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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27B
$1.33 Billion 0.27% of portfolio
13,865
Q3 2024 Added 5.64%
$24B
$1.33 Billion 0.27% of portfolio
10,384
Q3 2024 Added 2.74%
$34.4B
$1.33 Billion 0.27% of portfolio
24,884
Q3 2024 Added 9.34%
$11.3B
$1.31 Billion 0.26% of portfolio
41,555
Q3 2024 Added 6.16%
$16.8B
$1.29 Billion 0.26% of portfolio
20,842
Q3 2024 Added 2.83%
$42.7B
$1.3 Billion 0.26% of portfolio
123,523
Q3 2024 Added 6.03%
$24.1B
$1.27 Billion 0.26% of portfolio
28,744
Q3 2024 Added 3.98%
$54.4B
$1.27 Billion 0.26% of portfolio
9,421
Q3 2024 Added 9.81%
$10.8B
$1.25 Billion 0.25% of portfolio
62,254
Q3 2024 Added 9.6%
$31.8B
$1.19 Billion 0.24% of portfolio
12,411
Q3 2024 Added 4.74%
$21.1B
$1.15 Billion 0.23% of portfolio
13,332
Q3 2024 Added 5.29%
$20.6B
$1.15 Billion 0.23% of portfolio
10,460
Q3 2024 Added 1.93%
$39.2B
$1.14 Billion 0.23% of portfolio
31,708
Q3 2024 Added 0.55%
$75.8B
$1.09 Billion 0.22% of portfolio
9,922
Q3 2024 Added 3.88%
$11.1B
$546 Million 0.11% of portfolio
3,406
Q3 2024 Added 31.96%
$15.1B
$382 Million 0.08% of portfolio
4,367
Q3 2024 Added 53.66%
$192B
$405 Million 0.08% of portfolio
9,691
Q3 2024 Reduced 90.05%
$151B
$400 Million 0.08% of portfolio
1,981
Q3 2024 New
$155B
$352 Million 0.07% of portfolio
1,093
Q3 2024 New
$12.1B
$290 Million 0.06% of portfolio
1,144
Q3 2024 New
$175B
$282 Million 0.06% of portfolio
1,656
Q3 2024 New
$195B
$224 Million 0.05% of portfolio
1,186
Q3 2024 New
$24.4B
$230 Million 0.05% of portfolio
4,543
Q3 2024 Added 4.89%
$36B
$242 Million 0.05% of portfolio
2,038
Q3 2024 New
$85.5B
$216 Million 0.04% of portfolio
1,420
Q3 2024 New
$177B
$207 Million 0.04% of portfolio
1,002
Q3 2024 Reduced 23.69%
$17.7B
$202 Million 0.04% of portfolio
2,406
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
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