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
Atlassian Corporation
5.02K
New
N/A
5.02K $1.22B
SHOP
Shopify Inc.

Technology
11.3K
New
$78.14 - $119.49 $885K - $1.35M
11.3K $1.2B
BUCK
Simplify Exchange Traded Fds S
48.9K
New
N/A
48.9K $1.2B
OZ
Belpointe Prep, LLC

Real Estate
15.2K
New
$63.55 - $80.07 $967K - $1.22M
15.2K $1.18B
IAUM
I Shares Gold Trust Micro

ETFs
44.4K
New
$25.56 - $27.81 $1.13M - $1.23M
44.4K $1.16B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
25.1K
+ 489.25%
$45.17 - $47.23 $1.14M - $1.19M
30.3K $1.37B
VEEV
Veeva Systems Inc

Healthcare
5.17K
New
$201.81 - $250.45 $1.04M - $1.3M
5.17K $1.09B
WDAY
Workday, Inc.

Technology
4.2K
New
$233.85 - $279.91 $982K - $1.18M
4.2K $1.08B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
37.6K
New
$28.6 - $29.27 $1.07M - $1.1M
37.6K $1.08B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
21.6K
+ 491.05%
$50.14 - $52.56 $1.08M - $1.13M
26K $1.31B
SCHX
Schwab Strategic Tr Us Large C

ETFs
45.1K
New
$22.4 - $68.28 $1.01M - $3.08M
45.1K $1.04B
Ishares Tr
41.1K
New
N/A
41.1K $1.04B
MSCI
Msci Inc.

Financial Services
1.6K
New
$569.09 - $635.99 $912K - $1.02M
1.6K $961M
VGIT
Vanguard Intermediate Term Tre

ETFs
16.1K
New
$57.78 - $60.4 $929K - $971K
16.1K $932M
CDNS
Cadence Design Systems Inc

Technology
2.95K
New
$249.1 - $324.54 $734K - $957K
2.95K $886M
MASI
Masimo Corp

Healthcare
5.33K
New
$132.43 - $177.7 $706K - $947K
5.33K $881M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.56K
New
$238.25 - $261.28 $847K - $929K
3.56K $861M
JULZ
Listed Fds Tr Trueshares Struc

Technology
20.6K
New
N/A
20.6K $858M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
25.7K
New
$33.07 - $35.18 $849K - $904K
25.7K $857M
NOVZ
Listed Fds Tr Trueshares Struc
21.1K
New
N/A
21.1K $849M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
26.7K
New
$31.35 - $33.73 $838K - $902K
26.7K $838M
SAIA
Saia Inc

Industrials
1.8K
New
$411.44 - $569.08 $740K - $1.02M
1.8K $820M
Pimco ETF Tr
32.4K
New
N/A
32.4K $818M
Listed Fd Tr
20.7K
New
N/A
20.7K $809M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29K
New
$25.93 - $105.3 $752K - $3.05M
29K $808M
SHV
Ishares Tr

ETFs
6.98K
New
$109.92 - $110.57 $767K - $771K
6.98K $768M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.87K
New
$370.24 - $418.94 $692K - $783K
1.87K $751M
ODFL
Old Dominion Freight Line, Inc.

Industrials
4.19K
New
$176.4 - $231.84 $738K - $970K
4.19K $738M
SNPS
Synopsys Inc

Technology
1.52K
New
$485.36 - $588.0 $736K - $892K
1.52K $736M
USFR
Wisdomtree Floating Rate Treas

ETFs
14.6K
New
$50.23 - $50.46 $731K - $734K
14.6K $732M
DFSD
Dimensional ETF Tr Short Durat

ETFs
14.7K
New
$46.75 - $47.8 $687K - $703K
14.7K $689M
MDB
Mongo Db, Inc.

Technology
2.61K
New
$232.81 - $350.13 $606K - $912K
2.61K $606M
MUB
Ishares National Muni Bond ETF

ETFs
5.57K
+ 275.83%
$105.78 - $108.7 $589K - $605K
7.59K $808M
BNDX
Vanguard Total International B

ETFs
11.6K
+ 229.82%
$48.91 - $50.61 $568K - $588K
16.7K $818M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.76K
New
$96.64 - $101.23 $556K - $583K
5.76K $558M
UNP
Union Pacific Corp

Industrials
2.1K
New
$223.15 - $249.32 $468K - $523K
2.1K $479M
IEFA
Ishares Tr

ETFs
6.75K
New
$70.06 - $77.43 $473K - $523K
6.75K $474M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
7.76K
New
$55.58 - $62.6 $431K - $486K
7.76K $467M
FPX
First Trust Us Equity Opportun

ETFs
3.73K
New
$109.38 - $131.9 $408K - $491K
3.73K $445M
SBUX
Starbucks Corp

Consumer Cyclical
4.71K
New
$87.44 - $102.5 $411K - $482K
4.71K $429M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.06K
New
$129.96 - $144.97 $398K - $444K
3.06K $427M
ACN
Accenture PLC

Technology
1.2K
New
$343.9 - $376.86 $411K - $450K
1.2K $420M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.19K
New
$316.94 - $357.88 $377K - $426K
1.19K $409M
CTA
Simplify Exch Traded Fds Simpl

ETFs
14.5K
New
$25.8 - $28.97 $373K - $419K
14.5K $403M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.91K
New
$80.93 - $85.66 $398K - $421K
4.91K $398M
ADP
Automatic Data Processing Inc

Industrials
1.31K
New
$280.08 - $307.97 $368K - $404K
1.31K $384M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.67K
New
$94.43 - $105.47 $347K - $387K
3.67K $373M
VNQ
Vanguard Specialized Funds Van

ETFs
4.12K
New
$87.85 - $98.6 $362K - $406K
4.12K $367M
VV
Vanguard Large Cap ETF

ETFs
1.36K
New
$260.27 - $280.65 $353K - $381K
1.36K $366M
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