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
AEP
American Electric Power CO Inc

Utilities
471
+ 3.04%
$87.11 - $104.95 $41K - $49.4K
16K $1.64B
RF
Regions Financial Corp

Financial Services
1.81K
+ 2.54%
$19.51 - $23.42 $35.4K - $42.5K
73.1K $1.71B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
759
+ 27.13%
$256.4 - $289.78 $195K - $220K
3.56K $1.01B
LNT
Alliant Energy Corp

Utilities
657
+ 2.73%
$50.74 - $60.74 $33.3K - $39.9K
24.7K $1.5B
SIXJ
Aim ETF Prods Tr Allianzim U S
9.31K
New
$27.55 - $29.4 $256K - $274K
9.31K $274M
NRG
Nrg Energy, Inc.

Utilities
621
+ 3.79%
$68.89 - $91.22 $42.8K - $56.6K
17K $1.55B
IWS
Ishares Russell Midcap Value E

ETFs
2.07K
New
$119.52 - $132.25 $247K - $273K
2.07K $273M
CAG
Conagra Brands Inc.

Consumer Defensive
2.67K
+ 5.92%
$28.13 - $32.83 $75K - $87.5K
47.7K $1.55B
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
7.48K
+ 71.84%
N/A
17.9K $618M
PPL
Ppl Corp

Utilities
1.35K
+ 3.25%
$27.36 - $33.08 $36.9K - $44.6K
42.8K $1.41B
WEC
Wec Energy Group, Inc.

Utilities
562
+ 4.74%
$77.68 - $96.19 $43.7K - $54.1K
12.4K $1.19B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.07K
+ 24.28%
$43.67 - $51.82 $134K - $159K
15.7K $815M
Series Portfolios Tr
9.57K
New
N/A
9.57K $257M
Listed Fd Tr
6.92K
New
N/A
6.92K $257M
CFG
Citizens Financial Group Inc

Financial Services
793
+ 1.79%
$35.24 - $43.24 $27.9K - $34.3K
45.1K $1.85B
BNDX
Vanguard Total International B

ETFs
5.06K
New
$48.42 - $50.35 $245K - $255K
5.06K $254M
XLB
Select Sector Spdr Fd Material

ETFs
2.62K
New
$86.95 - $97.09 $227K - $254K
2.62K $252M
FITB
Fifth Third Bancorp

Financial Services
454
+ 1.25%
$36.01 - $43.64 $16.3K - $19.8K
36.8K $1.58B
EFV
Msci Eafe Value ETF

ETFs
3.96K
+ 90.26%
$51.72 - $57.96 $205K - $229K
8.34K $480M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.8K
+ 100.34%
$117.9 - $128.2 $212K - $230K
3.58K $459M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.41K
+ 28.39%
$71.9 - $79.86 $173K - $193K
10.9K $866M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.14K
New
$44.9 - $47.55 $231K - $244K
5.14K $243M
DELL
Dell Technologies Inc.

Technology
2.04K
New
$87.89 - $145.97 $179K - $297K
2.04K $242M
HBAN
Huntington Bancshares Inc

Financial Services
4.85K
+ 4.35%
$12.84 - $15.15 $62.2K - $73.4K
116K $1.71B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.95K
+ 16.07%
$51.0 - $57.07 $150K - $168K
21.3K $1.18B
GOOG
Alphabet Inc.

Communication Services
1.39K
New
$149.54 - $192.66 $208K - $268K
1.39K $232M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.39K
New
$49.82 - $52.8 $219K - $232K
4.39K $231M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.16K
+ 20.89%
$81.1 - $89.18 $175K - $193K
12.5K $1.1B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.04K
+ 18.12%
$64.53 - $72.17 $132K - $147K
13.3K $960M
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.72K
New
$21.91 - $26.03 $191K - $227K
8.72K $224M
GE
General Electric CO

Industrials
1.19K
New
$156.66 - $189.66 $186K - $225K
1.19K $224M
IVZ
Invesco Ltd.

Financial Services
2.42K
+ 3.47%
$14.85 - $17.74 $35.9K - $42.9K
72K $1.26B
WEX
Wex Inc.

Technology
1.07K
New
$168.01 - $209.77 $179K - $223K
1.07K $223M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.46K
+ 13.69%
$30.74 - $34.07 $137K - $152K
37.1K $1.26B
MUB
Ishares National Muni Bond ETF

ETFs
2.02K
New
$106.13 - $108.7 $214K - $219K
2.02K $219M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.51K
New
$47.7 - $48.54 $215K - $219K
4.51K $219M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.77K
New
$53.17 - $58.71 $200K - $221K
3.77K $218M
FE
Firstenergy Corp

Utilities
1.1K
+ 3.98%
$38.25 - $44.54 $42.1K - $49K
28.7K $1.27B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.1K
New
$48.51 - $52.86 $199K - $217K
4.1K $217M
BA
Boeing CO

Industrials
1.42K
New
$152.04 - $190.6 $216K - $271K
1.42K $216M
VGT
Vanguard Information Technolog

ETFs
365
New
$514.43 - $606.85 $188K - $222K
365 $214M
DTE
Dte Energy CO

Utilities
277
+ 2.74%
$108.67 - $128.41 $30.1K - $35.6K
10.4K $1.33B
TFC
Truist Financial Corp

Financial Services
1.38K
+ 3.56%
$38.22 - $44.94 $52.7K - $62K
40.1K $1.72B
CNP
Centerpoint Energy Inc

Utilities
11K
+ 15.04%
$25.63 - $30.55 $281K - $335K
83.9K $2.47B
Aim ETF Products Trust
6.75K
New
N/A
6.75K $206M
OKE
Oneok Inc

Energy
410
+ 2.34%
$78.62 - $95.27 $32.2K - $39.1K
17.9K $1.63B
UBER
Uber Technologies, Inc

Technology
2.06K
+ 10.35%
$58.48 - $77.47 $120K - $159K
21.9K $1.65B
MAS
Masco Corp

Industrials
2.41K
New
$64.7 - $83.94 $156K - $202K
2.41K $202M
OGE
Oge Energy Corp.

Utilities
868
+ 2.84%
$35.12 - $41.18 $30.5K - $35.7K
31.4K $1.29B
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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