The Analysis of B.O.S.S. Retirement Advisors, LLC's Holdings

Currently, B.O.S.S. Retirement Advisors, LLC holds 171 types of securities in its portfolio with a total value $317.7M. In the most recent quarter, they have increased their positions in SIXO (+195.0K shares, valued at $6.8M), IVE (+25.7K shares, valued at $5.5M), DYNF (+78.8K shares, valued at $4.8M); decreased their positions in N/A (-47.8K shares, valued at $29.9M), SPYM (-86.5K shares, valued at $6.9M), IWY (-24.0K shares, valued at $6.6M); initiated new positions in OCTW (+115.5K shares, valued at $4.5M), FOXY (+51.2K shares, valued at $1.4M), N/A (+27.6K shares, valued at $1.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST565.3K shares-8.56%2025-12-312026-02-02

VANGUARD INDEX FDS VANGUARD INDEX FDS34.8K shares-57.86%2025-12-312026-02-02

VXUS VANGUARD STAR FDS164.2K shares-10.99%2025-12-312026-02-02

SPYM SPDR SERIES TRUST143.4K shares-37.61%2025-12-312026-02-02

DYNF BLACKROCK ETF TRUST131.7K shares149.02%2025-12-312026-02-02

IVE ISHARES TR36.2K shares244.16%2025-12-312026-02-02

NVDA NVIDIA CORPORATION38.6K shares-7.15%2025-12-312026-02-02

SIXO AIM ETF PRODUCTS TRUST201.1K shares3193.82%2025-12-312026-02-02

Sponsored

IVW ISHARES TR56.6K shares138.01%2025-12-312026-02-02

IEMG ISHARES INC99.2K shares26.11%2025-12-312026-02-02

MSFT MICROSOFT CORP12.3K shares-18.64%2025-12-312026-02-02

OEF ISHARES TR15.8K shares139.29%2025-12-312026-02-02

BND VANGUARD BD INDEX FDS70.2K shares-15.80%2025-12-312026-02-02

COST COSTCO WHSL CORP NEW5.8K shares5.46%2025-12-312026-02-02

QUAL ISHARES TR24.1K shares42.98%2025-12-312026-02-02

SCHF SCHWAB STRATEGIC TR188.0K shares116.64%2025-12-312026-02-02

Sponsored

OCTW AIM ETF PRODUCTS TRUST115.5K sharesnew addition2025-12-312026-02-02

AAPL APPLE INC16.6K shares-15.55%2025-12-312026-02-02

TSLA TESLA INC9.1K shares-12.53%2025-12-312026-02-02

SEPW AIM ETF PRODUCTS TRUST126.2K shares-39.39%2025-12-312026-02-02

IUSB ISHARES TR85.7K shares149.72%2025-12-312026-02-02

AMZN AMAZON COM INC17.2K shares-24.00%2025-12-312026-02-02

IVV ISHARES TR5.7K shares-29.26%2025-12-312026-02-02

IWY ISHARES TR13.1K shares-64.64%2025-12-312026-02-02

Sponsored

MTUM ISHARES TR13.6K shares223.86%2025-12-312026-02-02

JULW AIM ETF PRODUCTS TRUST86.9K shares-38.09%2025-12-312026-02-02

TUA SIMPLIFY EXCHANGE TRADED FUN144.3K shares-44.06%2025-12-312026-02-02

BUCK SIMPLIFY EXCHANGE TRADED FUN125.2K shares138.91%2025-12-312026-02-02

CTA SIMPLIFY EXCHANGE TRADED FUN105.4K shares131.19%2025-12-312026-02-02

THRO BLACKROCK ETF TRUST69.3K shares142.65%2025-12-312026-02-02

BAI BLACKROCK ETF TRUST80.0K shares158.15%2025-12-312026-02-02

DECU AIM ETF PRODUCTS TRUST96.2K shares-42.94%2025-12-312026-02-02

Sponsored

QBER ELEVATION SERIES TRUST105.9K shares-55.74%2025-12-312026-02-02

ALPHABET INC ALPHABET INC7.3K shares-20.12%2025-12-312026-02-02

AGGH SIMPLIFY EXCHANGE TRADED FUN103.1K shares263.21%2025-12-312026-02-02

SEPZ ELEVATION SERIES TRUST50.0K shares-40.31%2025-12-312026-02-02

ONEZ ELEVATION SERIES TRUST78.1K shares-41.02%2025-12-312026-02-02

IWX ISHARES TR21.8K shares-64.65%2025-12-312026-02-02

ICLO INVESCO ACTIVELY MANAGED EXC77.5K shares-62.53%2025-12-312026-02-02

META META PLATFORMS INC3.0K shares-12.93%2025-12-312026-02-02

Sponsored

GLDM WORLD GOLD TR22.4K shares266.13%2025-12-312026-02-02

BNDX VANGUARD CHARLOTTE FDS36.4K shares42.49%2025-12-312026-02-02

VOOG VANGUARD ADMIRAL FDS INC3.8K shares-25.82%2025-12-312026-02-02

SVOL SIMPLIFY EXCHANGE TRADED FUN94.1K shares75.46%2025-12-312026-02-02

SMH VANECK ETF TRUST4.3K shares-11.26%2025-12-312026-02-02

BIL SPDR SERIES TRUST16.4K shares-34.86%2025-12-312026-02-02

HIGH SIMPLIFY EXCHANGE TRADED FUN66.6K shares34.60%2025-12-312026-02-02

SBAR SIMPLIFY EXCHANGE TRADED FUN55.8K shares162.72%2025-12-312026-02-02

Sponsored

SHLD GLOBAL X FDS22.0K shares169.34%2025-12-312026-02-02

ALPHABET INC ALPHABET INC4.5K shares-44.92%2025-12-312026-02-02

FOXY SIMPLIFY EXCHANGE TRADED FUN51.2K sharesnew addition2025-12-312026-02-02

SGOV ISHARES TR13.7K shares-35.67%2025-12-312026-02-02

CLIP GLOBAL X FDS13.6K shares-36.12%2025-12-312026-02-02

GLD SPDR GOLD TR3.2K shares-22.75%2025-12-312026-02-02

VGSH VANGUARD SCOTTSDALE FDS21.1K shares-68.74%2025-12-312026-02-02

EFV ISHARES TR16.9K shares-65.01%2025-12-312026-02-02

Sponsored

MUB ISHARES TR10.9K shares-14.10%2025-12-312026-02-02

WTM WHITE MTNS INS GROUP LTD533 shares0.00%2025-12-312026-02-02

ELEVATION SERIES TRUST ELEVATION SERIES TRUST27.6K sharesnew addition2025-12-312026-02-02

VTI VANGUARD INDEX FDS3.1K shares-24.73%2025-12-312026-02-02

DECZ ELEVATION SERIES TRUST26.0K shares-39.40%2025-12-312026-02-02

IWS ISHARES TR7.4K shares-65.04%2025-12-312026-02-02

EFG ISHARES TR9.1K shares-65.42%2025-12-312026-02-02

BROADCOM INC BROADCOM INC3.0K shares-10.18%2025-12-312026-02-02

Sponsored

BILZ PIMCO ETF TR10.1K shares-75.91%2025-12-312026-02-02

OZ BELPOINTE PREP LLC15.1K shares-0.30%2025-12-312026-02-02

SPD SIMPLIFY EXCHANGE TRADED FUN24.3K shares-37.58%2025-12-312026-02-02

XTEN BONDBLOXX ETF TRUST20.4K shares105.63%2025-12-312026-02-02

SPGI S&P GLOBAL INC1.7K shares-57.15%2025-12-312026-02-02

SCEC CAPITOL SER TR33.0K shares-75.75%2025-12-312026-02-02

WFC WELLS FARGO CO NEW8.9K shares5.58%2025-12-312026-02-02

IDXX IDEXX LABS INC1.2K shares-61.48%2025-12-312026-02-02

Sponsored

CMI CUMMINS INC1.6K sharesnew addition2025-12-312026-02-02

VYM VANGUARD WHITEHALL FDS5.4K shares-67.29%2025-12-312026-02-02

SPY SPDR S&P 500 ETF TR1.1K shares-4.45%2025-12-312026-02-02

GAEM SIMPLIFY EXCHANGE TRADED FUN27.0K shares153.19%2025-12-312026-02-02

FGD FIRST TR EXCHANGE TRADED FD23.7K shares-69.23%2025-12-312026-02-02

WDIV SPDR INDEX SHS FDS9.3K shares-69.24%2025-12-312026-02-02

MASI MASIMO CORP5.3K shares0.00%2025-12-312026-02-02

BA BOEING CO3.1K shares-15.45%2025-12-312026-02-02

Sponsored

SCHX SCHWAB STRATEGIC TR24.7K sharesnew addition2025-12-312026-02-02

CAT CATERPILLAR INC1.1K shares3.27%2025-12-312026-02-02

SHOP SHOPIFY INC4.0K shares-56.89%2025-12-312026-02-02

VTWO VANGUARD SCOTTSDALE FDS6.5K shares-64.24%2025-12-312026-02-02

USMV ISHARES TR6.8K shares146.39%2025-12-312026-02-02

THC TENET HEALTHCARE CORP3.2K sharesnew addition2025-12-312026-02-02

INVESCO QQQ TR INVESCO QQQ TR990 shares-72.32%2025-12-312026-02-02

ADP AUTOMATIC DATA PROCESSING IN2.3K shares-11.00%2025-12-312026-02-02

Sponsored

VUG VANGUARD INDEX FDS1.2K shares-44.45%2025-12-312026-02-02

JPM JPMORGAN CHASE & CO.1.8K shares-1.55%2025-12-312026-02-02

JULU AIM ETF PRODUCTS TRUST19.0K shares-43.77%2025-12-312026-02-02

CSGP COSTAR GROUP INC8.1K shares-59.04%2025-12-312026-02-02

HD HOME DEPOT INC1.5K shares68.93%2025-12-312026-02-02

SPYC SIMPLIFY EXCHANGE TRADED FUN12.3K shares-39.87%2025-12-312026-02-02

OCTZ ELEVATION SERIES TRUST11.8K sharesnew addition2025-12-312026-02-02

SPUC SIMPLIFY EXCHANGE TRADED FUN10.3K sharesnew addition2025-12-312026-02-02

Sponsored

AYI ACUITY INC1.3K shares0.00%2025-12-312026-02-02

DIV GLOBAL X FDS26.7K shares-70.09%2025-12-312026-02-02

XOM EXXON MOBIL CORP3.8K shares2.79%2025-12-312026-02-02

UNH UNITEDHEALTH GROUP INC1.4K shares-25.41%2025-12-312026-02-02

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL901 shares-15.16%2025-12-312026-02-02

ASML ASML HOLDING N V420 shares-58.62%2025-12-312026-02-02

IDEV ISHARES TR5.4K shares-60.01%2025-12-312026-02-02

MOG.B MOOG INC1.7K sharesnew addition2025-12-312026-02-02

Sponsored

CSCO CISCO SYS INC5.4K shares-4.51%2025-12-312026-02-02

SMR NUSCALE PWR CORP29.0K shares-24.00%2025-12-312026-02-02

TLT ISHARES TR4.7K shares-66.30%2025-12-312026-02-02

SPYG SPDR SERIES TRUST3.8K shares22.78%2025-12-312026-02-02

MU MICRON TECHNOLOGY INC1.4K shares-2.14%2025-12-312026-02-02

VEEV VEEVA SYS INC1.7K shares-58.98%2025-12-312026-02-02

ORCL ORACLE CORP1.9K shares-3.47%2025-12-312026-02-02

WMT WALMART INC3.3K shares1.90%2025-12-312026-02-02

Sponsored

SO SOUTHERN CO4.2K shares1.79%2025-12-312026-02-02

LLY ELI LILLY & CO340 shares-52.51%2025-12-312026-02-02

NBOS NEUBERGER BERMAN ETF TRUST13.4K shares-69.04%2025-12-312026-02-02

VGLT VANGUARD SCOTTSDALE FDS6.5K shares-68.83%2025-12-312026-02-02

SLV ISHARES SILVER TR5.6K shares-26.30%2025-12-312026-02-02

SON SONOCO PRODS CO8.0K shares-4.40%2025-12-312026-02-02

MDB MONGODB INC825 shares-61.52%2025-12-312026-02-02

NOW SERVICENOW INC2.3K shares108.89%2025-12-312026-02-02

Sponsored

ABBV ABBVIE INC1.5K shares-18.03%2025-12-312026-02-02

EDIV SPDR INDEX SHS FDS8.6K shares-68.62%2025-12-312026-02-02

QCOM QUALCOMM INC1.9K shares-9.18%2025-12-312026-02-02

SNPS SYNOPSYS INC695 shares-57.39%2025-12-312026-02-02

TMO THERMO FISHER SCIENTIFIC INC559 shares-6.05%2025-12-312026-02-02

CVX CHEVRON CORP NEW2.1K shares-7.15%2025-12-312026-02-02

WEX WEX INC2.1K shares0.00%2025-12-312026-02-02

BAC BANK AMERICA CORP5.8K shares-50.98%2025-12-312026-02-02

Sponsored

CLOI VANECK ETF TRUST6.0K shares-69.75%2025-12-312026-02-02

IWP ISHARES TR2.2K shares-59.45%2025-12-312026-02-02

IEFA ISHARES TR3.4K shares-9.58%2025-12-312026-02-02

CDNS CADENCE DESIGN SYSTEM INC980 shares-60.86%2025-12-312026-02-02

SBUX STARBUCKS CORP3.6K shares-4.48%2025-12-312026-02-02

MBB ISHARES TR3.2K sharesnew addition2025-12-312026-02-02

WDAY WORKDAY INC1.4K shares-59.29%2025-12-312026-02-02

JCI JOHNSON CTLS INTL PLC2.4K shares-44.22%2025-12-312026-02-02

Sponsored

MSCI MSCI INC509 shares-61.47%2025-12-312026-02-02

T AT&T INC11.7K shares6.45%2025-12-312026-02-02

GLW CORNING INC3.3K shares0.95%2025-12-312026-02-02

GS GOLDMAN SACHS GROUP INC322 shares-18.27%2025-12-312026-02-02

WPM WHEATON PRECIOUS METALS CORP2.4K shares2.11%2025-12-312026-02-02

ATLASSIAN CORPORATION ATLASSIAN CORPORATION1.7K shares-58.19%2025-12-312026-02-02

ANGL VANECK ETF TRUST9.2K shares-70.45%2025-12-312026-02-02

GDXJ VANECK ETF TRUST2.3K shares-55.30%2025-12-312026-02-02

Sponsored

CAG CONAGRA BRANDS INC15.3K shares28.34%2025-12-312026-02-02

HUBS HUBSPOT INC656 shares-58.16%2025-12-312026-02-02

GDX VANECK ETF TRUST3.1K shares-54.05%2025-12-312026-02-02

MPC MARATHON PETE CORP1.6K shares-3.75%2025-12-312026-02-02

MCD MCDONALDS CORP829 shares-0.60%2025-12-312026-02-02

IAUM ISHARES GOLD TR5.8K shares-80.15%2025-12-312026-02-02

LITE LUMENTUM HLDGS INC678 sharesnew addition2025-12-312026-02-02

DFAU DIMENSIONAL ETF TRUST5.3K shares16.75%2025-12-312026-02-02

Sponsored

ISHARES GOLD TR ISHARES GOLD TR3.1K shares-34.62%2025-12-312026-02-02

JNJ JOHNSON & JOHNSON1.2K shares-7.04%2025-12-312026-02-02

GSEP FIRST TR EXCHNG TRADED FD VI6.3K sharesnew addition2025-12-312026-02-02

V VISA INC677 shares-5.31%2025-12-312026-02-02

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-12-312026-02-02

IBIT ISHARES BITCOIN TRUST ETF4.7K shares-11.05%2025-12-312026-02-02

IJR ISHARES TR1.9K shares-3.81%2025-12-312026-02-02

IWB ISHARES TR620 shares0.16%2025-12-312026-02-02

Sponsored

THQ ABRDN HEALTHCARE OPPORTUNITI12.0K shares0.00%2025-12-312026-02-02

MA MASTERCARD INCORPORATED393 shares2.34%2025-12-312026-02-02

AGEM ABRDN FDS5.8K sharesnew addition2025-12-312026-02-02

ODFL OLD DOMINION FREIGHT LINE IN1.3K shares-62.12%2025-12-312026-02-02

BINC BLACKROCK ETF TRUST II3.9K sharesnew addition2025-12-312026-02-02

PG PROCTER AND GAMBLE CO1.4K shares-5.30%2025-12-312026-02-02

NFLX NETFLIX INC2.2K shares573.75%2025-12-312026-02-02

AXP AMERICAN EXPRESS CO543 sharesnew addition2025-12-312026-02-02

Sponsored

PRPL PURPLE INNOVATION INC100.0K shares0.00%2025-12-312026-02-02

LRMR LARIMAR THERAPEUTICS INC14.4K shares13.52%2025-12-312026-02-02

RR RICHTECH ROBOTICS INC10.3K sharesnew addition2025-12-312026-02-02

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR3.2K shares100.00%2025-12-312026-02-02

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR800 shares100.00%2025-12-312026-02-02