B.O.S.S. Retirement Advisors, LLC New Holdings in Q3 2024

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

  • $497 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
47.9K
New
$136.27 - $1745.86 $6.53M - $83.6M
47.9K $8.26B
Aim ETF Products Trust
229K
New
N/A
229K $6.52B
SCHQ
Schwab Strategic Tr Long Term

ETFs
150K
New
$32.17 - $35.98 $4.81M - $5.38M
150K $5.23B
MU
Micron Technology Inc

Technology
25.2K
New
$86.27 - $136.82 $2.17M - $3.45M
25.2K $2.61B
VST
Vistra Corp.

Utilities
21.7K
New
$69.0 - $119.06 $1.5M - $2.58M
21.7K $2.57B
Elevation Series Trust
98.3K
New
N/A
98.3K $2.46B
PHM
Pultegroup Inc

Consumer Cyclical
17.1K
New
$103.95 - $144.98 $1.78M - $2.48M
17.1K $2.46B
Elevation Series Trust
65.7K
New
N/A
65.7K $1.66B
Aim ETF Products Trust
37.8K
New
N/A
37.8K $1.09B
Listed Fd Tr
24.6K
New
N/A
24.6K $850M
ASML
Asml Holding Nv

Technology
885
New
$749.82 - $1098.95 $664K - $973K
885 $737M
IYW
Ishares Dj Us Tech ETF

ETFs
4.12K
New
$133.16 - $158.73 $548K - $653K
4.12K $624M
Global X Fds
5.76K
New
N/A
5.76K $579M
WDIV
Spdr S&P Global Dividend ETF

ETFs
7.19K
New
$59.25 - $67.03 $426K - $482K
7.19K $480M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
19.5K
New
$22.11 - $24.64 $430K - $480K
19.5K $474M
WFC
Wells Fargo & Company

Financial Services
8K
New
$51.58 - $60.97 $413K - $488K
8K $452M
AMAT
Applied Materials Inc

Technology
1.98K
New
$174.88 - $254.97 $346K - $505K
1.98K $400M
Series Portfolios Tr
15.6K
New
N/A
15.6K $397M
AMGN
Amgen Inc

Healthcare
1.09K
New
$309.38 - $337.38 $338K - $369K
1.09K $352M
AVIG
American Centy ETF Tr Avantis

ETFs
7.84K
New
$40.41 - $42.73 $317K - $335K
7.84K $333M
VGLT
Vanguard Long Term Treasury Et

ETFs
5.36K
New
$56.52 - $63.23 $303K - $339K
5.36K $330M
R
Ryder System Inc

Industrials
2.21K
New
$117.21 - $148.66 $259K - $328K
2.21K $322M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
8.48K
New
$33.62 - $38.33 $285K - $325K
8.48K $319M
IEMG
Ishares Inc

ETFs
5.53K
New
$53.64 - $53.64 $296K - $296K
5.53K $317M
FFNW
First Financial Northwest, Inc.

Financial Services
13.9K
New
$20.95 - $22.75 $290K - $315K
13.9K $312M
QQQ
Invesco Qqq Trust, Series 1

ETFs
602
New
$434.77 - $502.96 $262K - $303K
602 $294M
EVR
Evercore Inc.

Financial Services
1.14K
New
$211.0 - $258.67 $241K - $296K
1.14K $290M
QCOM
Qualcomm Inc

Technology
1.66K
New
$156.12 - $209.64 $259K - $347K
1.66K $282M
SIXJ
Aim ETF Prods Tr Allianzim U S
9.31K
New
$27.55 - $29.4 $256K - $274K
9.31K $274M
IWS
Ishares Russell Midcap Value E

ETFs
2.07K
New
$119.52 - $132.25 $247K - $273K
2.07K $273M
Series Portfolios Tr
9.57K
New
N/A
9.57K $257M
Listed Fd Tr
6.92K
New
N/A
6.92K $257M
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
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
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
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
WEX
Wex Inc.

Technology
1.07K
New
$168.01 - $209.77 $179K - $223K
1.07K $223M
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
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
Aim ETF Products Trust
6.75K
New
N/A
6.75K $206M
MAS
Masco Corp

Industrials
2.41K
New
$64.7 - $83.94 $156K - $202K
2.41K $202M
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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