— Know what they know.
Not Investment Advice
Pension ← All Institutions

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

3400 N. ASHTON BLVD. SUITE 190, LEHI, UT 84043 • 801-990-5055

Q2 2025 · Filed 2025-07-18
Market Value
$382M
+15.3%
Holdings
196
+9
New Purchases
36
Added To
62
Closed
18
Reduced
74
Top 10 Concentration
45.6%
Turnover
27.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPTM 11.37% 0.00% +11.37% $43M
SCEC 1.04% 0.00% +1.04% $4M
BILZ 0.71% 0.17% +0.54% $3M
NVDA 1.82% 1.30% +0.52% $7M
MSFT 1.98% 1.47% +0.52% $8M
SPD 0.42% 0.00% +0.42% $2M
QUAL 0.40% 0.09% +0.31% $2M
DYNF 0.29% 0.00% +0.29% $1M
VUG 0.29% 0.00% +0.29% $1M
SCHF 0.26% 0.00% +0.26% $980K
FLJJ 0.26% 0.00% +0.26% $976K
SMR 0.40% 0.15% +0.25% $2M
WTM 0.25% 0.00% +0.25% $957K
IVW 0.35% 0.10% +0.25% $1M
AMZN 1.24% 1.00% +0.25% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 0.43% 11.53% -11.10% $2M
GDEC 0.22% 1.09% -0.88% $826K
ICLO 1.64% 2.25% -0.61% $6M
SCHX 0.00% 0.57% -0.57% $0
VOO 11.33% 11.77% -0.44% $43M
VMBS 0.00% 0.38% -0.38% $0
COST 3.25% 3.63% -0.37% $12M
USIG 0.00% 0.36% -0.36% $0
VGSH 1.18% 1.52% -0.34% $5M
VGIT 0.00% 0.27% -0.27% $0
IWX 1.50% 1.75% -0.25% $6M
TUA 1.53% 1.78% -0.24% $6M
SIXO 2.68% 2.92% -0.24% $10M
SPLG 5.31% 5.50% -0.19% $20M
DECW 2.01% 2.20% -0.19% $8M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 80.2%
Technology 6.9%
Consumer Defensive 4.4%
Consumer Cyclical 2.9%
Communication Services 1.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 44 $127M 33.2%
Large Cap 93 $155M 40.5%
Mid Cap 21 $16M 4.1%
Small Cap 17 $42M 10.9%
Micro Cap 21 $43M 11.3%

Portfolio Analytics

Avg Market Cap
$282.0B
Median Market Cap
$43.1B
Avg P/E
39.6
Median P/E
28.5
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
82
# ETFs / Funds
114

Top Holdings (196 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPTM 11.37% 579,968 $43M $74.89 +579,968 NEW
2 VOO 11.33% 76,210 $43M $568.03 $4M +354 +0.5%
3 SPLG 5.31% 279,164 $20M $72.69 $2M +2,169 +0.8%
4 COST 3.25% 12,557 $12M $989.91 $420K -142 -1.1%
5 VXUS 3.16% 174,475 $12M $69.09 $2M +7,858 +4.7%
6 IWY 2.72% 42,089 $10M $246.51 $2M +931 +2.3%
7 SIXO 2.68% 309,085 $10M $33.11 $565K +2,901 +0.9%
8 DECW 2.01% 243,060 $8M $31.60 $403K +93 +0.0%
9 MSFT 1.98% 15,226 $8M $497.43 $3M +2,293 +17.7%
10 AZBJ 1.83% 199,928 $7M $34.93 $390K +1,353 +0.7%
11 NVDA 1.82% 44,020 $7M $157.99 $3M +4,418 +11.2%
12 ICLO 1.64% 244,676 $6M $25.56 -$1M -47,351 -16.2%
13 BND 1.61% 83,763 $6M $73.63 $313K +4,053 +5.1%
14 TUA 1.53% 266,035 $6M $22.03 -$22K -1,735 -0.7%
15 AZBO 1.53% 157,718 $6M $37.01 $298K -8 -0.0%
16 IWX 1.50% 68,075 $6M $84.19 -$67K -2,484 -3.5%
17 IVV 1.40% 8,607 $5M $620.89 $265K -431 -4.8%
18 AMZN 1.24% 21,650 $5M $219.39 $1M +4,302 +24.8%
19 VGSH 1.18% 76,983 $5M $58.78 -$515K -8,896 -10.4%
20 IEMG 1.15% 73,351 $4M $60.03 $754K +5,743 +8.5%
21 LCG 1.08% 129,867 $4M $31.63 $392K -3,992 -3.0%
22 SCEC 1.04% 156,664 $4M $25.27 +156,664 NEW
23 EFG 0.98% 33,410 $4M $112.00 $640K +2,391 +7.7%
24 EFV 0.93% 55,815 $4M $63.48 -$135K -6,594 -10.6%
25 AAPL 0.90% 16,722 $3M $205.17 -$44K +1,077 +6.9%
26 TSLA 0.86% 10,319 $3M $317.66 $903K +1,156 +12.6%
27 BIL 0.85% 35,544 $3M $91.73 $521K +5,678 +19.0%
28 IWS 0.83% 24,048 $3M $132.14 $600K +3,582 +17.5%
29 SGOV 0.82% 31,092 $3M $100.69 $563K +5,586 +21.9%
30 CLIP 0.82% 31,120 $3M $100.42 $558K +5,563 +21.8%
31 BILZ 0.71% 26,900 $3M $101.20 $2M +21,397 +388.8%
32 FGD 0.67% 93,417 $3M $27.54 -$27K -14,008 -13.0%
33 VYM 0.67% 19,266 $3M $133.31 $170K +672 +3.6%
34 WDIV 0.65% 35,281 $2M $70.54 -$63K -3,907 -10.0%
35 TYA 0.63% 178,626 $2M $13.49 $130K +6,325 +3.7%
36 META 0.61% 3,157 $2M $738.06 $682K +297 +10.4%
37 SPGI 0.59% 4,291 $2M $527.35 -$46K -253 -5.6%
38 VOOG 0.54% 5,167 $2M $396.54 $292K -85 -1.6%
39 IDXX 0.50% 3,549 $2M $536.34 $305K -257 -6.8%
40 DIV 0.46% 100,726 $2M $17.58 -$134K -368 -0.4%
41 GOOGL 0.45% 9,839 $2M $176.23 $398K +1,200 +13.9%
42 QQQ 0.45% 3,087 $2M $551.63 $219K -77 -2.4%
43 BNDX 0.44% 34,019 $2M $49.51 $757K +15,019 +79.0%
44 CSGP 0.44% 20,902 $2M $80.40 -$92K -1,464 -6.5%
45 SIXJ 0.44% 52,248 $2M $32.01 $139K +1,044 +2.0%
46 VTI 0.43% 5,386 $2M $303.94 -$37M -133,577 -96.1%
47 SPD 0.42% 42,618 $2M $38.02 +42,618 NEW
48 SMR 0.40% 39,021 $2M $39.56 $1M +3,652 +10.3%
49 IWP 0.40% 11,106 $2M $138.67 $93K -1,208 -9.8%
50 QUAL 0.40% 8,376 $2M $182.82 $1M +6,689 +396.5%
51 TLT 0.37% 15,808 $1M $88.25 -$133K -978 -5.8%
52 GOOG 0.36% 7,794 $1M $177.38 $84K -520 -6.2%
53 SMH 0.36% 4,925 $1M $278.88 $490K +747 +17.9%
54 SVOL 0.36% 74,349 $1M $18.39 $908K +49,087 +194.3%
55 IVW 0.35% 12,200 $1M $110.10 $1M +8,553 +234.5%
56 VGLT 0.35% 23,517 $1M $56.12 -$410K -6,509 -21.7%
57 GLD 0.34% 4,308 $1M $304.83 $20K -180 -4.0%
58 IDEV 0.34% 17,238 $1M $76.04 $3K -1,743 -9.2%
59 VEEV 0.34% 4,549 $1M $287.98 $191K -280 -5.8%
60 VTWO 0.34% 14,825 $1M $87.22 $189K +1,138 +8.3%
61 NBOS 0.34% 49,515 $1M $26.04 $155K +5,187 +11.7%
62 CTA 0.34% 47,972 $1M $26.74 $660K +26,924 +127.9%
63 NOW 0.32% 1,172 $1M $1,028.08 $204K -85 -6.8%
64 EDIV 0.31% 31,241 $1M $38.12 -$377K -12,680 -28.9%
65 MUB 0.30% 11,033 $1M $104.48 -$69K -551 -4.8%
66 SHOP 0.30% 9,958 $1M $115.35 $133K -676 -6.4%
67 IAUM 0.29% 33,544 $1M $32.99 -$232K -9,392 -21.9%
68 DYNF 0.29% 20,203 $1M $54.46 +20,203 NEW
69 VUG 0.29% 2,491 $1M $438.38 +2,491 NEW
70 SPY 0.28% 1,731 $1M $617.72 -$194K -528 -23.4%
71 ANGL 0.27% 35,363 $1M $29.28 -$8K -781 -2.2%
72 CLOI 0.26% 18,973 $1M $52.95 -$367K -6,982 -26.9%
73 BUCK 0.26% 42,103 $995K $23.64 $498K +21,960 +109.0%
74 SCHF 0.26% 44,331 $980K $22.10 +44,331 NEW
75 FLJJ 0.26% 32,250 $976K $30.27 +32,250 NEW
76 OZ 0.25% 15,164 $971K $64.01 -$7K
77 WTM 0.25% 533 $957K $1,795.72 +533 NEW
78 HUBS 0.25% 1,684 $937K $556.63 -$94K -121 -6.7%
79 SPYC 0.24% 22,486 $929K $41.32 +22,486 NEW
80 MTUM 0.24% 3,852 $926K $240.32 $439K +1,442 +59.8%
81 IVE 0.24% 4,728 $924K $195.43 +4,728 NEW
82 NVMZ 0.24% 21,873 $917K $41.92 $89K +545 +2.6%
83 MASI 0.23% 5,332 $897K $168.22 $9K
84 TEAM 0.23% 4,351 $884K $203.09 -$109K -329 -7.0%
85 SPUC 0.23% 19,745 $883K $44.71 +19,745 NEW
86 WDAY 0.23% 3,670 $881K $240.00 -$38K -265 -6.7%
87 HIGH 0.23% 36,113 $875K $24.23 $576K +22,465 +164.6%
88 ASML 0.22% 1,070 $858K $801.42 $103K -68 -6.0%
89 IUSB 0.22% 18,432 $852K $46.23 +18,432 NEW
90 SHV 0.22% 7,557 $834K $110.42 +7,557 NEW
91 IYW 0.22% 4,789 $830K $173.26 $256K +706 +17.3%
92 GDEC 0.22% 23,489 $826K $35.16 -$3M -85,718 -78.5%
93 ADP 0.22% 2,664 $821K $308.36 $486K +1,565 +142.4%
94 MSCI 0.21% 1,403 $809K $576.82 -$41K -100 -6.7%
95 CDNS 0.21% 2,570 $792K $308.15 $92K -183 -6.7%
96 BA 0.20% 3,644 $764K $209.53 $361K +1,283 +54.3%
97 DFCF 0.19% 17,220 $728K $42.26 -$13K -395 -2.2%
98 AVGO 0.19% 2,620 $722K $275.63 $376K +550 +26.6%
99 SNPS 0.18% 1,343 $689K $512.68 $73K -92 -6.4%
100 AGG 0.18% 6,924 $687K $99.20 -$110K -1,131 -14.0%

Options Breakdown

1 Calls $2K Call Value 1 Puts $7K Put Value 4.91 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 1,600 $2K

Top Puts

SymbolSharesValueStatus
SPY 400 $7K

New Positions

SymbolValue% Port
SPTM $43M 11.37%
SCEC $4M 1.04%
SPD $2M 0.42%
DYNF $1M 0.29%
VUG $1M 0.29%
SCHF $980K 0.26%
FLJJ $976K 0.26%
WTM $957K 0.25%
SPYC $929K 0.24%
IVE $924K 0.24%
SPUC $883K 0.23%
IUSB $852K 0.22%
SHV $834K 0.22%
OEF $630K 0.16%
ILCG $566K 0.15%

Sold Out Positions

SymbolValue% Port
AMP —%
AVY —%
MO —%
KR —%
EC —%
ADI —%
ADBE —%
ZROZ —%
USIG —%
IJH —%
SPLV —%
VO —%
VMBS —%
FDL —%
LVHI —%
View SEC EDGAR Filings for B.O.S.S. Retirement Advisors, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms