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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.99B
$2.67 Billion 0.54% of portfolio
73,678
Q3 2024 Added 14.06%
$7.4B
$1.66 Billion 0.33% of portfolio
25,204
Q3 2024 Reduced 1.15%
$8.77B
$1.29 Billion 0.26% of portfolio
31,421
Q3 2024 Added 2.84%
$8.07B
$1.26 Billion 0.25% of portfolio
72,037
Q3 2024 Added 3.47%
$9.31B
$1.18 Billion 0.24% of portfolio
19,737
Q3 2024 Reduced 58.66%
$4.97B
$1.21 Billion 0.24% of portfolio
22,191
Q3 2024 Added 8.74%
$6.13B
$1.15 Billion 0.23% of portfolio
10,704
Q3 2024 Added 7.48%
$7.49B
$596 Million 0.12% of portfolio
66,542
Q3 2024 Added 25.18%
$5.88B
$473 Million 0.1% of portfolio
2,283
Q3 2024 Added 36.62%
$7.49B
$427 Million 0.09% of portfolio
2,286
Q3 2024 Added 32.14%
$8.33B
$322 Million 0.06% of portfolio
2,209
Q3 2024 New
$8.08B
$223 Million 0.04% of portfolio
1,065
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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