B.O.S.S. Retirement Advisors, LLC Purchases in Q2 2025

B.O.S.S. Retirement Advisors, LLC

  • $398 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
580K
New
$60.34 - $74.89 $35M - $43.4M
580K $43.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
354
+ 0.47%
$456.74 - $568.03 $162K - $201K
76.2K $43.3B
Capitol Ser Tr
157K
New
N/A
157K $3.96B
Listed Fds Tr
92.8K
New
N/A
92.8K $3.7B
MSFT
Microsoft Corp

Technology
2.29K
+ 17.73%
$354.56 - $497.45 $813K - $1.14M
15.2K $7.57B
NVDA
Nvidia Corp

Technology
4.42K
+ 11.16%
$94.31 - $157.99 $417K - $698K
44K $6.95B
Pimco ETF Tr
21.4K
+ 388.82%
N/A
26.9K $2.72B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.17K
+ 0.78%
$58.41 - $72.69 $127K - $158K
279K $20.3B
Elevation Series Trust
74.7K
New
N/A
74.7K $1.89B
Elevation Series Trust
72.1K
+ 67.44%
N/A
179K $4.42B
IWY
Ishares Tr Russell 200 Growth

ETFs
931
+ 2.26%
$187.5 - $246.51 $175K - $230K
42.1K $10.4B
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
42.6K
New
$29.7 - $38.02 $1.27M - $1.62M
42.6K $1.62B
AMZN
Amazon Com Inc

Consumer Cyclical
4.3K
+ 24.8%
$167.32 - $223.3 $720K - $961K
21.7K $4.75B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.69K
+ 396.5%
$152.42 - $182.82 $1.02M - $1.22M
8.38K $1.53B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
20.2K
New
$43.53 - $54.46 $879K - $1.1M
20.2K $1.1B
VUG
Vanguard Growth ETF

ETFs
2.49K
New
$329.49 - $438.4 $821K - $1.09M
2.49K $1.09B
SMR
Nuscale Power Corp

Industrials
3.65K
+ 10.33%
$12.6 - $43.24 $46K - $158K
39K $1.54B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.55K
+ 234.52%
$82.96 - $110.1 $710K - $942K
12.2K $1.34B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
44.3K
New
$17.76 - $22.1 $787K - $980K
44.3K $980M
Aim ETF Products Trust
32.3K
New
N/A
32.3K $976M
WTM
White Mountains Insurance Group LTD

Financial Services
533
New
$1699.35 - $1901.99 $906K - $1.01M
533 $957M
SPYC
Simplify Exchange Traded Fds U
22.5K
New
N/A
22.5K $929M
IVE
Ishares S&P 500 Value ETF

ETFs
4.73K
New
$168.34 - $195.42 $796K - $924K
4.73K $924M
SVOL
Simplify ETF Simplify Volatili

ETFs
49.1K
+ 194.31%
$13.97 - $19.98 $686K - $981K
74.3K $1.37B
TSLA
Tesla, Inc.

Consumer Cyclical
1.16K
+ 12.62%
$221.86 - $362.89 $256K - $420K
10.3K $3.28B
SPUC
Simplify Exch Traded Fds Us Eq

ETFs
19.7K
New
$32.52 - $44.71 $642K - $883K
19.7K $883M
Aim ETF Products Trust
33.6K
New
N/A
33.6K $883M
Aim ETF Products Trust
33K
New
N/A
33K $878M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18.4K
New
$45.12 - $46.23 $832K - $852K
18.4K $852M
SHV
Ishares Tr

ETFs
7.56K
New
$110.06 - $110.46 $832K - $835K
7.56K $834M
BNDX
Vanguard Total International B

ETFs
15K
+ 79.05%
$48.77 - $49.55 $732K - $744K
34K $1.68B
IEMG
Ishares Inc

ETFs
5.74K
+ 8.49%
N/A
73.4K $4.4B
META
Meta Platforms, Inc.

Communication Services
297
+ 10.38%
$484.66 - $738.09 $144K - $219K
3.16K $2.33B
CTA
Simplify Exch Traded Fds Simpl

ETFs
26.9K
+ 127.92%
$26.61 - $29.9 $716K - $805K
48K $1.28B
EFG
Msci Eafe Growth ETF

ETFs
2.39K
+ 7.71%
$89.8 - $112.0 $215K - $268K
33.4K $3.74B
OEF
Ishares S&P 100 ETF

ETFs
2.07K
New
N/A
2.07K $630M
IWS
Ishares Russell Midcap Value E

ETFs
3.58K
+ 17.5%
$110.58 - $132.14 $396K - $473K
24K $3.18B
HIGH
Simplify Exchange Traded Fds E
22.5K
+ 164.6%
N/A
36.1K $875M
ILCG
Ishares Morningstar Growth ETF
5.85K
New
N/A
5.85K $566M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
2.9K
+ 0.95%
$29.36 - $33.11 $85.2K - $96.1K
309K $10.2B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.59K
+ 21.9%
$100.35 - $100.71 $561K - $563K
31.1K $3.13B
Global X Fds
5.56K
+ 21.77%
N/A
31.1K $3.13B
CAT
Caterpillar Inc

Industrials
1.35K
New
$273.94 - $388.21 $369K - $523K
1.35K $523M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.68K
+ 19.01%
$91.43 - $91.74 $519K - $521K
35.5K $3.26B
BUCK
Simplify Exchange Traded Fds S
22K
+ 109.02%
N/A
42.1K $995M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
747
+ 17.88%
$179.95 - $278.88 $134K - $208K
4.93K $1.37B
ADP
Automatic Data Processing Inc

Industrials
1.57K
+ 142.4%
$276.76 - $326.81 $433K - $511K
2.66K $821M
Blackrock ETF Trust
13.1K
New
N/A
13.1K $466M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.72K
New
$60.22 - $80.1 $344K - $458K
5.72K $458M
Activity Summary
Buys All Purchases 106 New Holdings 40 Increased Positions 66 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 1 Puts 1
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