B.O.S.S. Retirement Advisors, LLC Incresed Positions in Q4 2024

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

  • $358 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
97.3K
+ 311.86%
$280.04 - $302.45 $27.3M - $29.4M
129K $37.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52K
+ 339.07%
$521.84 - $558.82 $27.1M - $29M
67.3K $36.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
239K
+ 585.68%
$66.77 - $71.52 $16M - $17.1M
280K $19.3B
IWY
Ishares Tr Russell 200 Growth

ETFs
39.9K
+ 803.57%
$216.72 - $244.71 $8.64M - $9.76M
44.8K $10.6B
COST
Costco Wholesale Corp

Consumer Defensive
9.56K
+ 266.37%
$873.59 - $994.69 $8.35M - $9.51M
13.1K $12B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
118K
+ 340.25%
$58.88 - $64.8 $6.97M - $7.67M
153K $9.03B
IWX
Ishares Tr Russell 200 Value E

ETFs
68K
+ 875.61%
$78.25 - $85.17 $5.32M - $5.79M
75.7K $5.99B
VGSH
Vanguard

ETFs
79.1K
+ 468.89%
$58.02 - $58.88 $4.59M - $4.65M
95.9K $5.58B
IVV
Ishares Core S&P 500 ETF

ETFs
7.23K
+ 370.75%
$570.51 - $610.59 $4.12M - $4.41M
9.18K $5.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
56.7K
+ 371.53%
$71.75 - $75.11 $4.07M - $4.26M
71.9K $5.17B
TUA
Simpl Exch Traded Fds Sht Term
167K
+ 740.04%
N/A
190K $4.03B
WFC
Wells Fargo & Company

Financial Services
37.9K
+ 473.46%
$54.98 - $77.35 $2.08M - $2.93M
45.9K $3.22B
EFG
Msci Eafe Growth ETF

ETFs
28.7K
+ 656.29%
$96.83 - $106.88 $2.78M - $3.07M
33.1K $3.21B
EFV
Msci Eafe Value ETF

ETFs
52.5K
+ 629.02%
$51.78 - $57.15 $2.72M - $3M
60.8K $3.19B
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
84.8K
+ 138.42%
$28.03 - $32.17 $2.38M - $2.73M
146K $4.34B
IWS
Ishares Russell Midcap Value E

ETFs
19.7K
+ 953.39%
$128.08 - $140.32 $2.52M - $2.76M
21.8K $2.81B
WDIV
Spdr S&P Global Dividend ETF

ETFs
33K
+ 458.67%
$61.96 - $66.71 $2.04M - $2.2M
40.2K $2.49B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
89.9K
+ 461.99%
$21.96 - $24.21 $1.98M - $2.18M
109K $2.43B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21.2K
+ 337.13%
$91.29 - $91.8 $1.94M - $1.95M
27.5K $2.52B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.3K
+ 399.47%
$126.68 - $134.74 $1.81M - $1.93M
17.9K $2.28B
Global X Fds
17.9K
+ 310.17%
N/A
23.6K $2.37B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.5K
+ 283.53%
$100.16 - $100.7 $1.66M - $1.66M
22.4K $2.24B
Pimco ETF Tr
15.7K
+ 229.06%
N/A
22.5K $2.27B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.06K
+ 507.81%
$481.22 - $538.17 $1.47M - $1.65M
3.66K $1.87B
Listed Fd Tr
42.4K
+ 613.48%
N/A
49.4K $1.83B
GOOG
Alphabet Inc.

Communication Services
7.78K
+ 560.33%
$163.08 - $198.16 $1.27M - $1.54M
9.17K $1.75B
DIV
Global X Superdividend Us ETF

ETFs
83.4K
+ 344.26%
N/A
108K $1.94B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
40.5K
+ 477.32%
$34.83 - $38.05 $1.41M - $1.54M
48.9K $1.73B
VGLT
Vanguard Long Term Treasury Et

ETFs
26K
+ 484.8%
$55.1 - $61.74 $1.43M - $1.6M
31.3K $1.73B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
25.8K
+ 683.47%
$52.07 - $58.13 $1.34M - $1.5M
29.5K $1.54B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
25.1K
+ 489.25%
$45.17 - $47.23 $1.14M - $1.19M
30.3K $1.37B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
21.6K
+ 491.05%
$50.14 - $52.56 $1.08M - $1.13M
26K $1.31B
MUB
Ishares National Muni Bond ETF

ETFs
5.57K
+ 275.83%
$105.78 - $108.7 $589K - $605K
7.59K $808M
BNDX
Vanguard Total International B

ETFs
11.6K
+ 229.82%
$48.91 - $50.61 $568K - $588K
16.7K $818M
BA
Boeing CO

Industrials
1.17K
+ 82.68%
$138.14 - $180.72 $162K - $212K
2.59K $459M
Elevation Series Trust
7.47K
+ 7.59%
N/A
106K $2.61B
ADBE
Adobe Inc.

Technology
366
+ 71.35%
$437.39 - $552.96 $160K - $202K
879 $391M
ASML
Asml Holding Nv

Technology
324
+ 36.61%
$658.43 - $872.27 $213K - $283K
1.21K $838M
IYW
Ishares Dj Us Tech ETF

ETFs
6
+ 0.15%
$148.14 - $166.23 $889 - $997
4.12K $657M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
1.02K
+ 4.23%
$34.36 - $36.31 $35.1K - $37.1K
25.1K $863M
Elevation Series Trust
2.42K
+ 3.68%
N/A
68.1K $1.68B
VGT
Vanguard Information Technolog

ETFs
6
+ 1.64%
$571.78 - $647.97 $3.43K - $3.89K
371 $231M
Listed Fd Tr
537
+ 2.19%
N/A
25.1K $859M
ORCL
Oracle Corp

Technology
71
+ 3.6%
$165.41 - $192.43 $11.7K - $13.7K
2.04K $340M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.19K
+ 18.93%
$68.62 - $82.57 $151K - $181K
13.8K $946M
Activity Summary
Buys All Purchases 142 New Holdings 96 Increased Positions 46 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

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

Follow B.O.S.S. Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email