Portfolio (Quarterly)
Guide ↗
B.O.S.S. Retirement Advisors, LLC
· CIK 0001964810| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | V | VISA INC | Financial Services | 677 | $238K | 0.07% | SOLD |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,715 | $234K | 0.07% | SOLD |
| 23 | MA | MASTERCARD INCORPORATED | Financial Services | 393 | $224K | 0.07% | SOLD |
| 24 | AGEM | ABRDN FDS | — | 5,794 | $222K | 0.07% | SOLD |
| 25 | BINC | BLACKROCK ETF TRUST II | — | 3,883 | $205K | 0.06% | SOLD |
| 26 | NFLX | NETFLIX INC | Communication Services | 2,156 | $202K | 0.06% | SOLD |
| 27 | AXP | AMERICAN EXPRESS CO | Financial Services | 543 | $201K | 0.06% | SOLD |
| 28 | SPY PUT | SPDR S&P 500 ETF TR | Financial Services | 800 | $132.0 | — | SOLD |
| 29 | SPY CALL | SPDR S&P 500 ETF TR | Financial Services | 3,200 | $104.0 | — | SOLD |
Sector Allocation
Technology
31.3%
Consumer Defensive
20.0%
Consumer Cyclical
12.9%
Financial Services
11.1%
Communication Services
7.6%
Industrials
6.5%
Healthcare
5.8%
Energy
1.8%
Real Estate
1.5%
Utilities
1.0%