B.O.S.S. Retirement Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $358 Billion distributed in 178 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $37.3B, Vanguard Index Fds S&P 500 ETF with a value of $36.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3B, Costco Wholesale Corp with a value of $12B, and Ishares Tr Russell 200 Growth with a value of $10.6B.
Examining the 13F form we can see an decrease of $139B in the current position value, from $497B to 358B.
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
$358 Billion
ETFs: $236 Billion
Technology: $25.7 Billion
Consumer Defensive: $13.5 Billion
Financial Services: $9.63 Billion
Consumer Cyclical: $8.75 Billion
Healthcare: $6.55 Billion
Industrials: $5.55 Billion
Communication Services: $4.94 Billion
Other: $4.03 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
