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CIK: 0001964810
Total reported value
$370.4M
$370.4M
176 檔
31.2%
The Q4 2024 SEC filing reveals that B.O.S.S. Retirement Advisors, LLC held a total portfolio value of $370.4M, covering 176 public equity positions.
In Q4 2024, B.O.S.S. Retirement Advisors, LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.41% | -0.11% | +311.86% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.13% | — | +339.07% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.40% | +3.06% | +585.68% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.37% | -0.46% | +266.37% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.95% | -0.03% | +803.57% | |
| 6 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 2.77% | -1.90% | EXIT | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.52% | +0.37% | +340.25% | |
| 8 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 2.24% | -0.10% | — | |
| 9 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 2.06% | — | — | |
| 10 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.85% | — | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | +0.08% | -72.17% | |
| 12 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.67% | -0.04% | +875.61% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.56% | -0.06% | EXIT | |
| 14 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 1.56% | -1.25% | EXIT | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | -0.38% | +370.75% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.45% | -0.01% | +371.53% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.07% | -68.04% | |
| 18 | ✓ | Northern Lts Fd Tr Iv | Stock-Other | 1.21% | — | +138.42% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.04% | -82.53% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.14% | -0.03% | -86.18% | |
| 21 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.12% | -0.10% | +740.04% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.12% | -0.26% | +1294.05% | |
| 23 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 1.02% | — | — | |
| 24 | WFC | Wells Fargo & Co | Stock-Financials | 0.90% | -0.01% | +473.46% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.90% | +0.40% | +656.29% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.89% | -0.05% | +629.02% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.79% | -0.04% | +953.39% | |
| 28 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.73% | — | +7.59% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.09% | -69.87% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.70% | -0.14% | +337.13% | |
| 31 | WDIV | St Str Spd S&p Glo Div-us In | ETF-Other | 0.70% | -0.03% | +458.67% | |
| 32 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.68% | -0.04% | +461.99% | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 0.68% | -0.08% | -53.23% | |
| 34 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 0.66% | -0.10% | +310.17% | |
| 35 | PSN | Parsons CORP | Stock-Tech | 0.65% | — | — | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.08% | EXIT | |
| 37 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.63% | +0.60% | +229.06% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.63% | -0.10% | +283.53% | |
| 39 | DIV | Global X Superdividend Use | ETF-Other | 0.54% | — | +344.26% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.53% | -0.10% | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.03% | +507.81% | |
| 42 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.02% | -11.16% | |
| 43 | ✓ | Listed Fd Tr | Stock-Other | 0.51% | — | +613.48% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.07% | +560.33% | |
| 45 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.48% | -0.01% | +484.80% | |
| 46 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.48% | -0.06% | EXIT | |
| 47 | TYA | Simplify Intermediate Term | ETF-Other | 0.48% | — | — | |
| 48 | CSGP | Costar Group Inc | Stock-Real Estate | 0.48% | -0.08% | EXIT | |
| 49 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.47% | -0.06% | — | |
| 50 | QBUL | Trueshare Qrt Bull Hdge ETF | ETF-Other | 0.47% | — | +3.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +8.6% | +311.86% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +8.5% | +339.07% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +4.8% | +585.68% | Add |
| 4 | SIXO | Allian US Equ 6 Mon Bu10-usd | +2.8% | NEW | New buy |
| 5 | IWY | Ishares Russell Top 200 Grow | +2.7% | +803.57% | Add |
| 6 | COST | Costco Wholesale CORP | +2.7% | +266.37% | Add |
| 7 | ICLO | Invesco Aaa Clo F/r Note ETF | +2.2% | NEW | New buy |
| 8 | VXUS | Vanguard Total Intl Stock | +2.1% | +340.25% | Add |
| 9 | DECW | Alianzim US Eq Bfr20 Dec-usd | +2.1% | NEW | New buy |
| 10 | JANW | Alianzim US Eq Bfr20 Jan-usd | +1.9% | NEW | New buy |
| 11 | OCTW | Alianzim US Eq Bfr20 Oct-usd | +1.6% | NEW | New buy |
| 12 | IWX | Ishares Russell Top 200 Valu | +1.5% | +875.61% | Add |
| 13 | VGSH | Vanguard Short-term Treasury | +1.4% | +468.89% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +1.3% | +370.75% | Add |
| 15 | BND | Vanguard Total Bond Market | +1.2% | +371.53% | Add |
| 16 | YUM | Yum! Brands Inc | -0.8% | EXIT | Sold out |
| 17 | ABBV | Abbvie Inc | -0.8% | -90.14% | Trim |
| 18 | PEP | Pepsico Inc | -0.8% | -89.53% | Trim |
| 19 | CSX | Csx CORP | -0.8% | EXIT | Sold out |
| 20 | TJX | Tjx Companies Inc | -0.9% | EXIT | Sold out |
| 21 | CSCO | Cisco Systems Inc | -0.9% | -94.46% | Trim |
| 22 | EXC | Exelon CORP | -0.9% | EXIT | Sold out |
| 23 | V | Visa Inc-class A Shares | -0.9% | -96.43% | Trim |
| 24 | DFAU | Dimensional US Core Equity M | -1% | EXIT | Sold out |
| 25 | GS | Goldman Sachs Group Inc | -1% | -95.64% | Trim |
| 26 | T | At&t Inc | -1% | -96.02% | Trim |
| 27 | JNJ | Johnson & Johnson | -1% | EXIT | Sold out |
| 28 | SCHQ | Schwab Long-term US Treasury | -1.1% | EXIT | Sold out |
| 29 | JPM | Jpmorgan Chase & Co | -1.1% | -94.84% | Trim |
| 30 | LLY | Eli Lilly & Co | -1.1% | -92.13% | Trim |
| 31 | AFL | Aflac Inc | -1.1% | EXIT | Sold out |
| 32 | PG | Procter & Gamble Co/the | -1.1% | -96.08% | Trim |
| 33 | UNH | Unitedhealth Group Inc | -1.2% | -84.88% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -1.2% | -93.79% | Trim |
| 35 | IEX | Idex CORP | -1.2% | EXIT | Sold out |
| 36 | ICE | Intercontinental Exchange In | -1.2% | EXIT | Sold out |
| 37 | AMZN | Amazon.com Inc | -1.3% | -68.04% | Trim |
| 38 | META | Meta Platforms Inc-class A | -1.3% | -83.35% | Trim |
| 39 | HD | Home Depot Inc | -1.3% | -93.13% | Trim |
| 40 | SEPW | Alianzim US Eq Bfr20 Sep-usd | -1.3% | EXIT | Sold out |
| 41 | MRK | Merck & Co. Inc. | -1.4% | EXIT | Sold out |
| 42 | XOM | Exxon Mobil CORP | -1.4% | -94.75% | Trim |
| 43 | MCD | Mcdonald's CORP | -1.4% | EXIT | Sold out |
| 44 | AVGO | Broadcom Inc | -1.5% | -95.91% | Trim |
| 45 | SIXD | Allian US Equ 6 Mon Bu10-usd | -1.6% | -96.24% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -2% | -94.89% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -2.1% | -89.01% | Trim |
| 48 | MSFT | Microsoft CORP | -2.9% | -72.17% | Trim |
| 49 | NVDA | Nvidia CORP | -3.3% | -82.53% | Trim |
| 50 | AAPL | Apple Inc | -4.4% | -86.18% | 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 176 disclosed positions in Q4 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 VTI, VOO, SPYM) accounted for 31.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
SIXO
市值: $9.9M
Top Position Liquidated / Trimmed
MCD
前期市值: $7.1M
During Q4 2024, B.O.S.S. Retirement Advisors, LLC's top holdings by market value included VTI (10.4%)、VOO (10.1%)、SPYM (5.4%). The largest single position, VTI, represented 10.4% of total portfolio value.
In Q4 2024, B.O.S.S. Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 10 positions, trimming 22 holdings, and fully liquidating 13 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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