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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$480 Million 0.1% of portfolio
12,615
Q3 2024 Added 18.93%
$5.76B
$473 Million 0.1% of portfolio
2,283
Q3 2024 Added 36.62%
$0
$471 Million 0.09% of portfolio
4,377
Q3 2024 Added 54.99%
$284B
$452 Million 0.09% of portfolio
8,000
Q3 2024 New
$0
$464 Million 0.09% of portfolio
16,944
Q3 2024 Added 14.36%
$0
$459 Million 0.09% of portfolio
3,584
Q3 2024 Added 100.34%
$0
$453 Million 0.09% of portfolio
24,235
Q3 2024 Added 126.37%
$7.38B
$427 Million 0.09% of portfolio
2,286
Q3 2024 Added 32.14%
$15.1B
$382 Million 0.08% of portfolio
4,367
Q3 2024 Added 53.66%
$0
$413 Million 0.08% of portfolio
14,893
Q3 2024 Added 11.94%
$148B
$421 Million 0.08% of portfolio
1,270
Q3 2024 Added 18.36%
$192B
$405 Million 0.08% of portfolio
9,691
Q3 2024 Reduced 90.05%
$0
$401 Million 0.08% of portfolio
2,962
Q3 2024 Added 7.01%
$0
$387 Million 0.08% of portfolio
4,411
Q3 2024 Added 19.25%
Series Portfolios Tr
-
$397 Million 0.08% of portfolio
-
Q3 2024 New
$0
$418 Million 0.08% of portfolio
14,677
Q3 2024 Added 15.99%
$0
$330 Million 0.07% of portfolio
5,355
Q3 2024 New
$0
$333 Million 0.07% of portfolio
7,842
Q3 2024 New
$519B
$336 Million 0.07% of portfolio
1,972
Q3 2024 Reduced 0.75%
$0
$372 Million 0.07% of portfolio
4,485
Q3 2024 Added 33.96%
$155B
$352 Million 0.07% of portfolio
1,093
Q3 2024 New
$0
$294 Million 0.06% of portfolio
602
Q3 2024 New
$12.1B
$290 Million 0.06% of portfolio
1,144
Q3 2024 New
$175B
$282 Million 0.06% of portfolio
1,656
Q3 2024 New
$205M
$312 Million 0.06% of portfolio
13,853
Q3 2024 New
$0
$317 Million 0.06% of portfolio
5,525
Q3 2024 New
$0
$319 Million 0.06% of portfolio
8,475
Q3 2024 New
$0
$274 Million 0.06% of portfolio
9,309
Q3 2024 New
$0
$273 Million 0.06% of portfolio
2,066
Q3 2024 New
$8.1B
$322 Million 0.06% of portfolio
2,209
Q3 2024 New
$195B
$224 Million 0.05% of portfolio
1,186
Q3 2024 New
$0
$243 Million 0.05% of portfolio
5,137
Q3 2024 New
$235B
$266 Million 0.05% of portfolio
513
Q3 2024 Reduced 38.19%
$0
$254 Million 0.05% of portfolio
10,826
Q3 2024 Added 9.41%
$0
$231 Million 0.05% of portfolio
4,392
Q3 2024 New
$0
$224 Million 0.05% of portfolio
8,723
Q3 2024 New
Listed Fd Tr
-
$257 Million 0.05% of portfolio
-
Q3 2024 New
$0
$254 Million 0.05% of portfolio
5,057
Q3 2024 New
$24.4B
$230 Million 0.05% of portfolio
4,543
Q3 2024 Added 4.89%
$1.03T
$232 Million 0.05% of portfolio
1,389
Q3 2024 New
$0
$266 Million 0.05% of portfolio
4,998
Q3 2024 Reduced 12.41%
$0
$252 Million 0.05% of portfolio
2,616
Q3 2024 New
Series Portfolios Tr
-
$257 Million 0.05% of portfolio
-
Q3 2024 New
$36B
$242 Million 0.05% of portfolio
2,038
Q3 2024 New
$7.92B
$223 Million 0.04% of portfolio
1,065
Q3 2024 New
$0
$217 Million 0.04% of portfolio
4,100
Q3 2024 New
$0
$218 Million 0.04% of portfolio
3,769
Q3 2024 New
$0
$219 Million 0.04% of portfolio
4,509
Q3 2024 New
$85.5B
$216 Million 0.04% of portfolio
1,420
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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