B.O.S.S. Retirement Advisors, LLC Top Holdings and 13F Report (2024) → [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad) About B.O.S.S. Retirement Advisors, LLCInvestment ActivityB.O.S.S. Retirement Advisors, LLC has $261.33 million in total holdings as of March 31, 2024.B.O.S.S. Retirement Advisors, LLC owns shares of 122 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 0.09% of the portfolio was purchased this quarter.About 97.56% of the portfolio was sold this quarter.This quarter, B.O.S.S. Retirement Advisors, LLC has purchased 241 new stocks and bought additional shares in 0 stocks.B.O.S.S. Retirement Advisors, LLC sold shares of 121 stocks and completely divested from 120 stocks this quarter.Largest Holdings Microsoft $15,215,121Apple $13,654,733Amazon.com $6,661,659NVIDIA $6,541,173Broadcom $6,021,110 Largest New Holdings this Quarter Vanguard FTSE Developed Markets ETF $231,433 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 4,832 shares (about $231.43K) Largest Sales this Quarter Vanguard S&P 500 ETF 34,438 shares (about $15.04M)Microsoft 18,947 shares (about $7.12M)Amazon.com 29,258 shares (about $4.45M)S&P Global 8,737 shares (about $3.85M)Apple 12,853 shares (about $2.47M) Sector Allocation Over TimeMap of 500 Largest Holdings ofB.O.S.S. Retirement Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$15,215,121$7,124,732 ▼-31.9%40,4625.8%Computer and TechnologyAAPLApple$13,654,733$2,474,610 ▼-15.3%70,9225.2%Computer and TechnologyAMZNAmazon.com$6,661,659$4,445,462 ▼-40.0%43,8442.5%Retail/WholesaleNVDANVIDIA$6,541,173$775,987 ▼-10.6%13,2092.5%Computer and TechnologyAVGOBroadcom$6,021,110$164,090 ▼-2.7%5,3942.3%Computer and TechnologyGOOGLAlphabet$5,782,049$585,720 ▼-9.2%41,3922.2%Computer and TechnologyBRK.BBerkshire Hathaway$5,128,534$442,982 ▼-8.0%14,3792.0%FinanceMETAMeta Platforms$4,832,262$430,415 ▼-8.2%13,6521.8%Computer and TechnologyCMAComerica$4,750,300$220,169 ▼-4.4%85,1161.8%FinanceJPMJPMorgan Chase & Co.$4,580,931$246,813 ▼-5.1%26,9311.8%FinanceMCDMcDonald's$4,441,131$312,839 ▼-6.6%14,9771.7%Retail/WholesaleXOMExxon Mobil$4,064,722$450,603 ▼-10.0%40,6561.6%Oils/EnergyTSLATesla$3,886,768$943,738 ▼-19.5%15,6421.5%Auto/Tires/TrucksMRKMerck & Co., Inc.$3,774,745$344,288 ▼-8.4%34,6241.4%MedicalCVXChevron$3,672,599$524,742 ▼-12.5%24,6221.4%Oils/EnergyEXCExelon$3,551,896$177,239 ▼-4.8%98,9381.4%UtilitiesUNHUnitedHealth Group$3,527,323$712,835 ▼-16.8%6,7001.3%MedicalHDHome Depot$3,524,554$493,805 ▼-12.3%10,1711.3%Retail/WholesaleIEXIDEX$3,522,665$54,495 ▼-1.5%16,2251.3%Industrial ProductsPEPPepsiCo$3,212,852$490,836 ▼-13.3%18,9171.2%Consumer StaplesLLYEli Lilly and Company$3,132,165$118,921 ▼-3.7%5,3731.2%MedicalTMOThermo Fisher Scientific$3,050,458$355,630 ▼-10.4%5,7471.2%MedicalJNJJohnson & Johnson$3,002,120$348,756 ▼-10.4%19,1531.1%MedicalVVisa$2,954,282$199,174 ▼-6.3%11,3471.1%Business ServicesTAT&T$2,917,368$283,682 ▼-8.9%173,8601.1%Computer and TechnologyICEIntercontinental Exchange$2,806,584$52,785 ▼-1.8%21,8531.1%FinancePGProcter & Gamble$2,803,104$205,602 ▼-6.8%19,1281.1%Consumer StaplesDOWDOW$2,769,210$47,272 ▼-1.7%50,4961.1%Basic MaterialsCSCOCisco Systems$2,657,139$189,954 ▼-6.7%52,5961.0%Computer and TechnologyPLDPrologis$2,639,593$123,702 ▼-4.5%19,8021.0%FinanceCRMSalesforce$2,616,401$185,514 ▼-6.6%9,9431.0%Computer and TechnologyCMCSAComcast$2,604,705$147,644 ▼-5.4%59,4001.0%Consumer DiscretionaryAAgilent Technologies$2,593,927$46,854 ▼-1.8%18,6571.0%Computer and TechnologyNKENIKE$2,488,045$111,504 ▼-4.3%22,9161.0%Consumer DiscretionarySPGIS&P Global$2,476,639$3,848,879 ▼-60.8%5,6220.9%Business ServicesGSThe Goldman Sachs Group$2,475,676$364,966 ▼-12.8%6,4170.9%FinanceJBHTJ.B. Hunt Transport Services$2,408,500$36,753 ▼-1.5%12,0580.9%TransportationCSXCSX$2,363,808$80,505 ▼-3.3%68,1790.9%TransportationABBVAbbVie$2,333,971$412,060 ▼-15.0%15,0610.9%MedicalAFLAflac$2,311,578$133,985 ▼-5.5%28,0180.9%FinanceDFAUDimensional US Core Equity Market ETF$2,252,389$65,769 ▼-2.8%67,7410.9%ETFSTXSeagate Technology$2,193,485$254,401 ▼-10.4%25,6940.8%Business ServicesINTCIntel$2,162,616$190,498 ▼-8.1%43,0370.8%Computer and TechnologyYUMYum! Brands$2,116,899$33,058 ▼-1.5%16,2010.8%Retail/WholesaleQRVOQorvo$2,083,961$32,657 ▼-1.5%18,5060.8%Computer and TechnologyIPInternational Paper$2,004,764$231,287 ▼-10.3%55,4570.8%Basic MaterialsPMPhilip Morris International$1,995,993$242,349 ▼-10.8%21,2160.8%Consumer StaplesHONHoneywell International$1,981,618$122,055 ▼-5.8%9,4490.8%Multi-Sector ConglomeratesTJXTJX Companies$1,975,647$54,413 ▼-2.7%21,0590.8%Retail/WholesaleKMBKimberly-Clark$1,970,635$237,064 ▼-10.7%16,2180.8%Consumer StaplesKMIKinder Morgan$1,953,616$33,481 ▼-1.7%110,7490.7%Oils/EnergyMAMastercard$1,938,020$155,673 ▼-7.4%4,5440.7%Business ServicesVZVerizon Communications$1,878,376$283,387 ▼-13.1%49,8250.7%Computer and TechnologyLYBLyondellBasell Industries$1,863,566$217,638 ▼-10.5%19,6000.7%Basic MaterialsWSOWatsco$1,835,150$211,666 ▼-10.3%4,2830.7%ConstructionUSBU.S. Bancorp$1,780,259$213,931 ▼-10.7%41,1340.7%FinanceIBMInternational Business Machines$1,743,198$264,939 ▼-13.2%10,6590.7%Computer and TechnologyNRGNRG Energy$1,729,031$197,646 ▼-10.3%33,4440.7%UtilitiesPRUPrudential Financial$1,680,066$206,897 ▼-11.0%16,2000.6%FinanceNINiSource$1,604,722$171,591 ▼-9.7%60,4420.6%UtilitiesCCitigroup$1,591,818$70,784 ▼-4.3%30,9440.6%FinanceKEYKeyCorp$1,582,672$189,635 ▼-10.7%109,9070.6%FinanceBWABorgWarner$1,565,626$50,727 ▼-3.1%43,6720.6%Auto/Tires/TrucksDISWalt Disney$1,548,474$109,251 ▼-6.6%17,1500.6%Consumer DiscretionaryFITBFifth Third Bancorp$1,536,989$176,452 ▼-10.3%44,5630.6%FinanceFFord Motor$1,509,251$191,065 ▼-11.2%123,8110.6%Auto/Tires/TrucksFNFFidelity National Financial$1,495,389$170,916 ▼-10.3%29,3100.6%FinanceEMREmerson Electric$1,486,211$275,343 ▼-15.6%15,2700.6%Industrial ProductsBENFranklin Resources$1,484,425$166,227 ▼-10.1%49,8300.6%FinanceOKEONEOK$1,478,199$190,015 ▼-11.4%21,0510.6%Oils/EnergyCNPCenterPoint Energy$1,473,545$28,428 ▼-1.9%51,5760.6%UtilitiesEIXEdison International$1,460,300$172,359 ▼-10.6%20,4270.6%UtilitiesETREntergy$1,436,007$167,371 ▼-10.4%14,1910.5%UtilitiesPEGPublic Service Enterprise Group$1,395,728$157,642 ▼-10.1%22,8250.5%UtilitiesDDominion Energy$1,366,169$172,305 ▼-11.2%29,0670.5%UtilitiesCFGCitizens Financial Group$1,349,345$154,000 ▼-10.2%40,7170.5%FinanceOMCOmnicom Group$1,348,856$156,496 ▼-10.4%15,5920.5%Business ServicesTFCTruist Financial$1,348,213$158,494 ▼-10.5%36,5180.5%FinancePFGPrincipal Financial Group$1,340,520$158,439 ▼-10.6%17,0400.5%FinanceHBANHuntington Bancshares$1,324,621$160,375 ▼-10.8%104,1360.5%FinanceCMSCMS Energy$1,313,916$151,507 ▼-10.3%22,6260.5%UtilitiesIVZInvesco$1,305,554$156,491 ▼-10.7%73,1820.5%FinanceHPQHP$1,273,273$144,551 ▼-10.2%42,3160.5%Computer and TechnologyWBAWalgreens Boots Alliance$1,220,871$138,800 ▼-10.2%46,7590.5%Retail/WholesaleLNTAlliant Energy$1,213,741$137,180 ▼-10.2%23,6590.5%UtilitiesAEPAmerican Electric Power$1,210,775$146,677 ▼-10.8%14,9080.5%UtilitiesIPGInterpublic Group of Companies$1,178,258$139,669 ▼-10.6%36,0980.5%Business ServicesDTEDTE Energy$1,171,099$138,710 ▼-10.6%10,6210.4%UtilitiesVLOValero Energy$1,126,562$137,928 ▼-10.9%8,6660.4%Oils/EnergyPPLPPL$1,118,636$133,685 ▼-10.7%41,2780.4%UtilitiesOGEOGE Energy$1,092,806$129,763 ▼-10.6%31,2860.4%UtilitiesSONSonoco Products$1,072,744$176,276 ▼-14.1%19,2000.4%Industrial ProductsNWLNewell Brands$1,031,344$117,396 ▼-10.2%118,8190.4%Consumer StaplesMOAltria Group$1,020,199$323,809 ▼-24.1%25,2900.4%Consumer StaplesFEFirstEnergy$1,009,552$119,073 ▼-10.6%27,5380.4%UtilitiesNYCBNew York Community Bancorp$992,187$111,967 ▼-10.1%96,9880.4%FinanceDFCFDimensional Core Fixed Income ETF$978,931$871,065 ▼-47.1%23,0880.4%ETFWECWEC Energy Group$971,975$114,385 ▼-10.5%11,5480.4%UtilitiesPFEPfizer$937,029$153,508 ▼-14.1%32,5470.4%MedicalNEMNewmont$845,567$159,974 ▼-15.9%20,4290.3%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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