B.O.S.S. Retirement Advisors, LLC Purchases in Q1 2025

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

  • $345 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.57K
+ 12.73%
$507.05 - $563.67 $4.34M - $4.83M
75.9K $39B
TUA
Simpl Exch Traded Fds Sht Term
78K
+ 41.14%
N/A
268K $5.88B
AUGZ
Listed Fds Tr Trueshares Struc

Technology
45.2K
New
$36.95 - $40.02 $1.67M - $1.81M
45.2K $1.69B
Aim ETF Products Trust
65K
New
N/A
65K $1.66B
SIXJ
Aim ETF Prods Tr Allianzim U S
51.2K
New
$29.68 - $31.19 $1.52M - $1.6M
51.2K $1.53B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.4K
+ 8.77%
$58.01 - $64.46 $779K - $866K
167K $10.3B
VTI
Vanguard Total Stock Market Et

ETFs
10.4K
+ 8.1%
$271.18 - $303.12 $2.82M - $3.16M
139K $38.2B
SCHX
Schwab Strategic Tr Us Large C

ETFs
40.7K
+ 90.41%
$21.75 - $24.28 $886K - $989K
85.8K $1.89B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.78K
+ 10.82%
$71.17 - $73.66 $554K - $573K
79.7K $5.85B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
8.63K
New
$69.81 - $78.9 $603K - $681K
8.63K $673M
TYA
Simplify Exchange Traded Fds S

ETFs
32.2K
+ 22.97%
N/A
172K $2.28B
SMR
Nuscale Power Corp

Industrials
35.4K
New
$14.16 - $29.08 $501K - $1.03M
35.4K $501M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.41K
New
$196.12 - $229.48 $473K - $553K
2.41K $487M
EFV
Msci Eafe Value ETF

ETFs
1.59K
+ 2.61%
$51.88 - $60.73 $82.3K - $96.4K
62.4K $3.68B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.82K
New
$68.32 - $75.06 $397K - $437K
5.82K $435M
MUB
Ishares National Muni Bond ETF

ETFs
4K
+ 52.66%
$104.71 - $107.69 $418K - $430K
11.6K $1.22B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.55K
New
$69.69 - $79.99 $387K - $444K
5.55K $396M
LVHI
Franklin International Low Vol

ETFs
12K
New
$30.53 - $32.85 $367K - $395K
12K $390M
SON
Sonoco Products CO

Consumer Cyclical
8.14K
New
$44.71 - $49.22 $364K - $401K
8.14K $385M
VO
Vanguard Mid Cap ETF

ETFs
1.46K
New
$251.87 - $277.95 $368K - $406K
1.46K $378M
AYI
Acuity Brands Inc

Industrials
1.3K
New
$257.8 - $337.07 $336K - $439K
1.3K $343M
Linde PLC
706
New
N/A
706 $329M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.15K
+ 14.11%
$100.34 - $100.68 $316K - $318K
25.5K $2.57B
IAU
Ishares Gold Trust

ETFs
5.04K
New
$49.74 - $58.96 $251K - $297K
5.04K $297M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.83K
New
$34.58 - $45.97 $201K - $268K
5.83K $268M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.64K
New
$43.79 - $57.46 $203K - $267K
4.64K $266M
SLV
I Shares Silver Trust

ETFs
7.73K
New
$26.93 - $31.32 $208K - $242K
7.73K $240M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.3K
+ 39.92%
$95.85 - $99.25 $220K - $228K
8.06K $797M
MPC
Marathon Petroleum Corp

Energy
1.63K
New
$134.72 - $159.03 $219K - $259K
1.63K $237M
KR
Kroger CO

Consumer Defensive
3.32K
New
$58.36 - $67.72 $194K - $225K
3.32K $225M
META
Meta Platforms, Inc.

Communication Services
426
+ 17.5%
$576.36 - $736.67 $246K - $314K
2.86K $1.65B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.33K
+ 8.45%
$91.45 - $91.75 $213K - $214K
29.9K $2.74B
GLD
Spdr Gold Trust

ETFs
57
+ 1.29%
$243.19 - $288.14 $13.9K - $16.4K
4.49K $1.29B
CTA
Simplify Exch Traded Fds Simpl

ETFs
6.6K
+ 45.63%
$27.81 - $30.21 $183K - $199K
21K $623M
VB
Vanguard Small Cap ETF

ETFs
974
New
$217.89 - $252.64 $212K - $246K
974 $216M
MCD
Mcdonalds Corp

Consumer Cyclical
683
New
$279.74 - $321.29 $191K - $219K
683 $213M
Global X Fds
1.92K
+ 8.14%
N/A
25.6K $2.57B
LLY
Eli Lilly & CO

Healthcare
140
+ 26.87%
$725.72 - $929.72 $102K - $130K
661 $546M
UNH
Unitedhealth Group Inc

Healthcare
194
+ 10.5%
$461.52 - $548.18 $89.5K - $106K
2.04K $1.07B
SVOL
Simplify ETF Simplify Volatili

ETFs
9.12K
+ 56.45%
$17.92 - $21.7 $163K - $198K
25.3K $459M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
693
+ 3.87%
$126.11 - $135.06 $87.4K - $93.6K
18.6K $2.4B
BNDX
Vanguard Total International B

ETFs
2.32K
+ 13.92%
$48.33 - $49.5 $112K - $115K
19K $928M
IEFA
Ishares Tr

ETFs
788
+ 11.67%
$69.57 - $78.65 $54.8K - $62K
7.54K $570M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.12K
+ 22.77%
$78.0 - $84.37 $87.3K - $94.4K
6.03K $482M
T
At&T Inc.

Communication Services
485
+ 5.05%
$21.56 - $28.28 $10.5K - $13.7K
10.1K $285M
TLT
Ishares Barclays 20+ Year Trea

ETFs
46
+ 0.27%
$85.29 - $92.57 $3.92K - $4.26K
16.8K $1.53B
IWM
Ishares Russell 2000 ETF

ETFs
495
+ 31.94%
$198.1 - $229.79 $98.1K - $114K
2.05K $408M
ABT
Abbott Laboratories

Healthcare
167
+ 8.54%
$111.1 - $140.22 $18.6K - $23.4K
2.12K $282M
ACN
Accenture PLC

Technology
315
+ 26.36%
$300.91 - $398.25 $94.8K - $125K
1.51K $471M
Activity Summary
Buys All Purchases 78 New Holdings 22 Increased Positions 56 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 1 Puts 1
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