B.O.S.S. Retirement Advisors, LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$344.9M

Holdings

170

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (170 positions)

StockValue
BUCKSIMPLIFY EXCHANGE TRADED FUN
$497K
BRK/BBERKSHIRE HATHAWAY INC DEL
$493K
MTUMISHARES TR
$487K
UNPUNION PAC CORP
$484K
DGRWWISDOMTREE TR
$482K
ACNACCENTURE PLC IRELAND
$471K
CVXCHEVRON CORP NEW
$461K
SVOLSIMPLIFY EXCHANGE TRADED FUN
$459K
WFCWELLS FARGO CO NEW
$445K
ABBVABBVIE INC
$436K
SPLVINVESCO EXCH TRADED FD TR II
$435K
MDBMONGODB INC
$430K
IWMISHARES TR
$408K
BABOEING CO
$403K
IMCGISHARES TR
$396K
SCHGSCHWAB STRATEGIC TR
$391K
LVHILEGG MASON ETF INVT
$390K
VNQVANGUARD INDEX FDS
$388K
SONSONOCO PRODS CO
$385K
XOMEXXON MOBIL CORP
$381K
VOVANGUARD INDEX FDS
$378K
HDHOME DEPOT INC
$373K
PEPPEPSICO INC
$371K
SBUXSTARBUCKS CORP
$365K
AVGOBROADCOM INC
$347K
JPMJPMORGAN CHASE & CO.
$345K
AYIACUITY INC
$343K
IVWISHARES TR
$339K
ADPAUTOMATIC DATA PROCESSING IN
$336K
LINLINDE PLC
$329K
ADBEADOBE INC
$317K
ORCLORACLE CORP
$316K
IJHISHARES TR
$306K
JANTAIM ETF PRODUCTS TRUST
$305K
CSCOCISCO SYS INC
$305K
HIGHSIMPLIFY EXCHANGE TRADED FUN
$299K
SCHWSCHWAB CHARLES CORP
$299K
IAU*ISHARES GOLD TR
$297K
SIXDAIM ETF PRODUCTS TRUST
$295K
ZROZPIMCO ETF TR
$292K
OCTTAIM ETF PRODUCTS TRUST
$289K
QUALISHARES TR
$288K
TAT&T INC
$285K
AVYAVERY DENNISON CORP
$282K
ABTABBOTT LABS
$282K
PFEPFIZER INC
$276K
GDXVANECK ETF TRUST
$268K
TMOTHERMO FISHER SCIENTIFIC INC
$267K
GDXJVANECK ETF TRUST
$266K
IQDGWISDOMTREE TR
$262K
WMTWALMART INC
$259K
ELVELEVANCE HEALTH INC
$254K
IJRISHARES TR
$249K
ROLROLLINS INC
$245K
DLNWISDOMTREE TR
$242K
SLVISHARES SILVER TR
$240K
MPCMARATHON PETE CORP
$237K
GSGOLDMAN SACHS GROUP INC
$234K
MOALTRIA GROUP INC
$229K
KRKROGER CO
$225K
DECTAIM ETF PRODUCTS TRUST
$222K
ADIANALOG DEVICES INC
$219K
VVISA INC
$217K
VBVANGUARD INDEX FDS
$216K
MCDMCDONALDS CORP
$213K
SPYGSPDR SER TR
$205K
A4SAMERIPRISE FINL INC
$203K
IWBISHARES TR
$203K
ECECOPETROL S A
$137K
PRPLPURPLE INNOVATION INC
$76K
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