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
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2.55K
+ 26.88%
$48.71 - $54.57 $124K - $139K
12.1K $653M
ATR
Aptargroup, Inc.

Healthcare
825
+ 31.96%
$138.54 - $160.11 $114K - $132K
3.41K $546M
EFG
Msci Eafe Growth ETF

ETFs
1.55K
+ 54.99%
$96.84 - $108.77 $150K - $169K
4.38K $471M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1.25K
+ 12.08%
$72.41 - $86.76 $90.4K - $108K
11.6K $955M
SON
Sonoco Products CO

Consumer Cyclical
1.78K
+ 8.74%
$48.33 - $56.57 $86.2K - $101K
22.2K $1.21B
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.41K
+ 6.16%
$28.08 - $32.61 $67.7K - $78.7K
41.6K $1.31B
WTS
Watts Water Technologies Inc

Industrials
612
+ 36.62%
$175.53 - $207.88 $107K - $127K
2.28K $473M
GGG
Graco Inc

Industrials
1.53K
+ 53.66%
$77.82 - $87.64 $119K - $134K
4.37K $382M
PFG
Principal Financial Group Inc

Financial Services
670
+ 5.29%
$72.94 - $87.46 $48.9K - $58.6K
13.3K $1.15B
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.29K
+ 24.91%
$25.07 - $29.94 $82.4K - $98.4K
16.5K $486M
Pimco ETF Tr
1.27K
+ 22.88%
N/A
6.84K $693M
WHR
Whirlpool Corp

Consumer Cyclical
745
+ 7.48%
$90.25 - $112.34 $67.2K - $83.7K
10.7K $1.15B
KMB
Kimberly Clark Corp

Consumer Defensive
337
+ 2.29%
$135.05 - $148.35 $45.5K - $50K
15.1K $2.14B
SPYG
Spdr Portfolio

ETFs
1.14K
+ 33.96%
$73.38 - $84.1 $83.4K - $95.6K
4.49K $372M
DFIV
Dimensional ETF Tr

ETFs
2.01K
+ 18.93%
$34.66 - $38.38 $69.6K - $77.1K
12.6K $480M
PRU
Prudential Financial Inc

Financial Services
278
+ 2.06%
$105.53 - $127.32 $29.3K - $35.4K
13.8K $1.67B
Dimensional ETF Trust
870
+ 4.99%
N/A
18.3K $1.01B
STX
Seagate Technology Holdings PLC

Technology
198
+ 1.93%
$92.1 - $110.76 $18.2K - $21.9K
10.5K $1.15B
ETN
Eaton Corp PLC

Industrials
197
+ 18.36%
$272.52 - $333.02 $53.7K - $65.6K
1.27K $421M
DFAE
Dimensional ETF Tr

ETFs
2.13K
+ 14.36%
$24.46 - $27.82 $52.1K - $59.2K
16.9K $464M
LYB
Lyondell Basell Industries N.V.

Basic Materials
740
+ 5.64%
$92.56 - $99.46 $68.5K - $73.6K
13.9K $1.33B
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 1.25%
$520.18 - $576.82 $12.5K - $13.8K
1.95K $1.12B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.02K
+ 15.99%
$25.73 - $28.81 $52.1K - $58.3K
14.7K $418M
XLC
Select Sector Spdr Tr Communic

ETFs
449
+ 8.33%
$82.16 - $90.4 $36.9K - $40.6K
5.84K $528M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
661
+ 3.02%
$41.34 - $43.55 $27.3K - $28.8K
22.5K $973M
XLI
Industrial Sector Spdr

ETFs
194
+ 7.01%
$120.56 - $135.44 $23.4K - $26.3K
2.96K $401M
BAC
Bank Of America Corp

Financial Services
1.63K
+ 13.6%
$36.65 - $44.13 $59.8K - $72K
13.6K $541M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.59K
+ 11.94%
$25.23 - $27.94 $40.1K - $44.4K
14.9K $413M
XLE
Energy Sector Spdr

ETFs
712
+ 19.25%
$84.35 - $93.39 $60.1K - $66.5K
4.41K $387M
HPQ
Hp Inc

Technology
173
+ 0.55%
$32.02 - $38.11 $5.54K - $6.59K
31.7K $1.14B
EMR
Emerson Electric CO

Industrials
371
+ 3.88%
$98.19 - $118.87 $36.4K - $44.1K
9.92K $1.09B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
931
+ 9.41%
$22.38 - $23.66 $20.8K - $22K
10.8K $254M
ROL
Rollins Inc

Consumer Cyclical
212
+ 4.89%
$45.93 - $51.4 $9.74K - $10.9K
4.54K $230M
BEN
Franklin Resources Inc

Financial Services
5.45K
+ 9.6%
$19.13 - $23.97 $104K - $131K
62.3K $1.25B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
13.4K
+ 25.18%
$8.26 - $12.16 $111K - $163K
66.5K $596M
VLO
Valero Energy Corp

Energy
842
+ 9.81%
$132.81 - $163.48 $112K - $138K
9.42K $1.27B
F
Ford Motor CO

Consumer Cyclical
7.02K
+ 6.03%
$9.71 - $14.55 $68.2K - $102K
124K $1.3B
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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