B.O.S.S. Retirement Advisors, LLC Sells in Q2 2025

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

  • $398 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-134K
- 96.12%
$243.75 - $303.93 $32.6M - $40.6M
5.39K $1.64B
First Tr Exchng Traded Fd Vi
-85.7K
- 78.49%
N/A
23.5K $826M
Invesco Actively Managed Exc
-47.4K
- 16.21%
N/A
245K $6.25B
VGSH
Vanguard

ETFs
-8.9K
- 10.36%
$58.32 - $58.95 $519K - $524K
77K $4.53B
UNH
Unitedhealth Group Inc

Healthcare
-133
- 6.51%
$274.35 - $599.47 $36.5K - $79.7K
1.91K $595M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-6K
- 69.53%
$73.0 - $85.5 $438K - $513K
2.63K $221M
VGLT
Vanguard Long Term Treasury Et

ETFs
-6.51K
- 21.68%
$53.66 - $58.71 $349K - $382K
23.5K $1.32B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-12.7K
- 28.87%
$32.61 - $38.62 $413K - $490K
31.2K $1.19B
CLOI
Vaneck ETF Tr

ETFs
-6.98K
- 26.9%
$51.16 - $53.02 $357K - $370K
19K $1B
IEFA
Ishares Tr

ETFs
-4.37K
- 57.91%
$67.83 - $84.09 $296K - $367K
3.17K $265M
SPY
Spdr S&P 500 ETF Trust

ETFs
-528
- 23.37%
$496.48 - $617.85 $262K - $326K
1.73K $1.07B
SAIA
Saia Inc

Industrials
-109
- 6.47%
$236.65 - $374.8 $25.8K - $40.9K
1.58K $432M
EFV
Msci Eafe Value ETF

ETFs
-6.59K
- 10.57%
$52.4 - $64.65 $346K - $426K
55.8K $3.54B
CVX
Chevron Corp

Energy
-478
- 17.36%
$133.73 - $168.51 $63.9K - $80.5K
2.28K $326M
DIV
Global X Superdividend Us ETF

ETFs
-368
- 0.36%
N/A
101K $1.77B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-978
- 5.83%
$83.97 - $92.85 $82.1K - $90.8K
15.8K $1.4B
IWM
Ishares Russell 2000 ETF

ETFs
-683
- 33.4%
$174.82 - $215.79 $119K - $147K
1.36K $294M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.13K
- 14.04%
$96.84 - $99.46 $110K - $112K
6.92K $687M
Atlassian Corporation
-329
- 7.03%
N/A
4.35K $884M
HUBS
Hubspot Inc

Technology
-121
- 6.7%
$487.07 - $672.24 $58.9K - $81.3K
1.68K $937M
CSGP
Costar Group, Inc.

Real Estate
-1.46K
- 6.55%
$72.62 - $83.22 $106K - $122K
20.9K $1.68B
PEP
Pepsico Inc

Consumer Defensive
-332
- 13.43%
$128.02 - $151.37 $42.5K - $50.3K
2.14K $283M
MUB
Ishares National Muni Bond ETF

ETFs
-551
- 4.76%
$102.31 - $105.8 $56.4K - $58.3K
11K $1.15B
ABBV
Abb Vie Inc.

Healthcare
-97
- 4.66%
$170.16 - $206.27 $16.5K - $20K
1.98K $368M
IWX
Ishares Tr Russell 200 Value E

ETFs
-2.48K
- 3.52%
$73.26 - $84.19 $182K - $209K
68.1K $5.73B
WDIV
Spdr S&P Global Dividend ETF

ETFs
-3.91K
- 9.97%
$59.84 - $71.44 $234K - $279K
35.3K $2.49B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-992
- 16.44%
$71.28 - $83.74 $70.7K - $83.1K
5.04K $422M
Linde PLC
-121
- 17.14%
N/A
585 $274M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-255
- 6.51%
$146.74 - $176.07 $37.4K - $44.9K
3.66K $594M
SCHW
Schwab Charles Corp

Financial Services
-1.08K
- 28.25%
$69.06 - $91.24 $74.5K - $98.4K
2.74K $250M
SPGI
S&P Global Inc.

Financial Services
-253
- 5.57%
$438.31 - $527.29 $111K - $133K
4.29K $2.26B
ACN
Accenture PLC

Technology
-80
- 5.3%
$279.23 - $323.21 $22.3K - $25.9K
1.43K $427M
MSCI
Msci Inc.

Financial Services
-100
- 6.65%
$506.56 - $576.74 $50.7K - $57.7K
1.4K $809M
VNQ
Vanguard Specialized Funds Van

ETFs
-381
- 8.88%
$79.79 - $91.42 $30.4K - $34.8K
3.91K $348M
WDAY
Workday, Inc.

Technology
-265
- 6.73%
$210.47 - $274.71 $55.8K - $72.8K
3.67K $881M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-488
- 16.03%
$70.7 - $82.14 $34.5K - $40.1K
2.56K $210M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-14K
- 13.04%
$21.8 - $27.71 $305K - $388K
93.4K $2.57B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-694
- 4.92%
$47.09 - $48.01 $32.7K - $33.3K
13.4K $644M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-1.36K
- 18.53%
$32.02 - $39.74 $43.6K - $54.2K
5.99K $238M
TUA
Simpl Exch Traded Fds Sht Term
-1.74K
- 0.65%
N/A
266K $5.86B
UNP
Union Pacific Corp

Industrials
-37
- 1.8%
$208.27 - $238.46 $7.71K - $8.82K
2.01K $463M
ABT
Abbott Laboratories

Healthcare
-189
- 8.9%
$123.95 - $138.08 $23.4K - $26.1K
1.93K $263M
IAU
Ishares Gold Trust

ETFs
-501
- 9.94%
$56.1 - $64.74 $28.1K - $32.4K
4.54K $283M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-395
- 2.24%
$41.1 - $42.37 $16.2K - $16.7K
17.2K $728M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-203
- 8.51%
$90.56 - $109.49 $18.4K - $22.2K
2.18K $238M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.53K
- 16.18%
$22.27 - $29.21 $56.3K - $73.8K
13.1K $382M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-781
- 2.16%
$27.29 - $29.28 $21.3K - $22.9K
35.4K $1.04B
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 0.98%
$335.24 - $380.78 $3.35K - $3.81K
1.01K $369M
Aim ETF Products Trust
-415
- 3.69%
N/A
10.8K $297M
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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