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CIK: 0001964810
Total reported value
$370.4M
$370.4M
206 檔
26.5%
As reported in its official Q3 2024 Form 13F filing, B.O.S.S. Retirement Advisors, LLC's tracked investment portfolio stood at $370.4M with 206 total positions.
In Q3 2024, B.O.S.S. Retirement Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.53% | -0.03% | +8.75% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.59% | +0.08% | +18.13% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.49% | +0.04% | +20.09% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | +0.07% | +11.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.49% | +0.08% | +18.56% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.17% | +0.01% | +16.96% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.78% | -0.11% | +220.46% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | +0.02% | -11.05% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.02% | — | |
| 10 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.64% | +1.73% | NEW | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | — | +74.80% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.52% | -0.19% | EXIT | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.44% | +0.04% | +15.03% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | +0.01% | +11.60% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.42% | +0.02% | +12.07% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.38% | — | +42.24% | |
| 17 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 1.31% | -1.14% | EXIT | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.27% | -0.02% | +18.48% | |
| 19 | ICE | Intercontinental Exchange In | Stock-Financials | 1.24% | — | +13.09% | |
| 20 | IEX | Idex CORP | Stock-Industrials | 1.20% | — | +17.28% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | +0.02% | +14.80% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.01% | -34.15% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | — | +15.81% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.11% | -0.09% | -19.52% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 1.08% | -0.08% | +16.37% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 1.08% | — | +12.89% | |
| 27 | T | At&t Inc | Stock-Comm Services | 1.07% | -0.08% | EXIT | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.07% | — | +18.66% | |
| 29 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.05% | — | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | +0.01% | +13.90% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.07% | NEW | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.98% | — | +14.88% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.05% | +8.42% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | +0.01% | +9.61% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | — | +6.63% | |
| 36 | EXC | Exelon CORP | Stock-Utilities | 0.89% | — | +13.92% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.88% | -0.02% | +14.41% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.83% | — | +11.90% | |
| 39 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.75% | — | +14.03% | |
| 40 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.75% | — | +11.67% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.73% | — | -16.11% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.69% | — | +7.56% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.69% | — | +17.11% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.66% | — | +15.46% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.66% | +0.06% | NEW | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.03% | -20.19% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.46% | +224.50% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +0.10% | +12.19% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | — | +2.95% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +3.06% | +87.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | NEW | New buy |
| 2 | SEPW | Alianzim US Eq Bfr20 Sep-usd | +1.3% | NEW | New buy |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | +220.46% | Add |
| 4 | SCHQ | Schwab Long-term US Treasury | +1.1% | NEW | New buy |
| 5 | MU | Micron Technology Inc | +0.5% | NEW | New buy |
| 6 | VST | Vistra CORP | +0.5% | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | +0.5% | +74.80% | Add |
| 8 | QBER | Trueshares Quartly B Hdg ETF | +0.5% | NEW | New buy |
| 9 | PHM | Pultegroup Inc | +0.5% | NEW | New buy |
| 10 | COST | Costco Wholesale CORP | +0.4% | +224.50% | Add |
| 11 | QBUL | Trueshare Qrt Bull Hdge ETF | +0.3% | NEW | New buy |
| 12 | VXUS | Vanguard Total Intl Stock | +0.3% | +219.28% | Add |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | +0.2% | +183.68% | Add |
| 14 | AUGW | Alianzim US Eq Bfr20 Aug-usd | +0.2% | NEW | New buy |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +87.39% | Add |
| 16 | ✓ | Listed Fd Tr | +0.2% | NEW | New buy |
| 17 | ✓ | Listed Fd Tr | +0.2% | NEW | New buy |
| 18 | AFL | Aflac Inc | +0.1% | +12.89% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.96% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | +12.07% | Add |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | +15.03% | Add |
| 22 | ICE | Intercontinental Exchange In | +0.1% | +13.09% | Add |
| 23 | SPGI | S&p Global Inc | +0.1% | +16.37% | Add |
| 24 | HD | Home Depot Inc | +0.1% | +11.60% | Add |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +18.48% | Add |
| 26 | MRK | Merck & Co. Inc. | 0% | +42.24% | Add |
| 27 | EXC | Exelon CORP | 0% | +13.92% | Add |
| 28 | GS | Goldman Sachs Group Inc | 0% | +18.66% | Add |
| 29 | JNJ | Johnson & Johnson | — | +13.90% | Add |
| 30 | T | At&t Inc | 0% | +9.57% | Add |
| 31 | ABBV | Abbvie Inc | 0% | +9.61% | Add |
| 32 | IEX | Idex CORP | 0% | +17.28% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | +8.42% | Add |
| 34 | PG | Procter & Gamble Co/the | -0.1% | +15.81% | Add |
| 35 | DFAU | Dimensional US Core Equity M | -0.1% | +14.88% | Add |
| 36 | XOM | Exxon Mobil CORP | -0.1% | +18.91% | Add |
| 37 | AAPL | Apple Inc | -0.3% | +8.75% | Add |
| 38 | NVDA | Nvidia CORP | -0.3% | +20.09% | Add |
| 39 | CMA | Comerica Inc | -0.4% | -58.66% | Trim |
| 40 | CVX | Chevron CORP | -0.4% | -20.19% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.4% | +18.56% | Add |
| 42 | AMZN | Amazon.com Inc | -0.5% | +11.30% | Add |
| 43 | FLAO | Allianzim US 6m Fl5 Apr-oct | -0.5% | EXIT | Sold out |
| 44 | MSFT | Microsoft CORP | -0.5% | +18.13% | Add |
| 45 | A | Agilent Technologies Inc | -0.6% | -58.05% | Trim |
| 46 | DIS | Walt Disney Co/the | -0.6% | EXIT | Sold out |
| 47 | QRVO | Qorvo Inc | -0.9% | EXIT | Sold out |
| 48 | PLD | Prologis Inc | -0.9% | EXIT | Sold out |
| 49 | CMCSA | Comcast Corp-class A | -0.9% | -90.05% | Trim |
| 50 | JPM | Jpmorgan Chase & Co | -1% | -34.15% | Trim |
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 206 disclosed positions in Q3 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 26.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVGO
市值: $8.3M
Top Position Liquidated / Trimmed
PLD
前期市值: $3.4M
During Q3 2024, B.O.S.S. Retirement Advisors, LLC's top holdings by market value included AAPL (5.5%)、MSFT (4.6%)、NVDA (4.5%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q3 2024, B.O.S.S. Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 30 positions, trimming 5 holdings, and fully liquidating 4 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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