B.O.S.S. Retirement Advisors, LLC Reduced Holdings in Q3 2025

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

  • $418 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
-56
- 2.1%
$288.69 - $310.94 $16.2K - $17.4K
2.61K $766M
SPYC
Simplify Exchange Traded Fds U
-2.02K
- 8.96%
N/A
20.5K $877M
LLY
Eli Lilly & CO

Healthcare
-50
- 6.53%
$625.65 - $812.69 $31.3K - $40.6K
716 $546M
VUG
Vanguard Growth ETF

ETFs
-320
- 12.85%
$433.97 - $484.08 $139K - $155K
2.17K $1.04B
VEEV
Veeva Systems Inc

Healthcare
-322
- 7.08%
$269.2 - $297.91 $86.7K - $95.9K
4.23K $1.26B
WDAY
Workday, Inc.

Technology
-211
- 5.75%
$213.69 - $247.69 $45.1K - $52.3K
3.46K $833M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-761
- 15.1%
$84.28 - $89.46 $64.1K - $68.1K
4.28K $381M
ABT
Abbott Laboratories

Healthcare
-279
- 14.43%
$120.51 - $136.62 $33.6K - $38.1K
1.66K $222M
CAG
Conagra Brands Inc.

Consumer Defensive
-26
- 0.22%
$18.04 - $21.14 $469 - $550
12K $219M
PEP
Pepsico Inc

Consumer Defensive
-301
- 14.07%
$133.81 - $152.16 $40.3K - $45.8K
1.84K $258M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-91
- 12.82%
$339.37 - $366.46 $30.9K - $33.3K
619 $226M
SCHW
Schwab Charles Corp

Financial Services
-220
- 8.03%
$91.03 - $98.69 $20K - $21.7K
2.52K $241M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-2.37K
- 4.94%
$26.46 - $28.43 $62.7K - $67.4K
45.6K $1.28B
MU
Micron Technology Inc

Technology
-530
- 27.46%
$104.88 - $168.89 $55.6K - $89.5K
1.4K $234M
OZ
Belpointe Prep, LLC

Real Estate
-23
- 0.15%
$60.0 - $66.99 $1.38K - $1.54K
15.1K $969M
HD
Home Depot, Inc.

Consumer Cyclical
-93
- 9.24%
$357.4 - $423.42 $33.2K - $39.4K
914 $370M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-160
- 7.33%
$108.46 - $120.63 $17.4K - $19.3K
2.02K $240M
CAT
Caterpillar Inc

Industrials
-247
- 18.32%
$390.92 - $477.15 $96.6K - $118K
1.1K $525M
PFE
Pfizer Inc

Healthcare
-452
- 3.95%
$23.29 - $25.88 $10.5K - $11.7K
11K $280M
GS
Goldman Sachs Group Inc

Financial Services
-42
- 9.63%
$696.56 - $806.32 $29.3K - $33.9K
394 $313M
SO
Southern CO

Utilities
-24
- 0.58%
$90.83 - $96.0 $2.18K - $2.3K
4.13K $392M
Aim ETF Products Trust
-89
- 1.28%
N/A
6.88K $244M
XOM
Exxon Mobil Corp

Energy
-33
- 0.88%
$105.83 - $117.22 $3.49K - $3.87K
3.73K $420M
SAIA
Saia Inc

Industrials
-79
- 5.01%
$281.49 - $333.61 $22.2K - $26.4K
1.5K $448M
ILCG
Ishares Morningstar Growth ETF
-236
- 4.04%
N/A
5.61K $585M
VB
Vanguard Small Cap ETF

ETFs
-1
- 0.09%
$237.58 - $259.17 $238 - $259
1.14K $289M
IVV
Ishares Core S&P 500 ETF

ETFs
-590
- 6.85%
$620.67 - $670.08 $366K - $395K
8.02K $5.37B
IAUM
I Shares Gold Trust Micro

ETFs
-4.21K
- 12.56%
$32.6 - $38.5 $137K - $162K
29.3K $1.13B
CVX
Chevron Corp

Energy
-9
- 0.4%
$145.57 - $161.83 $1.31K - $1.46K
2.27K $352M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-418
- 0.5%
$72.57 - $74.72 $30.3K - $31.2K
83.3K $6.2B
UNH
Unitedhealth Group Inc

Healthcare
-67
- 3.51%
$237.77 - $353.61 $15.9K - $23.7K
1.84K $636M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-105
- 4.32%
$86.72 - $111.84 $9.11K - $11.7K
2.32K $260M
ABBV
Abb Vie Inc.

Healthcare
-192
- 9.68%
$184.85 - $231.54 $35.5K - $44.5K
1.79K $415M
ORCL
Oracle Corp

Technology
-190
- 8.62%
$218.96 - $328.33 $41.6K - $62.4K
2.02K $567M
IDXX
Idexx Laboratories Inc

Healthcare
-434
- 12.23%
$514.61 - $682.78 $223K - $296K
3.12K $1.99B
CDNS
Cadence Design Systems Inc

Technology
-66
- 2.57%
$309.46 - $373.37 $20.4K - $24.6K
2.5K $880M
ASML
Asml Holding Nv

Technology
-55
- 5.14%
$689.63 - $968.09 $37.9K - $53.2K
1.02K $983M
GLD
Spdr Gold Trust

ETFs
-215
- 4.99%
$300.96 - $355.47 $64.7K - $76.4K
4.09K $1.46B
MDB
Mongo Db, Inc.

Technology
-140
- 6.13%
$201.0 - $334.87 $28.1K - $46.9K
2.14K $665M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-128
- 2.6%
$275.84 - $326.36 $35.3K - $41.8K
4.8K $1.57B
SHOP
Shopify Inc.

Technology
-623
- 6.26%
$112.11 - $157.12 $69.8K - $97.9K
9.34K $1.39B
MSFT
Microsoft Corp

Technology
-77
- 0.51%
$491.09 - $535.64 $37.8K - $41.2K
15.1K $7.85B
GOOGL
Alphabet Inc.

Communication Services
-674
- 6.85%
$174.36 - $254.72 $118K - $172K
9.17K $2.23B
NVDA
Nvidia Corp

Technology
-2.44K
- 5.55%
$153.3 - $186.58 $375K - $456K
41.6K $7.76B
Activity Summary
Buys All Purchases 91 New Holdings 31 Increased Positions 60 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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