B.O.S.S. Retirement Advisors, LLC Reduced Holdings in Q3 2025

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

  • $418 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-303K
- 98.02%
$33.13 - $33.91 $10M - $10.3M
6.11K $207M
COST
Costco Wholesale Corp

Consumer Defensive
-7.08K
- 56.41%
$915.95 - $994.57 $6.49M - $7.04M
5.47K $5.07B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-49.3K
- 17.66%
$72.65 - $78.68 $3.58M - $3.88M
230K $18B
TYA
Simplify Exchange Traded Fds S

ETFs
-141K
- 78.85%
N/A
37.8K $514M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-9.82K
- 31.59%
$100.37 - $100.74 $986K - $989K
21.3K $2.14B
Global X Fds
-9.83K
- 31.58%
N/A
21.3K $2.14B
Invesco Actively Managed Exc
-37.9K
- 15.5%
N/A
207K $5.29B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10.4K
- 29.14%
$91.44 - $91.77 $947K - $950K
25.2K $2.31B
Aim ETF Products Trust
-32.2K
- 48.75%
N/A
33.9K $990M
IWP
Ishares Russell Mid Cap Growth

ETFs
-5.57K
- 50.11%
$137.51 - $145.26 $765K - $808K
5.54K $789M
VGSH
Vanguard

ETFs
-9.54K
- 12.4%
$58.43 - $58.88 $558K - $562K
67.4K $3.97B
Capitol Ser Tr
-20.6K
- 13.12%
N/A
136K $3.47B
Aim ETF Products Trust
-24.5K
- 10.08%
N/A
219K $7.21B
BNDX
Vanguard Total International B

ETFs
-8.46K
- 24.87%
$49.0 - $49.51 $415K - $419K
25.6K $1.26B
SVOL
Simplify ETF Simplify Volatili

ETFs
-20.7K
- 27.84%
$16.48 - $19.27 $341K - $399K
53.7K $966M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-16.5K
- 17.66%
$27.49 - $29.67 $453K - $489K
76.9K $2.21B
IWX
Ishares Tr Russell 200 Value E

ETFs
-6.33K
- 9.3%
$83.04 - $87.88 $526K - $556K
61.7K $5.43B
WDIV
Spdr S&P Global Dividend ETF

ETFs
-4.99K
- 14.14%
$70.16 - $73.96 $350K - $369K
30.3K $2.2B
SPGI
S&P Global Inc.

Financial Services
-226
- 5.27%
$484.94 - $564.15 $110K - $127K
4.07K $1.98B
IYW
Ishares Dj Us Tech ETF

ETFs
-1.99K
- 41.51%
$171.38 - $197.01 $341K - $392K
2.8K $549M
SPY
Spdr S&P 500 ETF Trust

ETFs
-539
- 31.14%
$617.65 - $666.84 $333K - $359K
1.19K $794M
VTI
Vanguard Total Stock Market Et

ETFs
-1.23K
- 22.89%
$303.93 - $329.86 $375K - $407K
4.15K $1.36B
EFV
Msci Eafe Value ETF

ETFs
-7.46K
- 13.36%
$62.79 - $68.42 $468K - $510K
48.4K $3.28B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.7K
- 14.02%
$132.9 - $142.03 $359K - $384K
16.6K $2.33B
IWY
Ishares Tr Russell 200 Growth

ETFs
-5.02K
- 11.92%
$243.93 - $275.62 $1.22M - $1.38M
37.1K $10.1B
Atlassian Corporation
-256
- 5.88%
N/A
4.1K $654M
IDEV
Ishares Core Msci Intl Develop

ETFs
-3.74K
- 21.67%
$74.68 - $80.26 $279K - $300K
13.5K $1.08B
IWS
Ishares Russell Midcap Value E

ETFs
-2.9K
- 12.06%
$132.83 - $140.61 $385K - $408K
21.1K $2.95B
TUA
Simpl Exch Traded Fds Sht Term
-8.01K
- 3.01%
N/A
258K $5.64B
NOW
Service Now, Inc.

Technology
-92
- 7.85%
$850.86 - $1044.69 $78.3K - $96.1K
1.08K $994M
HUBS
Hubspot Inc

Technology
-116
- 6.89%
$420.79 - $560.9 $48.8K - $65.1K
1.57K $734M
DIV
Global X Superdividend Us ETF

ETFs
-11.6K
- 11.47%
N/A
89.2K $1.58B
SMR
Nuscale Power Corp

Industrials
-858
- 2.2%
$32.65 - $51.67 $28K - $44.3K
38.2K $1.37B
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
-9.79K
- 7.54%
$31.21 - $33.56 $305K - $328K
120K $3.95B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.86K
- 11.77%
$85.01 - $90.35 $158K - $168K
13.9K $1.25B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.49K
- 21.52%
$97.75 - $100.75 $146K - $150K
5.43K $545M
VGLT
Vanguard Long Term Treasury Et

ETFs
-2.67K
- 11.34%
$54.21 - $57.41 $145K - $153K
20.8K $1.19B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-3.98K
- 12.75%
$37.98 - $39.81 $151K - $159K
27.3K $1.06B
Neuberger Berman ETF Trust
-6.25K
- 12.62%
N/A
43.3K $1.16B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-4.31K
- 12.19%
$28.95 - $29.73 $125K - $128K
31.1K $923M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-207
- 5.66%
$138.59 - $171.12 $28.7K - $35.4K
3.45K $486M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.02K
- 26.2%
$88.47 - $93.24 $90.6K - $95.5K
2.89K $264M
IWM
Ishares Russell 2000 ETF

ETFs
-488
- 35.83%
$214.92 - $244.84 $105K - $119K
874 $212M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-3.62K
- 8.5%
$37.2 - $39.77 $135K - $144K
39K $1.54B
V
Visa Inc.

Financial Services
-152
- 17.53%
$332.09 - $358.86 $50.5K - $54.5K
715 $244M
Linde PLC
-141
- 24.1%
N/A
444 $211M
SHV
Ishares Tr

ETFs
-571
- 7.56%
$110.06 - $110.49 $62.8K - $63.1K
6.99K $772M
MSCI
Msci Inc.

Financial Services
-82
- 5.84%
$526.48 - $588.0 $43.2K - $48.2K
1.32K $750M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.54K
- 8.94%
$41.8 - $43.15 $64.3K - $66.4K
15.7K $671M
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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