Portfolio (Quarterly)
Guide ↗
B.O.S.S. Retirement Advisors, LLC
· CIK 0001964810| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SHV | ISHARES TR | — | 2,774 | $306K | 0.09% | SOLD |
| 22 | SLV | ISHARES SILVER TR | Financial Services | 4,382 | $299K | 0.09% | SOLD |
| 23 | VYM | VANGUARD WHITEHALL FDS | — | 1,805 | $267K | 0.08% | SOLD |
| 24 | T | AT&T INC | Communication Services | 9,119 | $264K | 0.08% | SOLD |
| 25 | CSGP | COSTAR GROUP INC | Real Estate | 6,360 | $257K | 0.08% | SOLD |
| 26 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,672 | $245K | 0.07% | SOLD |
| 27 | VEEV | VEEVA SYS INC | Healthcare | 1,368 | $240K | 0.07% | SOLD |
| 28 | SYK | STRYKER CORPORATION | Healthcare | 699 | $230K | 0.07% | SOLD |
| 29 | VCIT | VANGUARD SCOTTSDALE FDS | — | 2,662 | $220K | 0.07% | SOLD |
| 30 | MPC | MARATHON PETE CORP | Energy | 892 | $218K | 0.07% | SOLD |
| 31 | IAUM | ISHARES GOLD TR | Financial Services | 4,605 | $215K | 0.07% | SOLD |
| 32 | HYG | ISHARES TR | — | 2,701 | $215K | 0.07% | SOLD |
| 33 | VGSH | VANGUARD SCOTTSDALE FDS | — | 3,644 | $213K | 0.07% | SOLD |
| 34 | IUSV | ISHARES TR | — | 2,022 | $207K | 0.06% | SOLD |
| 35 | EDIV | SPDR INDEX SHS FDS | — | 5,112 | $202K | 0.06% | SOLD |
| 36 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 1,032 | $202K | 0.06% | SOLD |
| 37 | LRMR | LARIMAR THERAPEUTICS INC | Healthcare | 12,154 | $55K | 0.02% | SOLD |
| 38 | RR | RICHTECH ROBOTICS INC | Industrials | 10,282 | $21K | 0.01% | SOLD |
Sector Allocation
Technology
36.5%
Consumer Defensive
19.5%
Consumer Cyclical
12.9%
Financial Services
10.8%
Industrials
7.8%
Communication Services
6.5%
Healthcare
3.1%
Real Estate
0.9%
Utilities
0.9%
Basic Materials
0.7%