B.O.S.S. Retirement Advisors, LLC Reduced Holdings in Q3 2024

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

  • $497 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-87.7K
- 90.05%
$37.33 - $41.78 $3.27M - $3.66M
9.69K $405M
JPM
Jpmorgan Chase & CO

Financial Services
-14.3K
- 34.15%
$194.9 - $224.8 $2.78M - $3.21M
27.5K $5.81B
A
Agilent Technologies, Inc.

Healthcare
-16.9K
- 58.05%
$125.42 - $148.48 $2.12M - $2.51M
12.2K $1.82B
CMA
Comerica Inc

Financial Services
-28K
- 58.66%
$49.93 - $61.49 $1.4M - $1.72M
19.7K $1.18B
CVX
Chevron Corp

Energy
-5.52K
- 20.19%
$137.88 - $161.97 $762K - $895K
21.8K $3.22B
INTC
Intel Corp

Technology
-2.2K
- 2.86%
$18.9 - $34.87 $41.6K - $76.8K
74.9K $1.76B
CRM
Salesforce, Inc.

Technology
-2.54K
- 16.11%
$238.42 - $276.53 $604K - $701K
13.2K $3.61B
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
-15.4K
- 20.1%
$24.76 - $29.16 $382K - $450K
61.3K $1.77B
ADBE
Adobe Inc.

Technology
-317
- 38.19%
$508.13 - $586.55 $161K - $186K
513 $266M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-3.23K
- 32.37%
$28.45 - $30.18 $91.8K - $97.4K
6.74K $202M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-708
- 12.41%
$48.89 - $54.14 $34.6K - $38.3K
5K $266M
ORCL
Oracle Corp

Technology
-15
- 0.75%
$125.9 - $170.35 $1.89K - $2.56K
1.97K $336M
WSO
Watsco Inc

Industrials
-38
- 1.29%
$448.73 - $519.89 $17.1K - $19.8K
2.92K $1.44B
META
Meta Platforms, Inc.

Communication Services
-1.82K
- 11.05%
$453.41 - $572.44 $823K - $1.04M
14.6K $8.37B
FMC
Fmc Corp

Basic Materials
-293
- 1.15%
$54.54 - $66.06 $16K - $19.4K
25.2K $1.66B
IP
International Paper CO

Consumer Cyclical
-714
- 1.4%
$42.55 - $49.98 $30.4K - $35.7K
50.3K $2.46B
TSLA
Tesla, Inc.

Consumer Cyclical
-5.12K
- 19.52%
$191.76 - $263.26 $981K - $1.35M
21.1K $5.52B
Activity Summary
Buys All Purchases 188 New Holdings 50 Increased Positions 138 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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