The Analysis of B.O.S.S. Retirement Advisors, LLC's Holdings

Currently, B.O.S.S. Retirement Advisors, LLC holds 193 types of securities in its portfolio with a total value $418.1M. In the most recent quarter, they have increased their positions in SIXP (+368.3K shares, valued at $11.3M), SEPW (+208.2K shares, valued at $6.5M), JULW (+140.3K shares, valued at $5.4M); decreased their positions in SIXO (-303.0K shares, valued at $10.3M), COST (-7.1K shares, valued at $6.6M), SPYM (-49.3K shares, valued at $3.9M); initiated new positions in SIXP (+368.3K shares, valued at $11.3M), SEPW (+208.2K shares, valued at $6.5M), JULW (+140.3K shares, valued at $5.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS82.5K shares8.30%2025-09-302025-11-05

SPTM SPDR SERIES TRUST618.2K shares6.59%2025-09-302025-11-05

SPYM SPDR SERIES TRUST229.9K shares-17.66%2025-09-302025-11-05

VXUS VANGUARD STAR FDS184.4K shares5.70%2025-09-302025-11-05

SIXP AIM ETF PRODUCTS TRUST368.3K sharesnew addition2025-09-302025-11-05

IWY ISHARES TR37.1K shares-11.92%2025-09-302025-11-05

MSFT MICROSOFT CORP15.1K shares-0.51%2025-09-302025-11-05

NVDA NVIDIA CORPORATION41.6K shares-5.55%2025-09-302025-11-05

Sponsored

DECW AIM ETF PRODUCTS TRUST218.6K shares-10.08%2025-09-302025-11-05

SEPW AIM ETF PRODUCTS TRUST208.2K sharesnew addition2025-09-302025-11-05

BND VANGUARD BD INDEX FDS83.3K shares-0.50%2025-09-302025-11-05

QBER ELEVATION SERIES TRUST239.3K shares33.68%2025-09-302025-11-05

TUA SIMPLIFY EXCHANGE TRADED FUN258.0K shares-3.01%2025-09-302025-11-05

IWX ISHARES TR61.7K shares-9.30%2025-09-302025-11-05

JULW AIM ETF PRODUCTS TRUST140.3K sharesnew addition2025-09-302025-11-05

IVV ISHARES TR8.0K shares-6.85%2025-09-302025-11-05

Sponsored

ICLO INVESCO ACTIVELY MANAGED EXC206.7K shares-15.50%2025-09-302025-11-05

IEMG ISHARES INC78.6K shares7.20%2025-09-302025-11-05

COST COSTCO WHSL CORP NEW5.5K shares-56.41%2025-09-302025-11-05

AAPL APPLE INC19.6K shares17.34%2025-09-302025-11-05

AMZN AMAZON COM INC22.6K shares4.51%2025-09-302025-11-05

TSLA TESLA INC10.5K shares1.35%2025-09-302025-11-05

DECU AIM ETF PRODUCTS TRUST168.5K sharesnew addition2025-09-302025-11-05

BILZ PIMCO ETF TR42.1K shares56.43%2025-09-302025-11-05

Sponsored

VGSH VANGUARD SCOTTSDALE FDS67.4K shares-12.40%2025-09-302025-11-05

LCG NORTHERN LTS FD TR IV120.1K shares-7.54%2025-09-302025-11-05

SEPZ ELEVATION SERIES TRUST83.8K sharesnew addition2025-09-302025-11-05

ONEZ ELEVATION SERIES TRUST132.4K shares77.14%2025-09-302025-11-05

SCEC CAPITOL SER TR136.1K shares-13.12%2025-09-302025-11-05

QUAL ISHARES TR16.9K shares101.65%2025-09-302025-11-05

EFV ISHARES TR48.4K shares-13.36%2025-09-302025-11-05

DYNF BLACKROCK ETF TRUST52.9K shares161.80%2025-09-302025-11-05

Sponsored

EFG ISHARES TR26.3K shares-21.21%2025-09-302025-11-05

IWS ISHARES TR21.1K shares-12.06%2025-09-302025-11-05

IVW ISHARES TR23.8K shares94.81%2025-09-302025-11-05

META META PLATFORMS INC3.4K shares8.01%2025-09-302025-11-05

VYM VANGUARD WHITEHALL FDS16.6K shares-14.02%2025-09-302025-11-05

BIL SPDR SERIES TRUST25.2K shares-29.14%2025-09-302025-11-05

VOOG VANGUARD ADMIRAL FDS INC5.2K shares0.08%2025-09-302025-11-05

GOOGL ALPHABET INC9.2K shares-6.85%2025-09-302025-11-05

Sponsored

FGD FIRST TR EXCHANGE TRADED FD76.9K shares-17.66%2025-09-302025-11-05

OEF ISHARES TR6.6K shares219.80%2025-09-302025-11-05

WDIV SPDR INDEX SHS FDS30.3K shares-14.14%2025-09-302025-11-05

IVE ISHARES TR10.5K shares122.65%2025-09-302025-11-05

QQQ INVESCO QQQ TR3.6K shares15.87%2025-09-302025-11-05

SGOV ISHARES TR21.3K shares-31.59%2025-09-302025-11-05

CLIP GLOBAL X FDS21.3K shares-31.58%2025-09-302025-11-05

SCHF SCHWAB STRATEGIC TR86.8K shares95.73%2025-09-302025-11-05

Sponsored

GOOG ALPHABET INC8.2K shares5.43%2025-09-302025-11-05

IDXX IDEXX LABS INC3.1K shares-12.23%2025-09-302025-11-05

SPGI S&P GLOBAL INC4.1K shares-5.27%2025-09-302025-11-05

VTWO VANGUARD SCOTTSDALE FDS18.1K shares22.33%2025-09-302025-11-05

DECZ ELEVATION SERIES TRUST42.9K sharesnew addition2025-09-302025-11-05

CSGP COSTAR GROUP INC19.7K shares-5.68%2025-09-302025-11-05

IUSB ISHARES TR34.3K shares86.26%2025-09-302025-11-05

DIV GLOBAL X FDS89.2K shares-11.47%2025-09-302025-11-05

Sponsored

SMH VANECK ETF TRUST4.8K shares-2.60%2025-09-302025-11-05

SPD SIMPLIFY EXCHANGE TRADED FUN39.0K shares-8.50%2025-09-302025-11-05

GLD SPDR GOLD TR4.1K shares-4.99%2025-09-302025-11-05

SHOP SHOPIFY INC9.3K shares-6.26%2025-09-302025-11-05

SMR NUSCALE PWR CORP38.2K shares-2.20%2025-09-302025-11-05

VTI VANGUARD INDEX FDS4.2K shares-22.89%2025-09-302025-11-05

MUB ISHARES TR12.7K shares15.35%2025-09-302025-11-05

CTA SIMPLIFY EXCHANGE TRADED FUN45.6K shares-4.94%2025-09-302025-11-05

Sponsored

BNDX VANGUARD CHARLOTTE FDS25.6K shares-24.87%2025-09-302025-11-05

VEEV VEEVA SYS INC4.2K shares-7.08%2025-09-302025-11-05

BUCK SIMPLIFY EXCHANGE TRADED FUN52.4K shares24.48%2025-09-302025-11-05

TLT ISHARES TR13.9K shares-11.77%2025-09-302025-11-05

VGLT VANGUARD SCOTTSDALE FDS20.8K shares-11.34%2025-09-302025-11-05

NBOS NEUBERGER BERMAN ETF TRUST43.3K shares-12.62%2025-09-302025-11-05

HIGH SIMPLIFY EXCHANGE TRADED FUN49.5K shares37.07%2025-09-302025-11-05

IAUM ISHARES GOLD TR29.3K shares-12.56%2025-09-302025-11-05

Sponsored

AVGO BROADCOM INC3.3K shares26.76%2025-09-302025-11-05

IDEV ISHARES TR13.5K shares-21.67%2025-09-302025-11-05

THRO BLACKROCK ETF TRUST28.6K shares118.18%2025-09-302025-11-05

MTUM ISHARES TR4.2K shares9.14%2025-09-302025-11-05

BUFZ FIRST TR EXCHNG TRADED FD VI41.4K sharesnew addition2025-09-302025-11-05

EDIV SPDR INDEX SHS FDS27.3K shares-12.75%2025-09-302025-11-05

BAI BLACKROCK ETF TRUST31.0K shares310.76%2025-09-302025-11-05

CLOI VANECK ETF TRUST19.8K shares4.42%2025-09-302025-11-05

Sponsored

VUG VANGUARD INDEX FDS2.2K shares-12.85%2025-09-302025-11-05

NOW SERVICENOW INC1.1K shares-7.85%2025-09-302025-11-05

JULU AIM ETF PRODUCTS TRUST33.9K shares-48.75%2025-09-302025-11-05

ASML ASML HOLDING N V1.0K shares-5.14%2025-09-302025-11-05

OZ BELPOINTE PREP LLC15.1K shares-0.15%2025-09-302025-11-05

SVOL SIMPLIFY EXCHANGE TRADED FUN53.7K shares-27.84%2025-09-302025-11-05

KO COCA COLA CO14.3K sharesnew addition2025-09-302025-11-05

ANGL VANECK ETF TRUST31.1K shares-12.19%2025-09-302025-11-05

Sponsored

WTM WHITE MTNS INS GROUP LTD533 shares0.00%2025-09-302025-11-05

CDNS CADENCE DESIGN SYSTEM INC2.5K shares-2.57%2025-09-302025-11-05

SPYC SIMPLIFY EXCHANGE TRADED FUN20.5K shares-8.96%2025-09-302025-11-05

SCHG SCHWAB STRATEGIC TR27.5K shares110.02%2025-09-302025-11-05

WDAY WORKDAY INC3.5K shares-5.75%2025-09-302025-11-05

SNPS SYNOPSYS INC1.6K shares21.44%2025-09-302025-11-05

BA BOEING CO3.7K shares1.62%2025-09-302025-11-05

SPY SPDR S&P 500 ETF TR1.2K shares-31.14%2025-09-302025-11-05

Sponsored

IWP ISHARES TR5.5K shares-50.11%2025-09-302025-11-05

MASI MASIMO CORP5.3K shares0.09%2025-09-302025-11-05

SHV ISHARES TR7.0K shares-7.56%2025-09-302025-11-05

ADP AUTOMATIC DATA PROCESSING IN2.6K shares-2.10%2025-09-302025-11-05

MSCI MSCI INC1.3K shares-5.84%2025-09-302025-11-05

HUBS HUBSPOT INC1.6K shares-6.89%2025-09-302025-11-05

WFC WELLS FARGO CO NEW8.4K shares17.12%2025-09-302025-11-05

DFCF DIMENSIONAL ETF TRUST15.7K shares-8.94%2025-09-302025-11-05

Sponsored

MDB MONGODB INC2.1K shares-6.13%2025-09-302025-11-05

TEAM ATLASSIAN CORPORATION4.1K shares-5.88%2025-09-302025-11-05

DFSD DIMENSIONAL ETF TRUST13.6K shares1.16%2025-09-302025-11-05

UNH UNITEDHEALTH GROUP INC1.8K shares-3.51%2025-09-302025-11-05

BAC BANK AMERICA CORP11.8K shares91.14%2025-09-302025-11-05

AGGH SIMPLIFY EXCHANGE TRADED FUN28.4K sharesnew addition2025-09-302025-11-05

ILCG ISHARES TR5.6K shares-4.04%2025-09-302025-11-05

SHLD GLOBAL X FDS8.2K sharesnew addition2025-09-302025-11-05

Sponsored

JPM JPMORGAN CHASE & CO.1.8K shares5.36%2025-09-302025-11-05

ORCL ORACLE CORP2.0K shares-8.62%2025-09-302025-11-05

SBAR SIMPLIFY EXCHANGE TRADED FUN21.2K sharesnew addition2025-09-302025-11-05

IYW ISHARES TR2.8K shares-41.51%2025-09-302025-11-05

LLY ELI LILLY & CO716 shares-6.53%2025-09-302025-11-05

AGG ISHARES TR5.4K shares-21.52%2025-09-302025-11-05

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares8.81%2025-09-302025-11-05

CAT CATERPILLAR INC1.1K shares-18.32%2025-09-302025-11-05

Sponsored

GJUL FIRST TR EXCHNG TRADED FD VI12.9K sharesnew addition2025-09-302025-11-05

GDXJ VANECK ETF TRUST5.3K shares0.00%2025-09-302025-11-05

TYA SIMPLIFY EXCHANGE TRADED FUN37.8K shares-78.85%2025-09-302025-11-05

GDX VANECK ETF TRUST6.6K shares0.00%2025-09-302025-11-05

UNP UNION PAC CORP2.1K shares4.22%2025-09-302025-11-05

ODFL OLD DOMINION FREIGHT LINE IN3.5K shares-5.66%2025-09-302025-11-05

JCI JOHNSON CTLS INTL PLC4.4K shares76.54%2025-09-302025-11-05

MGC VANGUARD WORLD FD1.9K sharesnew addition2025-09-302025-11-05

Sponsored

KEY KEYCORP25.1K sharesnew addition2025-09-302025-11-05

GLDM WORLD GOLD TR6.1K sharesnew addition2025-09-302025-11-05

XTEN BONDBLOXX ETF TRUST9.9K shares103.03%2025-09-302025-11-05

AYI ACUITY INC1.3K shares0.00%2025-09-302025-11-05

SAIA SAIA INC1.5K shares-5.01%2025-09-302025-11-05

XOM EXXON MOBIL CORP3.7K shares-0.88%2025-09-302025-11-05

ABBV ABBVIE INC1.8K shares-9.68%2025-09-302025-11-05

SO SOUTHERN CO4.1K shares-0.58%2025-09-302025-11-05

Sponsored

LVHI LEGG MASON ETF INVT11.3K sharesnew addition2025-09-302025-11-05

CSCO CISCO SYS INC5.7K shares4.20%2025-09-302025-11-05

NFLX NETFLIX INC320 shares19.40%2025-09-302025-11-05

DGRW WISDOMTREE TR4.3K shares-15.10%2025-09-302025-11-05

HD HOME DEPOT INC914 shares-9.24%2025-09-302025-11-05

SON SONOCO PRODS CO8.3K shares1.57%2025-09-302025-11-05

QCOM QUALCOMM INC2.1K shares25.07%2025-09-302025-11-05

CVX CHEVRON CORP NEW2.3K shares-0.40%2025-09-302025-11-05

Sponsored

IBIT ISHARES BITCOIN TRUST ETF5.3K sharesnew addition2025-09-302025-11-05

IAU ISHARES GOLD TR4.7K shares3.61%2025-09-302025-11-05

WEX WEX INC2.1K shares0.00%2025-09-302025-11-05

WMT WALMART INC3.3K shares2.00%2025-09-302025-11-05

IEFA ISHARES TR3.8K shares19.70%2025-09-302025-11-05

SLV ISHARES SILVER TR7.6K shares1.86%2025-09-302025-11-05

SBUX STARBUCKS CORP3.8K shares0.08%2025-09-302025-11-05

SPYG SPDR SERIES TRUST3.1K shares18.90%2025-09-302025-11-05

Sponsored

MPC MARATHON PETE CORP1.6K shares0.00%2025-09-302025-11-05

GS GOLDMAN SACHS GROUP INC394 shares-9.63%2025-09-302025-11-05

T AT&T INC11.0K shares0.90%2025-09-302025-11-05

VB VANGUARD INDEX FDS1.1K shares-0.09%2025-09-302025-11-05

TMO THERMO FISHER SCIENTIFIC INC595 shares0.85%2025-09-302025-11-05

GAEM SIMPLIFY EXCHANGE TRADED FUN10.7K sharesnew addition2025-09-302025-11-05

PFE PFIZER INC11.0K shares-3.95%2025-09-302025-11-05

HBNC HORIZON BANCORP INC16.8K sharesnew addition2025-09-302025-11-05

Sponsored

GLW CORNING INC3.3K sharesnew addition2025-09-302025-11-05

VNQ VANGUARD INDEX FDS2.9K shares-26.20%2025-09-302025-11-05

USMV ISHARES TR2.7K sharesnew addition2025-09-302025-11-05

WPM WHEATON PRECIOUS METALS CORP2.3K shares-4.32%2025-09-302025-11-05

PEP PEPSICO INC1.8K shares-14.07%2025-09-302025-11-05

MCD MCDONALDS CORP834 shares6.11%2025-09-302025-11-05

NRG NRG ENERGY INC1.5K sharesnew addition2025-09-302025-11-05

RSP INVESCO EXCHANGE TRADED FD T1.3K shares15.58%2025-09-302025-11-05

Sponsored

DFAI DIMENSIONAL ETF TRUST6.8K shares10.08%2025-09-302025-11-05

V VISA INC715 shares-17.53%2025-09-302025-11-05

DECT AIM ETF PRODUCTS TRUST6.9K shares-1.28%2025-09-302025-11-05

SCHW SCHWAB CHARLES CORP2.5K shares-8.03%2025-09-302025-11-05

IJR ISHARES TR2.0K shares-7.33%2025-09-302025-11-05

JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-11-05

MU MICRON TECHNOLOGY INC1.4K shares-27.46%2025-09-302025-11-05

SMIZ ZACKS TRUST6.1K shares0.89%2025-09-302025-11-05

Sponsored

PG PROCTER AND GAMBLE CO1.5K shares6.43%2025-09-302025-11-05

SRLN SSGA ACTIVE ETF TR5.5K sharesnew addition2025-09-302025-11-05

IWB ISHARES TR619 shares-12.82%2025-09-302025-11-05

ABT ABBOTT LABS1.7K shares-14.43%2025-09-302025-11-05

ETHE GRAYSCALE ETHEREUM TRUST ETF6.4K sharesnew addition2025-09-302025-11-05

CALF PACER FDS TR5.0K sharesnew addition2025-09-302025-11-05

CAG CONAGRA BRANDS INC12.0K shares-0.22%2025-09-302025-11-05

MA MASTERCARD INCORPORATED384 shares5.79%2025-09-302025-11-05

Sponsored

IWM ISHARES TR874 shares-35.83%2025-09-302025-11-05

LIN LINDE PLC444 shares-24.10%2025-09-302025-11-05

SEPT AIM ETF PRODUCTS TRUST6.1K sharesnew addition2025-09-302025-11-05

DFAU DIMENSIONAL ETF TRUST4.6K sharesnew addition2025-09-302025-11-05

THQ ABRDN HEALTHCARE OPPORTUNITI12.0K sharesnew addition2025-09-302025-11-05

SIXO AIM ETF PRODUCTS TRUST6.1K shares-98.02%2025-09-302025-11-05

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-11-05

PRPL PURPLE INNOVATION INC100.0K shares0.00%2025-09-302025-11-05

Sponsored

LRMR LARIMAR THERAPEUTICS INC12.7K sharesnew addition2025-09-302025-11-05

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR1.6K shares0.00%2025-09-302025-11-05

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR400 shares0.00%2025-09-302025-11-05