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

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

$398 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPTM VOO SPLG VXUS IWY SIXO AZBJ BND 84 stocks	$258 Million 75.88% of portfolio	43	41	15	-	1 Calls 1 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$12.7 Million 3.74% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT SNPS ORCL MDB WEX 5 stocks	$9.54 Million 2.8% of portfolio	2	3	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM MU 4 stocks	$8.19 Million 2.4% of portfolio	4	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$5.45 Million 1.6% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW SHOP HUBS WDAY CDNS 5 stocks	$4.96 Million 1.46% of portfolio	-	5	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$4.75 Million 1.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.43 Million 1.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$3.28 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI MSCI 2 stocks	$3.07 Million 0.9% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX TMO 2 stocks	$2.14 Million 0.63% of portfolio	1	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$1.68 Million 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.64 Million 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials SMR 1 stocks	$1.54 Million 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC JPM BAC 3 stocks	$1.36 Million 0.4% of portfolio	3	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$1.31 Million 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV PFE 3 stocks	$1.24 Million 0.36% of portfolio	2	1	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL SAIA 2 stocks	$1.03 Million 0.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Real Estate—Development \| Real Estate OZ 1 stocks	$970,648 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services WTM 1 stocks	$957,119 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare MASI 1 stocks	$896,949 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$857,523 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$821,463 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$763,527 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$731,216 0.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$595,418 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$576,782 0.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW 2 stocks	$558,816 0.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$523,391 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$511,946 0.15% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$474,112 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$463,224 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$427,292 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials AYI 1 stocks	$388,439 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$381,645 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$379,636 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$369,104 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$358,887 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical SON 1 stocks	$357,111 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$315,138 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$282,549 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$270,095 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$262,976 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$262,466 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$256,302 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG 1 stocks	$245,210 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$223,124 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials WPM 1 stocks	$218,124 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical PRPL 1 stocks	$72,920 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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

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