BO

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

13F
B.O.S.S. Retirement Advisors, LLC
Last update 2025-07-18 188 Stocks (40 new)
Value $398.00 Mil Turnover 24 %
Countries:
Top Holdings: SPTM(10.91%)VOO(10.87%)SPLG(5.10%)COST(3.12%)VXUS(3.03%)
Summary Stock Picks Current Portfolio
B.O.S.S. Retirement Advisors, ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
579,968
43,433.8
New Holding
10.910
+10.91%
0.410
+18.89%
+6.51%
10,689.3
 
VOO
Vanguard S&P 500 ETF
76,210
43,289.5
+0.47%
10.870
+0.05%
0.010
+19.22%
+7.07%
660,834.1
 
SPLG
SPDR Portfolio S&P 500 ETF
279,164
20,292.4
+0.78%
5.100
+0.04%
0.030
+19.25%
+7.11%
76,985.6
 
COST
Costco Wholesale Corp
12,557
12,430.3
-1.12%
3.120
-0.04%
0.000
-4.25%
+4.03%
421,724.5
Retail - Defensive
VXUS
Vanguard Total International Stock
174,475
12,054.5
+4.72%
3.030
+0.14%
0.010
+12.70%
+17.27%
92,038.5
 
IWY
iShares Russell Top 200 Growth ETF
42,089
10,375.3
+2.26%
2.610
+0.06%
0.070
+26.08%
+7.10%
14,299.1
 
SIXO
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
309,085
10,233.8
+0.95%
2.570
+0.02%
4.130
+9.19%
+2.89%
249.2
 
DECW
AllianzIM U.S. Large Cap Buffer20 Dec ETF
AllianzIM U.S. Large Cap Buffer20 Dec ETF
243,060
7,679.5
+0.04%
1.930
0%
1.900
+9.18%
+4.80%
408.1
 
MSFT
Microsoft Corp
15,226
7,573.8
+17.73%
1.900
+0.29%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AZBJ
AZBJ
199,928
6,984.3
+0.68%
1.750
+0.01%
-
+9.10%
+4.43%
0
 

B.O.S.S. Retirement Advisors, LLC's Historical Top Holdings Breakdowns

B.O.S.S. Retirement Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-06-30
New Buy
New Buy
+10.91%
●
60.34 ($69.38) 74.89
$76.08
9.66%
New holding
579,968
579,968
VTI
Vanguard Total Stock Market ETF
2025-06-30
Reduce
Reduce
-10.64%
●
243.75 ($281.15) 303.93
$309.09
9.94%
Reduce -96.12%
5,386
-133,577
SCEC
Sterling Capital Enhanced Core Bond ETF
Sterling Capital Enhanced Core Bond ETF
2025-06-30
New Buy
New Buy
+0.99%
●
24.65 ($24.96) 25.41
$24.99
0.12%
New holding
156,664
156,664
SEPZ
TrueShares Structured Outcome (September) ETF
TrueShares Structured Outcome (September) ETF
2025-06-30
New Buy
New Buy
+0.93%
●
33.73 ($37.51) 39.84
$40.29
7.41%
New holding
92,769
92,769
GDEC
FT Vest U.S. Equity Moderate Buffer ETF - December
FT Vest U.S. Equity Moderate Buffer ETF - December
2025-06-30
Reduce
Reduce
-0.82%
●
30.9 ($33.51) 35.16
$35.43
5.73%
Reduce -78.49%
23,489
-85,718
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Sold Out
Sold Out
-0.55%
●
19.6 ($22.6) 24.44
$24.86
10.00%
Sold Out
0
-85,815
BILZ
PIMCO Ultra Short Government Active Exchange-Traded Fund
PIMCO Ultra Short Government Active Exchange-Traded Fund
2025-06-30
Add
Add
+0.54%
●
100.87 ($101.05) 101.25
$101.08
0.03%
Add 388.82%
26,900
21,397
DECZ
TrueShares Structured Outcome (December) ETF
TrueShares Structured Outcome (December) ETF
2025-06-30
Sold Out
Sold Out
-0.52%
●
32.74 ($36.33) 38.47
$38.90
7.09%
Sold Out
0
-49,776
AUGZ
TrueShares Structured Outcome (August) ETF
TrueShares Structured Outcome (August) ETF
2025-06-30
Sold Out
Sold Out
-0.49%
●
34.2 ($38.04) 40.49
$40.78
7.21%
Sold Out
0
-45,151
ONEZ
TrueShares Seasonality Laddered Buffered ETF
TrueShares Seasonality Laddered Buffered ETF
2025-06-30
New Buy
New Buy
+0.47%
●
21.96 ($23.97) 25.27
$25.50
6.40%
New holding
74,742
74,742

B.O.S.S. Retirement Advisors, LLC Total Holding History ($B)

To

B.O.S.S. Retirement Advisors, LLC's Asset Allocation

To

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

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

B.O.S.S. Retirement Advisors, LLC's Hypothetical Growth since 2025-06-30

B.O.S.S. Retirement Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

B.O.S.S. Retirement Advisors, LLC's Holdings Heat Map

Size field:

B.O.S.S. Retirement Advisors, LLC's Holdings Bubble Chart

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

  • 1

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

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.