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
PEP
Pepsico Inc

Consumer Defensive
-433
- 14.91%
$142.64 - $156.42 $61.8K - $67.7K
2.47K $371M
AVY
Avery Dennison Corp

Industrials
-269
- 14.49%
$174.58 - $195.91 $47K - $52.7K
1.59K $282M
SBUX
Starbucks Corp

Consumer Cyclical
-988
- 21.0%
$91.75 - $115.81 $90.6K - $114K
3.72K $365M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-99
- 15.59%
$497.6 - $606.74 $49.3K - $60.1K
536 $267M
SCHW
Schwab Charles Corp

Financial Services
-984
- 20.49%
$71.24 - $83.64 $70.1K - $82.3K
3.82K $299M
BA
Boeing CO

Industrials
-233
- 8.98%
$148.15 - $186.25 $34.5K - $43.4K
2.36K $403M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-270
- 22.59%
$442.66 - $534.52 $120K - $144K
925 $493M
ADP
Automatic Data Processing Inc

Industrials
-214
- 16.3%
$286.85 - $318.64 $61.4K - $68.2K
1.1K $336M
COST
Costco Wholesale Corp

Consumer Defensive
-450
- 3.42%
$890.62 - $1076.86 $401K - $485K
12.7K $12B
DIV
Global X Superdividend Us ETF

ETFs
-6.57K
- 6.1%
N/A
101K $1.9B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.44K
- 3.82%
$28.55 - $29.09 $41K - $41.8K
36.1K $1.04B
IVW
Ishares S&P 500 Growth ETF

ETFs
-24
- 0.65%
$92.45 - $106.69 $2.22K - $2.56K
3.65K $339M
GS
Goldman Sachs Group Inc

Financial Services
-39
- 8.35%
$524.81 - $672.19 $20.5K - $26.2K
428 $234M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-1.27K
- 14.72%
$34.14 - $37.91 $43.4K - $48.1K
7.36K $262M
PFE
Pfizer Inc

Healthcare
-561
- 4.89%
$25.01 - $27.13 $14K - $15.2K
10.9K $276M
WMT
Walmart Inc.

Consumer Defensive
-205
- 6.5%
$84.5 - $105.05 $17.3K - $21.5K
2.95K $259M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6
- 0.25%
$102.49 - $119.96 $615 - $720
2.39K $249M
ELV
Elevance Health, Inc.

Healthcare
-175
- 23.03%
$365.9 - $436.25 $64K - $76.3K
585 $254M
MO
Altria Group, Inc.

Consumer Defensive
-978
- 20.39%
$50.81 - $60.02 $49.7K - $58.7K
3.82K $229M
SPYG
Spdr Portfolio

ETFs
-1
- 0.04%
$80.05 - $92.39 $80.1 - $92.4
2.55K $205M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-597
- 4.06%
$46.74 - $47.55 $27.9K - $28.4K
14.1K $670M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-296
- 8.86%
$76.77 - $82.22 $22.7K - $24.3K
3.05K $242M
Aim ETF Products Trust
-397
- 3.41%
N/A
11.2K $295M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-424
- 2.35%
$40.79 - $42.32 $17.3K - $17.9K
17.6K $741M
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.29K
- 4.12%
$53.99 - $58.43 $69.6K - $75.4K
30K $1.73B
CVX
Chevron Corp

Energy
-411
- 12.99%
$146.71 - $167.97 $60.3K - $69K
2.75K $461M
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.99%
$225.19 - $279.95 $3.15K - $3.92K
1.41K $345M
UNP
Union Pacific Corp

Industrials
-49
- 2.33%
$225.21 - $254.42 $11K - $12.5K
2.05K $484M
CSCO
Cisco Systems, Inc.

Technology
-65
- 1.3%
$58.74 - $64.87 $3.82K - $4.22K
4.94K $305M
V
Visa Inc.

Financial Services
-29
- 4.48%
$306.92 - $362.71 $8.9K - $10.5K
618 $217M
ABBV
Abb Vie Inc.

Healthcare
-287
- 12.13%
$169.2 - $216.66 $48.6K - $62.2K
2.08K $436M
XOM
Exxon Mobil Corp

Energy
-179
- 5.29%
$105.44 - $118.93 $18.9K - $21.3K
3.21K $381M
VEEV
Veeva Systems Inc

Healthcare
-344
- 6.65%
$210.58 - $246.8 $72.4K - $84.9K
4.83K $1.12B
CSGP
Costar Group, Inc.

Real Estate
-1.61K
- 6.72%
$69.29 - $80.37 $112K - $129K
22.4K $1.77B
WDIV
Spdr S&P Global Dividend ETF

ETFs
-986
- 2.45%
$60.51 - $66.3 $59.7K - $65.4K
39.2K $2.55B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-1.98K
- 1.81%
$21.95 - $24.74 $43.5K - $49.1K
107K $2.6B
IAUM
I Shares Gold Trust Micro

ETFs
-1.44K
- 3.24%
$26.29 - $31.17 $37.9K - $44.9K
42.9K $1.34B
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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