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

13F filer, CIK 1964810, Lehi, UT

B.O.S.S. Retirement Advisors, LLC reported $344,880,969 across 172 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-23. Its ten largest share positions make up 45.65% of the portfolio.

Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001085146-25-002267

Period: 2025-03-31
Reported value: $345M
Holdings: 172
Top 10 weight: 45.65%
New: 22
Sold out: 28

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VOOadded	+8,568	$4.4M
VTIadded	+10,409	$2.86M
TUAadded	+78,048	$1.71M
LISTED FD TRnew	+45,151	$1.69M
JULUnew	+64,977	$1.66M

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
WFCreduced	-39,684	-$2.85M
PSNexited	-25,151	-$2.32M
BILZreduced	-17,011	-$1.72M
LTPZexited	-29,529	-$1.54M
SMAXexited	-41,128	-$1.04M

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, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-002267, largest first. % of portfolio is the value over $344,831,539, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	75,856	$39M	11.31%	+8,568	Timeline
VTIVANGUARD INDEX FDS	138,963	$38.2M	11.08%	+10,409	Timeline
SPYMSPDR SERIES TRUST	276,995	$18.2M	5.28%	-3,339	Timeline
COSTCOSTCO WHOLESALE CORPORATION	12,699	$12M	3.48%	-450	Timeline
VXUSVANGUARD STAR FDS	166,617	$10.3M	3%	+13,431	Timeline
SIXOAIM ETF PRODUCTS TRUST	306,184	$9.67M	2.8%	+292	Timeline
IWYISHARES TR	41,158	$8.68M	2.52%	-3,686	Timeline
ICLOINVESCO ACTIVELY MANAGED EXC	292,027	$7.44M	2.16%	-21,346	Timeline
DECWAIM ETF PRODUCTS TRUST	242,967	$7.28M	2.11%	+1,126	Timeline
JANWAIM ETF PRODUCTS TRUST	198,575	$6.59M	1.91%	+1,423	Timeline
TUASIMPLIFY EXCHANGE TRADED FUN	267,770	$5.88M	1.71%	+78,048	Timeline
BNDVANGUARD BD INDEX FDS	79,710	$5.85M	1.7%	+7,783	Timeline
IWXISHARES TR	70,559	$5.8M	1.68%	-5,187	Timeline
OCTWAIM ETF PRODUCTS TRUST	157,726	$5.54M	1.61%	+786	Timeline
IVVISHARES TR	9,038	$5.08M	1.47%	-137	Timeline
VGSHVANGUARD SCOTTSDALE FDS	85,879	$5.04M	1.46%	-10,036	Timeline
MSFTMICROSOFT CORP	12,933	$4.85M	1.41%	-1,823	Timeline
NVDANVIDIA CORPORATION	39,602	$4.29M	1.24%	+7,508	Timeline
NORTHERN LTS FD TR IVNORTHERN LTS FD TR IV	133,859	$3.72M	1.08%	-12,238
EFVISHARES TR	62,409	$3.68M	1.07%	+1,587	Timeline
IEMGISHARES INC	67,608	$3.65M	1.06%	-9,413	Timeline
GDECFIRST TR EXCHNG TRADED FD VI	109,207	$3.62M	1.05%	+1,414	Timeline
AAPLAPPLE INC	15,645	$3.48M	1.01%	-644	Timeline
AMZNAMAZON COM INC	17,348	$3.3M	0.96%	-5,399	Timeline
EFGISHARES TR	31,019	$3.1M	0.9%	-2,084	Timeline
BILSPDR SERIES TRUST	29,866	$2.74M	0.79%	+2,327	Timeline
QBERELEVATION SERIES TRUST	106,894	$2.65M	0.77%	+1,111	Timeline
FGDFIRST TR EXCHANGE-TRADED FD	107,425	$2.6M	0.75%	-1,984	Timeline
IWSISHARES TR	20,466	$2.58M	0.75%	-1,297	Timeline
SGOVISHARES TR	25,506	$2.57M	0.74%	+3,154	Timeline
CLIPGLOBAL X FDS	25,557	$2.57M	0.74%	+1,923	Timeline
WDIVSPDR INDEX SHS FDS	39,188	$2.55M	0.74%	-986	Timeline
VYMVANGUARD WHITEHALL FDS	18,594	$2.4M	0.7%	+693	Timeline
TSLATESLA INC	9,163	$2.37M	0.69%	+2,809	Timeline
SPGIS&P GLOBAL INC	4,544	$2.31M	0.67%	-317	Timeline
TYASIMPLIFY EXCHANGE TRADED FUN	172,301	$2.28M	0.66%	+32,180	Timeline
DIVGLOBAL X FDS	101,094	$1.9M	0.55%	-6,572	Timeline
SCHXSCHWAB STRATEGIC TR	85,815	$1.89M	0.55%	+40,746	Timeline
LISTED FD TRLISTED FD TR	49,776	$1.78M	0.52%	+410
CSGPCOSTAR GROUP INC	22,366	$1.77M	0.51%	-1,611	Timeline
VOOGVANGUARD ADMIRAL FDS INC	5,252	$1.76M	0.51%	+156	Timeline
VGLTVANGUARD SCOTTSDALE FDS	30,026	$1.73M	0.5%	-1,290	Timeline
QBULELEVATION SERIES TRUST	68,987	$1.72M	0.5%	+870	Timeline
LISTED FD TRLISTED FD TR	45,151	$1.69M	0.49%	new
JULUAIM ETF PRODUCTS TRUST	64,977	$1.66M	0.48%	new	Timeline
METAMETA PLATFORMS INC	2,860	$1.65M	0.48%	+426	Timeline
IDXXIDEXX LABS INC	3,806	$1.6M	0.46%	-272	Timeline
EDIVSPDR INDEX SHS FDS	43,921	$1.57M	0.45%	-5,007	Timeline
SIXJAIM ETF PRODUCTS TRUST	51,204	$1.53M	0.44%	new	Timeline
TLTISHARES TR	16,786	$1.53M	0.44%	+46	Timeline
QQQINVESCO QQQ TR	3,164	$1.48M	0.43%	-495	Timeline
IWPISHARES TR	12,314	$1.45M	0.42%	-2,516	Timeline
CLOIVANECK ETF TRUST	25,955	$1.37M	0.4%	-1,442	Timeline
IAUMISHARES GOLD TRUST MICRO	42,936	$1.34M	0.39%	-1,440	Timeline
GOOGLALPHABET INC	8,639	$1.34M	0.39%	+449	Timeline
IDEVISHARES TR	18,981	$1.31M	0.38%	-4,885	Timeline
GOOGALPHABET INC	8,314	$1.3M	0.38%	-858	Timeline
GLDSPDR GOLD TR	4,488	$1.29M	0.38%	+57	Timeline
VMBSVANGUARD SCOTTSDALE FDS	27,322	$1.27M	0.37%	-2,948	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,259	$1.26M	0.37%	-202	Timeline
MUBISHARES TR	11,584	$1.22M	0.35%	+3,996	Timeline
USIGISHARES TR	23,199	$1.19M	0.34%	-2,760	Timeline
NBOSNEUBERGER BERMAN ETF TRUST	44,328	$1.13M	0.33%	-2,359	Timeline
VEEVVEEVA SYS INC	4,829	$1.12M	0.32%	-344	Timeline
VTWOVANGUARD SCOTTSDALE FDS	13,687	$1.1M	0.32%	-748	Timeline
UNHUNITEDHEALTH GROUP INC	2,042	$1.07M	0.31%	+194	Timeline
ANGLVANECK ETF TRUST	36,144	$1.04M	0.3%	-1,436	Timeline
HUBSHUBSPOT INC	1,805	$1.03M	0.3%	-148	Timeline
SHOPSHOPIFY INC	10,634	$1.02M	0.29%	-687	Timeline
NOWSERVICENOW INC	1,257	$1M	0.29%	-142	Timeline
TEAMATLASSIAN CORPORATION	4,680	$993K	0.29%	-343	Timeline
OZBELPOINTE PREP LLC	15,164	$978K	0.28%	-48	Timeline
BNDXVANGUARD CHARLOTTE FDS	19,000	$928K	0.27%	+2,321	Timeline
WDAYWORKDAY INC	3,935	$919K	0.27%	-266	Timeline
VGITVANGUARD SCOTTSDALE FDS	15,074	$895K	0.26%	-996	Timeline
MASIMASIMO CORP	5,332	$888K	0.26%	0	Timeline
SMHVANECK ETF TRUST	4,178	$884K	0.26%	+623	Timeline
MSCIMSCI INC	1,503	$850K	0.25%	-99	Timeline
LISTED FD TRLISTED FD TR	25,451	$847K	0.25%	+320
LISTED FD TRLISTED FD TR	20,884	$838K	0.24%	+275
LISTED FD TRLISTED FD TR	25,376	$835K	0.24%	+269
LISTED FDS TRLISTED FDS TR	21,328	$828K	0.24%	+186
LISTED FD TRLISTED FD TR	27,066	$821K	0.24%	+327
LISTED FDS TRLISTED FDS TR	21,520	$817K	0.24%	+865
AGGISHARES TR	8,055	$797K	0.23%	+2,298	Timeline
ASMLASML HLDG NV	1,138	$754K	0.22%	-71	Timeline
DFCFDIMENSIONAL ETF TRUST	17,615	$741K	0.21%	-424	Timeline
CDNSCADENCE DESIGN SYSTEM INC	2,753	$700K	0.2%	-195	Timeline
EFAVISHARES TR	8,631	$673K	0.2%	new	Timeline
DFSDDIMENSIONAL ETF TRUST	14,105	$670K	0.19%	-597	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	3,915	$648K	0.19%	-270	Timeline
CTASIMPLIFY EXCHANGE TRADED FUN	21,048	$623K	0.18%	+6,595	Timeline
SNPSSYNOPSYS INC	1,435	$615K	0.18%	-82	Timeline
SAIASAIA INC	1,685	$589K	0.17%	-114	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	13,257	$576K	0.17%	new	Timeline
IYWISHARES TR	4,083	$573K	0.17%	-38	Timeline
IEFAISHARES TR	7,538	$570K	0.17%	+788	Timeline
BILZPIMCO ETF TR	5,503	$557K	0.16%	-17,011	Timeline
LLYELI LILLY & CO	661	$546K	0.16%	+140	Timeline
SMRNUSCALE PWR CORP	35,369	$501K	0.15%	new	Timeline
BUCKSIMPLIFY EXCHANGE TRADED FUN	20,143	$497K	0.14%	-28,806	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	925	$493K	0.14%	-270	Timeline
MTUMISHARES TR	2,410	$487K	0.14%	new	Timeline
UNPUNION PAC CORP	2,050	$484K	0.14%	-49	Timeline
DGRWWISDOMTREE TR	6,033	$482K	0.14%	+1,119	Timeline
ACNACCENTURE PLC IRELAND	1,510	$471K	0.14%	+315	Timeline
CVXCHEVRON CORPORATION	2,754	$461K	0.13%	-411	Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUN	25,262	$459K	0.13%	+9,115	Timeline
WFCWELLS FARGO & CO	6,193	$445K	0.13%	-39,684	Timeline
ABBVABBVIE INC	2,080	$436K	0.13%	-287	Timeline
SPLVINVESCO EXCH TRADED FD TR II	5,816	$435K	0.13%	new	Timeline
MDBMONGODB INC	2,449	$430K	0.12%	-156	Timeline
IWMISHARES TR	2,045	$408K	0.12%	+495	Timeline
BABOEING CO	2,361	$403K	0.12%	-233	Timeline
IMCGISHARES TR	5,550	$396K	0.11%	new	Timeline
SCHGSCHWAB STRATEGIC TR	15,615	$391K	0.11%	-13,378	Timeline
LVHILEGG MASON ETF INVT	12,036	$390K	0.11%	new	Timeline
VNQVANGUARD INDEX FDS	4,290	$388K	0.11%	+169	Timeline
SONSONOCO PRODS CO	8,140	$385K	0.11%	new	Timeline
XOMEXXON MOBIL CORP	3,205	$381K	0.11%	-179	Timeline
VOVANGUARD INDEX FDS	1,462	$378K	0.11%	new	Timeline
HDHOME DEPOT INC	1,017	$373K	0.11%	-194	Timeline
PEPPEPSICO INC	2,472	$371K	0.11%	-433	Timeline
SBUXSTARBUCKS CORP	3,717	$365K	0.11%	-988	Timeline
AVGOBROADCOM INC	2,070	$347K	0.1%	+109	Timeline
JPMJPMORGAN CHASE & CO	1,407	$345K	0.1%	-14	Timeline
AYIACUITY INC	1,302	$343K	0.1%	new	Timeline
IVWISHARES TR	3,647	$339K	0.1%	-24	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,099	$336K	0.1%	-214	Timeline
LINLINDE PLC	706	$329K	0.1%	new	Timeline
ADBEADOBE INC	827	$317K	0.09%	-52	Timeline
ORCLORACLE CORP	2,264	$316K	0.09%	+221	Timeline
IJHISHARES TR	5,240	$306K	0.09%	+1,058	Timeline
JANTAIM ETF PRODUCTS TRUST	8,677	$305K	0.09%	+560	Timeline
CSCOCISCO SYS INC	4,939	$305K	0.09%	-65	Timeline
HIGHSIMPLIFY EXCHANGE TRADED FUN	13,648	$299K	0.09%	+2,372	Timeline
SCHWCHARLES SCHWAB CORP (THE)	3,819	$299K	0.09%	-984	Timeline
IAUISHARES GOLD TR	5,039	$297K	0.09%	new	Timeline
SIXDAIM ETF PRODUCTS TRUST	11,236	$295K	0.09%	-397	Timeline
ZROZPIMCO ETF TR	4,081	$292K	0.08%	-9,702	Timeline
OCTTAIM ETF PRODUCTS TRUST	7,753	$289K	0.08%	+573	Timeline
QUALISHARES TR	1,687	$288K	0.08%	+330	Timeline
TAT&T INC	10,093	$285K	0.08%	+485	Timeline
AVYAVERY DENNISON CORP	1,587	$282K	0.08%	-269	Timeline
ABTABBOTT LABORATORIES	2,123	$282K	0.08%	+167	Timeline
PFEPFIZER INC	10,907	$276K	0.08%	-561	Timeline
GDXVANECK ETF TRUST	5,826	$268K	0.08%	new	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	536	$267K	0.08%	-99	Timeline
GDXJVANECK ETF TRUST	4,642	$266K	0.08%	new	Timeline
IQDGWISDOMTREE TR	7,355	$262K	0.08%	-1,270	Timeline
WMTWALMART INC	2,951	$259K	0.08%	-205	Timeline
ELVELEVANCE HEALTH INC FORMERLY	585	$254K	0.07%	-175	Timeline
IJRISHARES TR	2,385	$249K	0.07%	-6	Timeline
ROLROLLINS INC	4,543	$245K	0.07%	0	Timeline
DLNWISDOMTREE TR	3,045	$242K	0.07%	-296	Timeline
SLVISHARES SILVER TR	7,734	$240K	0.07%	new	Timeline
MPCMARATHON PETE CORP	1,626	$237K	0.07%	new	Timeline
GSGOLDMAN SACHS GROUP INC	428	$234K	0.07%	-39	Timeline
MOALTRIA GROUP INC	3,819	$229K	0.07%	-978	Timeline
KRKROGER CO	3,322	$225K	0.07%	new	Timeline
DECTAIM ETF PRODUCTS TRUST	7,149	$222K	0.06%	+549	Timeline
ADIANALOG DEVICES INC	1,088	$219K	0.06%	-409	Timeline
VVISA INC	618	$217K	0.06%	-29	Timeline
VBVANGUARD INDEX FDS	974	$216K	0.06%	new	Timeline
MCDMCDONALDS CORP	683	$213K	0.06%	new	Timeline
SPYGSPDR SERIES TRUST	2,547	$205K	0.06%	-1	Timeline
AMPAMERIPRISE FINL INC	420	$203K	0.06%	-128	Timeline
IWBISHARES TR	661	$203K	0.06%	-256	Timeline
ECECOPETROL S A	13,130	$137K	0.04%	0	Timeline
PRPLPURPLE INNOVATION INC	100,000	$75.9K	0.02%	0	Timeline

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).

Security	Type	Amount	Value	Change
SPYSTATE STR SPDR S&P 500 ETF T SHS	put	1,000	$47.9K	+600
SPYSTATE STR SPDR S&P 500 ETF T SHS	call	4,000	$1.56K	+2,400

Sold out in Q1 2025

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

Security	Shares before	Value before	Type
PSNPARSONS CORP DEL	25,151	$2.32M	shares
LTPZPIMCO ETF TR	29,529	$1.54M	shares
SMAXISHARES TR	41,128	$1.04M	shares
SPDSIMPLIFY EXCHANGE TRADED FUN	25,687	$857K	shares
CMDTPIMCO ETF TR	32,413	$818K	shares
SHVISHARES TR	6,976	$768K	shares
IWFISHARES TR	1,869	$751K	shares
USFRWISDOMTREE TR	14,555	$732K	shares
TMFCRBB FD INC	7,762	$467K	shares
FPXFIRST TR EXCHANGE-TRADED FD	3,726	$445K	shares
IUSGISHARES TR	3,063	$427K	shares
MGKVANGUARD WORLD FD	1,191	$409K	shares
VVVANGUARD INDEX FDS	1,358	$366K	shares
VOTVANGUARD INDEX FDS	1,326	$336K	shares
RJFRAYMOND JAMES FINL INC	2,088	$324K	shares
HSYHERSHEY CO	1,499	$254K	shares
GBCIGLACIER BANCORP INC NEW	5,000	$251K	shares
MCHPMICROCHIP TECHNOLOGY INC.	4,170	$239K	shares
TECBISHARES TR	4,427	$235K	shares
EGEVEREST GROUP LTD	646	$234K	shares
VGTVANGUARD WORLD FD	371	$231K	shares
CRMSALESFORCE INC	654	$219K	shares
BACBANK OF AMER CORP	4,936	$217K	shares
PGPROCTER & GAMBLE CO	1,287	$216K	shares
XSOEWISDOMTREE TR	7,069	$215K	shares
CTRACOTERRA ENERGY INC	8,390	$214K	shares
QCOMQUALCOMM INC	1,338	$206K	shares
DYNFBLACKROCK ETF TRUST	3,951	$202K	shares

How Q1 2025 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 0001085146-25-002267	base		2025-04-23	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC