | 0.3 | $1.7M | NEW | 66k | 25.33 |
|
| Fmc Corp Com New (FMC) | 0.3 | $1.7M | 25k | 65.94 |
|
|
| Uber Technologies (UBER) | 0.3 | $1.6M | +10% | 22k | 75.16 |
|
| American Electric Power Company (AEP) | 0.3 | $1.6M | +3% | 16k | 102.60 |
|
| Oneok (OKE) | 0.3 | $1.6M | +2% | 18k | 91.13 |
|
| Fifth Third Ban (FITB) | 0.3 | $1.6M | 37k | 42.84 |
|
|
| ConAgra Foods (CAG) | 0.3 | $1.6M | +5% | 48k | 32.52 |
|
| Nrg Energy Com New (NRG) | 0.3 | $1.5M | +3% | 17k | 91.10 |
|
| Best Buy (BBY) | 0.3 | $1.5M | 15k | 103.30 |
|
|
| Alliant Energy Corporation (LNT) | 0.3 | $1.5M | +2% | 25k | 60.69 |
|
| Watsco, Incorporated (WSO) | 0.3 | $1.4M | 2.9k | 491.98 |
|
|
| PPL Corporation (PPL) | 0.3 | $1.4M | +3% | 43k | 33.08 |
|
| DTE Energy Company (DTE) | 0.3 | $1.3M | +2% | 10k | 128.41 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $1.3M | +9% | 25k | 53.45 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $1.3M | +5% | 14k | 95.90 |
|
| Interpublic Group of Companies (IPG) | 0.3 | $1.3M | +6% | 42k | 31.63 |
|
| Ford Motor Company (F) | 0.3 | $1.3M | +6% | 124k | 10.56 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $1.3M | +2% | 21k | 62.06 |
|
| Oge Energy Corp (OGE) | 0.3 | $1.3M | +2% | 31k | 41.02 |
|
| FirstEnergy (FE) | 0.3 | $1.3M | +3% | 29k | 44.35 |
|
| Valero Energy Corporation (VLO) | 0.3 | $1.3M | +9% | 9.4k | 135.03 |
|
| Invesco SHS (IVZ) | 0.3 | $1.3M | +3% | 72k | 17.56 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $1.3M | +13% | 37k | 34.07 |
|
| Franklin Resources (BEN) | 0.3 | $1.3M | +9% | 62k | 20.15 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $1.2M | +25% | 39k | 31.78 |
|
| Sonoco Products Company (SON) | 0.2 | $1.2M | +8% | 22k | 54.63 |
|
| Wec Energy Group (WEC) | 0.2 | $1.2M | +4% | 12k | 96.18 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $1.2M | +16% | 21k | 55.63 |
|
| Comerica Incorporated (CMA) | 0.2 | $1.2M | -58% | 20k | 59.91 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.1M | +81% | 15k | 75.11 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $1.1M | 11k | 109.53 |
|
|
| Whirlpool Corporation (WHR) | 0.2 | $1.1M | +7% | 11k | 107.01 |
|
| Principal Financial (PFG) | 0.2 | $1.1M | +5% | 13k | 85.90 |
|
| Hp (HPQ) | 0.2 | $1.1M | 32k | 35.87 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.1M | 1.9k | 576.91 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $1.1M | +20% | 13k | 87.74 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $1.1M | +123% | 5.0k | 220.07 |
|
| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.2 | $1.1M | NEW | 38k | 28.84 |
|
| Emerson Electric (EMR) | 0.2 | $1.1M | +3% | 9.9k | 109.38 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.0M | +27% | 3.6k | 283.99 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 0.2 | $1.0M | +4% | 18k | 55.10 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $995k | +148% | 17k | 59.02 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $984k | +40% | 11k | 88.44 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $973k | +3% | 23k | 43.19 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.2 | $960k | +18% | 13k | 72.17 |
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.2 | $955k | +12% | 12k | 82.42 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.2 | $876k | +42% | 25k | 35.42 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.2 | $866k | +28% | 11k | 79.45 |
|
| Listed Fd Tr Trueshares Struc (APRZ) | 0.2 | $850k | NEW | 25k | 34.61 |
|
| Listed Fd Tr Trueshares Strcd (JANZ) | 0.2 | $836k | NEW | 24k | 34.68 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.2 | $815k | +24% | 16k | 51.82 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $737k | NEW | 885.00 | 833.10 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.1 | $693k | +22% | 6.8k | 101.23 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.1 | $653k | +26% | 12k | 54.20 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $631k | +98% | 7.8k | 81.27 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $624k | NEW | 4.1k | 151.63 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.1 | $618k | +71% | 18k | 34.54 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $596k | +25% | 67k | 8.96 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $587k | +159% | 5.8k | 100.72 |
|
| Global X Fds 1-3 Month T-bill (CLIP) | 0.1 | $579k | NEW | 5.8k | 100.50 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $578k | +187% | 6.3k | 91.81 |
|
| Aptar (ATR) | 0.1 | $546k | +31% | 3.4k | 160.22 |
|
| Bank of America Corporation (BAC) | 0.1 | $541k | +13% | 14k | 39.68 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $528k | +8% | 5.8k | 90.41 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.1 | $519k | +102% | 23k | 22.99 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $486k | +24% | 17k | 29.48 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $480k | +18% | 13k | 38.08 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $480k | +90% | 8.3k | 57.53 |
|
| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.1 | $480k | NEW | 7.2k | 66.68 |
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.1 | $474k | NEW | 20k | 24.35 |
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $473k | +36% | 2.3k | 207.24 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $471k | +54% | 4.4k | 107.65 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $464k | +14% | 17k | 27.41 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $460k | +100% | 3.6k | 128.20 |
|
| Global X Fds Globx Supdv Us (DIV) | 0.1 | $453k | +126% | 24k | 18.69 |
|
| Wells Fargo & Company (WFC) | 0.1 | $452k | NEW | 8.0k | 56.49 |
|
| EastGroup Properties (EGP) | 0.1 | $427k | +32% | 2.3k | 186.82 |
|
| Eaton Corp SHS (ETN) | 0.1 | $421k | +18% | 1.3k | 331.34 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.1 | $418k | +15% | 15k | 28.46 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $413k | +11% | 15k | 27.70 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $405k | -90% | 9.7k | 41.77 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $401k | +7% | 3.0k | 135.41 |
|
| Applied Materials (AMAT) | 0.1 | $400k | NEW | 2.0k | 202.05 |
|
| Series Portfolios Tr Panagram Aaa (CLOX) | 0.1 | $398k | NEW | 16k | 25.55 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $387k | +19% | 4.4k | 87.78 |
|
| Gra (GGG) | 0.1 | $382k | +53% | 4.4k | 87.51 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $372k | +33% | 4.5k | 82.95 |
|
| Amgen (AMGN) | 0.1 | $352k | NEW | 1.1k | 322.25 |
|
| Oracle Corporation (ORCL) | 0.1 | $336k | 2.0k | 170.40 |
|
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.1 | $333k | NEW | 7.8k | 42.51 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $330k | NEW | 5.4k | 61.54 |
|
| Ryder System (R) | 0.1 | $322k | NEW | 2.2k | 145.82 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.1 | $319k | NEW | 8.5k | 37.67 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $317k | NEW | 5.5k | 57.41 |
|
| First Financial Northwest (FFNW) | 0.1 | $312k | NEW | 14k | 22.52 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $294k | NEW | 602.00 | 488.07 |
|
| Evercore Class A (EVR) | 0.1 | $290k | NEW | 1.1k | 253.55 |
|
| Qualcomm (QCOM) | 0.1 | $282k | NEW | 1.7k | 170.16 |
|
| Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) | 0.1 | $274k | NEW | 9.3k | 29.40 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $273k | NEW | 2.1k | 132.22 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $266k | -12% | 5.0k | 53.28 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $266k | -38% | 513.00 | 518.02 |
|
| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.1 | $257k | NEW | 9.6k | 26.88 |
|
| Listed Fd Tr Trueshares Dec (DECZ) | 0.1 | $257k | NEW | 6.9k | 37.14 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $254k | NEW | 5.1k | 50.28 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $254k | +9% | 11k | 23.45 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $252k | NEW | 2.6k | 96.39 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $243k | NEW | 5.1k | 47.21 |
|
| Dell Technologies CL C (DELL) | 0.0 | $242k | NEW | 2.0k | 118.54 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $232k | NEW | 1.4k | 167.16 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $231k | NEW | 4.4k | 52.58 |
|
| Rollins (ROL) | 0.0 | $230k | +4% | 4.5k | 50.58 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $224k | NEW | 8.7k | 25.64 |
|
| Ge Aerospace Com New (GE) | 0.0 | $224k | NEW | 1.2k | 188.57 |
|
| Wright Express (WEX) | 0.0 | $223k | NEW | 1.1k | 209.73 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $219k | NEW | 2.0k | 108.63 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $219k | NEW | 4.5k | 48.54 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $218k | NEW | 3.8k | 57.75 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $217k | NEW | 4.1k | 52.86 |
|
| Boeing Company (BA) | 0.0 | $216k | NEW | 1.4k | 152.01 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $214k | NEW | 365.00 | 586.52 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $207k | -23% | 1.0k | 206.56 |
|
| Aim Etf Products Trust Allianzim Us Lgr (AUGT) | 0.0 | $206k | NEW | 6.8k | 30.50 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.0 | $202k | -32% | 6.7k | 30.03 |
|
| Masco Corporation (MAS) | 0.0 | $202k | NEW | 2.4k | 83.97 |
|
Past Filings by B.O.S.S. Retirement Advisors
SEC 13F filings are viewable for B.O.S.S. Retirement Advisors going back to 2022
- B.O.S.S. Retirement Advisors 2024 Q3 filed Oct. 16, 2024
- B.O.S.S. Retirement Advisors 2024 Q2 filed July 12, 2024
- B.O.S.S. Retirement Advisors 2024 Q1 filed April 30, 2024
- B.O.S.S. Retirement Advisors 2023 Q4 restated filed Jan. 26, 2024
- B.O.S.S. Retirement Advisors 2023 Q4 restated filed Jan. 19, 2024
- B.O.S.S. Retirement Advisors 2023 Q4 filed Jan. 8, 2024
- B.O.S.S. Retirement Advisors 2023 Q3 filed Oct. 17, 2023
- B.O.S.S. Retirement Advisors 2023 Q2 filed July 10, 2023
- B.O.S.S. Retirement Advisors 2023 Q1 filed April 17, 2023
- B.O.S.S. Retirement Advisors 2022 Q4 filed Feb. 7, 2023