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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.91B
$2.67 Billion 0.54% of portfolio
73,678
Q3 2024 Added 14.06%
$112B
$2.61 Billion 0.53% of portfolio
25,210
Q3 2024 New
$69.4B
$2.57 Billion 0.52% of portfolio
21,687
Q3 2024 New
Elevation Series Trust
-
$2.46 Billion 0.5% of portfolio
-
Q3 2024 New
$141B
$2.46 Billion 0.5% of portfolio
85,052
Q3 2024 Added 15.73%
$20B
$2.47 Billion 0.5% of portfolio
83,917
Q3 2024 Added 15.04%
$21B
$2.46 Billion 0.5% of portfolio
50,334
Q3 2024 Reduced 1.4%
$29.2B
$2.46 Billion 0.49% of portfolio
17,107
Q3 2024 New
$178B
$2.4 Billion 0.48% of portfolio
53,532
Q3 2024 Added 6.17%
$0
$2.25 Billion 0.45% of portfolio
34,795
Q3 2024 Added 219.28%
$15.4B
$2.23 Billion 0.45% of portfolio
64,345
Q3 2024 Added 2.73%
$46.1B
$2.16 Billion 0.44% of portfolio
24,257
Q3 2024 Added 1.56%
$46.2B
$2.14 Billion 0.43% of portfolio
15,075
Q3 2024 Added 2.29%
$0
$1.98 Billion 0.4% of portfolio
5,736
Q3 2024 Added 183.68%
$17.9B
$1.96 Billion 0.39% of portfolio
117,013
Q3 2024 Added 3.5%
$76.4B
$1.92 Billion 0.39% of portfolio
42,008
Q3 2024 Added 4.06%
$39.1B
$1.82 Billion 0.37% of portfolio
12,238
Q3 2024 Reduced 58.05%
$23.2B
$1.85 Billion 0.37% of portfolio
45,063
Q3 2024 Added 1.79%
$33.2B
$1.76 Billion 0.36% of portfolio
20,259
Q3 2024 Added 1.89%
$0
$1.77 Billion 0.36% of portfolio
61,276
Q3 2024 Reduced 20.1%
$20.8B
$1.77 Billion 0.36% of portfolio
17,121
Q3 2024 Added 5.42%
$62.1B
$1.72 Billion 0.35% of portfolio
40,135
Q3 2024 Added 3.56%
$20.1B
$1.72 Billion 0.35% of portfolio
24,399
Q3 2024 Added 3.75%
$203B
$1.76 Billion 0.35% of portfolio
14,457
Q3 2024 Added 3.48%
$100B
$1.76 Billion 0.35% of portfolio
74,921
Q3 2024 Reduced 2.86%
$47B
$1.67 Billion 0.34% of portfolio
13,765
Q3 2024 Added 2.06%
$25.4B
$1.71 Billion 0.34% of portfolio
116,346
Q3 2024 Added 4.35%
Elevation Series Trust
-
$1.66 Billion 0.34% of portfolio
-
Q3 2024 New
$25B
$1.71 Billion 0.34% of portfolio
73,117
Q3 2024 Added 2.54%
$48.6B
$1.69 Billion 0.34% of portfolio
29,178
Q3 2024 Added 3.12%
$199B
$1.67 Billion 0.34% of portfolio
7,554
Q3 2024 Added 0.96%
$7.35B
$1.66 Billion 0.33% of portfolio
25,204
Q3 2024 Reduced 1.15%
$138B
$1.65 Billion 0.33% of portfolio
21,933
Q3 2024 Added 10.35%
$50.4B
$1.64 Billion 0.33% of portfolio
15,981
Q3 2024 Added 3.04%
$52.2B
$1.63 Billion 0.33% of portfolio
17,930
Q3 2024 Added 2.34%
$32.3B
$1.58 Billion 0.32% of portfolio
36,774
Q3 2024 Added 1.25%
$22.8B
$1.55 Billion 0.31% of portfolio
16,990
Q3 2024 Added 3.79%
$13B
$1.55 Billion 0.31% of portfolio
47,698
Q3 2024 Added 5.92%
$15.9B
$1.5 Billion 0.3% of portfolio
24,697
Q3 2024 Added 2.73%
$19.5B
$1.51 Billion 0.3% of portfolio
14,623
Q3 2024 Added 1.87%
$18.1B
$1.44 Billion 0.29% of portfolio
2,917
Q3 2024 Reduced 1.29%
$25.7B
$1.41 Billion 0.28% of portfolio
42,759
Q3 2024 Added 3.25%
$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%
$8.77B
$1.29 Billion 0.26% of portfolio
31,421
Q3 2024 Added 2.84%
$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%

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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