BO

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

13F
B.O.S.S. Retirement Advisors, LLC
Last update 2024-07-12 166 Stocks (51 new)
Value $390.00 Mil Turnover 33 %
Countries:
Top Holdings: AAPL(5.85%)MSFT(5.14%)NVDA(4.84%)AMZN(3.16%)GOOGL(2.93%)
Portfolio Report
Summary Stock Picks Current Portfolio
B.O.S.S. Retirement Advisors, ... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
108,412
22834.150
+52.86%
5.850
+2.02%
0.000
+9.00%
+19.03%
3471028.454
Hardware
MSFT 		Microsoft Corp
44,878
20058.500
+10.91%
5.140
+0.51%
0.000
-2.16%
+16.38%
3235378.615
Software
NVDA 		NVIDIA Corp
152,969
18897.890
+15.81%
4.840
+0.66%
0.000
-11.29%
+134.29%
2845480.000
Semiconductors
AMZN 		Amazon.com Inc
63,944
12357.190
+45.84%
3.160
+0.99%
0.000
+2.96%
+26.10%
2010950.617
Retail - Cyclical
GOOGL 		Alphabet Inc
62,885
11454.740
+51.93%
2.930
+1.00%
0.000
-7.09%
+17.40%
2019991.339
Interactive Media
JPM 		JPMorgan Chase & Co
41,825
8459.930
+55.30%
2.170
+0.77%
0.000
+6.85%
+26.29%
600585.820
Banks
META 		Meta Platforms Inc
16,434
8286.300
+20.38%
2.120
+0.36%
0.000
+12.00%
+59.07%
1420112.637
Interactive Media
BRK.B 		Berkshire Hathaway Inc
19,976
8126.370
+38.92%
2.080
+0.58%
0.000
+11.44%
+27.84%
980267.664
Insurance
SIXD 		6D Global Technologies Inc
302,268
7700.040
New Holding
1.970
+1.97%
0.390
0%
0%
2047.025
Software
XOM 		Exxon Mobil Corp
54,163
6235.310
+33.22%
1.600
+0.40%
0.000
+3.94%
+18.20%
512124.619
Oil & Gas

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
AVGO 		Broadcom Inc2024-06-30Sold Out
-2.30%
●
120.47 ($140.14) 182.89
$171.12
22.11%
Sold Out
0
-5,394
AAPL 		Apple Inc2024-06-30Add
+2.02%
●
165 ($186.49) 216.67
$228.29
22.42%
Add 52.86%
108,412
37,490
DOW 		Dow Inc2024-06-30Sold Out
-1.06%
●
52.96 ($57.13) 59.99
$51.71
-9.49%
Sold Out
0
-50,496
GOOGL 		Alphabet Inc2024-06-30Add
+1.00%
●
150.53 ($168.57) 185.41
$163.59
-2.95%
Add 51.93%
62,885
21,493
AMZN 		Amazon.com Inc2024-06-30Add
+0.99%
●
173.67 ($183.7) 197.85
$191.60
4.30%
Add 45.84%
63,944
20,100
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.93%
●
455.1 ($481.2) 504.28
$523.88
8.87%
Add 493.97%
8,767
7,291
CMA 		Comerica Inc2024-06-30Reduce
-0.80%
●
46.43 ($51.08) 55.18
$61.49
20.38%
Reduce -43.91%
47,740
-37,376
JPM 		JPMorgan Chase & Co2024-06-30Add
+0.77%
●
180.08 ($195.5) 204.79
$211.09
7.97%
Add 55.3%
41,825
14,894
KMI 		Kinder Morgan Inc2024-06-30Sold Out
-0.75%
●
17.69 ($19.07) 20.11
$21.79
14.26%
Sold Out
0
-110,749
AMD 		Advanced Micro Devices Inc2024-06-30New Buy
+0.71%
●
144.27 ($160.87) 183.34
$155.95
-3.06%
New holding
17,077
17,077

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 2024-06-30

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

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