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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.44K
+ 59.83%
$180.84 - $240.32 $261K - $347K
3.85K $926M
Aim ETF Products Trust
93
+ 0.04%
N/A
243K $7.68B
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 13.89%
$144.7 - $178.6 $174K - $214K
9.84K $1.73B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
1.35K
+ 0.68%
N/A
200K $6.98B
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.33K
New
$40.94 - $52.1 $300K - $382K
7.33K $382M
SO
Southern CO

Utilities
4.16K
New
$84.91 - $92.56 $353K - $385K
4.16K $382M
AVGO
Broadcom Inc.

Technology
550
+ 26.57%
$146.29 - $275.65 $80.5K - $152K
2.62K $722M
BA
Boeing CO

Industrials
1.28K
+ 54.34%
$136.59 - $217.51 $175K - $279K
3.64K $764M
NFLX
Netflix Inc

Communication Services
268
New
$855.86 - $1339.13 $229K - $359K
268 $359M
WEX
Wex Inc.

Technology
2.14K
New
$113.47 - $161.8 $243K - $346K
2.14K $314M
BAC
Bank Of America Corp

Financial Services
6.16K
New
$34.39 - $47.46 $212K - $293K
6.16K $292M
QCOM
Qualcomm Inc

Technology
1.72K
New
$124.66 - $159.48 $214K - $274K
1.72K $273M
JCI
Johnson Controls International PLC

Industrials
2.49K
New
$71.14 - $105.62 $177K - $262K
2.49K $262M
IYW
Ishares Dj Us Tech ETF

ETFs
706
+ 17.29%
$122.57 - $173.27 $86.5K - $122K
4.79K $830M
CAG
Conagra Brands Inc.

Consumer Defensive
12K
New
$20.4 - $26.78 $244K - $321K
12K $245M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.66K
New
$29.12 - $35.84 $194K - $239K
6.66K $239M
MU
Micron Technology Inc

Technology
1.93K
New
$64.72 - $127.91 $125K - $247K
1.93K $238M
XTEN
Bondbloxx ETF Tr Bloomberg 10
4.89K
New
N/A
4.89K $226M
PG
Procter & Gamble CO

Consumer Defensive
1.4K
New
$157.66 - $172.39 $221K - $241K
1.4K $223M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.43K
New
$70.56 - $92.75 $171K - $225K
2.43K $218M
Blackrock ETF Trust
7.55K
New
N/A
7.55K $218M
DFAI
Dimensional ETF Tr

ETFs
6.17K
New
$28.02 - $34.71 $173K - $214K
6.17K $213M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
New
$152.93 - $181.74 $174K - $206K
1.14K $206M
Zacks Trust
6.08K
New
N/A
6.08K $206M
MA
Mastercard Inc

Financial Services
363
New
$479.92 - $590.74 $174K - $214K
363 $204M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.14K
+ 8.31%
$70.56 - $87.22 $80.3K - $99.3K
14.8K $1.29B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
672
+ 3.61%
$114.78 - $133.31 $77.1K - $89.6K
19.3K $2.57B
Aim ETF Products Trust
1.07K
+ 1.64%
N/A
66K $1.82B
Neuberger Berman ETF Trust
5.19K
+ 11.7%
N/A
49.5K $1.29B
JPM
Jpmorgan Chase & CO

Financial Services
311
+ 22.1%
$210.28 - $289.91 $65.4K - $90.2K
1.72K $498M
SIXJ
Aim ETF Prods Tr Allianzim U S
1.04K
+ 2.04%
$27.79 - $32.01 $29K - $33.4K
52.2K $1.67B
TYA
Simplify Exchange Traded Fds S

ETFs
6.33K
+ 3.67%
N/A
179K $2.41B
WFC
Wells Fargo & Company

Financial Services
978
+ 15.79%
$60.98 - $80.12 $59.6K - $78.4K
7.17K $575M
Listed Fds Tr
721
+ 3.35%
N/A
22.2K $909M
V
Visa Inc.

Financial Services
249
+ 40.29%
$308.27 - $373.31 $76.8K - $93K
867 $308M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
609
+ 13.12%
$50.5 - $71.23 $30.8K - $43.4K
5.25K $355M
NOVZ
Listed Fds Tr Trueshares Struc
545
+ 2.56%
N/A
21.9K $917M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
816
+ 14.01%
$41.45 - $54.46 $33.8K - $44.4K
6.64K $346M
CSCO
Cisco Systems, Inc.

Technology
533
+ 10.79%
$53.19 - $69.38 $28.4K - $37K
5.47K $380M
GS
Goldman Sachs Group Inc

Financial Services
8
+ 1.87%
$462.22 - $707.75 $3.7K - $5.66K
436 $309M
Elevation Series Trust
921
+ 1.34%
N/A
69.9K $1.78B
VB
Vanguard Small Cap ETF

ETFs
163
+ 16.74%
$193.73 - $237.37 $31.6K - $38.7K
1.14K $269M
WMT
Walmart Inc.

Consumer Defensive
242
+ 8.2%
$81.79 - $99.98 $19.8K - $24.2K
3.19K $312M
LLY
Eli Lilly & CO

Healthcare
105
+ 15.89%
$713.71 - $898.95 $74.9K - $94.4K
766 $597M
SPYG
Spdr Portfolio

ETFs
30
+ 1.18%
$71.83 - $95.32 $2.15K - $2.86K
2.58K $246M
IWB
Ishares Tr Russell 1000 ETF

ETFs
49
+ 7.41%
$272.36 - $339.57 $13.3K - $16.6K
710 $241M
T
At&T Inc.

Communication Services
796
+ 7.89%
$26.33 - $28.94 $21K - $23K
10.9K $315M
XOM
Exxon Mobil Corp

Energy
555
+ 17.32%
$99.93 - $119.04 $55.5K - $66.1K
3.76K $405M
MCD
Mcdonalds Corp

Consumer Cyclical
103
+ 15.08%
$285.55 - $321.23 $29.4K - $33.1K
786 $230M
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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