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 |