B.O.S.S. Retirement Advisors, LLC New Holdings in Q2 2025

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

  • $398 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
580K
New
$60.34 - $74.89 $35M - $43.4M
580K $43.4B
Capitol Ser Tr
157K
New
N/A
157K $3.96B
Listed Fds Tr
92.8K
New
N/A
92.8K $3.7B
Elevation Series Trust
74.7K
New
N/A
74.7K $1.89B
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
42.6K
New
$29.7 - $38.02 $1.27M - $1.62M
42.6K $1.62B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
20.2K
New
$43.53 - $54.46 $879K - $1.1M
20.2K $1.1B
VUG
Vanguard Growth ETF

ETFs
2.49K
New
$329.49 - $438.4 $821K - $1.09M
2.49K $1.09B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
44.3K
New
$17.76 - $22.1 $787K - $980K
44.3K $980M
Aim ETF Products Trust
32.3K
New
N/A
32.3K $976M
WTM
White Mountains Insurance Group LTD

Financial Services
533
New
$1699.35 - $1901.99 $906K - $1.01M
533 $957M
IVE
Ishares S&P 500 Value ETF

ETFs
4.73K
New
$168.34 - $195.42 $796K - $924K
4.73K $924M
SPUC
Simplify Exch Traded Fds Us Eq

ETFs
19.7K
New
$32.52 - $44.71 $642K - $883K
19.7K $883M
Aim ETF Products Trust
33.6K
New
N/A
33.6K $883M
Aim ETF Products Trust
33K
New
N/A
33K $878M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18.4K
New
$45.12 - $46.23 $832K - $852K
18.4K $852M
SHV
Ishares Tr

ETFs
7.56K
New
$110.06 - $110.46 $832K - $835K
7.56K $834M
OEF
Ishares S&P 100 ETF

ETFs
2.07K
New
N/A
2.07K $630M
ILCG
Ishares Morningstar Growth ETF
5.85K
New
N/A
5.85K $566M
CAT
Caterpillar Inc

Industrials
1.35K
New
$273.94 - $388.21 $369K - $523K
1.35K $523M
Blackrock ETF Trust
13.1K
New
N/A
13.1K $466M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.72K
New
$60.22 - $80.1 $344K - $458K
5.72K $458M
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.33K
New
$40.94 - $52.1 $300K - $382K
7.33K $382M
SO
Southern CO

Utilities
4.16K
New
$84.91 - $92.56 $353K - $385K
4.16K $382M
NFLX
Netflix Inc

Communication Services
268
New
$855.86 - $1339.13 $229K - $359K
268 $359M
WEX
Wex Inc.

Technology
2.14K
New
$113.47 - $161.8 $243K - $346K
2.14K $314M
BAC
Bank Of America Corp

Financial Services
6.16K
New
$34.39 - $47.46 $212K - $293K
6.16K $292M
QCOM
Qualcomm Inc

Technology
1.72K
New
$124.66 - $159.48 $214K - $274K
1.72K $273M
JCI
Johnson Controls International PLC

Industrials
2.49K
New
$71.14 - $105.62 $177K - $262K
2.49K $262M
CAG
Conagra Brands Inc.

Consumer Defensive
12K
New
$20.4 - $26.78 $244K - $321K
12K $245M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.66K
New
$29.12 - $35.84 $194K - $239K
6.66K $239M
MU
Micron Technology Inc

Technology
1.93K
New
$64.72 - $127.91 $125K - $247K
1.93K $238M
XTEN
Bondbloxx ETF Tr Bloomberg 10
4.89K
New
N/A
4.89K $226M
PG
Procter & Gamble CO

Consumer Defensive
1.4K
New
$157.66 - $172.39 $221K - $241K
1.4K $223M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.43K
New
$70.56 - $92.75 $171K - $225K
2.43K $218M
Blackrock ETF Trust
7.55K
New
N/A
7.55K $218M
DFAI
Dimensional ETF Tr

ETFs
6.17K
New
$28.02 - $34.71 $173K - $214K
6.17K $213M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
New
$152.93 - $181.74 $174K - $206K
1.14K $206M
Zacks Trust
6.08K
New
N/A
6.08K $206M
MA
Mastercard Inc

Financial Services
363
New
$479.92 - $590.74 $174K - $214K
363 $204M
Activity Summary
Buys All Purchases 106 New Holdings 40 Increased Positions 66 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 1 Puts 1
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