B.O.S.S. Retirement Advisors, LLC Portfolio Holdings

B.O.S.S. Retirement Advisors, LLC

  • $261 Billion
  • Q1 2024

B.O.S.S. Retirement Advisors, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $261 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.2B, Apple Inc. with a value of $13.7B, Amazon Com Inc with a value of $6.66B, Nvidia Corp with a value of $6.54B, and Broadcom Inc. with a value of $6.02B.

Examining the 13F form we can see an decrease of $255B in the current position value, from $516B to 261B.

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 $261 Billion
Technology: $56.2 Billion
Financial Services: $48.5 Billion
Consumer Cyclical: $31.2 Billion
Healthcare: $23.6 Billion
Utilities: $23.1 Billion
Communication Services: $22.1 Billion
Industrials: $13.8 Billion
Energy: $12.3 Billion
Other: $30.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$15.2 Billion 5.82% of portfolio
40,462
Q1 2024 Reduced 31.89%
$3.09T
$13.7 Billion 5.23% of portfolio
70,922
Q1 2024 Reduced 15.34%
$1.8T
$6.66 Billion 2.55% of portfolio
43,844
Q1 2024 Reduced 40.02%
$2.73T
$6.54 Billion 2.5% of portfolio
13,209
Q1 2024 Reduced 10.61%
$538B
$6.02 Billion 2.3% of portfolio
5,394
Q1 2024 Reduced 2.65%
$1.03T
$5.78 Billion 2.21% of portfolio
41,392
Q1 2024 Reduced 9.2%
$539B
$5.13 Billion 1.96% of portfolio
14,379
Q1 2024 Reduced 7.95%
$1.05T
$4.83 Billion 1.85% of portfolio
13,652
Q1 2024 Reduced 8.18%
$6.71B
$4.75 Billion 1.82% of portfolio
85,116
Q1 2024 Reduced 4.43%
$594B
$4.58 Billion 1.75% of portfolio
26,931
Q1 2024 Reduced 5.11%
$190B
$4.44 Billion 1.7% of portfolio
14,977
Q1 2024 Reduced 6.58%
$489B
$4.06 Billion 1.56% of portfolio
40,656
Q1 2024 Reduced 9.98%
$562B
$3.89 Billion 1.49% of portfolio
15,642
Q1 2024 Reduced 19.54%
$318B
$3.77 Billion 1.44% of portfolio
34,624
Q1 2024 Reduced 8.36%
$318B
$3.67 Billion 1.41% of portfolio
24,622
Q1 2024 Reduced 12.5%
$37.3B
$3.55 Billion 1.36% of portfolio
98,938
Q1 2024 Reduced 4.75%
$463B
$3.53 Billion 1.35% of portfolio
6,700
Q1 2024 Reduced 16.81%
$343B
$3.52 Billion 1.35% of portfolio
10,171
Q1 2024 Reduced 12.29%
$238B
$3.21 Billion 1.23% of portfolio
18,917
Q1 2024 Reduced 13.25%
$779B
$3.13 Billion 1.2% of portfolio
5,373
Q1 2024 Reduced 3.66%
$223B
$3.05 Billion 1.17% of portfolio
5,747
Q1 2024 Reduced 10.44%
$383B
$3 Billion 1.15% of portfolio
19,153
Q1 2024 Reduced 10.41%
$445B
$2.95 Billion 1.13% of portfolio
11,347
Q1 2024 Reduced 6.32%
$130B
$2.92 Billion 1.12% of portfolio
173,860
Q1 2024 Reduced 8.86%
$390B
$2.8 Billion 1.07% of portfolio
19,128
Q1 2024 Reduced 6.83%
$74.8B
$2.81 Billion 1.07% of portfolio
21,853
Q1 2024 Reduced 1.85%
$40.6B
$2.77 Billion 1.06% of portfolio
50,496
Q1 2024 Reduced 1.68%
$191B
$2.66 Billion 1.02% of portfolio
52,596
Q1 2024 Reduced 6.67%
$102B
$2.64 Billion 1.01% of portfolio
19,802
Q1 2024 Reduced 4.48%
$234B
$2.62 Billion 1.0% of portfolio
9,943
Q1 2024 Reduced 6.62%
$176B
$2.6 Billion 1.0% of portfolio
59,400
Q1 2024 Reduced 5.36%
$38.6B
$2.59 Billion 0.99% of portfolio
18,657
Q1 2024 Reduced 1.77%
$156B
$2.48 Billion 0.95% of portfolio
6,417
Q1 2024 Reduced 12.85%
$139B
$2.48 Billion 0.95% of portfolio
5,622
Q1 2024 Reduced 60.85%
$120B
$2.49 Billion 0.95% of portfolio
22,916
Q1 2024 Reduced 4.29%
$16.6B
$2.41 Billion 0.92% of portfolio
12,058
Q1 2024 Reduced 1.5%
$71B
$2.36 Billion 0.9% of portfolio
68,179
Q1 2024 Reduced 3.29%
$285B
$2.33 Billion 0.89% of portfolio
15,061
Q1 2024 Reduced 15.01%
$56.8B
$2.31 Billion 0.88% of portfolio
28,018
Q1 2024 Reduced 5.48%
$0
$2.25 Billion 0.86% of portfolio
67,741
Q1 2024 Reduced 2.84%
$19.2B
$2.19 Billion 0.84% of portfolio
25,694
Q1 2024 Reduced 10.39%
$127B
$2.16 Billion 0.83% of portfolio
43,037
Q1 2024 Reduced 8.1%
$39.1B
$2.12 Billion 0.81% of portfolio
16,201
Q1 2024 Reduced 1.54%
$10.2B
$2.08 Billion 0.8% of portfolio
18,506
Q1 2024 Reduced 1.54%
$16B
$2 Billion 0.77% of portfolio
55,457
Q1 2024 Reduced 10.34%
$157B
$2 Billion 0.76% of portfolio
21,216
Q1 2024 Reduced 10.83%
$120B
$1.98 Billion 0.76% of portfolio
21,059
Q1 2024 Reduced 2.68%
$136B
$1.98 Billion 0.76% of portfolio
9,449
Q1 2024 Reduced 5.8%
$43.8B
$1.95 Billion 0.75% of portfolio
110,749
Q1 2024 Reduced 1.68%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $261 Billion
  • Prior Value $516 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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