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
SCHW
Schwab Charles Corp

Financial Services
4.8K
New
$63.31 - $82.85 $304K - $398K
4.8K $355M
AVY
Avery Dennison Corp

Industrials
1.86K
New
$186.26 - $220.48 $346K - $409K
1.86K $347M
IWM
Ishares Russell 2000 ETF

ETFs
1.55K
New
$216.13 - $242.4 $335K - $376K
1.55K $342M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.33K
New
$241.48 - $274.89 $320K - $365K
1.33K $336M
SVOL
Simplify ETF Simplify Volatili

ETFs
16.1K
New
$20.4 - $21.93 $329K - $354K
16.1K $336M
RJF
Raymond James Financial Inc

Financial Services
2.09K
New
$123.0 - $170.1 $257K - $355K
2.09K $324M
ADI
Analog Devices Inc

Technology
1.5K
New
$206.35 - $236.48 $309K - $354K
1.5K $318M
IWB
Ishares Tr Russell 1000 ETF

ETFs
917
New
$311.11 - $335.64 $285K - $308K
917 $295M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.63K
New
$34.21 - $38.73 $295K - $334K
8.63K $295M
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
8.12K
New
N/A
8.12K $293M
WMT
Walmart Inc.

Consumer Defensive
3.16K
New
$79.1 - $95.7 $250K - $302K
3.16K $285M
ELV
Elevance Health, Inc.

Healthcare
760
New
$365.96 - $514.62 $278K - $391K
760 $280M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.39K
New
$113.92 - $127.38 $272K - $305K
2.39K $275M
AZAO
Aim ETF Prods Trallianzim U S

ETFs
7.18K
New
N/A
7.18K $274M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.18K
New
$61.68 - $67.87 $258K - $284K
4.18K $261M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.34K
New
$77.23 - $82.11 $258K - $274K
3.34K $260M
HIGH
Simplify Exchange Traded Fds E
11.3K
New
N/A
11.3K $260M
HSY
Hershey CO

Consumer Defensive
1.5K
New
$168.67 - $193.65 $253K - $290K
1.5K $254M
GBCI
Glacier Bancorp, Inc.

Financial Services
5K
New
$44.09 - $58.89 $220K - $294K
5K $251M
BA
Boeing CO

Industrials
1.17K
+ 82.68%
$138.14 - $180.72 $162K - $212K
2.59K $459M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.36K
New
$176.42 - $186.91 $239K - $254K
1.36K $242M
MCHP
Microchip Technology Inc

Technology
4.17K
New
$55.51 - $79.05 $231K - $330K
4.17K $239M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
4.43K
New
$50.52 - $56.61 $224K - $251K
4.43K $235M
RE
Everest Re Group LTD

Financial Services
646
New
N/A
646 $234M
ABT
Abbott Laboratories

Healthcare
1.96K
New
$111.93 - $119.39 $219K - $234K
1.96K $221M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
7.07K
New
$30.48 - $34.2 $215K - $242K
7.07K $215M
CTRA
Coterra Energy Inc.

Energy
8.39K
New
$22.71 - $27.63 $191K - $232K
8.39K $214M
Aim ETF Products Trust
6.6K
New
N/A
6.6K $210M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.95K
New
$49.03 - $53.35 $194K - $211K
3.95K $202M
Elevation Series Trust
7.47K
+ 7.59%
N/A
106K $2.61B
ADBE
Adobe Inc.

Technology
366
+ 71.35%
$437.39 - $552.96 $160K - $202K
879 $391M
EC
Ecopetrol S.A.

Energy
13.1K
New
$7.36 - $9.04 $96.6K - $119K
13.1K $104M
ASML
Asml Holding Nv

Technology
324
+ 36.61%
$658.43 - $872.27 $213K - $283K
1.21K $838M
PRPL
Purple Innovation, Inc.

Consumer Cyclical
100K
New
$0.78 - $1.03 $78K - $103K
100K $78M
IYW
Ishares Dj Us Tech ETF

ETFs
6
+ 0.15%
$148.14 - $166.23 $889 - $997
4.12K $657M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
1.02K
+ 4.23%
$34.36 - $36.31 $35.1K - $37.1K
25.1K $863M
Elevation Series Trust
2.42K
+ 3.68%
N/A
68.1K $1.68B
VGT
Vanguard Information Technolog

ETFs
6
+ 1.64%
$571.78 - $647.97 $3.43K - $3.89K
371 $231M
Listed Fd Tr
537
+ 2.19%
N/A
25.1K $859M
ORCL
Oracle Corp

Technology
71
+ 3.6%
$165.41 - $192.43 $11.7K - $13.7K
2.04K $340M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.19K
+ 18.93%
$68.62 - $82.57 $151K - $181K
13.8K $946M
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
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