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CIK: 0001964810
Total reported value
$370.4M
$370.4M
122 檔
13.0%
According to the latest 13F quarterly dataset, B.O.S.S. Retirement Advisors, LLC managed an equity portfolio of $370.4M at the end of Q1 2024, spanning 122 distinct U.S. exchange-listed positions.
During Q1 2024, B.O.S.S. Retirement Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.82% | +0.08% | -31.89% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.23% | -0.03% | -15.34% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | +0.07% | -40.02% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | +0.04% | -10.61% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.30% | +0.02% | -2.65% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.21% | +0.08% | -9.20% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.96% | +0.01% | -7.95% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | +0.02% | -8.18% | |
| 9 | CMA | Comerica Inc | Stock-Other | 1.82% | — | -4.43% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.01% | -5.11% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.70% | +0.02% | -6.58% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.56% | -0.19% | EXIT | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.49% | -0.09% | -19.54% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.44% | — | -8.36% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.41% | -0.03% | -12.50% | |
| 16 | EXC | Exelon CORP | Stock-Utilities | 1.36% | — | -4.75% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.35% | +0.04% | -16.81% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.35% | +0.01% | -12.29% | |
| 19 | IEX | Idex CORP | Stock-Industrials | 1.35% | — | -1.52% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | — | -13.25% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.20% | +0.02% | -3.66% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.17% | -0.02% | -10.44% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | +0.01% | -10.41% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | +0.07% | NEW | |
| 25 | T | At&t Inc | Stock-Comm Services | 1.12% | -0.08% | EXIT | |
| 26 | ICE | Intercontinental Exchange In | Stock-Financials | 1.07% | — | -1.85% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | — | -6.83% | |
| 28 | DOW | Dow Inc | Stock-Materials | 1.06% | — | -1.68% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.05% | -6.67% | |
| 30 | PLD | Prologis Inc | Stock-Real Estate | 1.01% | — | -4.48% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.00% | — | -6.62% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.00% | — | -5.36% | |
| 33 | A | Agilent Technologies Inc | Stock-Healthcare | 0.99% | — | -1.77% | |
| 34 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.95% | — | -4.29% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.95% | -0.08% | -60.85% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.95% | — | -12.85% | |
| 37 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.92% | — | -1.50% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.90% | — | -3.29% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | +0.01% | -15.01% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.88% | — | -5.48% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.86% | — | -2.84% | |
| 42 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.84% | — | -10.39% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.83% | +0.14% | NEW | |
| 44 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.81% | — | -1.54% | |
| 45 | QRVO | Qorvo Inc | Stock-Tech | 0.80% | — | -1.54% | |
| 46 | IP | International Paper Co | Stock-Consumer Disc | 0.77% | — | -10.34% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.76% | — | -10.83% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.76% | — | -5.80% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.02% | -2.68% | |
| 50 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.75% | — | -10.74% |
According to official SEC Form 13F filings, B.O.S.S. Retirement Advisors, LLC reported a total U.S. public equity portfolio value of $370.4M across 122 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 13.0% of total reported equity market value during Q1 2024.
During Q1 2024, B.O.S.S. Retirement Advisors, LLC's top holdings by market value included MSFT (5.8%)、AAPL (5.2%)、AMZN (2.5%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q1 2024, B.O.S.S. Retirement Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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