B.O.S.S. Retirement Advisors, LLC Purchases in Q3 2025

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

  • $418 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Aim ETF Products Trust
368K
New
N/A
368K $11.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.32K
+ 8.3%
$567.77 - $614.76 $3.59M - $3.89M
82.5K $50.5B
Aim ETF Products Trust
208K
New
N/A
208K $6.54B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
38.2K
+ 6.59%
$74.93 - $80.73 $2.87M - $3.09M
618K $49.9B
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
140K
New
N/A
140K $5.39B
Aim ETF Products Trust
169K
New
N/A
169K $4.53B
Elevation Series Trust
83.8K
New
N/A
83.8K $3.55B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
32.7K
+ 161.8%
$54.35 - $59.32 $1.78M - $1.94M
52.9K $3.13B
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.51K
+ 101.65%
$182.33 - $194.5 $1.55M - $1.66M
16.9K $3.29B
Elevation Series Trust
42.9K
New
N/A
42.9K $1.75B
OEF
Ishares S&P 100 ETF

ETFs
4.55K
+ 219.8%
N/A
6.62K $2.2B
AAPL
Apple Inc.

Technology
2.9K
+ 17.34%
$202.38 - $256.87 $587K - $745K
19.6K $5B
Pimco ETF Tr
15.2K
+ 56.43%
N/A
42.1K $4.26B
IVW
Ishares S&P 500 Growth ETF

ETFs
11.6K
+ 94.81%
$108.97 - $121.65 $1.26M - $1.41M
23.8K $2.87B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.94K
+ 5.7%
$68.24 - $73.73 $679K - $733K
184K $13.5B
Elevation Series Trust
60.3K
+ 33.68%
N/A
239K $5.9B
TSLA
Tesla, Inc.

Consumer Cyclical
139
+ 1.35%
$293.94 - $444.72 $40.9K - $61.8K
10.5K $4.65B
IVE
Ishares S&P 500 Value ETF

ETFs
5.8K
+ 122.65%
$194.44 - $206.51 $1.13M - $1.2M
10.5K $2.17B
First Tr Exchng Traded Fd Vi
41.4K
New
N/A
41.4K $1.07B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
42.4K
+ 95.73%
$21.69 - $23.34 $921K - $991K
86.8K $2.02B
KO
Coca Cola CO

Consumer Defensive
14.3K
New
$65.67 - $71.67 $939K - $1.03M
14.3K $949M
Blackrock ETF Trust
23.5K
+ 310.76%
N/A
31K $1.06B
IEMG
Ishares Inc

ETFs
5.28K
+ 7.2%
N/A
78.6K $5.18B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.9K
+ 86.26%
$45.6 - $46.92 $725K - $746K
34.3K $1.6B
GOOG
Alphabet Inc.

Communication Services
423
+ 5.43%
$175.16 - $255.24 $74.1K - $108K
8.22K $2B
Blackrock ETF Trust
15.5K
+ 118.18%
N/A
28.6K $1.08B
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
28.4K
New
$20.0 - $20.97 $568K - $595K
28.4K $588M
Global X Fds
8.18K
New
N/A
8.18K $575M
Simplify Exchange Traded Fun
21.2K
New
N/A
21.2K $558M
First Tr Exchng Traded Fd Vi
12.9K
New
N/A
12.9K $524M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 110.02%
$28.92 - $32.19 $416K - $464K
27.5K $877M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.31K
+ 22.33%
$86.92 - $99.32 $288K - $329K
18.1K $1.77B
MGC
Vanguard Mega Cap ETF

ETFs
1.93K
New
$224.2 - $245.55 $433K - $474K
1.93K $472M
KEY
Keycorp

Financial Services
25.1K
New
$17.37 - $19.39 $436K - $487K
25.1K $470M
GLDM
World Gold Trust

ETFs
6.12K
New
$64.73 - $76.45 $396K - $467K
6.12K $467M
QQQ
Invesco Qqq Trust, Series 1

ETFs
490
+ 15.87%
$546.99 - $602.2 $268K - $295K
3.58K $2.15B
LVHI
Franklin International Low Vol

ETFs
11.3K
New
$32.69 - $35.19 $368K - $396K
11.3K $391M
AVGO
Broadcom Inc.

Technology
701
+ 26.76%
$264.74 - $369.57 $186K - $259K
3.32K $1.1B
Ishares Bitcoin Trust ETF
5.3K
New
N/A
5.3K $345M
BAC
Bank Of America Corp

Financial Services
5.62K
+ 91.14%
$44.92 - $52.42 $252K - $294K
11.8K $608M
Simplify Exchange Traded Fun
10.7K
New
N/A
10.7K $281M
HBNC
Horizon Bancorp Inc

Financial Services
16.8K
New
$15.01 - $16.88 $253K - $284K
16.8K $270M
GLW
Corning Inc

Technology
3.27K
New
$51.6 - $82.03 $169K - $268K
3.27K $268M
HIGH
Simplify Exchange Traded Fds E
13.4K
+ 37.07%
N/A
49.5K $1.14B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.74K
New
$92.18 - $95.14 $253K - $261K
2.74K $261M
BUCK
Simplify Exchange Traded Fds S
10.3K
+ 24.48%
N/A
52.4K $1.25B
NRG
Nrg Energy, Inc.

Utilities
1.55K
New
$144.77 - $173.91 $224K - $269K
1.55K $251M
JNJ
Johnson & Johnson

Healthcare
1.29K
New
$155.17 - $185.42 $200K - $240K
1.29K $240M
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.04K
+ 103.03%
N/A
9.93K $463M
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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