B.O.S.S. Retirement Advisors, LLC
Follow13F filer, CIK 1964810, Lehi, UT
B.O.S.S. Retirement Advisors, LLC reported $357,915,274 across 178 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-21. Its ten largest share positions make up 43.7% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-000378
- Period
- 2024-12-31
- Reported value
- $358M
- Holdings
- 178
- Top 10 weight
- 43.7%
- New
- 98
- Sold out
- 126
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VTIadded | +97,341 | $28.2M |
| VOOadded | +51,963 | $28M |
| SPYMadded | +239,450 | $16.5M |
| SIXOnew | +305,892 | $9.91M |
| IWYadded | +39,881 | $9.38M |
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 |
|---|---|---|
| AAPLreduced | -101,607 | -$25.4M |
| NVDAreduced | -151,601 | -$20.4M |
| MSFTreduced | -38,260 | -$16.1M |
| GOOGLreduced | -66,365 | -$12.6M |
| AVGOreduced | -45,946 | -$10.7M |
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.
Back to all 176 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MCDMCDONALDS CORP | 23,173 | $7.06M | shares |
| MRKMERCK & CO INC | 60,321 | $6.85M | shares |
| SEPWAIM ETF PRODUCTS TRUST | 228,631 | $6.52M | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 38,181 | $6.13M | shares |
| IEXIDEX CORP | 27,805 | $5.96M | shares |
| AFLAFLAC INC | 47,801 | $5.34M | shares |
| SCHQSCHWAB STRATEGIC TR | 149,557 | $5.23M | shares |
| JNJJOHNSON & JOHNSON | 30,797 | $4.99M | shares |
| DFAUDIMENSIONAL ETF TRUST | 123,121 | $4.89M | shares |
| EXCEXELON CORP | 108,910 | $4.42M | shares |
| TJXTJX COS INC NEW | 37,197 | $4.37M | shares |
| CSXCSX CORP | 118,730 | $4.1M | shares |
| YUMYUM BRANDS INC | 26,826 | $3.75M | shares |
| JBHTHUNT J B TRANS SVCS INC | 21,571 | $3.72M | shares |
| NKENIKE INC | 38,864 | $3.44M | shares |
| CCITIGROUP INC | 54,663 | $3.42M | shares |
| HONHONEYWELL INTL INC | 15,969 | $3.3M | shares |
| MAMASTERCARD INCORPORATED | 6,655 | $3.29M | shares |
| AMDADVANCED MICRO DEVICES INC | 19,158 | $3.14M | shares |
| BWABORGWARNER INC | 73,678 | $2.67M | shares |
| MUMICRON TECHNOLOGY INC | 25,210 | $2.61M | shares |
| VSTVISTRA CORP | 21,687 | $2.57M | shares |
| CNPCENTERPOINT ENERGY INC | 83,917 | $2.47M | shares |
| IPINTERNATIONAL PAPER CO | 50,334 | $2.46M | shares |
| PHMPULTE GROUP INC | 17,107 | $2.46M | shares |
| VZVERIZON COMMUNICATIONS INC | 53,532 | $2.4M | shares |
| NINISOURCE INC | 64,345 | $2.23M | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 24,257 | $2.16M | shares |
| KMBKIMBERLY-CLARK CORP | 15,075 | $2.14M | shares |
| KEYKEYCORP | 117,013 | $1.96M | shares |
| USBUS BANCORP | 42,008 | $1.92M | shares |
| ETRENTERGY CORP NEW | 14,365 | $1.89M | shares |
| CFGCITIZENS FINL GROUP INC | 45,063 | $1.85M | shares |
| AAGILENT TECHNOLOGIES INC | 12,238 | $1.82M | shares |
| OMCOMNICOM GROUP INC | 17,121 | $1.77M | shares |
| EIXEDISON INTL | 20,259 | $1.76M | shares |
| INTCINTEL CORP | 74,921 | $1.76M | shares |
| PMPHILIP MORRIS INTL INC | 14,457 | $1.76M | shares |
| CMSCMS ENERGY CORP | 24,399 | $1.72M | shares |
| TFCTRUIST FINL CORP | 40,135 | $1.72M | shares |
| HBANHUNTINGTON BANCSHARES INC | 116,346 | $1.71M | shares |
| RFREGIONS FINANCIAL CORP NEW | 73,117 | $1.71M | shares |
| DDOMINION ENERGY INC | 29,178 | $1.69M | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 7,554 | $1.67M | shares |
| PRUPRUDENTIAL FINL INC | 13,765 | $1.67M | shares |
| FMCFMC CORP | 25,204 | $1.66M | shares |
| UBERUBER TECHNOLOGIES INC | 21,933 | $1.65M | shares |
| AEPAMERICAN ELEC PWR CO INC | 15,981 | $1.64M | shares |
| OKEONEOK INC NEW | 17,930 | $1.63M | shares |
| FITBFIFTH THIRD BANCORP | 36,774 | $1.58M | shares |
| CAGCONAGRA BRANDS INC | 47,698 | $1.55M | shares |
| NRGNRG ENERGY INC | 16,990 | $1.55M | shares |
| BBYBEST BUY INC | 14,623 | $1.51M | shares |
| LNTALLIANT ENERGY CORP | 24,697 | $1.5M | shares |
| WSOWATSCO INC | 2,917 | $1.44M | shares |
| PPLPPL CORP | 42,759 | $1.41M | shares |
| DTEDTE ENERGY CO | 10,384 | $1.33M | shares |
| NEMNEWMONT CORP | 24,884 | $1.33M | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 13,865 | $1.33M | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 41,555 | $1.31M | shares |
| FFORD MTR CO | 123,523 | $1.3M | shares |
| FNFFIDELITY NATL FINL INC | 20,842 | $1.29M | shares |
| OGEOGE ENERGY CORP | 31,421 | $1.29M | shares |
| FEFIRSTENERGY CORP | 28,744 | $1.27M | shares |
| VLOVALERO ENERGY CORP | 9,421 | $1.27M | shares |
| IVZINVESCO LTD | 72,037 | $1.26M | shares |
| DUHPDIMENSIONAL ETF TRUST | 37,055 | $1.26M | shares |
| BENFRANKLIN TEMPLETON INC | 62,254 | $1.25M | shares |
| DFAIDIMENSIONAL ETF TRUST | 39,290 | $1.25M | shares |
| SONSONOCO PRODS CO | 22,191 | $1.21M | shares |
| WECWEC ENERGY GROUP INC | 12,411 | $1.19M | shares |
| DFATDIMENSIONAL ETF TRUST | 21,298 | $1.18M | shares |
| CMACOMERICA INC | 19,737 | $1.18M | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 10,460 | $1.15M | shares |
| WHRWHIRLPOOL CORP | 10,704 | $1.15M | shares |
| PFGPRINCIPAL FINANCIAL GROUP IN | 13,332 | $1.15M | shares |
| HPQHP INC | 31,708 | $1.14M | shares |
| MDYGSPDR SERIES TRUST | 12,496 | $1.1M | shares |
| AUGWAIM ETF PRODUCTS TRUST | 37,842 | $1.09M | shares |
| EMREMERSON ELEC CO | 9,922 | $1.09M | shares |
| IWOISHARES TR | 3,557 | $1.01M | shares |
| DFGPDIMENSIONAL ETF TRUST | 18,320 | $1.01M | shares |
| FDISFIDELITY COVINGTON TRUST | 11,124 | $984K | shares |
| FIDUFIDELITY COVINGTON TRUST | 13,306 | $960K | shares |
| GJUNFIRST TR EXCHNG TRADED FD VI | 24,732 | $876K | shares |
| MDYVSPDR SERIES TRUST | 10,902 | $866K | shares |
| FUTYFIDELITY COVINGTON TRUST | 15,734 | $815K | shares |
| FMATFIDELITY COVINGTON TRUST | 12,055 | $653K | shares |
| JULWAIM ETF PRODUCTS TRUST | 17,892 | $618K | shares |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 66,542 | $596K | shares |
| ATRAPTARGROUP INC | 3,406 | $546K | shares |
| XLCSELECT SECTOR SPDR TR | 5,837 | $528K | shares |
| FRELFIDELITY COVINGTON TRUST | 16,480 | $486K | shares |
| DFIVDIMENSIONAL ETF TRUST | 12,615 | $480K | shares |
| WTSWATTS WATER TECHNOLOGIES INC | 2,283 | $473K | shares |
| DFAEDIMENSIONAL ETF TRUST | 16,944 | $464K | shares |
| EGPEASTGROUP PPTYS INC | 2,286 | $427K | shares |
| ETNEATON CORP PLC | 1,270 | $421K | shares |
| DFEVDIMENSIONAL ETF TRUST | 14,677 | $418K | shares |
| DIHPDIMENSIONAL ETF TRUST | 14,893 | $413K | shares |
| CMCSACOMCAST CORP NEW | 9,691 | $405K | shares |
| XLISELECT SECTOR SPDR TR | 2,962 | $401K | shares |
| AMATAPPLIED MATLS INC | 1,981 | $400K | shares |
| CLOXSERIES PORTFOLIOS TR | 15,557 | $397K | shares |
| XLESELECT SECTOR SPDR TR | 4,411 | $387K | shares |
| GGGGRACO INC | 4,367 | $382K | shares |
| AMGNAMGEN INC | 1,093 | $352K | shares |
| AVIGAMERICAN CENTY ETF TR | 7,842 | $333K | shares |
| RRYDER SYS INC | 2,209 | $322K | shares |
| FIRST FINANCIAL NORTHWEST INFIRST FINANCIAL NORTHWEST IN | 13,853 | $312K | shares |
| EVREVERCORE INC | 1,144 | $290K | shares |
| SIXJAIM ETF PRODUCTS TRUST | 9,309 | $274K | shares |
| ILTBISHARES TR | 4,998 | $266K | shares |
| CLOZSERIES PORTFOLIOS TR | 9,568 | $257K | shares |
| GOVTISHARES TR | 10,826 | $254K | shares |
| XLBSELECT SECTOR SPDR TR | 2,616 | $252K | shares |
| DELLDELL TECHNOLOGIES INC | 2,038 | $242K | shares |
| DFARDIMENSIONAL ETF TRUST | 8,723 | $224K | shares |
| GEGE AEROSPACE | 1,186 | $224K | shares |
| WEXWEX INC | 1,065 | $223K | shares |
| DFNMDIMENSIONAL ETF TRUST | 4,509 | $219K | shares |
| SPYVSPDR SERIES TRUST | 4,100 | $217K | shares |
| TXNTEXAS INSTRS INC | 1,002 | $207K | shares |
| AUGTAIM ETF PRODUCTS TRUST | 6,752 | $206K | shares |
| SPBOSPDR SERIES TRUST | 6,741 | $202K | shares |
| MASMASCO CORP | 2,406 | $202K | shares |
How Q4 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 0001085146-25-000378 | base | 2025-01-21 | acceptance time not in the bulk data set |