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
$23.9B
$1.27 Billion 0.26% of portfolio
28,744
Q3 2024 Added 3.98%
$54.3B
$1.27 Billion 0.26% of portfolio
9,421
Q3 2024 Added 9.81%
$0
$1.26 Billion 0.25% of portfolio
37,055
Q3 2024 Added 13.69%
$0
$1.25 Billion 0.25% of portfolio
39,290
Q3 2024 Added 25.7%
$10.9B
$1.25 Billion 0.25% of portfolio
62,254
Q3 2024 Added 9.6%
$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%
$0
$1.18 Billion 0.24% of portfolio
21,298
Q3 2024 Added 16.07%
$4.97B
$1.21 Billion 0.24% of portfolio
22,191
Q3 2024 Added 8.74%
$31.8B
$1.19 Billion 0.24% of portfolio
12,411
Q3 2024 Added 4.74%
$0
$1.15 Billion 0.23% of portfolio
15,254
Q3 2024 Added 81.88%
$6.13B
$1.15 Billion 0.23% of portfolio
10,704
Q3 2024 Added 7.48%
$21.4B
$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%
$0
$1.12 Billion 0.23% of portfolio
1,949
Q3 2024 Added 1.25%
$39.4B
$1.14 Billion 0.23% of portfolio
31,708
Q3 2024 Added 0.55%
$0
$1.09 Billion 0.22% of portfolio
4,963
Q3 2024 Added 123.36%
$0
$1.1 Billion 0.22% of portfolio
12,496
Q3 2024 Added 20.89%
$76.9B
$1.09 Billion 0.22% of portfolio
9,922
Q3 2024 Added 3.88%
$0
$973 Million 0.2% of portfolio
22,527
Q3 2024 Added 3.02%
$0
$984 Million 0.2% of portfolio
11,124
Q3 2024 Added 40.54%
Dimensional ETF Trust
-
$1.01 Billion 0.2% of portfolio
-
Q3 2024 Added 4.99%
$0
$995 Million 0.2% of portfolio
16,860
Q3 2024 Added 148.67%
$0
$1.01 Billion 0.2% of portfolio
3,557
Q3 2024 Added 27.13%
$0
$955 Million 0.19% of portfolio
11,589
Q3 2024 Added 12.08%
$0
$960 Million 0.19% of portfolio
13,306
Q3 2024 Added 18.12%
First Tr Exchng Traded Fd Vi
-
$876 Million 0.18% of portfolio
-
Q3 2024 Added 42.11%
Listed Fd Tr
-
$850 Million 0.17% of portfolio
-
Q3 2024 New
$0
$836 Million 0.17% of portfolio
24,110
Q3 2024 New
$0
$866 Million 0.17% of portfolio
10,902
Q3 2024 Added 28.39%
$0
$815 Million 0.16% of portfolio
15,734
Q3 2024 Added 24.28%
$267B
$737 Million 0.15% of portfolio
885
Q3 2024 New
Pimco ETF Tr
-
$693 Million 0.14% of portfolio
-
Q3 2024 Added 22.88%
$0
$631 Million 0.13% of portfolio
7,764
Q3 2024 Added 98.87%
$0
$624 Million 0.13% of portfolio
4,115
Q3 2024 New
$0
$653 Million 0.13% of portfolio
12,055
Q3 2024 Added 26.88%
$0
$578 Million 0.12% of portfolio
6,300
Q3 2024 Added 187.28%
$0
$618 Million 0.12% of portfolio
17,892
Q3 2024 Added 71.84%
$7.49B
$596 Million 0.12% of portfolio
66,542
Q3 2024 Added 25.18%
Global X Fds
-
$579 Million 0.12% of portfolio
-
Q3 2024 New
$0
$587 Million 0.12% of portfolio
5,828
Q3 2024 Added 159.48%
$0
$528 Million 0.11% of portfolio
5,837
Q3 2024 Added 8.33%
$11.2B
$546 Million 0.11% of portfolio
3,406
Q3 2024 Added 31.96%
$377B
$541 Million 0.11% of portfolio
13,628
Q3 2024 Added 13.6%
$0
$480 Million 0.1% of portfolio
8,343
Q3 2024 Added 90.26%
$0
$474 Million 0.1% of portfolio
19,468
Q3 2024 New
$0
$486 Million 0.1% of portfolio
16,480
Q3 2024 Added 24.91%
$0
$480 Million 0.1% of portfolio
7,191
Q3 2024 New
-
$519 Million 0.1% of portfolio
-
Q3 2024 Added 102.74%

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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