B.O.S.S. Retirement Advisors, LLC Incresed Positions in Q1 2025

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

  • $345 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.57K
+ 12.73%
$507.05 - $563.67 $4.34M - $4.83M
75.9K $39B
TUA
Simpl Exch Traded Fds Sht Term
78K
+ 41.14%
N/A
268K $5.88B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.4K
+ 8.77%
$58.01 - $64.46 $779K - $866K
167K $10.3B
VTI
Vanguard Total Stock Market Et

ETFs
10.4K
+ 8.1%
$271.18 - $303.12 $2.82M - $3.16M
139K $38.2B
SCHX
Schwab Strategic Tr Us Large C

ETFs
40.7K
+ 90.41%
$21.75 - $24.28 $886K - $989K
85.8K $1.89B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.78K
+ 10.82%
$71.17 - $73.66 $554K - $573K
79.7K $5.85B
TYA
Simplify Exchange Traded Fds S

ETFs
32.2K
+ 22.97%
N/A
172K $2.28B
EFV
Msci Eafe Value ETF

ETFs
1.59K
+ 2.61%
$51.88 - $60.73 $82.3K - $96.4K
62.4K $3.68B
MUB
Ishares National Muni Bond ETF

ETFs
4K
+ 52.66%
$104.71 - $107.69 $418K - $430K
11.6K $1.22B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.15K
+ 14.11%
$100.34 - $100.68 $316K - $318K
25.5K $2.57B
META
Meta Platforms, Inc.

Communication Services
426
+ 17.5%
$576.36 - $736.67 $246K - $314K
2.86K $1.65B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.33K
+ 8.45%
$91.45 - $91.75 $213K - $214K
29.9K $2.74B
GLD
Spdr Gold Trust

ETFs
57
+ 1.29%
$243.19 - $288.14 $13.9K - $16.4K
4.49K $1.29B
CTA
Simplify Exch Traded Fds Simpl

ETFs
6.6K
+ 45.63%
$27.81 - $30.21 $183K - $199K
21K $623M
Global X Fds
1.92K
+ 8.14%
N/A
25.6K $2.57B
LLY
Eli Lilly & CO

Healthcare
140
+ 26.87%
$725.72 - $929.72 $102K - $130K
661 $546M
UNH
Unitedhealth Group Inc

Healthcare
194
+ 10.5%
$461.52 - $548.18 $89.5K - $106K
2.04K $1.07B
SVOL
Simplify ETF Simplify Volatili

ETFs
9.12K
+ 56.45%
$17.92 - $21.7 $163K - $198K
25.3K $459M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
693
+ 3.87%
$126.11 - $135.06 $87.4K - $93.6K
18.6K $2.4B
BNDX
Vanguard Total International B

ETFs
2.32K
+ 13.92%
$48.33 - $49.5 $112K - $115K
19K $928M
IEFA
Ishares Tr

ETFs
788
+ 11.67%
$69.57 - $78.65 $54.8K - $62K
7.54K $570M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.12K
+ 22.77%
$78.0 - $84.37 $87.3K - $94.4K
6.03K $482M
T
At&T Inc.

Communication Services
485
+ 5.05%
$21.56 - $28.28 $10.5K - $13.7K
10.1K $285M
TLT
Ishares Barclays 20+ Year Trea

ETFs
46
+ 0.27%
$85.29 - $92.57 $3.92K - $4.26K
16.8K $1.53B
IWM
Ishares Russell 2000 ETF

ETFs
495
+ 31.94%
$198.1 - $229.79 $98.1K - $114K
2.05K $408M
ABT
Abbott Laboratories

Healthcare
167
+ 8.54%
$111.1 - $140.22 $18.6K - $23.4K
2.12K $282M
ACN
Accenture PLC

Technology
315
+ 26.36%
$300.91 - $398.25 $94.8K - $125K
1.51K $471M
QUAL
Ishares Msci Usa Quality Facto

ETFs
330
+ 24.32%
$168.16 - $186.21 $55.5K - $61.4K
1.69K $288M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.06K
+ 25.3%
$57.21 - $65.8 $60.5K - $69.6K
5.24K $306M
HIGH
Simplify Exchange Traded Fds E
2.37K
+ 21.04%
N/A
13.6K $299M
Elevation Series Trust
1.11K
+ 1.05%
N/A
107K $2.65B
Elevation Series Trust
870
+ 1.28%
N/A
69K $1.72B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
623
+ 17.52%
$211.47 - $267.17 $132K - $166K
4.18K $884M
VNQ
Vanguard Specialized Funds Van

ETFs
169
+ 4.1%
$85.55 - $94.34 $14.5K - $15.9K
4.29K $388M
AZAO
Aim ETF Prods Trallianzim U S

ETFs
573
+ 7.98%
N/A
7.75K $289M
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
560
+ 6.9%
N/A
8.68K $305M
Aim ETF Products Trust
549
+ 8.32%
N/A
7.15K $222M
Listed Fd Tr
865
+ 4.19%
N/A
21.5K $817M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
320
+ 1.27%
$32.81 - $35.43 $10.5K - $11.3K
25.5K $847M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
327
+ 1.22%
$29.97 - $32.52 $9.8K - $10.6K
27.1K $821M
NVDA
Nvidia Corp

Technology
7.51K
+ 23.39%
$106.98 - $149.43 $803K - $1.12M
39.6K $4.29B
First Tr Exchng Traded Fd Vi
1.41K
+ 1.31%
N/A
109K $3.62B
JULZ
Listed Fds Tr Trueshares Struc

Technology
275
+ 1.33%
N/A
20.9K $838M
NOVZ
Listed Fds Tr Trueshares Struc
186
+ 0.88%
N/A
21.3K $828M
Listed Fd Tr
269
+ 1.07%
N/A
25.4K $835M
ORCL
Oracle Corp

Technology
221
+ 10.82%
$139.81 - $186.47 $30.9K - $41.2K
2.26K $316M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
1.42K
+ 0.72%
N/A
199K $6.59B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
786
+ 0.5%
N/A
158K $5.54B
Listed Fd Tr
410
+ 0.83%
N/A
49.8K $1.78B
Activity Summary
Buys All Purchases 78 New Holdings 22 Increased Positions 56 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 1 Puts 1
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