B.O.S.S. Retirement Advisors, LLC Reduced Holdings in Q4 2024

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

  • $358 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-102K
- 86.18%
$221.69 - $259.02 $22.5M - $26.3M
16.3K $4.08B
NVDA
Nvidia Corp

Technology
-152K
- 82.53%
$117.0 - $148.88 $17.7M - $22.6M
32.1K $4.31B
MSFT
Microsoft Corp

Technology
-38.3K
- 72.17%
$406.35 - $454.46 $15.5M - $17.4M
14.8K $6.22B
GOOGL
Alphabet Inc.

Communication Services
-66.4K
- 89.01%
$161.86 - $196.66 $10.7M - $13.1M
8.19K $1.55B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-22.2K
- 94.89%
$442.29 - $483.08 $9.8M - $10.7M
1.2K $542M
AMZN
Amazon Com Inc

Consumer Cyclical
-48.4K
- 68.04%
$180.88 - $232.93 $8.76M - $11.3M
22.7K $4.99B
Aim ETF Products Trust
-297K
- 96.24%
N/A
11.6K $309M
AVGO
Broadcom Inc.

Technology
-45.9K
- 95.91%
$159.67 - $250.0 $7.34M - $11.5M
1.96K $455M
XOM
Exxon Mobil Corp

Energy
-61K
- 94.75%
$105.51 - $125.37 $6.44M - $7.65M
3.38K $364M
META
Meta Platforms, Inc.

Communication Services
-12.2K
- 83.35%
$554.08 - $632.68 $6.75M - $7.71M
2.43K $1.42B
UNH
Unitedhealth Group Inc

Healthcare
-10.4K
- 84.88%
$485.52 - $625.25 $5.04M - $6.49M
1.85K $935M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-9.59K
- 93.79%
$501.29 - $612.85 $4.8M - $5.87M
635 $330M
PG
Procter & Gamble CO

Consumer Defensive
-31.5K
- 96.08%
$161.05 - $179.7 $5.08M - $5.67M
1.29K $216M
JPM
Jpmorgan Chase & CO

Financial Services
-26.1K
- 94.84%
$205.18 - $250.29 $5.36M - $6.54M
1.42K $341M
LLY
Eli Lilly & CO

Healthcare
-6.1K
- 92.13%
$727.2 - $932.06 $4.43M - $5.68M
521 $402M
T
At&T Inc.

Communication Services
-232K
- 96.02%
$21.22 - $23.88 $4.92M - $5.54M
9.61K $219M
GS
Goldman Sachs Group Inc

Financial Services
-10.2K
- 95.64%
$486.1 - $608.57 $4.98M - $6.23M
467 $268M
V
Visa Inc.

Financial Services
-17.5K
- 96.43%
$273.87 - $320.91 $4.78M - $5.6M
647 $205M
CSCO
Cisco Systems, Inc.

Technology
-85.3K
- 94.46%
$52.45 - $60.02 $4.47M - $5.12M
5K $296M
ABBV
Abb Vie Inc.

Healthcare
-21.6K
- 90.14%
$164.99 - $203.87 $3.57M - $4.41M
2.37K $421M
PEP
Pepsico Inc

Consumer Defensive
-24.8K
- 89.53%
$151.29 - $176.1 $3.76M - $4.38M
2.91K $442M
CRM
Salesforce, Inc.

Technology
-12.5K
- 95.04%
$270.87 - $367.87 $3.4M - $4.61M
654 $219M
TSLA
Tesla, Inc.

Consumer Cyclical
-14.7K
- 69.87%
$213.65 - $479.86 $3.15M - $7.07M
6.35K $2.57B
SPGI
S&P Global Inc.

Financial Services
-5.53K
- 53.23%
$480.36 - $529.17 $2.66M - $2.93M
4.86K $2.42B
CVX
Chevron Corp

Energy
-18.7K
- 85.5%
$141.15 - $162.53 $2.63M - $3.03M
3.17K $458M
MO
Altria Group, Inc.

Consumer Defensive
-53.4K
- 91.75%
$49.06 - $57.74 $2.62M - $3.08M
4.8K $251M
PFE
Pfizer Inc

Healthcare
-73.6K
- 86.52%
$24.8 - $30.19 $1.82M - $2.22M
11.5K $304M
BAC
Bank Of America Corp

Financial Services
-8.69K
- 63.78%
$39.22 - $47.77 $341K - $415K
4.94K $217M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-4.49K
- 19.92%
$41.17 - $43.34 $185K - $195K
18K $744M
SPYG
Spdr Portfolio

ETFs
-1.94K
- 43.19%
$81.74 - $91.38 $158K - $177K
2.55K $224M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-640
- 11.16%
$340.59 - $380.5 $218K - $244K
5.1K $1.87B
QCOM
Qualcomm Inc

Technology
-318
- 19.2%
$150.4 - $178.04 $47.8K - $56.6K
1.34K $206M
Activity Summary
Buys All Purchases 142 New Holdings 96 Increased Positions 46 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 1 Puts 1
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