B.O.S.S. Retirement Advisors, LLC Purchases in Q3 2025

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

  • $418 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
5.47K
New
$41.28 - $41.65 $226K - $228K
5.47K $228M
Grayscale Ethereum Trust ETF
6.43K
New
N/A
6.43K $220M
JCI
Johnson Controls International PLC

Industrials
1.9K
+ 76.54%
$103.24 - $111.73 $196K - $213K
4.39K $482M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5K
New
$39.37 - $44.24 $197K - $221K
5K $219M
AMZN
Amazon Com Inc

Consumer Cyclical
976
+ 4.51%
$211.65 - $238.24 $207K - $233K
22.6K $4.97B
Aim ETF Products Trust
6.1K
New
N/A
6.1K $210M
DFAU
Dimensional ETF Tr

ETFs
4.57K
New
$42.42 - $45.96 $194K - $210K
4.57K $209M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
12K
New
$15.26 - $18.63 $183K - $224K
12K $207M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.08%
$393.18 - $439.39 $1.57K - $1.76K
5.17K $2.25B
MUB
Ishares National Muni Bond ETF

ETFs
1.69K
+ 15.35%
$103.24 - $106.68 $175K - $181K
12.7K $1.36B
META
Meta Platforms, Inc.

Communication Services
253
+ 8.01%
$695.21 - $791.73 $176K - $200K
3.41K $2.5B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
352
+ 9.14%
$236.25 - $257.69 $83.2K - $90.7K
4.2K $1.08B
WFC
Wells Fargo & Company

Financial Services
1.23K
+ 17.12%
$77.05 - $85.16 $94.6K - $105K
8.4K $704M
SNPS
Synopsys Inc

Technology
288
+ 21.44%
$387.78 - $645.35 $112K - $186K
1.63K $805M
QCOM
Qualcomm Inc

Technology
430
+ 25.07%
$145.84 - $173.55 $62.7K - $74.6K
2.15K $357M
SLV
I Shares Silver Trust

ETFs
138
+ 1.86%
$32.73 - $42.5 $4.52K - $5.87K
7.57K $321M
SPYG
Spdr Portfolio

ETFs
487
+ 18.9%
$94.33 - $105.31 $45.9K - $51.3K
3.06K $320M
JPM
Jpmorgan Chase & CO

Financial Services
92
+ 5.36%
$282.78 - $316.06 $26K - $29.1K
1.81K $571M
IEFA
Ishares Tr

ETFs
625
+ 19.7%
$81.7 - $87.53 $51.1K - $54.7K
3.8K $332M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
86
+ 8.81%
$459.11 - $506.91 $39.5K - $43.6K
1.06K $534M
IAU
Ishares Gold Trust

ETFs
164
+ 3.61%
$61.62 - $72.77 $10.1K - $11.9K
4.7K $342M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.85%
$404.94 - $499.99 $2.02K - $2.5K
595 $289M
CLOI
Vaneck ETF Tr

ETFs
839
+ 4.42%
$52.8 - $53.1 $44.3K - $44.6K
19.8K $1.05B
RSP
Invesco S&P 500 Equal Weight E

ETFs
177
+ 15.58%
$181.56 - $190.33 $32.1K - $33.7K
1.31K $249M
LRMR
Larimar Therapeutics, Inc.

Healthcare
12.7K
New
$2.88 - $5.1 $36.6K - $64.9K
12.7K $41.1M
BA
Boeing CO

Industrials
59
+ 1.62%
$209.79 - $237.38 $12.4K - $14K
3.7K $799M
DFAI
Dimensional ETF Tr

ETFs
622
+ 10.08%
$34.05 - $36.55 $21.2K - $22.7K
6.79K $247M
UNP
Union Pacific Corp

Industrials
85
+ 4.22%
$214.91 - $237.16 $18.3K - $20.2K
2.1K $496M
NFLX
Netflix Inc

Communication Services
52
+ 19.4%
$1147.87 - $1297.18 $59.7K - $67.5K
320 $384M
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 6.11%
$291.67 - $316.99 $14K - $15.2K
834 $253M
WMT
Walmart Inc.

Consumer Defensive
64
+ 2.0%
$94.4 - $104.27 $6.04K - $6.67K
3.26K $336M
Zacks Trust
54
+ 0.89%
N/A
6.14K $229M
MA
Mastercard Inc

Financial Services
21
+ 5.79%
$550.18 - $598.96 $11.6K - $12.6K
384 $218M
CSCO
Cisco Systems, Inc.

Technology
230
+ 4.2%
$66.2 - $71.79 $15.2K - $16.5K
5.7K $390M
DFSD
Dimensional ETF Tr Short Durat

ETFs
156
+ 1.16%
$47.86 - $48.43 $7.47K - $7.56K
13.6K $654M
PG
Procter & Gamble CO

Consumer Defensive
90
+ 6.43%
$150.47 - $161.22 $13.5K - $14.5K
1.49K $229M
SON
Sonoco Products CO

Consumer Cyclical
129
+ 1.57%
$42.77 - $48.68 $5.52K - $6.28K
8.33K $359M
T
At&T Inc.

Communication Services
98
+ 0.9%
$26.94 - $29.62 $2.64K - $2.9K
11K $310M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.08%
$81.9 - $96.86 $246 - $291
3.79K $321M
MASI
Masimo Corp

Healthcare
5
+ 0.09%
$136.77 - $171.34 $684 - $857
5.34K $787M
Activity Summary
Buys All Purchases 91 New Holdings 31 Increased Positions 60 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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