BO

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

13F
B.O.S.S. Retirement Advisors, LLC
Last update 2025-04-23 172 Stocks (23 new)
Value $345.00 Mil Turnover 8 %
Countries:
Top Holdings: VOO(11.30%)VTI(11.07%)SPLG(5.28%)COST(3.48%)VXUS(3.00%)
Summary Stock Picks Current Portfolio
B.O.S.S. Retirement Advisors, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
75,856
38,983.2
+12.73%
11.300
+1.28%
0.010
+17.21%
+7.08%
654,655.2
 
VTI
Vanguard Total Stock Market ETF
138,963
38,192.6
+8.10%
11.070
+0.83%
0.010
+17.65%
+6.63%
471,718.0
 
SPLG
SPDR Portfolio S&P 500 ETF
276,995
18,215.2
-1.19%
5.280
-0.06%
0.030
+17.15%
+7.06%
72,502.2
 
COST
Costco Wholesale Corp
12,699
12,010.5
-3.42%
3.480
-0.12%
0.000
+0.85%
+6.16%
430,319.1
Retail - Defensive
VXUS
Vanguard Total International Stock
166,617
10,346.9
+8.77%
3.000
+0.24%
0.010
+15.77%
+18.29%
91,269.6
 
SIXO
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
306,184
9,669.3
+0.10%
2.800
0%
4.100
+8.56%
+2.63%
248.6
 
IWY
iShares Russell Top 200 Growth ETF
41,158
8,681.8
-8.22%
2.520
-0.24%
0.070
+21.71%
+5.78%
14,043.2
 
ICLO
Invesco AAA CLO Floating Rate Note ETF
Invesco AAA CLO Floating Rate Note ETF
292,027
7,443.8
-6.81%
2.160
-0.15%
2.400
+2.84%
+2.78%
317.8
 
DECW
AllianzIM U.S. Large Cap Buffer20 Dec ETF
AllianzIM U.S. Large Cap Buffer20 Dec ETF
242,967
7,276.9
+0.47%
2.110
+0.01%
1.850
+8.53%
+4.29%
406.1
 
AZBJ
AZBJ
198,575
6,594.7
+0.72%
1.910
+0.01%
-
+7.48%
+4.25%
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
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+1.28%
●
507.05 ($540.58) 563.67
$573.22
6.04%
Add 12.73%
75,856
8,568
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.83%
●
271.18 ($290.53) 303.12
$307.02
5.68%
Add 8.1%
138,963
10,409
WFC
Wells Fargo & Co
2025-03-31
Reduce
Reduce
-0.78%
●
66.78 ($75.08) 81.42
$82.55
9.95%
Reduce -86.5%
6,193
-39,684
PSN
Parsons Corp
2025-03-31
Sold Out
Sold Out
-0.65%
●
55.35 ($72.41) 96.44
$74.78
3.27%
Sold Out
0
-25,151
TUA
Simplify Short Term Treasury Futures Strategy ETF
Simplify Short Term Treasury Futures Strategy ETF
2025-03-31
Add
Add
+0.50%
●
20.94 ($21.46) 22
$21.66
0.93%
Add 41.14%
267,770
78,048
AUGZ
TrueShares Structured Outcome (August) ETF
TrueShares Structured Outcome (August) ETF
2025-03-31
New Buy
New Buy
+0.49%
●
36.95 ($38.75) 40.01
$40.75
5.17%
New holding
45,151
45,151
JULU
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
2025-03-31
New Buy
New Buy
+0.48%
●
25.31 ($26.53) 27.43
$27.68
4.32%
New holding
64,977
64,977
BILZ
PIMCO Ultra Short Government Active Exchange-Traded Fund
PIMCO Ultra Short Government Active Exchange-Traded Fund
2025-03-31
Reduce
Reduce
-0.48%
●
100.83 ($101.03) 101.21
$100.99
-0.04%
Reduce -75.56%
5,503
-17,011
SIXJ
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
2025-03-31
New Buy
New Buy
+0.44%
●
29.68 ($30.59) 31.19
$32.13
5.04%
New holding
51,204
51,204
LTPZ
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
2025-03-31
Sold Out
Sold Out
-0.43%
●
50.99 ($53.49) 55.74
$51.25
-4.19%
Sold Out
0
-29,529

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

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B.O.S.S. Retirement Advisors, LLC's Hypothetical Growth since 2025-03-31

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

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