B.O.S.S. Retirement Advisors, LLC Purchases in Q3 2024

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

  • $497 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
47.9K
New
$136.27 - $1745.86 $6.53M - $83.6M
47.9K $8.26B
Aim ETF Products Trust
229K
New
N/A
229K $6.52B
VTI
Vanguard Total Stock Market Et

ETFs
21.5K
+ 220.46%
$255.18 - $283.2 $5.48M - $6.08M
31.2K $8.84B
SCHQ
Schwab Strategic Tr Long Term

ETFs
150K
New
$32.17 - $35.98 $4.81M - $5.38M
150K $5.23B
AAPL
Apple Inc.

Technology
9.48K
+ 8.75%
$207.23 - $234.82 $1.97M - $2.23M
118K $27.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.56K
+ 74.8%
$475.2 - $527.7 $3.12M - $3.46M
15.3K $8.09B
NVDA
Nvidia Corp

Technology
30.7K
+ 20.09%
$98.91 - $134.91 $3.04M - $4.15M
184K $22.3B
MSFT
Microsoft Corp

Technology
8.14K
+ 18.13%
$395.15 - $467.56 $3.22M - $3.81M
53K $22.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.39K
+ 16.96%
$405.19 - $478.57 $1.37M - $1.62M
23.4K $10.8B
MU
Micron Technology Inc

Technology
25.2K
New
$86.27 - $136.82 $2.17M - $3.45M
25.2K $2.61B
Elevation Series Trust
98.3K
New
N/A
98.3K $2.46B
PHM
Pultegroup Inc

Consumer Cyclical
17.1K
New
$103.95 - $144.98 $1.78M - $2.48M
17.1K $2.46B
COST
Costco Wholesale Corp

Consumer Defensive
2.48K
+ 224.5%
$801.83 - $917.05 $1.99M - $2.28M
3.59K $3.18B
MCD
Mcdonalds Corp

Consumer Cyclical
2.5K
+ 12.07%
$245.82 - $304.51 $614K - $760K
23.2K $7.06B
UNH
Unitedhealth Group Inc

Healthcare
1.6K
+ 15.03%
$488.01 - $604.18 $779K - $965K
12.2K $7.15B
HD
Home Depot, Inc.

Consumer Cyclical
1.83K
+ 11.6%
$333.64 - $405.2 $611K - $742K
17.6K $7.14B
Elevation Series Trust
65.7K
New
N/A
65.7K $1.66B
MRK
Merck & Co., Inc.

Healthcare
17.9K
+ 42.24%
$111.15 - $128.97 $1.99M - $2.31M
60.3K $6.85B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.9K
+ 219.28%
$58.03 - $65.37 $1.39M - $1.56M
34.8K $2.25B
AFL
Aflac Inc

Financial Services
5.46K
+ 12.89%
$88.52 - $111.8 $483K - $610K
47.8K $5.34B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.59K
+ 18.48%
$531.86 - $624.21 $848K - $995K
10.2K $6.32B
ICE
Intercontinental Exchange, Inc.

Financial Services
4.42K
+ 13.09%
$136.93 - $162.81 $605K - $720K
38.2K $6.13B
SPGI
S&P Global Inc.

Financial Services
1.46K
+ 16.37%
$446.32 - $527.38 $653K - $771K
10.4K $5.37B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.1K
+ 87.39%
$60.84 - $67.51 $1.16M - $1.29M
40.9K $2.76B
XOM
Exxon Mobil Corp

Energy
10.2K
+ 18.91%
$109.72 - $119.0 $1.12M - $1.22M
64.4K $7.55B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.71K
+ 183.68%
$305.34 - $350.41 $1.13M - $1.3M
5.74K $1.98B
GS
Goldman Sachs Group Inc

Financial Services
1.68K
+ 18.66%
$459.02 - $510.25 $773K - $859K
10.7K $5.3B
IEX
Idex Corp

Industrials
4.1K
+ 17.28%
$190.56 - $214.98 $781K - $881K
27.8K $5.96B
EXC
Exelon Corp

Utilities
13.3K
+ 13.92%
$34.24 - $40.55 $456K - $539K
109K $4.42B
T
At&T Inc.

Communication Services
21.1K
+ 9.57%
$18.21 - $22.28 $384K - $470K
242K $5.31B
Aim ETF Products Trust
37.8K
New
N/A
37.8K $1.09B
JNJ
Johnson & Johnson

Healthcare
3.76K
+ 13.9%
$145.48 - $167.38 $547K - $629K
30.8K $4.99B
PG
Procter & Gamble CO

Consumer Defensive
4.48K
+ 15.81%
$160.76 - $177.82 $720K - $797K
32.8K $5.69B
ABBV
Abb Vie Inc.

Healthcare
2.11K
+ 9.61%
$163.84 - $199.33 $345K - $420K
24K $4.74B
GOOGL
Alphabet Inc.

Communication Services
11.7K
+ 18.56%
$148.65 - $191.18 $1.73M - $2.23M
74.6K $12.4B
AMZN
Amazon Com Inc

Consumer Cyclical
7.23K
+ 11.3%
$161.02 - $200.0 $1.16M - $1.45M
71.2K $13.3B
DFAU
Dimensional ETF Tr

ETFs
16K
+ 14.88%
$35.8 - $39.69 $571K - $633K
123K $4.89B
Listed Fd Tr
24.6K
New
N/A
24.6K $850M
CSCO
Cisco Systems, Inc.

Technology
7.01K
+ 8.42%
$44.74 - $53.22 $314K - $373K
90.3K $4.8B
JANZ
Listed Fds Tr Trueshares Struc

ETFs
24.1K
New
$31.91 - $34.68 $769K - $836K
24.1K $836M
V
Visa Inc.

Financial Services
2.23K
+ 14.05%
$253.74 - $291.56 $566K - $650K
18.1K $4.98B
TJX
Tjx Companies Inc

Consumer Cyclical
4.69K
+ 14.41%
$107.93 - $120.23 $506K - $563K
37.2K $4.37B
ASML
Asml Holding Nv

Technology
885
New
$749.82 - $1098.95 $664K - $973K
885 $737M
NKE
Nike, Inc.

Consumer Cyclical
2.73K
+ 7.56%
$71.09 - $89.44 $194K - $244K
38.9K $3.44B
LLY
Eli Lilly & CO

Healthcare
853
+ 14.8%
$772.14 - $960.02 $659K - $819K
6.62K $5.86B
YUM
Yum Brands Inc

Consumer Cyclical
3.3K
+ 14.03%
$125.95 - $139.96 $416K - $462K
26.8K $3.75B
JBHT
Hunt J B Transport Services Inc

Industrials
2.26K
+ 11.67%
$155.54 - $176.97 $351K - $399K
21.6K $3.72B
IYW
Ishares Dj Us Tech ETF

ETFs
4.12K
New
$133.16 - $158.73 $548K - $653K
4.12K $624M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.74K
+ 123.36%
$194.66 - $225.97 $534K - $619K
4.96K $1.09B
Activity Summary
Buys All Purchases 188 New Holdings 50 Increased Positions 138 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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