B.O.S.S. Retirement Advisors, LLC

13F filer, CIK 1964810, Lehi, UT

B.O.S.S. Retirement Advisors, LLC reported $496,537,285 across 206 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-16. Its ten largest share positions make up 28.71% of the portfolio.

Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-004941

Period: 2024-09-30
Reported value: $497M
Holdings: 206
Top 10 weight: 28.71%
New: 50
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOnew	+47,907	$8.26M
SEPWnew	+228,631	$6.52M
VTIadded	+21,473	$6.08M
SCHQnew	+149,557	$5.23M
NVDAadded	+30,726	$3.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
CMCSAreduced	-87,665	-$3.66M
PLDexited	-30,611	-$3.44M
QRVOexited	-28,540	-$3.31M
JPMreduced	-14,285	-$3.01M
Areduced	-16,935	-$2.51M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-004941, largest first. % of portfolio is the value over $496,537,285, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	117,896	$27.5M	5.53%	+9,484	Timeline
MSFTMICROSOFT CORP	53,016	$22.8M	4.59%	+8,138	Timeline
NVDANVIDIA CORPORATION	183,695	$22.3M	4.49%	+30,726	Timeline
AMZNAMAZON COM INC	71,170	$13.3M	2.67%	+7,226	Timeline
GOOGLALPHABET INC	74,555	$12.4M	2.49%	+11,670	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	23,363	$10.8M	2.17%	+3,387	Timeline
VTIVANGUARD INDEX FDS	31,213	$8.84M	1.78%	+21,473	Timeline
METAMETA PLATFORMS INC	14,618	$8.37M	1.69%	-1,816	Timeline
AVGOBROADCOM INC	47,907	$8.26M	1.66%	new	Timeline
SIXDAIM ETF PRODUCTS TRUST	308,998	$8.12M	1.64%	+6,730	Timeline
VOOVANGUARD INDEX FDS	15,325	$8.09M	1.63%	+6,558	Timeline
XOMEXXON MOBIL CORP	64,405	$7.55M	1.52%	+10,242	Timeline
UNHUNITEDHEALTH GROUP INC	12,221	$7.15M	1.44%	+1,597	Timeline
HDHOME DEPOT INC	17,616	$7.14M	1.44%	+1,831	Timeline
MCDMCDONALDS CORP	23,173	$7.06M	1.42%	+2,496	Timeline
MRKMERCK & CO INC	60,321	$6.85M	1.38%	+17,913	Timeline
SEPWAIM ETF PRODUCTS TRUST	228,631	$6.52M	1.31%	new	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	10,220	$6.32M	1.27%	+1,594	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	38,181	$6.13M	1.24%	+4,420	Timeline
IEXIDEX CORP	27,805	$5.96M	1.2%	+4,096	Timeline
LLYELI LILLY & CO	6,617	$5.86M	1.18%	+853	Timeline
JPMJPMORGAN CHASE & CO	27,540	$5.81M	1.17%	-14,285	Timeline
PGPROCTER & GAMBLE CO	32,832	$5.69M	1.15%	+4,481	Timeline
TSLATESLA INC	21,092	$5.52M	1.11%	-5,116	Timeline
SPGIS&P GLOBAL INC	10,393	$5.37M	1.08%	+1,462	Timeline
AFLAFLAC INC	47,801	$5.34M	1.08%	+5,459	Timeline
TAT&T INC	241,517	$5.31M	1.07%	+21,101	Timeline
GSGOLDMAN SACHS GROUP INC	10,707	$5.3M	1.07%	+1,684	Timeline
SCHQSCHWAB STRATEGIC TR	149,557	$5.23M	1.05%	new	Timeline
JNJJOHNSON & JOHNSON	30,797	$4.99M	1.01%	+3,759	Timeline
VVISA INC	18,105	$4.98M	1%	+2,230	Timeline
DFAUDIMENSIONAL ETF TRUST	123,121	$4.89M	0.98%	+15,952	Timeline
CSCOCISCO SYS INC	90,260	$4.8M	0.97%	+7,008	Timeline
ABBVABBVIE INC	24,005	$4.74M	0.95%	+2,105	Timeline
PEPPEPSICO INC	27,751	$4.72M	0.95%	+1,725	Timeline
EXCEXELON CORP	108,910	$4.42M	0.89%	+13,304	Timeline
TJXTJX COS INC NEW	37,197	$4.37M	0.88%	+4,686	Timeline
CSXCSX CORP	118,730	$4.1M	0.83%	+12,627	Timeline
YUMYUM BRANDS INC	26,826	$3.75M	0.75%	+3,301	Timeline
JBHTHUNT J B TRANS SVCS INC	21,571	$3.72M	0.75%	+2,255	Timeline
CRMSALESFORCE INC	13,198	$3.61M	0.73%	-2,535	Timeline
NKENIKE INC	38,864	$3.44M	0.69%	+2,730	Timeline
CCITIGROUP INC	54,663	$3.42M	0.69%	+7,987	Timeline
HONHONEYWELL INTL INC	15,969	$3.3M	0.66%	+2,138	Timeline
MAMASTERCARD INCORPORATED	6,655	$3.29M	0.66%	+546	Timeline
CVXCHEVRON CORPORATION	21,832	$3.22M	0.65%	-5,523	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,589	$3.18M	0.64%	+2,483	Timeline
AMDADVANCED MICRO DEVICES INC	19,158	$3.14M	0.63%	+2,081	Timeline
MOALTRIA GROUP INC	58,150	$2.97M	0.6%	+1,667	Timeline
SPYMSPDR SERIES TRUST	40,884	$2.76M	0.56%	+19,066	Timeline
BWABORGWARNER INC	73,678	$2.67M	0.54%	+9,082	Timeline
MUMICRON TECHNOLOGY INC	25,210	$2.61M	0.53%	new	Timeline
VSTVISTRA CORP	21,687	$2.57M	0.52%	new	Timeline
CNPCENTERPOINT ENERGY INC	83,917	$2.47M	0.5%	+10,970	Timeline
PFEPFIZER INC	85,052	$2.46M	0.5%	+11,558	Timeline
QBERELEVATION SERIES TRUST	98,318	$2.46M	0.5%	new	Timeline
IPINTERNATIONAL PAPER CO	50,334	$2.46M	0.5%	-714	Timeline
PHMPULTE GROUP INC	17,107	$2.46M	0.49%	new	Timeline
VZVERIZON COMMUNICATIONS INC	53,532	$2.4M	0.48%	+3,111	Timeline
VXUSVANGUARD STAR FDS	34,795	$2.25M	0.45%	+23,897	Timeline
NINISOURCE INC	64,345	$2.23M	0.45%	+1,712	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	24,257	$2.16M	0.44%	+373	Timeline
KMBKIMBERLY-CLARK CORP	15,075	$2.14M	0.43%	+337	Timeline
VOOGVANGUARD ADMIRAL FDS INC	5,736	$1.98M	0.4%	+3,714	Timeline
KEYKEYCORP	117,013	$1.96M	0.39%	+3,960	Timeline
USBUS BANCORP	42,008	$1.92M	0.39%	+1,638	Timeline
ETRENTERGY CORP NEW	14,365	$1.89M	0.38%	+405	Timeline
CFGCITIZENS FINL GROUP INC	45,063	$1.85M	0.37%	+793	Timeline
AAGILENT TECHNOLOGIES INC	12,238	$1.82M	0.37%	-16,935	Timeline
OMCOMNICOM GROUP INC	17,121	$1.77M	0.36%	+880	Timeline
NORTHERN LTS FD TR IVNORTHERN LTS FD TR IV	61,276	$1.77M	0.36%	-15,415
EIXEDISON INTL	20,259	$1.76M	0.36%	+376	Timeline
INTCINTEL CORP	74,921	$1.76M	0.35%	-2,202	Timeline
PMPHILIP MORRIS INTL INC	14,457	$1.76M	0.35%	+486	Timeline
CMSCMS ENERGY CORP	24,399	$1.72M	0.35%	+883	Timeline
TFCTRUIST FINL CORP	40,135	$1.72M	0.35%	+1,380	Timeline
HBANHUNTINGTON BANCSHARES INC	116,346	$1.71M	0.34%	+4,845	Timeline
RFREGIONS FINANCIAL CORP NEW	73,117	$1.71M	0.34%	+1,814	Timeline
DDOMINION ENERGY INC	29,178	$1.69M	0.34%	+882	Timeline
IBMINTERNATIONAL BUSINESS MACHS	7,554	$1.67M	0.34%	+72	Timeline
PRUPRUDENTIAL FINL INC	13,765	$1.67M	0.34%	+278	Timeline
QBULELEVATION SERIES TRUST	65,698	$1.66M	0.34%	new	Timeline
FMCFMC CORP	25,204	$1.66M	0.33%	-293	Timeline
UBERUBER TECHNOLOGIES INC	21,933	$1.65M	0.33%	+2,058	Timeline
AEPAMERICAN ELEC PWR CO INC	15,981	$1.64M	0.33%	+471	Timeline
OKEONEOK INC NEW	17,930	$1.63M	0.33%	+410	Timeline
FITBFIFTH THIRD BANCORP	36,774	$1.58M	0.32%	+454	Timeline
CAGCONAGRA BRANDS INC	47,698	$1.55M	0.31%	+2,666	Timeline
NRGNRG ENERGY INC	16,990	$1.55M	0.31%	+621	Timeline
BBYBEST BUY INC	14,623	$1.51M	0.3%	+269	Timeline
LNTALLIANT ENERGY CORP	24,697	$1.5M	0.3%	+657	Timeline
WSOWATSCO INC	2,917	$1.44M	0.29%	-38	Timeline
PPLPPL CORP	42,759	$1.41M	0.28%	+1,347	Timeline
DTEDTE ENERGY CO	10,384	$1.33M	0.27%	+277	Timeline
NEMNEWMONT CORP	24,884	$1.33M	0.27%	+2,126	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	13,865	$1.33M	0.27%	+740	Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS	41,555	$1.31M	0.26%	+2,412
FFORD MTR CO	123,523	$1.3M	0.26%	+7,021	Timeline
FNFFIDELITY NATL FINL INC	20,842	$1.29M	0.26%	+574	Timeline
OGEOGE ENERGY CORP	31,421	$1.29M	0.26%	+868	Timeline
FEFIRSTENERGY CORP	28,744	$1.27M	0.26%	+1,101	Timeline
VLOVALERO ENERGY CORP	9,421	$1.27M	0.26%	+842	Timeline
IVZINVESCO LTD	72,037	$1.26M	0.25%	+2,416	Timeline
DUHPDIMENSIONAL ETF TRUST	37,055	$1.26M	0.25%	+4,461	Timeline
BENFRANKLIN TEMPLETON INC	62,254	$1.25M	0.25%	+5,454	Timeline
DFAIDIMENSIONAL ETF TRUST	39,290	$1.25M	0.25%	+8,033	Timeline
SONSONOCO PRODS CO	22,191	$1.21M	0.24%	+1,784	Timeline
WECWEC ENERGY GROUP INC	12,411	$1.19M	0.24%	+562	Timeline
DFATDIMENSIONAL ETF TRUST	21,298	$1.18M	0.24%	+2,948	Timeline
CMACOMERICA INC	19,737	$1.18M	0.24%	-28,003	Timeline
BNDVANGUARD BD INDEX FDS	15,254	$1.15M	0.23%	+6,867	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	10,460	$1.15M	0.23%	+198	Timeline
WHRWHIRLPOOL CORP	10,704	$1.15M	0.23%	+745	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	13,332	$1.15M	0.23%	+670	Timeline
HPQHP INC	31,708	$1.14M	0.23%	+173	Timeline
IVVISHARES TR	1,949	$1.12M	0.23%	+24	Timeline
MDYGSPDR SERIES TRUST	12,496	$1.1M	0.22%	+2,159	Timeline
IWYISHARES TR	4,963	$1.09M	0.22%	+2,741	Timeline
AUGWAIM ETF PRODUCTS TRUST	37,842	$1.09M	0.22%	new	Timeline
EMREMERSON ELEC CO	9,922	$1.09M	0.22%	+371	Timeline
IWOISHARES TR	3,557	$1.01M	0.2%	+759	Timeline
DFGPDIMENSIONAL ETF TRUST	18,320	$1.01M	0.2%	+870	Timeline
VGSHVANGUARD SCOTTSDALE FDS	16,860	$995K	0.2%	+10,080	Timeline
FDISFIDELITY COVINGTON TRUST	11,124	$984K	0.2%	+3,209	Timeline
DFCFDIMENSIONAL ETF TRUST	22,527	$973K	0.2%	+661	Timeline
FIDUFIDELITY COVINGTON TRUST	13,306	$960K	0.19%	+2,041	Timeline
ZROZPIMCO ETF TR	11,589	$955K	0.19%	+1,249	Timeline
GJUNFIRST TR EXCHNG TRADED FD VI	24,732	$876K	0.18%	+7,328	Timeline
MDYVSPDR SERIES TRUST	10,902	$866K	0.17%	+2,411	Timeline
LISTED FD TRLISTED FD TR	24,570	$850K	0.17%	new
LISTED FD TRLISTED FD TR	24,110	$836K	0.17%	new
FUTYFIDELITY COVINGTON TRUST	15,734	$815K	0.16%	+3,074	Timeline
ASMLASML HLDG NV	885	$737K	0.15%	new	Timeline
BILZPIMCO ETF TR	6,842	$693K	0.14%	+1,274	Timeline
FMATFIDELITY COVINGTON TRUST	12,055	$653K	0.13%	+2,554	Timeline
IWXISHARES TR	7,764	$631K	0.13%	+3,860	Timeline
IYWISHARES TR	4,115	$624K	0.13%	new	Timeline
JULWAIM ETF PRODUCTS TRUST	17,892	$618K	0.12%	+7,480	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	66,542	$596K	0.12%	+13,383
SGOVISHARES TR	5,828	$587K	0.12%	+3,582	Timeline
CLIPGLOBAL X FDS	5,762	$579K	0.12%	new	Timeline
BILSPDR SERIES TRUST	6,300	$578K	0.12%	+4,107	Timeline
ATRAPTARGROUP INC	3,406	$546K	0.11%	+825	Timeline
BACBANK OF AMER CORP	13,628	$541K	0.11%	+1,631	Timeline
XLCSELECT SECTOR SPDR TR	5,837	$528K	0.11%	+449	Timeline
TUASIMPLIFY EXCHANGE TRADED FUN	22,585	$519K	0.1%	+11,445	Timeline
FRELFIDELITY COVINGTON TRUST	16,480	$486K	0.1%	+3,287	Timeline
DFIVDIMENSIONAL ETF TRUST	12,615	$480K	0.1%	+2,008	Timeline
EFVISHARES TR	8,343	$480K	0.1%	+3,958	Timeline
WDIVSPDR INDEX SHS FDS	7,191	$480K	0.1%	new	Timeline
FGDFIRST TR EXCHANGE-TRADED FD	19,468	$474K	0.1%	new	Timeline
WTSWATTS WATER TECHNOLOGIES INC	2,283	$473K	0.1%	+612	Timeline
EFGISHARES TR	4,377	$471K	0.09%	+1,553	Timeline
DFAEDIMENSIONAL ETF TRUST	16,944	$464K	0.09%	+2,128	Timeline
VYMVANGUARD WHITEHALL FDS	3,584	$459K	0.09%	+1,795	Timeline
DIVGLOBAL X FDS	24,235	$453K	0.09%	+13,529	Timeline
WFCWELLS FARGO & CO	8,000	$452K	0.09%	new	Timeline
EGPEASTGROUP PPTYS INC	2,286	$427K	0.09%	+556	Timeline
ETNEATON CORP PLC	1,270	$421K	0.08%	+197	Timeline
DFEVDIMENSIONAL ETF TRUST	14,677	$418K	0.08%	+2,023	Timeline
DIHPDIMENSIONAL ETF TRUST	14,893	$413K	0.08%	+1,588	Timeline
CMCSACOMCAST CORP NEW	9,691	$405K	0.08%	-87,665	Timeline
XLISELECT SECTOR SPDR TR	2,962	$401K	0.08%	+194	Timeline
AMATAPPLIED MATLS INC	1,981	$400K	0.08%	new	Timeline
CLOXSERIES PORTFOLIOS TR	15,557	$397K	0.08%	new	Timeline
XLESELECT SECTOR SPDR TR	4,411	$387K	0.08%	+712	Timeline
GGGGRACO INC	4,367	$382K	0.08%	+1,525	Timeline
SPYGSPDR SERIES TRUST	4,485	$372K	0.07%	+1,137	Timeline
AMGNAMGEN INC	1,093	$352K	0.07%	new	Timeline
ORCLORACLE CORP	1,972	$336K	0.07%	-15	Timeline
AVIGAMERICAN CENTY ETF TR	7,842	$333K	0.07%	new	Timeline
VGLTVANGUARD SCOTTSDALE FDS	5,355	$330K	0.07%	new	Timeline
RRYDER SYS INC	2,209	$322K	0.06%	new	Timeline
EDIVSPDR INDEX SHS FDS	8,475	$319K	0.06%	new	Timeline
IEMGISHARES INC	5,525	$317K	0.06%	new	Timeline
FIRST FINANCIAL NORTHWEST INFIRST FINANCIAL NORTHWEST IN	13,853	$312K	0.06%	new
QQQINVESCO QQQ TR	602	$294K	0.06%	new	Timeline
EVREVERCORE INC	1,144	$290K	0.06%	new	Timeline
QCOMQUALCOMM INC	1,656	$282K	0.06%	new	Timeline
SIXJAIM ETF PRODUCTS TRUST	9,309	$274K	0.06%	new	Timeline
IWSISHARES TR	2,066	$273K	0.06%	new	Timeline
ILTBISHARES TR	4,998	$266K	0.05%	-708	Timeline
ADBEADOBE INC	513	$266K	0.05%	-317	Timeline
CLOZSERIES PORTFOLIOS TR	9,568	$257K	0.05%	new	Timeline
LISTED FD TRLISTED FD TR	6,919	$257K	0.05%	new
BNDXVANGUARD CHARLOTTE FDS	5,057	$254K	0.05%	new	Timeline
GOVTISHARES TR	10,826	$254K	0.05%	+931	Timeline
XLBSELECT SECTOR SPDR TR	2,616	$252K	0.05%	new	Timeline
VMBSVANGUARD SCOTTSDALE FDS	5,137	$243K	0.05%	new	Timeline
DELLDELL TECHNOLOGIES INC	2,038	$242K	0.05%	new	Timeline
GOOGALPHABET INC	1,389	$232K	0.05%	new	Timeline
USIGISHARES TR	4,392	$231K	0.05%	new	Timeline
ROLROLLINS INC	4,543	$230K	0.05%	+212	Timeline
DFARDIMENSIONAL ETF TRUST	8,723	$224K	0.05%	new	Timeline
GEGE AEROSPACE	1,186	$224K	0.05%	new	Timeline
WEXWEX INC	1,065	$223K	0.04%	new	Timeline
MUBISHARES TR	2,019	$219K	0.04%	new	Timeline
DFNMDIMENSIONAL ETF TRUST	4,509	$219K	0.04%	new	Timeline
LTPZPIMCO ETF TR	3,769	$218K	0.04%	new	Timeline
SPYVSPDR SERIES TRUST	4,100	$217K	0.04%	new	Timeline
BABOEING CO	1,420	$216K	0.04%	new	Timeline
VGTVANGUARD WORLD FD	365	$214K	0.04%	new	Timeline
TXNTEXAS INSTRS INC	1,002	$207K	0.04%	-311	Timeline
AUGTAIM ETF PRODUCTS TRUST	6,752	$206K	0.04%	new	Timeline
SPBOSPDR SERIES TRUST	6,741	$202K	0.04%	-3,227	Timeline
MASMASCO CORP	2,406	$202K	0.04%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
PLDPROLOGIS INC.	30,611	$3.44M	shares
QRVOQORVO INC	28,540	$3.31M	shares
DISDISNEY WALT CO	25,167	$2.5M	shares
FLAOAIM ETF PRODUCTS TRUST	76,040	$1.96M	shares
JUNWAIM ETF PRODUCTS TRUST	25,277	$723K	shares
UNPUNION PAC CORP	1,759	$398K	shares
VCITVANGUARD SCOTTSDALE FDS	4,222	$337K	shares
APRWAIM ETF PRODUCTS TRUST	9,967	$310K	shares
PANWPALO ALTO NETWORKS INC	793	$269K	shares
GATXGATX CORP	1,728	$229K	shares
TPHTRI POINTE HOMES INC	5,916	$220K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-004941	base		2024-10-16	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC