B.O.S.S. Retirement Advisors, LLC Incresed Positions in Q2 2025

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

  • $398 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
354
+ 0.47%
$456.74 - $568.03 $162K - $201K
76.2K $43.3B
MSFT
Microsoft Corp

Technology
2.29K
+ 17.73%
$354.56 - $497.45 $813K - $1.14M
15.2K $7.57B
NVDA
Nvidia Corp

Technology
4.42K
+ 11.16%
$94.31 - $157.99 $417K - $698K
44K $6.95B
Pimco ETF Tr
21.4K
+ 388.82%
N/A
26.9K $2.72B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.17K
+ 0.78%
$58.41 - $72.69 $127K - $158K
279K $20.3B
Elevation Series Trust
72.1K
+ 67.44%
N/A
179K $4.42B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.86K
+ 4.72%
$55.54 - $69.09 $436K - $543K
174K $12.1B
IWY
Ishares Tr Russell 200 Growth

ETFs
931
+ 2.26%
$187.5 - $246.51 $175K - $230K
42.1K $10.4B
AMZN
Amazon Com Inc

Consumer Cyclical
4.3K
+ 24.8%
$167.32 - $223.3 $720K - $961K
21.7K $4.75B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.69K
+ 396.5%
$152.42 - $182.82 $1.02M - $1.22M
8.38K $1.53B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.55K
+ 234.52%
$82.96 - $110.1 $710K - $942K
12.2K $1.34B
SVOL
Simplify ETF Simplify Volatili

ETFs
49.1K
+ 194.31%
$13.97 - $19.98 $686K - $981K
74.3K $1.37B
TSLA
Tesla, Inc.

Consumer Cyclical
1.16K
+ 12.62%
$221.86 - $362.89 $256K - $420K
10.3K $3.28B
BNDX
Vanguard Total International B

ETFs
15K
+ 79.05%
$48.77 - $49.55 $732K - $744K
34K $1.68B
IEMG
Ishares Inc

ETFs
5.74K
+ 8.49%
N/A
73.4K $4.4B
META
Meta Platforms, Inc.

Communication Services
297
+ 10.38%
$484.66 - $738.09 $144K - $219K
3.16K $2.33B
CTA
Simplify Exch Traded Fds Simpl

ETFs
26.9K
+ 127.92%
$26.61 - $29.9 $716K - $805K
48K $1.28B
EFG
Msci Eafe Growth ETF

ETFs
2.39K
+ 7.71%
$89.8 - $112.0 $215K - $268K
33.4K $3.74B
IWS
Ishares Russell Midcap Value E

ETFs
3.58K
+ 17.5%
$110.58 - $132.14 $396K - $473K
24K $3.18B
HIGH
Simplify Exchange Traded Fds E
22.5K
+ 164.6%
N/A
36.1K $875M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
2.9K
+ 0.95%
$29.36 - $33.11 $85.2K - $96.1K
309K $10.2B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.59K
+ 21.9%
$100.35 - $100.71 $561K - $563K
31.1K $3.13B
Global X Fds
5.56K
+ 21.77%
N/A
31.1K $3.13B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.68K
+ 19.01%
$91.43 - $91.74 $519K - $521K
35.5K $3.26B
BUCK
Simplify Exchange Traded Fds S
22K
+ 109.02%
N/A
42.1K $995M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
747
+ 17.88%
$179.95 - $278.88 $134K - $208K
4.93K $1.37B
ADP
Automatic Data Processing Inc

Industrials
1.57K
+ 142.4%
$276.76 - $326.81 $433K - $511K
2.66K $821M
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
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.05K
+ 5.08%
$72.02 - $73.82 $292K - $299K
83.8K $6.17B
IYW
Ishares Dj Us Tech ETF

ETFs
706
+ 17.29%
$122.57 - $173.27 $86.5K - $122K
4.79K $830M
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
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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