B.O.S.S. Retirement Advisors, LLC Incresed Positions in Q3 2025

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

  • $418 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.32K
+ 8.3%
$567.77 - $614.76 $3.59M - $3.89M
82.5K $50.5B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
38.2K
+ 6.59%
$74.93 - $80.73 $2.87M - $3.09M
618K $49.9B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
32.7K
+ 161.8%
$54.35 - $59.32 $1.78M - $1.94M
52.9K $3.13B
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.51K
+ 101.65%
$182.33 - $194.5 $1.55M - $1.66M
16.9K $3.29B
Elevation Series Trust
57.7K
+ 77.14%
N/A
132K $3.51B
OEF
Ishares S&P 100 ETF

ETFs
4.55K
+ 219.8%
N/A
6.62K $2.2B
AAPL
Apple Inc.

Technology
2.9K
+ 17.34%
$202.38 - $256.87 $587K - $745K
19.6K $5B
Pimco ETF Tr
15.2K
+ 56.43%
N/A
42.1K $4.26B
IVW
Ishares S&P 500 Growth ETF

ETFs
11.6K
+ 94.81%
$108.97 - $121.65 $1.26M - $1.41M
23.8K $2.87B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.94K
+ 5.7%
$68.24 - $73.73 $679K - $733K
184K $13.5B
TSLA
Tesla, Inc.

Consumer Cyclical
139
+ 1.35%
$293.94 - $444.72 $40.9K - $61.8K
10.5K $4.65B
IVE
Ishares S&P 500 Value ETF

ETFs
5.8K
+ 122.65%
$194.44 - $206.51 $1.13M - $1.2M
10.5K $2.17B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
42.4K
+ 95.73%
$21.69 - $23.34 $921K - $991K
86.8K $2.02B
Blackrock ETF Trust
23.5K
+ 310.76%
N/A
31K $1.06B
IEMG
Ishares Inc

ETFs
5.28K
+ 7.2%
N/A
78.6K $5.18B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.9K
+ 86.26%
$45.6 - $46.92 $725K - $746K
34.3K $1.6B
GOOG
Alphabet Inc.

Communication Services
423
+ 5.43%
$175.16 - $255.24 $74.1K - $108K
8.22K $2B
Blackrock ETF Trust
15.5K
+ 118.18%
N/A
28.6K $1.08B
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 110.02%
$28.92 - $32.19 $416K - $464K
27.5K $877M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.31K
+ 22.33%
$86.92 - $99.32 $288K - $329K
18.1K $1.77B
QQQ
Invesco Qqq Trust, Series 1

ETFs
490
+ 15.87%
$546.99 - $602.2 $268K - $295K
3.58K $2.15B
AVGO
Broadcom Inc.

Technology
701
+ 26.76%
$264.74 - $369.57 $186K - $259K
3.32K $1.1B
BAC
Bank Of America Corp

Financial Services
5.62K
+ 91.14%
$44.92 - $52.42 $252K - $294K
11.8K $608M
HIGH
Simplify Exchange Traded Fds E
13.4K
+ 37.07%
N/A
49.5K $1.14B
BUCK
Simplify Exchange Traded Fds S
10.3K
+ 24.48%
N/A
52.4K $1.25B
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.04K
+ 103.03%
N/A
9.93K $463M
JCI
Johnson Controls International PLC

Industrials
1.9K
+ 76.54%
$103.24 - $111.73 $196K - $213K
4.39K $482M
AMZN
Amazon Com Inc

Consumer Cyclical
976
+ 4.51%
$211.65 - $238.24 $207K - $233K
22.6K $4.97B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.08%
$393.18 - $439.39 $1.57K - $1.76K
5.17K $2.25B
MUB
Ishares National Muni Bond ETF

ETFs
1.69K
+ 15.35%
$103.24 - $106.68 $175K - $181K
12.7K $1.36B
META
Meta Platforms, Inc.

Communication Services
253
+ 8.01%
$695.21 - $791.73 $176K - $200K
3.41K $2.5B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
352
+ 9.14%
$236.25 - $257.69 $83.2K - $90.7K
4.2K $1.08B
WFC
Wells Fargo & Company

Financial Services
1.23K
+ 17.12%
$77.05 - $85.16 $94.6K - $105K
8.4K $704M
SNPS
Synopsys Inc

Technology
288
+ 21.44%
$387.78 - $645.35 $112K - $186K
1.63K $805M
QCOM
Qualcomm Inc

Technology
430
+ 25.07%
$145.84 - $173.55 $62.7K - $74.6K
2.15K $357M
SLV
I Shares Silver Trust

ETFs
138
+ 1.86%
$32.73 - $42.5 $4.52K - $5.87K
7.57K $321M
SPYG
Spdr Portfolio

ETFs
487
+ 18.9%
$94.33 - $105.31 $45.9K - $51.3K
3.06K $320M
JPM
Jpmorgan Chase & CO

Financial Services
92
+ 5.36%
$282.78 - $316.06 $26K - $29.1K
1.81K $571M
IEFA
Ishares Tr

ETFs
625
+ 19.7%
$81.7 - $87.53 $51.1K - $54.7K
3.8K $332M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
86
+ 8.81%
$459.11 - $506.91 $39.5K - $43.6K
1.06K $534M
IAU
Ishares Gold Trust

ETFs
164
+ 3.61%
$61.62 - $72.77 $10.1K - $11.9K
4.7K $342M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.85%
$404.94 - $499.99 $2.02K - $2.5K
595 $289M
CLOI
Vaneck ETF Tr

ETFs
839
+ 4.42%
$52.8 - $53.1 $44.3K - $44.6K
19.8K $1.05B
RSP
Invesco S&P 500 Equal Weight E

ETFs
177
+ 15.58%
$181.56 - $190.33 $32.1K - $33.7K
1.31K $249M
BA
Boeing CO

Industrials
59
+ 1.62%
$209.79 - $237.38 $12.4K - $14K
3.7K $799M
DFAI
Dimensional ETF Tr

ETFs
622
+ 10.08%
$34.05 - $36.55 $21.2K - $22.7K
6.79K $247M
UNP
Union Pacific Corp

Industrials
85
+ 4.22%
$214.91 - $237.16 $18.3K - $20.2K
2.1K $496M
NFLX
Netflix Inc

Communication Services
52
+ 19.4%
$1147.87 - $1297.18 $59.7K - $67.5K
320 $384M
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 6.11%
$291.67 - $316.99 $14K - $15.2K
834 $253M
Activity Summary
Buys All Purchases 91 New Holdings 31 Increased Positions 60 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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