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

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

  • $497 Billion
  • Q3 2024

B.O.S.S. Retirement Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $497 Billion distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.5B, Microsoft Corp with a value of $22.8B, Nvidia Corp with a value of $22.3B, Amazon Com Inc with a value of $13.3B, and Alphabet Inc. with a value of $12.4B.

Examining the 13F form we can see an increase of $106B in the current position value, from $391B to 497B.

B.O.S.S. Retirement Advisors, LLC is based out at Lehi, UT

Below you can find more details about B.O.S.S. Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $497 Billion
Technology: $105 Billion
Financial Services: $72.2 Billion
ETFs: $67.1 Billion
Consumer Cyclical: $57.5 Billion
Healthcare: $41.7 Billion
Communication Services: $32.2 Billion
Utilities: $32.1 Billion
Consumer Defensive: $22 Billion
Other: $40.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$27.5 Billion 5.53% of portfolio
117,896
Q3 2024 Added 8.75%
$3.11T
$22.8 Billion 4.59% of portfolio
53,016
Q3 2024 Added 18.13%
$354B
$22.3 Billion 4.49% of portfolio
183,695
Q3 2024 Added 20.09%
$2.01T
$13.3 Billion 2.67% of portfolio
71,170
Q3 2024 Added 11.3%
$1T
$12.4 Billion 2.49% of portfolio
74,555
Q3 2024 Added 18.56%
$614B
$10.8 Billion 2.17% of portfolio
23,363
Q3 2024 Added 16.96%
$1.27T
$8.37 Billion 1.69% of portfolio
14,618
Q3 2024 Reduced 11.05%
$66.5B
$8.26 Billion 1.66% of portfolio
47,907
Q3 2024 New
$508B
$7.55 Billion 1.52% of portfolio
64,405
Q3 2024 Added 18.91%
$430B
$7.14 Billion 1.44% of portfolio
17,616
Q3 2024 Added 11.6%
$553B
$7.15 Billion 1.44% of portfolio
12,221
Q3 2024 Added 15.03%
$214B
$7.06 Billion 1.42% of portfolio
23,173
Q3 2024 Added 12.07%
$251B
$6.85 Billion 1.38% of portfolio
60,321
Q3 2024 Added 42.24%
$201B
$6.32 Billion 1.27% of portfolio
10,220
Q3 2024 Added 18.48%
$89B
$6.13 Billion 1.24% of portfolio
38,181
Q3 2024 Added 13.09%
$17.2B
$5.96 Billion 1.2% of portfolio
27,805
Q3 2024 Added 17.28%
$729B
$5.81 Billion 1.17% of portfolio
27,540
Q3 2024 Reduced 34.15%
$418B
$5.69 Billion 1.15% of portfolio
32,832
Q3 2024 Added 15.81%
$1.11T
$5.52 Billion 1.11% of portfolio
21,092
Q3 2024 Reduced 19.52%
$71B
$5.34 Billion 1.08% of portfolio
47,801
Q3 2024 Added 12.89%
$168B
$5.37 Billion 1.08% of portfolio
10,393
Q3 2024 Added 16.37%
$206B
$5.3 Billion 1.07% of portfolio
10,707
Q3 2024 Added 18.66%
$165B
$5.31 Billion 1.07% of portfolio
241,517
Q3 2024 Added 9.57%
$406B
$4.99 Billion 1.01% of portfolio
30,797
Q3 2024 Added 13.9%
$507B
$4.98 Billion 1.0% of portfolio
18,105
Q3 2024 Added 14.05%
$240B
$4.8 Billion 0.97% of portfolio
90,260
Q3 2024 Added 8.42%
$223B
$4.72 Billion 0.95% of portfolio
27,751
Q3 2024 Added 6.63%
$313B
$4.74 Billion 0.95% of portfolio
24,005
Q3 2024 Added 9.61%
$38.5B
$4.42 Billion 0.89% of portfolio
108,910
Q3 2024 Added 13.92%
$141B
$4.37 Billion 0.88% of portfolio
37,197
Q3 2024 Added 14.41%
$75.2B
$4.1 Billion 0.83% of portfolio
118,730
Q3 2024 Added 11.9%
$38.5B
$3.75 Billion 0.75% of portfolio
26,826
Q3 2024 Added 14.03%
$18.8B
$3.72 Billion 0.75% of portfolio
21,571
Q3 2024 Added 11.67%
$342B
$3.61 Billion 0.73% of portfolio
13,198
Q3 2024 Reduced 16.11%
$135B
$3.42 Billion 0.69% of portfolio
54,663
Q3 2024 Added 17.11%
$97.5B
$3.44 Billion 0.69% of portfolio
38,864
Q3 2024 Added 7.56%
$154B
$3.3 Billion 0.66% of portfolio
15,969
Q3 2024 Added 15.46%
$497B
$3.29 Billion 0.66% of portfolio
6,655
Q3 2024 Added 8.94%
$318B
$3.22 Billion 0.65% of portfolio
21,832
Q3 2024 Reduced 20.19%
$427B
$3.18 Billion 0.64% of portfolio
3,589
Q3 2024 Added 224.5%
$223B
$3.14 Billion 0.63% of portfolio
19,158
Q3 2024 Added 12.19%
$102B
$2.97 Billion 0.6% of portfolio
58,150
Q3 2024 Added 2.95%
$7.91B
$2.67 Billion 0.54% of portfolio
73,678
Q3 2024 Added 14.06%
$112B
$2.61 Billion 0.53% of portfolio
25,210
Q3 2024 New
$69.4B
$2.57 Billion 0.52% of portfolio
21,687
Q3 2024 New
$144B
$2.46 Billion 0.5% of portfolio
85,052
Q3 2024 Added 15.73%
$20B
$2.47 Billion 0.5% of portfolio
83,917
Q3 2024 Added 15.04%
$21B
$2.46 Billion 0.5% of portfolio
50,334
Q3 2024 Reduced 1.4%
$29.2B
$2.46 Billion 0.49% of portfolio
17,107
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $497 Billion
  • Prior Value $391 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 50 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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