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

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

  • $497 Billion
  • Q3 2024

B.O.S.S. Retirement Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $497 Billion distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.5B, Microsoft Corp with a value of $22.8B, Nvidia Corp with a value of $22.3B, Amazon Com Inc with a value of $13.3B, and Alphabet Inc. with a value of $12.4B.

Examining the 13F form we can see an increase of $106B in the current position value, from $391B to 497B.

B.O.S.S. Retirement Advisors, LLC is based out at Lehi, UT

Below you can find more details about B.O.S.S. Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $497 Billion
Technology: $105 Billion
Financial Services: $72.2 Billion
ETFs: $67.1 Billion
Consumer Cyclical: $57.5 Billion
Healthcare: $41.7 Billion
Communication Services: $32.2 Billion
Utilities: $32.1 Billion
Consumer Defensive: $22 Billion
Other: $40.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$274 Million 0.06% of portfolio
9,309
Q3 2024 New
$0
$273 Million 0.06% of portfolio
2,066
Q3 2024 New
$0
$243 Million 0.05% of portfolio
5,137
Q3 2024 New
$0
$254 Million 0.05% of portfolio
10,826
Q3 2024 Added 9.41%
$0
$231 Million 0.05% of portfolio
4,392
Q3 2024 New
$0
$224 Million 0.05% of portfolio
8,723
Q3 2024 New
$0
$254 Million 0.05% of portfolio
5,057
Q3 2024 New
$0
$266 Million 0.05% of portfolio
4,998
Q3 2024 Reduced 12.41%
$0
$252 Million 0.05% of portfolio
2,616
Q3 2024 New
$0
$217 Million 0.04% of portfolio
4,100
Q3 2024 New
$0
$218 Million 0.04% of portfolio
3,769
Q3 2024 New
$0
$219 Million 0.04% of portfolio
4,509
Q3 2024 New
$0
$214 Million 0.04% of portfolio
365
Q3 2024 New
$0
$202 Million 0.04% of portfolio
6,741
Q3 2024 Reduced 32.37%
$0
$219 Million 0.04% of portfolio
2,019
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $497 Billion
  • Prior Value $391 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 50 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

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

Follow B.O.S.S. Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email