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

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lehi, UT
CIK
0001964810
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 206 496,537 AAPL, MSFT, NVDA, AMZN 13F-HR 10/16/2024 000108514624004941
Q2 2024 167 391,028 AAPL, MSFT, NVDA, AMZN 13F-HR 7/12/2024 000108514624002862
Q1 2024 122 261,325 MSFT, AAPL, AMZN, NVDA 13F-HR 4/29/2024 000108514624002126
Q4 2023 241 516,037 MSFT, VTI, AAPL, SPLG RESTATEMENT 1/25/2024 000108514624000493
Q3 2023 234 464,694 MSFT, SPLG, VTI, AAPL 13F-HR 10/17/2023 000108514623003772
Q2 2023 239 470,296 MSFT, SPLG, AAPL, IVV 13F-HR 7/10/2023 000108514623002594
Q1 2023 227 425,599 SPLG, MSFT, AAPL, IVV 13F-HR 4/17/2023 000108514623001706
Q4 2022 210 390,598 SPLG, MSFT, VOO, IVV 13F-HR 2/6/2023 000108514623000685
Additional filings from B.O.S.S. Retirement Advisors, LLC that have since been restated