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

Filed April 23, 2025

Portfolio Value

$344.9B

Holdings

170

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (170 positions)

StockValue
BUCKSIMPLIFY EXCHANGE TRADED FUN
$497.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$492.6M
MTUMISHARES TR
$487.1M
UNPUNION PAC CORP
$484.4M
DGRWWISDOMTREE TR
$481.8M
ACNACCENTURE PLC IRELAND
$471.1M
CVXCHEVRON CORP NEW
$460.8M
SVOLSIMPLIFY EXCHANGE TRADED FUN
$459.3M
WFCWELLS FARGO CO NEW
$444.6M
ABBVABBVIE INC
$435.7M
SPLVINVESCO EXCH TRADED FD TR II
$434.6M
MDBMONGODB INC
$429.6M
IWMISHARES TR
$408.0M
BABOEING CO
$402.7M
IMCGISHARES TR
$396.4M
SCHGSCHWAB STRATEGIC TR
$391.0M
LVHILEGG MASON ETF INVT
$389.6M
VNQVANGUARD INDEX FDS
$388.4M
SONSONOCO PRODS CO
$384.5M
XOMEXXON MOBIL CORP
$381.1M
VOVANGUARD INDEX FDS
$378.1M
HDHOME DEPOT INC
$372.6M
PEPPEPSICO INC
$370.7M
SBUXSTARBUCKS CORP
$364.6M
AVGOBROADCOM INC
$346.6M
JPMJPMORGAN CHASE & CO.
$345.0M
AYIACUITY INC
$342.9M
IVWISHARES TR
$338.5M
ADPAUTOMATIC DATA PROCESSING IN
$335.8M
LINLINDE PLC
$328.9M
ADBEADOBE INC
$317.2M
ORCLORACLE CORP
$316.5M
IJHISHARES TR
$305.8M
JANTAIM ETF PRODUCTS TRUST
$305.0M
CSCOCISCO SYS INC
$304.8M
HIGHSIMPLIFY EXCHANGE TRADED FUN
$299.4M
SCHWSCHWAB CHARLES CORP
$299.0M
IAU*ISHARES GOLD TR
$297.1M
SIXDAIM ETF PRODUCTS TRUST
$294.7M
ZROZPIMCO ETF TR
$292.3M
OCTTAIM ETF PRODUCTS TRUST
$288.6M
QUALISHARES TR
$288.4M
TAT&T INC
$285.4M
AVYAVERY DENNISON CORP
$282.5M
ABTABBOTT LABS
$281.7M
PFEPFIZER INC
$276.4M
GDXVANECK ETF TRUST
$267.8M
TMOTHERMO FISHER SCIENTIFIC INC
$266.7M
GDXJVANECK ETF TRUST
$265.5M
IQDGWISDOMTREE TR
$262.4M
WMTWALMART INC
$259.1M
ELVELEVANCE HEALTH INC
$254.3M
IJRISHARES TR
$249.4M
ROLROLLINS INC
$245.4M
DLNWISDOMTREE TR
$241.7M
SLVISHARES SILVER TR
$239.7M
MPCMARATHON PETE CORP
$236.9M
GSGOLDMAN SACHS GROUP INC
$234.1M
MOALTRIA GROUP INC
$229.2M
KRKROGER CO
$224.9M
DECTAIM ETF PRODUCTS TRUST
$221.7M
ADIANALOG DEVICES INC
$219.3M
VVISA INC
$216.7M
VBVANGUARD INDEX FDS
$216.0M
MCDMCDONALDS CORP
$213.5M
SPYGSPDR SER TR
$204.7M
A4SAMERIPRISE FINL INC
$203.3M
IWBISHARES TR
$202.7M
ECECOPETROL S A
$137.1M
PRPLPURPLE INNOVATION INC
$75.9M
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