B.O.S.S. Retirement Advisors, LLC Reduced Holdings in Q1 2025

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

  • $345 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
-39.7K
- 86.5%
$66.78 - $81.42 $2.65M - $3.23M
6.19K $445M
IWY
Ishares Tr Russell 200 Growth

ETFs
-3.69K
- 8.22%
$210.19 - $243.33 $775K - $897K
41.2K $8.68B
Pimco ETF Tr
-17K
- 75.56%
N/A
5.5K $557M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.4K
- 23.73%
$190.26 - $242.06 $1.03M - $1.31M
17.3K $3.3B
MSFT
Microsoft Corp

Technology
-1.82K
- 12.35%
$375.39 - $447.2 $684K - $815K
12.9K $4.85B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.34K
- 1.19%
$64.88 - $72.1 $217K - $241K
277K $18.2B
BUCK
Simplify Exchange Traded Fds S
-28.8K
- 58.85%
N/A
20.1K $497M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-9.7K
- 70.39%
$65.49 - $74.67 $635K - $724K
4.08K $292M
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
-12.2K
- 8.38%
$27.76 - $32.95 $340K - $403K
134K $3.72B
AAPL
Apple Inc.

Technology
-644
- 3.95%
$209.68 - $247.1 $135K - $159K
15.6K $3.48B
VGSH
Vanguard

ETFs
-10K
- 10.46%
$58.07 - $58.69 $583K - $589K
85.9K $5.04B
NOW
Service Now, Inc.

Technology
-142
- 10.15%
$783.83 - $1170.39 $111K - $166K
1.26K $1B
GOOG
Alphabet Inc.

Communication Services
-858
- 9.35%
$156.06 - $207.71 $134K - $178K
8.31K $1.3B
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.52K
- 16.97%
$114.9 - $139.6 $289K - $351K
12.3K $1.45B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.4K
- 46.14%
$24.91 - $29.02 $333K - $388K
15.6K $391M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-495
- 13.53%
$468.34 - $539.52 $232K - $267K
3.16K $1.48B
IEMG
Ishares Inc

ETFs
-9.41K
- 12.22%
N/A
67.6K $3.65B
HUBS
Hubspot Inc

Technology
-148
- 7.58%
$571.29 - $819.71 $84.6K - $121K
1.81K $1.03B
IVV
Ishares Core S&P 500 ETF

ETFs
-137
- 1.49%
$554.06 - $615.85 $75.9K - $84.4K
9.04K $5.08B
IWS
Ishares Russell Midcap Value E

ETFs
-1.3K
- 5.96%
$122.59 - $135.24 $159K - $175K
20.5K $2.58B
IDEV
Ishares Core Msci Intl Develop

ETFs
-4.89K
- 20.47%
$63.77 - $71.36 $312K - $349K
19K $1.31B
SAIA
Saia Inc

Industrials
-114
- 6.34%
$349.29 - $508.47 $39.8K - $58K
1.69K $589M
Atlassian Corporation
-343
- 6.83%
N/A
4.68K $993M
OZ
Belpointe Prep, LLC

Real Estate
-48
- 0.32%
$60.5 - $78.04 $2.9K - $3.75K
15.2K $978M
SHOP
Shopify Inc.

Technology
-687
- 6.07%
$90.59 - $129.31 $62.2K - $88.8K
10.6K $1.02B
IWX
Ishares Tr Russell 200 Value E

ETFs
-5.19K
- 6.85%
$78.54 - $84.86 $407K - $440K
70.6K $5.8B
VTWO
Vanguard Russell 2000 ETF

ETFs
-748
- 5.18%
$80.08 - $92.93 $59.9K - $69.5K
13.7K $1.1B
CDNS
Cadence Design Systems Inc

Technology
-195
- 6.61%
$233.96 - $324.52 $45.6K - $63.3K
2.75K $700M
SPY
Spdr S&P 500 ETF Trust

ETFs
-202
- 8.21%
$551.42 - $612.93 $111K - $124K
2.26K $1.26B
MDB
Mongo Db, Inc.

Technology
-156
- 5.99%
$175.4 - $298.52 $27.4K - $46.6K
2.45K $430M
WDAY
Workday, Inc.

Technology
-266
- 6.33%
$233.53 - $277.82 $62.1K - $73.9K
3.94K $919M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-5.01K
- 10.23%
$34.23 - $36.9 $171K - $185K
43.9K $1.57B
SNPS
Synopsys Inc

Technology
-82
- 5.41%
$428.58 - $551.54 $35.1K - $45.2K
1.44K $615M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.76K
- 10.63%
$49.67 - $51.43 $137K - $142K
23.2K $1.19B
SPGI
S&P Global Inc.

Financial Services
-317
- 6.52%
$478.26 - $543.77 $152K - $172K
4.54K $2.31B
MSCI
Msci Inc.

Financial Services
-99
- 6.18%
$541.46 - $628.34 $53.6K - $62.2K
1.5K $850M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.95K
- 9.74%
$44.68 - $46.49 $132K - $137K
27.3K $1.27B
EFG
Msci Eafe Growth ETF

ETFs
-2.08K
- 6.3%
$96.1 - $106.37 $200K - $222K
31K $3.1B
ADI
Analog Devices Inc

Technology
-409
- 27.32%
$201.56 - $243.82 $82.4K - $99.7K
1.09K $219M
HD
Home Depot, Inc.

Consumer Cyclical
-194
- 16.02%
$347.25 - $424.87 $67.4K - $82.4K
1.02K $373M
Neuberger Berman ETF Trust
-2.36K
- 5.05%
N/A
44.3K $1.13B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-256
- 27.92%
$302.31 - $337.54 $77.4K - $86.4K
661 $203M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-270
- 6.45%
$161.13 - $209.29 $43.5K - $56.5K
3.92K $648M
AMP
Ameriprise Financial Inc

Financial Services
-128
- 23.36%
$472.29 - $575.13 $60.5K - $73.6K
420 $203M
IDXX
Idexx Laboratories Inc

Healthcare
-272
- 6.67%
$406.29 - $469.04 $111K - $128K
3.81K $1.6B
IYW
Ishares Dj Us Tech ETF

ETFs
-38
- 0.92%
$140.44 - $166.79 $5.34K - $6.34K
4.08K $573M
ASML
Asml Holding Nv

Technology
-71
- 5.87%
$662.63 - $776.99 $47K - $55.2K
1.14K $754M
CLOI
Vaneck ETF Tr

ETFs
-1.44K
- 5.26%
$52.68 - $53.16 $76K - $76.7K
26K $1.37B
ADBE
Adobe Inc.

Technology
-52
- 5.92%
$377.84 - $464.11 $19.6K - $24.1K
827 $317M
Activity Summary
Buys All Purchases 78 New Holdings 22 Increased Positions 56 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 1 Puts 1
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