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

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$497M
Signature - Title
Curtis Packer - CCO
Location
Lehi, UT
Summary
This page shows a list of all the recent 13F filings made by B.O.S.S. Retirement Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. B.O.S.S. Retirement Advisors, LLC reported 206 stock holdings with total value $497M as of Q3 2024. Top holdings included AAPL, MSFT, NVDA, AMZN, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 206 $497M +$108M -$29.4M +$78.9M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 10/16/2024, 02:25 PM
Q2 2024 167 $391M +$121M -$21.9M +$99.3M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 7/12/2024, 11:37 AM
Q1 2024 122 $236M +$231K -$252M -$252M MSFT, AAPL, AMZN, AVGO, GOOGL 13F-HR 4/29/2024, 08:54 PM
Q4 2023 241 $516M +$58.6M -$55.2M +$3.42M MSFT, VTI, AAPL, SPLG, VOO Restatement 1/25/2024, 08:16 PM
Q3 2023 234 $465M +$37.5M -$24.1M +$13.4M MSFT, SPLG, VTI, AAPL, IVV 13F-HR 10/17/2023, 02:03 PM
Q2 2023 239 $470M +$106M -$81.2M +$24.4M MSFT, SPLG, AAPL, IVV, VOO 13F-HR 7/10/2023, 03:18 PM
Q1 2023 227 $426M +$39.2M -$24.1M +$15M SPLG, MSFT, AAPL, IVV, VOO 13F-HR 4/17/2023, 12:11 PM
Q4 2022 210 $391M $0 $0 SPLG, MSFT, VOO, IVV, AAPL 13F-HR 2/6/2023, 05:35 PM