Portfolio (Quarterly)
Guide ↗
B.O.S.S. Retirement Advisors, LLC
· CIK 0001964810| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ETN | EATON CORP PLC | Industrials | 703.0 | $251K | 0.08% | NEW | — | $357.67 | +12.6% |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,672.0 | $245K | 0.07% | NEW | — | $146.28 | +27.4% |
| 23 | TXN | TEXAS INSTRS INC | Technology | 1,212.0 | $235K | 0.07% | NEW | — | $194.11 | +33.2% |
| 24 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,611.0 | $231K | 0.07% | NEW | — | $50.20 | -0.2% |
| 25 | SYK | STRYKER CORPORATION | Healthcare | 699.0 | $230K | 0.07% | NEW | — | $328.54 | +0.7% |
| 26 | VCIT | VANGUARD SCOTTSDALE FDS | — | 2,662.0 | $220K | 0.07% | NEW | — | $82.75 | -1.9% |
| 27 | HYG | ISHARES TR | — | 2,701.0 | $215K | 0.07% | NEW | — | $79.55 | +0.2% |
| 28 | IUSV | ISHARES TR | — | 2,022.0 | $207K | 0.06% | NEW | — | $102.25 | +12.4% |
| 29 | DELL | DELL TECHNOLOGIES INC | Technology | 1,258.0 | $206K | 0.06% | NEW | — | $164.13 | +177.7% |
| 30 | VTV | VANGUARD INDEX FDS | — | 1,044.0 | $205K | 0.06% | NEW | — | $196.14 | +14.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.8%
Consumer Defensive
20.3%
Consumer Cyclical
13.2%
Financial Services
11.2%
Industrials
6.6%
Communication Services
6.1%
Healthcare
5.9%
Energy
1.9%
Real Estate
1.5%
Utilities
1.0%