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CIK: 0001964810
Total reported value
$370.4M
$370.4M
170 檔
31.8%
In Q1 2025, B.O.S.S. Retirement Advisors, LLC's U.S. equity holdings reached a combined market value of $370.4M, distributed across 170 disclosed stock positions.
B.O.S.S. Retirement Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 12 new positions while fully exiting 12 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.30% | — | +12.73% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.07% | -0.11% | +8.10% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.28% | +3.06% | -1.19% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.48% | -0.46% | -3.42% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.00% | +0.37% | +8.77% | |
| 6 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 2.80% | -1.90% | EXIT | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.52% | -0.03% | -8.22% | |
| 8 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 2.16% | -0.10% | -6.81% | |
| 9 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 2.11% | — | +0.47% | |
| 10 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.91% | — | +0.72% | |
| 11 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.71% | -0.10% | +41.14% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.70% | -0.01% | +10.82% | |
| 13 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.68% | -0.04% | -6.85% | |
| 14 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 1.61% | -1.25% | EXIT | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | -0.38% | -1.49% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.46% | -0.06% | EXIT | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | +0.08% | -12.35% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.04% | +23.39% | |
| 19 | ✓ | Northern Lts Fd Tr Iv | Stock-Other | 1.08% | — | -8.38% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.07% | -0.05% | +2.61% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | -0.26% | -12.22% | |
| 22 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 1.05% | — | +1.31% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.01% | -0.03% | -3.95% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.07% | -23.73% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.90% | +0.40% | -6.30% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.79% | -0.14% | +8.45% | |
| 27 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.77% | — | +1.05% | |
| 28 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.75% | -0.04% | -1.81% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.75% | -0.04% | -5.96% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.74% | -0.10% | +14.11% | |
| 31 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 0.74% | -0.10% | +8.14% | |
| 32 | WDIV | St Str Spd S&p Glo Div-us In | ETF-Other | 0.74% | -0.03% | -2.45% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.70% | -0.08% | EXIT | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.09% | +44.21% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.67% | -0.08% | -6.52% | |
| 36 | TYA | Simplify Intermediate Term | ETF-Other | 0.66% | — | +22.97% | |
| 37 | DIV | Global X Superdividend Use | ETF-Other | 0.55% | — | -6.10% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.55% | -0.18% | EXIT | |
| 39 | ✓ | Listed Fd Tr | Stock-Other | 0.52% | — | +0.83% | |
| 40 | CSGP | Costar Group Inc | Stock-Real Estate | 0.51% | -0.08% | EXIT | |
| 41 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +3.06% | |
| 42 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.50% | -0.01% | -4.12% | |
| 43 | QBUL | Trueshare Qrt Bull Hdge ETF | ETF-Other | 0.50% | — | +1.28% | |
| 44 | ✓ | Listed Fd Tr | Stock-Other | 0.49% | — | — | |
| 45 | JULU | Allianzim US Bf15 Uncap Jul | ETF-Other | 0.48% | -0.15% | EXIT | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | +0.02% | +17.50% | |
| 47 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.46% | -0.06% | -6.67% | |
| 48 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.45% | -0.06% | EXIT | |
| 49 | SIXJ | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.44% | — | — | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.44% | -0.02% | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.2% | +12.73% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | +8.10% | Add |
| 3 | TUA | Sim St Treas Fut Strat ETF | +0.6% | +41.14% | Add |
| 4 | ✓ | Listed Fd Tr | +0.5% | NEW | New buy |
| 5 | JULU | Allianzim US Bf15 Uncap Jul | +0.5% | NEW | New buy |
| 6 | VXUS | Vanguard Total Intl Stock | +0.5% | +8.77% | Add |
| 7 | SIXJ | Allian US Equ 6 Mon Bu10-usd | +0.4% | NEW | New buy |
| 8 | SCHX | Schwab US Large-cap ETF | +0.3% | +90.41% | Add |
| 9 | BND | Vanguard Total Bond Market | +0.3% | +10.82% | Add |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.2% | NEW | New buy |
| 11 | TYA | Simplify Intermediate Term | +0.2% | +22.97% | Add |
| 12 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +2.61% | Add |
| 13 | FDL | First Trust Morn Dvd Lead In | +0.2% | NEW | New buy |
| 14 | SMR | Nuscale Power CORP | +0.2% | NEW | New buy |
| 15 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | NEW | New buy |
| 16 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | NEW | New buy |
| 17 | MUB | Ishares National Muni Bond E | +0.1% | +52.66% | Add |
| 18 | IMCG | Ishares Morningstar Mid-cap | +0.1% | NEW | New buy |
| 19 | LVHI | Franklin International Low V | +0.1% | NEW | New buy |
| 20 | SON | Sonoco Products Co | +0.1% | NEW | New buy |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 22 | ICLO | Invesco Aaa Clo F/r Note ETF | -0.1% | -6.81% | Trim |
| 23 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -13.53% | Trim |
| 24 | VGSH | Vanguard Short-term Treasury | -0.1% | -10.46% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | -9.35% | Trim |
| 26 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -16.97% | Trim |
| 27 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | EXIT | Sold out |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -1.19% | Trim |
| 29 | NOW | Servicenow Inc | -0.1% | -10.15% | Trim |
| 30 | FPX | First Trust US Equity Opport | -0.1% | EXIT | Sold out |
| 31 | IUSG | Ishares Core S&p U.s. Growth | -0.1% | EXIT | Sold out |
| 32 | SCHG | Schwab US Large-cap Growth | -0.1% | -46.14% | Trim |
| 33 | ✓ | Northern Lts Fd Tr Iv | -0.1% | -8.38% | Trim |
| 34 | AAPL | Apple Inc | -0.1% | -3.95% | Trim |
| 35 | TMFC | Motley Fool 100 Index ETF | -0.1% | EXIT | Sold out |
| 36 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -0.2% | -70.39% | Trim |
| 37 | USFR | Wisdomtree Floating Rate Tre | -0.2% | EXIT | Sold out |
| 38 | BUCK | Simplify Treasury Option Inc | -0.2% | -58.85% | Trim |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | EXIT | Sold out |
| 40 | IWF | Ishares Russell 1000 Growth | -0.2% | EXIT | Sold out |
| 41 | CMDT | Pimco Commodity Active Strat | -0.2% | EXIT | Sold out |
| 42 | SPD | Simplify US Eqty Plus Down | -0.2% | EXIT | Sold out |
| 43 | SMAX | Ishares L Cap Mb Sep ETF | -0.3% | EXIT | Sold out |
| 44 | MSFT | Microsoft CORP | -0.3% | -12.35% | Trim |
| 45 | IWY | Ishares Russell Top 200 Grow | -0.4% | -8.22% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.4% | -23.73% | Trim |
| 47 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.4% | EXIT | Sold out |
| 48 | BILZ | Pimco Ultra Shrt Govt Active | -0.5% | -75.56% | Trim |
| 49 | PSN | Parsons CORP | -0.7% | EXIT | Sold out |
| 50 | WFC | Wells Fargo & Co | -0.8% | -86.50% | 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 170 disclosed positions in Q1 2025.
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 VOO, VTI, SPYM) accounted for 31.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
LISTED FD TR
市值: $1.7M
Top Position Liquidated / Trimmed
PSN
前期市值: $2.3M
During Q1 2025, B.O.S.S. Retirement Advisors, LLC's top holdings by market value included VOO (11.3%)、VTI (11.1%)、SPYM (5.3%). The largest single position, VOO, represented 11.3% of total portfolio value.
In Q1 2025, B.O.S.S. Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 9 positions, trimming 17 holdings, and fully liquidating 12 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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