B.O.S.S. Retirement Advisors, LLC Incresed Positions in Q3 2024

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

  • $497 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
DFAI
Dimensional ETF Tr

ETFs
8.03K
+ 25.7%
$28.69 - $32.06 $230K - $258K
39.3K $1.25B
USB
Us Bancorp \De\

Financial Services
1.64K
+ 4.06%
$39.04 - $47.23 $63.9K - $77.4K
42K $1.92B
OMC
Omnicom Group Inc.

Communication Services
880
+ 5.42%
$87.69 - $103.9 $77.2K - $91.4K
17.1K $1.77B
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
FNF
Fidelity National Financial, Inc.

Financial Services
574
+ 2.83%
$48.08 - $62.04 $27.6K - $35.6K
20.8K $1.29B
First Tr Exchng Traded Fd Vi
7.33K
+ 42.11%
N/A
24.7K $876M
TUA
Simpl Exch Traded Fds Sht Term
11.4K
+ 102.74%
N/A
22.6K $519M
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
NRG
Nrg Energy, Inc.

Utilities
621
+ 3.79%
$68.89 - $91.22 $42.8K - $56.6K
17K $1.55B
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
DIV
Global X Superdividend Us ETF

ETFs
13.5K
+ 126.37%
$17.18 - $17.18 $232K - $232K
24.2K $453M
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
CFG
Citizens Financial Group Inc

Financial Services
793
+ 1.79%
$35.24 - $43.24 $27.9K - $34.3K
45.1K $1.85B
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
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
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
IVZ
Invesco Ltd.

Financial Services
2.42K
+ 3.47%
$14.85 - $17.74 $35.9K - $42.9K
72K $1.26B
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.46K
+ 13.69%
$30.74 - $34.07 $137K - $152K
37.1K $1.26B
FE
Firstenergy Corp

Utilities
1.1K
+ 3.98%
$38.25 - $44.54 $42.1K - $49K
28.7K $1.27B
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
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
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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