B.O.S.S. Retirement Advisors, LLC Purchases in Q3 2024

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

  • $497 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
10.1K
+ 148.67%
$57.74 - $59.13 $582K - $596K
16.9K $995M
BWA
Borgwarner Inc

Consumer Cyclical
9.08K
+ 14.06%
$31.19 - $36.75 $283K - $334K
73.7K $2.67B
MA
Mastercard Inc

Financial Services
546
+ 8.94%
$429.6 - $500.99 $235K - $274K
6.66K $3.29B
Global X Fds
5.76K
New
N/A
5.76K $579M
CSX
Csx Corp

Industrials
12.6K
+ 11.9%
$32.48 - $35.45 $410K - $448K
119K $4.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.87K
+ 81.88%
$71.45 - $75.64 $491K - $519K
15.3K $1.15B
WDIV
Spdr S&P Global Dividend ETF

ETFs
7.19K
New
$59.25 - $67.03 $426K - $482K
7.19K $480M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
19.5K
New
$22.11 - $24.64 $430K - $480K
19.5K $474M
C
Citigroup Inc

Financial Services
7.99K
+ 17.11%
$56.11 - $67.61 $448K - $540K
54.7K $3.42B
WFC
Wells Fargo & Company

Financial Services
8K
New
$51.58 - $60.97 $413K - $488K
8K $452M
NI
Nisource Inc.

Utilities
1.71K
+ 2.73%
$28.54 - $34.64 $48.9K - $59.3K
64.3K $2.23B
Aim ETF Products Trust
6.73K
+ 2.23%
N/A
309K $8.12B
PFE
Pfizer Inc

Healthcare
11.6K
+ 15.73%
$27.7 - $31.39 $320K - $363K
85.1K $2.46B
PEG
Public Service Enterprise Group Inc

Utilities
373
+ 1.56%
$73.58 - $89.21 $27.4K - $33.3K
24.3K $2.16B
AMAT
Applied Materials Inc

Technology
1.98K
New
$174.88 - $254.97 $346K - $505K
1.98K $400M
Series Portfolios Tr
15.6K
New
N/A
15.6K $397M
ETR
Entergy Corp

Utilities
405
+ 2.9%
$104.75 - $131.61 $42.4K - $53.3K
14.4K $1.89B
MO
Altria Group, Inc.

Consumer Defensive
1.67K
+ 2.95%
$45.95 - $54.71 $76.6K - $91.2K
58.2K $2.97B
NEM
Newmont Corp

Basic Materials
2.13K
+ 9.34%
$41.65 - $55.85 $88.5K - $119K
24.9K $1.33B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.11K
+ 187.28%
$91.42 - $91.82 $375K - $377K
6.3K $578M
IBM
International Business Machines Corp

Technology
72
+ 0.96%
$175.1 - $223.38 $12.6K - $16.1K
7.55K $1.67B
AMD
Advanced Micro Devices Inc

Technology
2.08K
+ 12.19%
$128.67 - $183.96 $268K - $383K
19.2K $3.14B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.58K
+ 159.48%
$100.3 - $100.74 $359K - $361K
5.83K $587M
KEY
Keycorp

Financial Services
3.96K
+ 3.5%
$13.95 - $17.34 $55.2K - $68.7K
117K $1.96B
AMGN
Amgen Inc

Healthcare
1.09K
New
$309.38 - $337.38 $338K - $369K
1.09K $352M
HON
Honeywell International Inc

Industrials
2.14K
+ 15.46%
$196.73 - $220.21 $421K - $471K
16K $3.3B
FDIS
Fidelity Covington Tr Msci Con

ETFs
3.21K
+ 40.54%
$75.81 - $88.73 $243K - $285K
11.1K $984M
PM
Philip Morris International Inc.

Consumer Defensive
486
+ 3.48%
$101.25 - $127.45 $49.2K - $61.9K
14.5K $1.76B
IWX
Ishares Tr Russell 200 Value E

ETFs
3.86K
+ 98.87%
$74.49 - $81.27 $288K - $314K
7.76K $631M
EIX
Edison International

Utilities
376
+ 1.89%
$71.19 - $87.72 $26.8K - $33K
20.3K $1.76B
AVIG
American Centy ETF Tr Avantis

ETFs
7.84K
New
$40.41 - $42.73 $317K - $335K
7.84K $333M
VGLT
Vanguard Long Term Treasury Et

ETFs
5.36K
New
$56.52 - $63.23 $303K - $339K
5.36K $330M
VZ
Verizon Communications Inc

Communication Services
3.11K
+ 6.17%
$38.89 - $45.0 $121K - $140K
53.5K $2.4B
CMS
Cms Energy Corp

Utilities
883
+ 3.75%
$58.7 - $70.62 $51.8K - $62.4K
24.4K $1.72B
R
Ryder System Inc

Industrials
2.21K
New
$117.21 - $148.66 $259K - $328K
2.21K $322M
DFAI
Dimensional ETF Tr

ETFs
8.03K
+ 25.7%
$28.69 - $32.06 $230K - $258K
39.3K $1.25B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
8.48K
New
$33.62 - $38.33 $285K - $325K
8.48K $319M
USB
Us Bancorp \De\

Financial Services
1.64K
+ 4.06%
$39.04 - $47.23 $63.9K - $77.4K
42K $1.92B
IEMG
Ishares Inc

ETFs
5.53K
New
$53.64 - $53.64 $296K - $296K
5.53K $317M
OMC
Omnicom Group Inc.

Communication Services
880
+ 5.42%
$87.69 - $103.9 $77.2K - $91.4K
17.1K $1.77B
FFNW
First Financial Northwest, Inc.

Financial Services
13.9K
New
$20.95 - $22.75 $290K - $315K
13.9K $312M
BBY
Best Buy CO Inc

Consumer Cyclical
269
+ 1.87%
$80.23 - $103.29 $21.6K - $27.8K
14.6K $1.51B
D
Dominion Energy, Inc

Utilities
882
+ 3.12%
$48.01 - $58.53 $42.3K - $51.6K
29.2K $1.69B
QQQ
Invesco Qqq Trust, Series 1

ETFs
602
New
$434.77 - $502.96 $262K - $303K
602 $294M
FNF
Fidelity National Financial, Inc.

Financial Services
574
+ 2.83%
$48.08 - $62.04 $27.6K - $35.6K
20.8K $1.29B
EVR
Evercore Inc.

Financial Services
1.14K
New
$211.0 - $258.67 $241K - $296K
1.14K $290M
First Tr Exchng Traded Fd Vi
7.33K
+ 42.11%
N/A
24.7K $876M
QCOM
Qualcomm Inc

Technology
1.66K
New
$156.12 - $209.64 $259K - $347K
1.66K $282M
TUA
Simpl Exch Traded Fds Sht Term
11.4K
+ 102.74%
N/A
22.6K $519M
Activity Summary
Buys All Purchases 188 New Holdings 50 Increased Positions 138 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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