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

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

  • $358 Billion
  • Q4 2024

B.O.S.S. Retirement Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $358 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $37.3B, Vanguard Index Fds S&P 500 ETF with a value of $36.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3B, Costco Wholesale Corp with a value of $12B, and Ishares Tr Russell 200 Growth with a value of $10.6B.

Examining the 13F form we can see an decrease of $139B in the current position value, from $497B to 358B.

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 $358 Billion
ETFs: $236 Billion
Technology: $25.7 Billion
Consumer Defensive: $13.5 Billion
Financial Services: $9.63 Billion
Consumer Cyclical: $8.75 Billion
Healthcare: $6.55 Billion
Industrials: $5.55 Billion
Communication Services: $4.94 Billion
Other: $4.03 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.3 Billion 10.41% of portfolio
128,554
Q4 2024 Added 311.86%
$0
$36.3 Billion 10.13% of portfolio
67,288
Q4 2024 Added 339.07%
$0
$19.3 Billion 5.4% of portfolio
280,334
Q4 2024 Added 585.68%
$417B
$12 Billion 3.37% of portfolio
13,149
Q4 2024 Added 266.37%
$0
$10.6 Billion 2.95% of portfolio
44,844
Q4 2024 Added 803.57%
$0
$9.91 Billion 2.77% of portfolio
305,892
Q4 2024 New
$0
$9.03 Billion 2.52% of portfolio
153,186
Q4 2024 Added 340.25%
Invesco Actively Managed Exc
-
$8.03 Billion 2.24% of portfolio
-
Q4 2024 New
Aim ETF Products Trust
-
$7.36 Billion 2.06% of portfolio
-
Q4 2024 New
$0
$6.63 Billion 1.85% of portfolio
197,152
Q4 2024 New
$3.33T
$6.22 Billion 1.74% of portfolio
14,756
Q4 2024 Reduced 72.17%
$0
$5.99 Billion 1.67% of portfolio
75,746
Q4 2024 Added 875.61%
$0
$5.58 Billion 1.56% of portfolio
156,940
Q4 2024 New
$0
$5.58 Billion 1.56% of portfolio
95,915
Q4 2024 Added 468.89%
$0
$5.4 Billion 1.51% of portfolio
9,175
Q4 2024 Added 370.75%
$0
$5.17 Billion 1.45% of portfolio
71,927
Q4 2024 Added 371.53%
$0
$4.34 Billion 1.21% of portfolio
146,097
Q4 2024 Added 138.42%
$367B
$4.31 Billion 1.2% of portfolio
32,094
Q4 2024 Reduced 82.53%
$3.59T
$4.08 Billion 1.14% of portfolio
16,289
Q4 2024 Reduced 86.18%
$0
$4.02 Billion 1.12% of portfolio
77,021
Q4 2024 Added 1,294.05%
-
$4.03 Billion 1.12% of portfolio
-
Q4 2024 Added 740.04%
First Tr Exchng Traded Fd Vi
-
$3.64 Billion 1.02% of portfolio
-
Q4 2024 New
$0
$3.21 Billion 0.9% of portfolio
33,103
Q4 2024 Added 656.29%
$294B
$3.22 Billion 0.9% of portfolio
45,877
Q4 2024 Added 473.46%
$0
$3.19 Billion 0.89% of portfolio
60,822
Q4 2024 Added 629.02%
$0
$2.81 Billion 0.79% of portfolio
21,763
Q4 2024 Added 953.39%
Elevation Series Trust
-
$2.61 Billion 0.73% of portfolio
-
Q4 2024 Added 7.59%
$1.3T
$2.57 Billion 0.72% of portfolio
6,354
Q4 2024 Reduced 69.87%
$0
$2.49 Billion 0.7% of portfolio
40,174
Q4 2024 Added 458.67%
$0
$2.52 Billion 0.7% of portfolio
27,539
Q4 2024 Added 337.13%
$167B
$2.42 Billion 0.68% of portfolio
4,861
Q4 2024 Reduced 53.23%
$0
$2.43 Billion 0.68% of portfolio
109,409
Q4 2024 Added 461.99%
Global X Fds
-
$2.37 Billion 0.66% of portfolio
-
Q4 2024 Added 310.17%
$8.84B
$2.32 Billion 0.65% of portfolio
25,151
Q4 2024 New
$0
$2.28 Billion 0.64% of portfolio
17,901
Q4 2024 Added 399.47%
Pimco ETF Tr
-
$2.27 Billion 0.63% of portfolio
-
Q4 2024 Added 229.06%
$0
$2.24 Billion 0.63% of portfolio
22,352
Q4 2024 Added 283.53%
$0
$1.94 Billion 0.54% of portfolio
107,666
Q4 2024 Added 344.26%
$0
$1.88 Billion 0.53% of portfolio
14,830
Q4 2024 New
$0
$1.87 Billion 0.52% of portfolio
5,096
Q4 2024 Reduced 11.16%
$0
$1.87 Billion 0.52% of portfolio
3,659
Q4 2024 Added 507.81%
Listed Fd Tr
-
$1.83 Billion 0.51% of portfolio
-
Q4 2024 Added 613.48%
$1.21T
$1.75 Billion 0.49% of portfolio
9,172
Q4 2024 Added 560.33%
$0
$1.72 Billion 0.48% of portfolio
140,121
Q4 2024 New
$0
$1.73 Billion 0.48% of portfolio
48,928
Q4 2024 Added 477.32%
$0
$1.73 Billion 0.48% of portfolio
31,316
Q4 2024 Added 484.8%
$30.2B
$1.72 Billion 0.48% of portfolio
23,977
Q4 2024 New
Elevation Series Trust
-
$1.68 Billion 0.47% of portfolio
-
Q4 2024 Added 3.68%
$36B
$1.69 Billion 0.47% of portfolio
4,078
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $358 Billion
  • Prior Value $497 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 96 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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