B.O.S.S. Retirement Advisors, LLC Purchases in Q4 2024

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

  • $358 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
97.3K
+ 311.86%
$280.04 - $302.45 $27.3M - $29.4M
129K $37.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52K
+ 339.07%
$521.84 - $558.82 $27.1M - $29M
67.3K $36.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
239K
+ 585.68%
$66.77 - $71.52 $16M - $17.1M
280K $19.3B
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
306K
New
$31.55 - $32.84 $9.65M - $10M
306K $9.91B
IWY
Ishares Tr Russell 200 Growth

ETFs
39.9K
+ 803.57%
$216.72 - $244.71 $8.64M - $9.76M
44.8K $10.6B
COST
Costco Wholesale Corp

Consumer Defensive
9.56K
+ 266.37%
$873.59 - $994.69 $8.35M - $9.51M
13.1K $12B
Invesco Actively Managed Exc
313K
New
N/A
313K $8.03B
Aim ETF Products Trust
242K
New
N/A
242K $7.36B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
118K
+ 340.25%
$58.88 - $64.8 $6.97M - $7.67M
153K $9.03B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
197K
New
N/A
197K $6.63B
IWX
Ishares Tr Russell 200 Value E

ETFs
68K
+ 875.61%
$78.25 - $85.17 $5.32M - $5.79M
75.7K $5.99B
VGSH
Vanguard

ETFs
79.1K
+ 468.89%
$58.02 - $58.88 $4.59M - $4.65M
95.9K $5.58B
IVV
Ishares Core S&P 500 ETF

ETFs
7.23K
+ 370.75%
$570.51 - $610.59 $4.12M - $4.41M
9.18K $5.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
56.7K
+ 371.53%
$71.75 - $75.11 $4.07M - $4.26M
71.9K $5.17B
IEMG
Ishares Inc

ETFs
71.5K
+ 1294.05%
N/A
77K $4.02B
First Tr Exchng Traded Fd Vi
108K
New
N/A
108K $3.64B
TUA
Simpl Exch Traded Fds Sht Term
167K
+ 740.04%
N/A
190K $4.03B
WFC
Wells Fargo & Company

Financial Services
37.9K
+ 473.46%
$54.98 - $77.35 $2.08M - $2.93M
45.9K $3.22B
EFG
Msci Eafe Growth ETF

ETFs
28.7K
+ 656.29%
$96.83 - $106.88 $2.78M - $3.07M
33.1K $3.21B
EFV
Msci Eafe Value ETF

ETFs
52.5K
+ 629.02%
$51.78 - $57.15 $2.72M - $3M
60.8K $3.19B
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
84.8K
+ 138.42%
$28.03 - $32.17 $2.38M - $2.73M
146K $4.34B
IWS
Ishares Russell Midcap Value E

ETFs
19.7K
+ 953.39%
$128.08 - $140.32 $2.52M - $2.76M
21.8K $2.81B
PSN
Parsons Corp

Industrials
25.2K
New
$92.25 - $113.31 $2.32M - $2.85M
25.2K $2.32B
WDIV
Spdr S&P Global Dividend ETF

ETFs
33K
+ 458.67%
$61.96 - $66.71 $2.04M - $2.2M
40.2K $2.49B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
89.9K
+ 461.99%
$21.96 - $24.21 $1.98M - $2.18M
109K $2.43B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21.2K
+ 337.13%
$91.29 - $91.8 $1.94M - $1.95M
27.5K $2.52B
IWP
Ishares Russell Mid Cap Growth

ETFs
14.8K
New
$116.4 - $138.52 $1.73M - $2.05M
14.8K $1.88B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.3K
+ 399.47%
$126.68 - $134.74 $1.81M - $1.93M
17.9K $2.28B
Global X Fds
17.9K
+ 310.17%
N/A
23.6K $2.37B
TYA
Simplify Exchange Traded Fds S

ETFs
140K
New
N/A
140K $1.72B
CSGP
Costar Group, Inc.

Real Estate
24K
New
$69.7 - $81.97 $1.67M - $1.97M
24K $1.72B
IDXX
Idexx Laboratories Inc

Healthcare
4.08K
New
$406.92 - $495.42 $1.66M - $2.02M
4.08K $1.69B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.5K
+ 283.53%
$100.16 - $100.7 $1.66M - $1.66M
22.4K $2.24B
Pimco ETF Tr
15.7K
+ 229.06%
N/A
22.5K $2.27B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.06K
+ 507.81%
$481.22 - $538.17 $1.47M - $1.65M
3.66K $1.87B
Listed Fd Tr
42.4K
+ 613.48%
N/A
49.4K $1.83B
IDEV
Ishares Core Msci Intl Develop

ETFs
23.9K
New
$64.18 - $70.42 $1.53M - $1.68M
23.9K $1.54B
GOOG
Alphabet Inc.

Communication Services
7.78K
+ 560.33%
$163.08 - $198.16 $1.27M - $1.54M
9.17K $1.75B
DIV
Global X Superdividend Us ETF

ETFs
83.4K
+ 344.26%
N/A
108K $1.94B
NOW
Service Now, Inc.

Technology
1.4K
New
$867.18 - $1148.42 $1.21M - $1.61M
1.4K $1.48B
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.7K
New
$87.1 - $98.49 $1.46M - $1.65M
16.7K $1.46B
CLOI
Vaneck ETF Tr

ETFs
27.4K
New
$52.7 - $53.15 $1.44M - $1.46M
27.4K $1.45B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.46K
New
$567.81 - $607.81 $1.4M - $1.5M
2.46K $1.44B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
40.5K
+ 477.32%
$34.83 - $38.05 $1.41M - $1.54M
48.9K $1.73B
VGLT
Vanguard Long Term Treasury Et

ETFs
26K
+ 484.8%
$55.1 - $61.74 $1.43M - $1.6M
31.3K $1.73B
HUBS
Hubspot Inc

Technology
1.95K
New
$514.07 - $757.4 $1M - $1.48M
1.95K $1.36B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
25.8K
+ 683.47%
$52.07 - $58.13 $1.34M - $1.5M
29.5K $1.54B
VTWO
Vanguard Russell 2000 ETF

ETFs
14.4K
New
$87.42 - $98.06 $1.26M - $1.42M
14.4K $1.29B
Neuberger Berman ETF Trust
46.7K
New
N/A
46.7K $1.23B
Activity Summary
Buys All Purchases 142 New Holdings 96 Increased Positions 46 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

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

Follow B.O.S.S. Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email