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 MSFT, VTI, AAPL, SPLG, VOO, and represent 17.28% of B.O.S.S. Retirement Advisors's stock portfolio.
- Added to shares of these 10 stocks: BILZ (+$6.4M), JANW, CMA, VTI, VOO, IBHD, MRK, AVGO, AAPL, MO.
- Started 35 new stock positions in FMAT, TXN, CDNS, DFSD, APD, SNPS, DIHP, NEM, DGRW, PDBC.
- Reduced shares in these 10 stocks: IWM, TLT, LIN, MA, SGOV, , ABT, HTRB, TAIL, JUNW.
- Sold out of its positions in JUNW, DECT, COR, BLK, BAH, TAIL, CAG, GJUN, FJUL, GJUL.
- B.O.S.S. Retirement Advisors was a net buyer of stock by $3.4M.
- B.O.S.S. Retirement Advisors has $516M in assets under management (AUM), dropping by 11.05%.
- 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 241 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.3 | $22M | +5% | 59k | 376.04 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $19M | +15% | 81k | 237.22 |
|
| Apple (AAPL) | 3.1 | $16M | +7% | 84k | 192.53 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 3.1 | $16M | -5% | 283k | 55.90 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.0 | $16M | +17% | 36k | 436.80 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $13M | -2% | 28k | 477.64 |
|
| Amazon (AMZN) | 2.2 | $11M | +10% | 73k | 151.94 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.4 | $7.4M | +2% | 42k | 175.22 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $7.3M | 15k | 495.21 |
|
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 1.2 | $6.4M | NEW | 64k | 100.64 |
|
| Northern Lts Fd Tr Iv Sterling Capital (LCG) | 1.2 | $6.4M | +8% | 224k | 28.48 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $6.4M | +10% | 46k | 139.69 |
|
| S&p Global (SPGI) | 1.2 | $6.3M | +5% | 14k | 440.51 |
|
| Broadcom (AVGO) | 1.2 | $6.2M | +28% | 5.5k | 1116.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.6M | +23% | 16k | 356.67 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 1.0 | $5.3M | +676% | 176k | 30.30 |
|
| Meta Platforms Cl A (META) | 1.0 | $5.3M | +10% | 15k | 353.96 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $5.2M | +20% | 90k | 57.96 |
|
| Comerica Incorporated (CMA) | 1.0 | $5.0M | +161% | 89k | 55.81 |
|
| Tesla Motors (TSLA) | 0.9 | $4.8M | +20% | 19k | 248.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $4.8M | +13% | 28k | 170.10 |
|
| McDonald's Corporation (MCD) | 0.9 | $4.8M | +6% | 16k | 296.52 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $4.5M | +5% | 45k | 99.98 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.9 | $4.5M | 64k | 70.17 |
|
|
| UnitedHealth (UNH) | 0.8 | $4.2M | +9% | 8.1k | 526.47 |
|
| Chevron Corporation (CVX) | 0.8 | $4.2M | 28k | 149.16 |
|
|
| Merck & Co (MRK) | 0.8 | $4.1M | +54% | 38k | 109.02 |
|
| Home Depot (HD) | 0.8 | $4.0M | +13% | 12k | 346.55 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $3.9M | 77k | 50.58 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $3.8M | +17% | 52k | 73.55 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.7 | $3.8M | -4% | 121k | 31.20 |
|
| Exelon Corporation (EXC) | 0.7 | $3.7M | +4% | 104k | 35.90 |
|
| Pepsi (PEP) | 0.7 | $3.7M | +11% | 22k | 169.84 |
|
| IDEX Corporation (IEX) | 0.7 | $3.6M | +6% | 17k | 217.11 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $3.4M | +18% | 6.4k | 530.82 |
|
| Johnson & Johnson (JNJ) | 0.6 | $3.4M | +5% | 21k | 156.74 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $3.3M | +28% | 5.6k | 582.94 |
|
| CoStar (CSGP) | 0.6 | $3.2M | -2% | 37k | 87.39 |
|
| At&t (T) | 0.6 | $3.2M | -8% | 191k | 16.78 |
|
| Visa Com Cl A (V) | 0.6 | $3.2M | 12k | 260.36 |
|
|
| Procter & Gamble Company (PG) | 0.6 | $3.0M | +9% | 21k | 146.54 |
|
| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.6 | $2.9M | -3% | 111k | 25.85 |
|
| Intercontinental Exchange (ICE) | 0.6 | $2.9M | +6% | 22k | 128.43 |
|
| Cisco Systems (CSCO) | 0.6 | $2.8M | +13% | 56k | 50.52 |
|
| Goldman Sachs (GS) | 0.6 | $2.8M | +7% | 7.4k | 385.75 |
|
| Dow (DOW) | 0.5 | $2.8M | +6% | 51k | 54.84 |
|
| salesforce (CRM) | 0.5 | $2.8M | +15% | 11k | 263.14 |
|
| Prologis (PLD) | 0.5 | $2.8M | +5% | 21k | 133.30 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $2.8M | +12% | 63k | 43.85 |
|
| Abbvie (ABBV) | 0.5 | $2.7M | 18k | 154.97 |
|
|
| IDEXX Laboratories (IDXX) | 0.5 | $2.7M | -2% | 4.9k | 555.05 |
|
| Agilent Technologies Inc C ommon (A) | 0.5 | $2.6M | -4% | 19k | 139.03 |
|
| Nike CL B (NKE) | 0.5 | $2.6M | +8% | 24k | 108.57 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $2.6M | +4% | 44k | 58.33 |
|
| Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) | 0.5 | $2.5M | -4% | 95k | 26.54 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $2.5M | -27% | 44k | 56.40 |
|
| Atlassian Corporation Cl A (TEAM) | 0.5 | $2.5M | 11k | 237.86 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $2.4M | -10% | 29k | 85.37 |
|
| AFLAC Incorporated (AFL) | 0.5 | $2.4M | +3% | 30k | 82.50 |
|
| J.B. Hunt Transport Services (JBHT) | 0.5 | $2.4M | +23% | 12k | 199.74 |
|
| CSX Corporation (CSX) | 0.5 | $2.4M | +6% | 71k | 34.67 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $2.4M | -2% | 21k | 116.29 |
|
| Intel Corporation (INTC) | 0.5 | $2.4M | +2% | 47k | 50.25 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.4 | $2.3M | +13% | 70k | 33.25 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $2.3M | +2% | 24k | 96.85 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $2.3M | +3% | 44k | 52.10 |
|
| Philip Morris International (PM) | 0.4 | $2.2M | -7% | 24k | 94.08 |
|
| International Paper Company (IP) | 0.4 | $2.2M | -4% | 62k | 36.15 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.2M | +3% | 3.4k | 660.01 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $2.2M | -10% | 18k | 121.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.2M | -2% | 16k | 140.93 |
|
| Verizon Communications (VZ) | 0.4 | $2.2M | -10% | 57k | 37.70 |
|
| Yum! Brands (YUM) | 0.4 | $2.1M | +7% | 17k | 130.66 |
|
| Hubspot (HUBS) | 0.4 | $2.1M | +2% | 3.7k | 580.54 |
|
| Qorvo (QRVO) | 0.4 | $2.1M | +3% | 19k | 112.61 |
|
| Honeywell International (HON) | 0.4 | $2.1M | +15% | 10k | 209.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.1M | -56% | 4.9k | 426.52 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $2.1M | -10% | 22k | 95.08 |
|
| Shopify Cl A (SHOP) | 0.4 | $2.1M | -2% | 27k | 77.90 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.4 | $2.1M | 100k | 20.60 |
|
|
| Watsco, Incorporated (WSO) | 0.4 | $2.0M | -14% | 4.8k | 428.48 |
|
| TJX Companies (TJX) | 0.4 | $2.0M | +12% | 22k | 93.81 |
|
| International Business Machines (IBM) | 0.4 | $2.0M | -16% | 12k | 163.55 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.4 | $2.0M | NEW | 86k | 23.21 |
|
| Us Bancorp Del Com New (USB) | 0.4 | $2.0M | -9% | 46k | 43.28 |
|
| Kinder Morgan (KMI) | 0.4 | $2.0M | +6% | 113k | 17.64 |
|
| Servicenow (NOW) | 0.4 | $2.0M | 2.8k | 706.49 |
|
|
| Nrg Energy Com New (NRG) | 0.4 | $1.9M | -9% | 37k | 51.70 |
|
| Prudential Financial (PRU) | 0.4 | $1.9M | -12% | 18k | 103.71 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.4 | $1.9M | 24k | 77.25 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.4 | $1.8M | +7% | 44k | 42.40 |
|
| Workday Cl A (WDAY) | 0.4 | $1.8M | 6.6k | 276.06 |
|
|
| Okta Cl A (OKTA) | 0.3 | $1.8M | 20k | 90.53 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.3 | $1.8M | -7% | 28k | 63.66 |
|
| NiSource (NI) | 0.3 | $1.8M | -11% | 67k | 26.55 |
|
| Key (KEY) | 0.3 | $1.8M | -13% | 123k | 14.40 |
|
| Emerson Electric (EMR) | 0.3 | $1.8M | -4% | 18k | 97.33 |
|
| Fifth Third Ban (FITB) | 0.3 | $1.7M | -14% | 50k | 34.49 |
|
| Ford Motor Company (F) | 0.3 | $1.7M | -9% | 140k | 12.19 |
|
| Oneok (OKE) | 0.3 | $1.7M | -13% | 24k | 70.22 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $1.7M | -12% | 33k | 51.02 |
|
| Citigroup Com New (C) | 0.3 | $1.7M | 32k | 51.44 |
|
|
| Walt Disney Company (DIS) | 0.3 | $1.7M | -2% | 18k | 90.29 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $1.7M | +8% | 8.6k | 192.52 |
|
| Franklin Resources (BEN) | 0.3 | $1.7M | -9% | 55k | 29.79 |
|
| Edison International (EIX) | 0.3 | $1.6M | -11% | 23k | 71.49 |
|
| BorgWarner (BWA) | 0.3 | $1.6M | +5% | 45k | 35.85 |
|
| Entergy Corporation (ETR) | 0.3 | $1.6M | -6% | 16k | 101.19 |
|
| Wells Fargo & Company (WFC) | 0.3 | $1.6M | 32k | 49.22 |
|
|
| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.3 | $1.6M | +10% | 26k | 60.47 |
|
| Public Service Enterprise (PEG) | 0.3 | $1.6M | -9% | 25k | 61.15 |
|
| Dominion Resources (D) | 0.3 | $1.5M | -15% | 33k | 47.00 |
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.3 | $1.5M | +11% | 69k | 22.26 |
|
| Global X Fds Globx Supdv Us (DIV) | 0.3 | $1.5M | +11% | 88k | 17.18 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $1.5M | -12% | 41k | 36.92 |
|
| Omni (OMC) | 0.3 | $1.5M | -14% | 17k | 86.51 |
|
| Citizens Financial (CFG) | 0.3 | $1.5M | -13% | 45k | 33.14 |
|
| CenterPoint Energy (CNP) | 0.3 | $1.5M | +6% | 53k | 28.57 |
|
| Principal Financial (PFG) | 0.3 | $1.5M | -13% | 19k | 78.67 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $1.5M | -13% | 117k | 12.72 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.3 | $1.5M | +6% | 46k | 32.52 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $1.5M | +87% | 14k | 104.46 |
|
| CMS Energy Corporation (CMS) | 0.3 | $1.5M | -11% | 25k | 58.07 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.5M | -24% | 7.7k | 191.16 |
|
| Invesco SHS (IVZ) | 0.3 | $1.5M | -11% | 82k | 17.84 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $1.4M | -61% | 14k | 100.27 |
|
| Hp (HPQ) | 0.3 | $1.4M | -13% | 47k | 30.09 |
|
| Listed Fd Tr Trueshares Dec (DECZ) | 0.3 | $1.4M | 44k | 31.91 |
|
|
| Walgreen Boots Alliance (WBA) | 0.3 | $1.4M | -11% | 52k | 26.11 |
|
| American Electric Power Company (AEP) | 0.3 | $1.4M | -7% | 17k | 81.22 |
|
| Alliant Energy Corporation (LNT) | 0.3 | $1.4M | -8% | 26k | 51.30 |
|
| Heico Corp Cl A (HEI.A) | 0.3 | $1.3M | -2% | 9.5k | 142.44 |
|
| Altria (MO) | 0.3 | $1.3M | +439% | 33k | 40.34 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $1.3M | -21% | 16k | 81.10 |
|
| Interpublic Group of Companies (IPG) | 0.3 | $1.3M | -10% | 40k | 32.64 |
|
| DTE Energy Company (DTE) | 0.3 | $1.3M | -14% | 12k | 110.26 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.3M | +10% | 12k | 111.63 |
|
| Valero Energy Corporation (VLO) | 0.2 | $1.3M | -14% | 9.7k | 129.99 |
|
| PPL Corporation (PPL) | 0.2 | $1.3M | -12% | 46k | 27.10 |
|
| Sonoco Products Company (SON) | 0.2 | $1.2M | -10% | 22k | 55.87 |
|
| Oge Energy Corp (OGE) | 0.2 | $1.2M | -13% | 35k | 34.93 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.2M | -70% | 12k | 98.88 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $1.2M | 20k | 61.53 |
|
|
| Msci (MSCI) | 0.2 | $1.2M | 2.1k | 565.69 |
|
|
| Old Dominion Freight Line (ODFL) | 0.2 | $1.2M | -4% | 2.9k | 405.34 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.2M | -3% | 3.3k | 350.89 |
|
| Newell Rubbermaid (NWL) | 0.2 | $1.1M | -14% | 132k | 8.68 |
|
| FirstEnergy (FE) | 0.2 | $1.1M | -11% | 31k | 36.66 |
|
| New York Community Ban (NYCB) | 0.2 | $1.1M | -9% | 108k | 10.23 |
|
| Pfizer (PFE) | 0.2 | $1.1M | -8% | 38k | 28.79 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | -28% | 2.7k | 409.55 |
|
| Wec Energy Group (WEC) | 0.2 | $1.1M | -15% | 13k | 84.17 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $1.0M | NEW | 24k | 41.39 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.2 | $971k | 42k | 23.15 |
|
|
| Vanguard World Extended Dur (EDV) | 0.2 | $957k | +4% | 12k | 81.03 |
|
| Unity Software (U) | 0.2 | $939k | +31% | 23k | 40.89 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $885k | -2% | 19k | 46.36 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $803k | 28k | 28.78 |
|
|
| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 0.2 | $781k | 55k | 14.21 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $779k | -3% | 15k | 51.26 |
|
| Aim Etf Products Trust Allianzim Us Lgr (AUGT) | 0.1 | $770k | +4% | 30k | 25.97 |
|
| Aim Etf Products Trust Us Lrgcp B10 Jul (JULT) | 0.1 | $769k | +8% | 23k | 33.60 |
|
| Union Pacific Corporation (UNP) | 0.1 | $755k | +13% | 3.1k | 245.61 |
|
| Series Portfolios Tr Panagram Aaa (CLOX) | 0.1 | $744k | NEW | 29k | 25.29 |
|
| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.1 | $743k | NEW | 28k | 26.40 |
|
| Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.1 | $740k | -3% | 26k | 28.36 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $725k | +13% | 10k | 70.35 |
|
| Casella Waste Sys Cl A (CWST) | 0.1 | $720k | -47% | 8.4k | 85.46 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $712k | -8% | 6.1k | 117.13 |
|
| Cadence Design Systems (CDNS) | 0.1 | $706k | NEW | 2.6k | 272.37 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) | 0.1 | $684k | NEW | 18k | 38.99 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $671k | NEW | 51k | 13.30 |
|
| Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.1 | $671k | NEW | 23k | 28.74 |
|
| Listed Fd Tr Trueshares Nov (NOVZ) | 0.1 | $661k | 19k | 34.71 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $644k | +11% | 12k | 52.33 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $632k | +18% | 22k | 28.61 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $622k | +14% | 22k | 28.64 |
|
| Synopsys (SNPS) | 0.1 | $604k | NEW | 1.2k | 514.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $591k | -6% | 2.1k | 277.12 |
|
| Starbucks Corporation (SBUX) | 0.1 | $560k | 5.8k | 96.01 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $556k | -80% | 5.1k | 110.07 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $548k | +6% | 9.2k | 59.32 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $545k | +4% | 5.0k | 108.41 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $498k | 5.6k | 88.36 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $482k | -89% | 2.4k | 200.70 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $473k | +69% | 6.2k | 75.67 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $438k | +72% | 7.2k | 61.23 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $433k | +75% | 1.7k | 252.24 |
|
| Glacier Ban (GBCI) | 0.1 | $432k | 10k | 41.32 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $431k | +69% | 722.00 | 596.60 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $424k | -51% | 4.3k | 99.26 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $420k | NEW | 5.1k | 82.96 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $414k | -11% | 2.0k | 202.19 |
|
| Discover Financial Services (DFS) | 0.1 | $386k | NEW | 3.4k | 112.39 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $371k | +8% | 5.1k | 72.66 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $364k | NEW | 5.0k | 73.38 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $355k | NEW | 1.2k | 303.19 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $345k | NEW | 8.4k | 40.86 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $337k | NEW | 4.8k | 70.28 |
|
| Bank of America Corporation (BAC) | 0.1 | $332k | +18% | 9.9k | 33.67 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $332k | +8% | 4.0k | 83.83 |
|
| Automatic Data Processing (ADP) | 0.1 | $331k | -10% | 1.4k | 233.03 |
|
| Ferguson SHS (FERG) | 0.1 | $329k | -16% | 1.7k | 193.07 |
|
| Advanced Micro Devices (AMD) | 0.1 | $329k | NEW | 2.2k | 147.41 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $322k | +26% | 6.5k | 49.36 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $321k | +8% | 674.00 | 475.63 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $315k | -7% | 4.6k | 68.80 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $296k | +10% | 2.6k | 113.98 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.1 | $290k | 9.8k | 29.41 |
|
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $283k | NEW | 7.8k | 36.27 |
|
| Analog Devices (ADI) | 0.1 | $282k | -15% | 1.4k | 198.57 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $279k | -4% | 4.3k | 65.05 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $278k | -4% | 5.3k | 52.58 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.1 | $275k | NEW | 5.6k | 48.74 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $274k | NEW | 3.7k | 75.10 |
|
| Anthem (ELV) | 0.1 | $274k | -15% | 580.00 | 471.94 |
|
| Ameriprise Financial (AMP) | 0.1 | $269k | -16% | 709.00 | 379.57 |
|
| Boeing Company (BA) | 0.1 | $267k | -31% | 1.0k | 260.76 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $262k | NEW | 1.2k | 218.17 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $255k | NEW | 5.6k | 45.69 |
|
| Air Products & Chemicals (APD) | 0.0 | $252k | NEW | 921.00 | 273.74 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $248k | -8% | 4.3k | 58.14 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $242k | NEW | 499.00 | 484.00 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $241k | +6% | 2.8k | 85.54 |
|
| Eaton Corp SHS (ETN) | 0.0 | $235k | NEW | 974.00 | 240.78 |
|
| Cubesmart (CUBE) | 0.0 | $234k | NEW | 5.0k | 46.35 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $231k | NEW | 6.7k | 34.36 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $228k | NEW | 2.9k | 78.93 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $226k | NEW | 2.0k | 110.13 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $224k | 6.1k | 36.48 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $223k | NEW | 4.7k | 47.01 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $216k | -44% | 825.00 | 262.28 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $213k | NEW | 8.3k | 25.66 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $213k | -5% | 4.1k | 51.31 |
|
| Electronic Arts (EA) | 0.0 | $210k | NEW | 1.5k | 136.81 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $208k | -15% | 2.6k | 78.95 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $207k | NEW | 1.2k | 170.43 |
|
| eBay (EBAY) | 0.0 | $207k | -5% | 4.7k | 43.62 |
|
| Microchip Technology (MCHP) | 0.0 | $207k | NEW | 2.3k | 90.20 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.0 | $200k | NEW | 7.9k | 25.20 |
|
| Purple Innovatio (PRPL) | 0.0 | $103k | 100k | 1.03 |
|
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 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