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

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

  • $398 Billion
  • Q2 2025

B.O.S.S. Retirement Advisors, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $398 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $43.4B, Vanguard Index Fds S&P 500 ETF with a value of $43.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $20.3B, Costco Wholesale Corp with a value of $12.4B, and Vanguard Star Fd Vanguard Tota with a value of $12.1B.

Examining the 13F form we can see an increase of $53.4B in the current position value, from $345B to 398B.

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 $398 Billion
ETFs: $260 Billion
Technology: $27.8 Billion
Consumer Defensive: $13.5 Billion
Consumer Cyclical: $9.66 Billion
Financial Services: $6.94 Billion
Healthcare: $6.45 Billion
Communication Services: $6.12 Billion
Industrials: $5.79 Billion
Other: $4.25 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.52B
$1.54 Billion 0.39% of portfolio
39,021
Q2 2025 Added 10.33%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $398 Billion
  • Prior Value $345 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 40 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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