HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
59,409 | +2,885 | $22,340 |
| MSFT | 59,409 | +2,885 | $22,340 |
| VANGUARD INDEX FDS (VTI) |
81,068 | +11,063 | $19,231 |
| VTI | 81,068 | +11,063 | $19,231 |
| APPLE INC |
83,775 | +5,765 | $16,129 |
| AAPL | 83,775 | +5,765 | $16,129 |
| SPDR SER TR (SPLG) |
282,547 | -15,045 | $15,794 |
| SPLG | 282,547 | -15,045 | $15,794 |
| VANGUARD INDEX FDS (VOO) |
35,914 | +5,348 | $15,687 |
| VOO | 35,914 | +5,348 | $15,687 |
| ISHARES TR (IVV) |
27,593 | -797 | $13,179 |
| IVV | 27,593 | -797 | $13,179 |
| AMAZON COM INC |
73,102 | +6,854 | $11,107 |
| AMZN | 73,102 | +6,854 | $11,107 |
| ISHARES TR (IWY) |
42,371 | +900 | $7,424 |
| IWY | 42,371 | +900 | $7,424 |
| NVIDIA CORPORATION |
14,776 | -252 | $7,317 |
| NVDA | 14,776 | -252 | $7,317 |
| PIMCO ETF TR (BILZ) |
63,745 | +63,745 | $6,415 |
| BILZ | 63,745 | +63,745 | $6,415 |
| NORTHERN LTS FD TR IV |
224,029 | +18,223 | $6,380 |
| LCG | 224,029 | +18,223 | $6,380 |
| ALPHABET INC |
45,585 | +4,292 | $6,368 |
| GOOGL | 45,585 | +4,292 | $6,368 |
| S&P GLOBAL INC |
14,359 | +741 | $6,325 |
| SPGI | 14,359 | +741 | $6,325 |
| BROADCOM INC |
5,541 | +1,242 | $6,185 |
| AVGO | 5,541 | +1,242 | $6,185 |
 BERKSHIRE HATHAWAY INC DEL |
$5,572 | ||
| BRK.B | 15,621 | +2,945 | $5,572 |
| AIM ETF PRODUCTS TRUST (JANW) |
176,124 | +153,432 | $5,337 |
| JANW | 176,124 | +153,432 | $5,337 |
| META PLATFORMS INC |
14,868 | +1,352 | $5,263 |
| META | 14,868 | +1,352 | $5,263 |
| VANGUARD STAR FDS (VXUS) |
89,848 | +15,436 | $5,208 |
| VXUS | 89,848 | +15,436 | $5,208 |
| COMERICA INC |
89,061 | +55,028 | $4,970 |
| CMA | 89,061 | +55,028 | $4,970 |
| TESLA INC |
19,440 | +3,356 | $4,830 |
| TSLA | 19,440 | +3,356 | $4,830 |
| JPMORGAN CHASE & CO |
28,382 | +3,428 | $4,828 |
| JPM | 28,382 | +3,428 | $4,828 |
| MCDONALDS CORP |
16,032 | +1,028 | $4,754 |
| MCD | 16,032 | +1,028 | $4,754 |
| EXXON MOBIL CORP |
45,163 | +2,505 | $4,515 |
| XOM | 45,163 | +2,505 | $4,515 |
| ISHARES TR (IWX) |
64,059 | -1,265 | $4,495 |
| IWX | 64,059 | -1,265 | $4,495 |
| UNITEDHEALTH GROUP INC |
8,054 | +692 | $4,240 |
| UNH | 8,054 | +692 | $4,240 |
| CHEVRON CORP NEW |
28,140 | -364 | $4,197 |
| CVX | 28,140 | -364 | $4,197 |
| MERCK & CO INC |
37,782 | +13,281 | $4,119 |
| MRK | 37,782 | +13,281 | $4,119 |
| HOME DEPOT INC |
11,596 | +1,348 | $4,019 |
| HD | 11,596 | +1,348 | $4,019 |
| ISHARES INC (IEMG) |
77,427 | -284 | $3,916 |
| IEMG | 77,427 | -284 | $3,916 |
| VANGUARD BD INDEX FDS (BND) |
51,840 | +7,560 | $3,813 |
| BND | 51,840 | +7,560 | $3,813 |
| AIM ETF PRODUCTS TRUST (JULW) |
120,791 | -6,357 | $3,769 |
| JULW | 120,791 | -6,357 | $3,769 |
| EXELON CORP |
103,875 | +4,011 | $3,729 |
| EXC | 103,875 | +4,011 | $3,729 |
| PEPSICO INC |
21,807 | +2,171 | $3,704 |
| PEP | 21,807 | +2,171 | $3,704 |
| IDEX CORP |
16,476 | +999 | $3,577 |
| IEX | 16,476 | +999 | $3,577 |
| THERMO FISHER SCIENTIFIC INC |
6,417 | +992 | $3,406 |
| TMO | 6,417 | +992 | $3,406 |
| JOHNSON & JOHNSON |
21,378 | +1,045 | $3,351 |
| JNJ | 21,378 | +1,045 | $3,351 |
| ELI LILLY & CO |
5,577 | +1,243 | $3,251 |
| LLY | 5,577 | +1,243 | $3,251 |
| COSTAR GROUP INC |
36,849 | -831 | $3,220 |
| CSGP | 36,849 | -831 | $3,220 |
| AT&T INC |
190,766 | -17,784 | $3,201 |
| T | 190,766 | -17,784 | $3,201 |
| VISA INC |
12,112 | +152 | $3,153 |
| V | 12,112 | +152 | $3,153 |
| LINDE PLC |
7,355 | -124 | $3,021 |
| LIN | 7,355 | -124 | $3,021 |
| PROCTER AND GAMBLE CO |
20,531 | +1,774 | $3,009 |
| PG | 20,531 | +1,774 | $3,009 |
| AIM ETF PRODUCTS TRUST (AUGW) |
111,346 | -4,448 | $2,878 |
| AUGW | 111,346 | -4,448 | $2,878 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
22,264 | +1,347 | $2,859 |
| ICE | 22,264 | +1,347 | $2,859 |
| CISCO SYS INC |
56,356 | +6,714 | $2,847 |
| CSCO | 56,356 | +6,714 | $2,847 |
| GOLDMAN SACHS GROUP INC |
7,363 | +534 | $2,840 |
| GS | 7,363 | +534 | $2,840 |
| DOW INC |
51,358 | +3,142 | $2,816 |
| DOW | 51,358 | +3,142 | $2,816 |
| SALESFORCE INC |
10,648 | +1,421 | $2,802 |
| CRM | 10,648 | +1,421 | $2,802 |
| PROLOGIS INC. |
20,730 | +1,003 | $2,763 |
| PLD | 20,730 | +1,003 | $2,763 |
| COMCAST CORP NEW |
62,767 | +7,052 | $2,752 |
| CMCSA | 62,767 | +7,052 | $2,752 |
See Full List: All Stocks Held By B.O.S.S. Retirement Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By B.O.S.S. Retirement Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $539,143 At 09/30/2023: $464,939 B.O.S.S. Retirement Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from B.O.S.S. Retirement Advisors LLC 13F filings. Link to 13F filings: SEC filings |
