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CIK: 0001964810
Total reported value
$370.4M
$370.4M
167 檔
23.1%
At the close of Q2 2024, B.O.S.S. Retirement Advisors, LLC disclosed equity holdings valued at approximately $370.4M, spread across 167 reported holdings.
During Q2 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 | AAPL | Apple Inc | Stock-Tech | 5.84% | -0.03% | +52.86% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.13% | +0.08% | +10.91% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.83% | +0.04% | +1058.07% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | +0.07% | +45.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.93% | +0.08% | +51.93% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.16% | -0.01% | +55.30% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.12% | +0.02% | +20.38% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.08% | +0.01% | +38.92% | |
| 9 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.97% | +1.73% | NEW | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.59% | -0.19% | EXIT | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | +0.01% | +55.20% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.38% | +0.04% | +58.57% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.35% | +0.02% | +38.06% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.34% | — | +22.48% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.02% | +7.28% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.33% | -0.09% | +67.55% | |
| 17 | IEX | Idex CORP | Stock-Industrials | 1.22% | — | +46.13% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.22% | -0.02% | +50.10% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | — | +48.22% | |
| 20 | ICE | Intercontinental Exchange In | Stock-Financials | 1.18% | — | +54.49% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | — | +493.97% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.10% | — | +37.58% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.03% | +11.10% | |
| 24 | T | At&t Inc | Stock-Comm Services | 1.08% | -0.08% | EXIT | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.07% | NEW | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.04% | — | +40.61% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.03% | — | +58.23% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.03% | — | +58.20% | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 1.02% | -0.08% | +58.86% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.05% | +58.29% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | +0.01% | +41.17% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.97% | — | +63.90% | |
| 33 | A | Agilent Technologies Inc | Stock-Healthcare | 0.97% | — | +56.36% | |
| 34 | AFL | Aflac Inc | Stock-Financials | 0.97% | — | +51.12% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | +0.01% | +45.41% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.92% | -0.02% | +54.38% | |
| 37 | CSX | Csx CORP | Stock-Industrials | 0.91% | — | +55.62% | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 0.88% | — | +54.59% | |
| 39 | QRVO | Qorvo Inc | Stock-Tech | 0.85% | — | +54.22% | |
| 40 | EXC | Exelon CORP | Stock-Utilities | 0.85% | — | -3.37% | |
| 41 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.80% | — | +45.21% | |
| 42 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.79% | — | +60.19% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.76% | — | +50.84% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.76% | — | +46.38% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.71% | +0.10% | — | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.70% | — | +57.68% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | +0.06% | NEW | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.11% | — | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.66% | — | +123.34% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | — | +46.75% |
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 167 disclosed positions in Q2 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 AAPL, MSFT, NVDA) accounted for 23.1% of total reported equity market value during Q2 2024.
During Q2 2024, B.O.S.S. Retirement Advisors, LLC's top holdings by market value included AAPL (5.8%)、MSFT (5.1%)、NVDA (4.8%). The largest single position, AAPL, represented 5.8% of total portfolio value.
In Q2 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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