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

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

  • $345 Billion
  • Q1 2025

B.O.S.S. Retirement Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $345 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $39B, Vanguard Total Stock Market Et with a value of $38.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $18.2B, Costco Wholesale Corp with a value of $12B, and Vanguard Star Fd Vanguard Tota with a value of $10.3B.

Examining the 13F form we can see an decrease of $13B in the current position value, from $358B to 345B.

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 $345 Billion
ETFs: $234 Billion
Technology: $21.1 Billion
Consumer Defensive: $13.1 Billion
Consumer Cyclical: $7.33 Billion
Healthcare: $6.74 Billion
Financial Services: $5.39 Billion
Communication Services: $4.57 Billion
Industrials: $3.59 Billion
Other: $3.97 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39 Billion 11.3% of portfolio
75,856
Q1 2025 Added 12.73%
$0
$38.2 Billion 11.07% of portfolio
138,963
Q1 2025 Added 8.1%
$0
$18.2 Billion 5.28% of portfolio
276,995
Q1 2025 Reduced 1.19%
$0
$10.3 Billion 3.0% of portfolio
166,617
Q1 2025 Added 8.77%
$0
$9.67 Billion 2.8% of portfolio
306,184
Q1 2025 Added 0.1%
$0
$8.68 Billion 2.52% of portfolio
41,158
Q1 2025 Reduced 8.22%
$0
$6.59 Billion 1.91% of portfolio
198,575
Q1 2025 Added 0.72%
$0
$5.85 Billion 1.7% of portfolio
79,710
Q1 2025 Added 10.82%
$0
$5.8 Billion 1.68% of portfolio
70,559
Q1 2025 Reduced 6.85%
$0
$5.54 Billion 1.61% of portfolio
157,726
Q1 2025 Added 0.5%
$0
$5.08 Billion 1.47% of portfolio
9,038
Q1 2025 Reduced 1.49%
$0
$5.04 Billion 1.46% of portfolio
85,879
Q1 2025 Reduced 10.46%
$0
$3.72 Billion 1.08% of portfolio
133,859
Q1 2025 Reduced 8.38%
$0
$3.68 Billion 1.07% of portfolio
62,409
Q1 2025 Added 2.61%
$0
$3.65 Billion 1.06% of portfolio
67,608
Q1 2025 Reduced 12.22%
$0
$3.1 Billion 0.9% of portfolio
31,019
Q1 2025 Reduced 6.3%
$0
$2.58 Billion 0.75% of portfolio
20,466
Q1 2025 Reduced 5.96%
$0
$2.6 Billion 0.75% of portfolio
107,425
Q1 2025 Reduced 1.81%
$0
$2.57 Billion 0.74% of portfolio
25,506
Q1 2025 Added 14.11%
$0
$2.55 Billion 0.74% of portfolio
39,188
Q1 2025 Reduced 2.45%
$0
$2.4 Billion 0.7% of portfolio
18,594
Q1 2025 Added 3.87%
$0
$2.28 Billion 0.66% of portfolio
172,301
Q1 2025 Added 22.97%
$0
$1.89 Billion 0.55% of portfolio
85,815
Q1 2025 Added 90.41%
$0
$1.9 Billion 0.55% of portfolio
101,094
Q1 2025 Reduced 6.1%
$0
$1.76 Billion 0.51% of portfolio
5,252
Q1 2025 Added 3.06%
$0
$1.73 Billion 0.5% of portfolio
30,026
Q1 2025 Reduced 4.12%
$0
$1.69 Billion 0.49% of portfolio
45,151
Q1 2025 New
$0
$1.57 Billion 0.45% of portfolio
43,921
Q1 2025 Reduced 10.23%
$0
$1.53 Billion 0.44% of portfolio
16,786
Q1 2025 Added 0.27%
$0
$1.53 Billion 0.44% of portfolio
51,204
Q1 2025 New
$0
$1.48 Billion 0.43% of portfolio
3,164
Q1 2025 Reduced 13.53%
$0
$1.45 Billion 0.42% of portfolio
12,314
Q1 2025 Reduced 16.97%
$0
$1.37 Billion 0.4% of portfolio
25,955
Q1 2025 Reduced 5.26%
$1.99B
$1.34 Billion 0.39% of portfolio
42,936
Q1 2025 Reduced 3.24%
$0
$1.31 Billion 0.38% of portfolio
18,981
Q1 2025 Reduced 20.47%
$105B
$1.29 Billion 0.37% of portfolio
4,488
Q1 2025 Added 1.29%
$0
$1.27 Billion 0.37% of portfolio
27,322
Q1 2025 Reduced 9.74%
$0
$1.26 Billion 0.37% of portfolio
2,259
Q1 2025 Reduced 8.21%
$0
$1.22 Billion 0.35% of portfolio
11,584
Q1 2025 Added 52.66%
$0
$1.19 Billion 0.34% of portfolio
23,199
Q1 2025 Reduced 10.63%
$0
$1.1 Billion 0.32% of portfolio
13,687
Q1 2025 Reduced 5.18%
$0
$1.04 Billion 0.3% of portfolio
36,144
Q1 2025 Reduced 3.82%
$0
$928 Million 0.27% of portfolio
19,000
Q1 2025 Added 13.92%
$0
$884 Million 0.26% of portfolio
4,178
Q1 2025 Added 17.52%
$0
$895 Million 0.26% of portfolio
15,074
Q1 2025 Reduced 6.2%
$0
$847 Million 0.25% of portfolio
25,451
Q1 2025 Added 1.27%
$0
$821 Million 0.24% of portfolio
27,066
Q1 2025 Added 1.22%
$0
$838 Million 0.24% of portfolio
20,884
Q1 2025 Added 1.33%
$0
$797 Million 0.23% of portfolio
8,055
Q1 2025 Added 39.92%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $345 Billion
  • Prior Value $358 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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