Boss-Retirement-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "GDX", null, "MASI", "ACN", "ABT", "ABBV", "ADBE", null, "GOOGL", "GDXJ", null, "TEAM", "ASML", "T", null, null, null, "AYI", "EC", "AVGO", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "HD", "MCD", null, null, null, "UNP", null, "HUBS", null, "MUB", "META", null, null, "IVW", "IJH", "PRPL", null, null, null, null, null, null, null, null, null, null, "OZ", "IWS", "LIN", null, "MPC", null, "MSFT", "ODFL", "SMR", "DLN", "AMP", "IJR", "EFG", "KR", "ORCL", "VGIT", "PEP", "VGSH", "IEMG", "IVV", "UNH", "AAPL", "SPY", "EFAV", null, "NVDA", "GS", "PFE", "MDB", "IEFA", "SPGI", null, "SCHX", "NOW", "SHOP", "GLD", "SPYG", null, "SPLG", "SBUX", "SNPS", "TMO", "VNQ", "VO", "SCHW", null, null, null, null, null, null, null, "VYM", "SAIA", "AVY", "IWP", null, null, "IDXX", "AMZN", null, null, null, "VXUS", "VOOG", "VGLT", "VTWO", "BNDX", "BND", "VB", "VOO", "VEEV", "V", "WMT", "WFC", null, null, "WDAY", null, "SCHG", "MSCI", "SON", "ROL", null, "MTUM", null, "ADP", "BRK-B", "BA", "CDNS", "CVX", "CSCO", "COST", "CSGP", "ADI", "IWB", "QQQ", "IWM", "ELV", "GOOG", "XOM", "LLY", "TSLA", "MO", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 170
- Total Value
- 343615947
- Accession Number
- 0001085146-25-002267
- Form Type
- 13F-HR
- Manager Name
- Boss-Retirement-Advisors
Data Enrichment
64% identified108 identified62 unidentified
Holdings
170 positions • $343.6M total value
Manager:
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210322400
Shares:69.0K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$343.6M)
53656F722
Shares:45.2K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$343.6M)
00888H570
Shares:65.0K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$343.6M)
78463X533
Shares:43.9K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$343.6M)
00888H869
Shares:51.2K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$343.6M)
464287432
Shares:16.8K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$343.6M)
92189H748
Shares:26.0K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$343.6M)
46436F103
Shares:42.9K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$343.6M)
46435G326
Shares:19.0K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$343.6M)
92206C771
Shares:27.3K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$343.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 5.3K | QoQ +3.06% (-156)YoY NEW(+5.3K) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$343.6M) | YoY NEW(+$1.8M) | |
| 30.0K | YoY NEW(+30.0K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$343.6M) | YoY NEW(+$1.7M) | |
(cusip210322400)✕ | 69.0K | QoQ +1.27% (+870)YoY NEW(+69.0K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$343.6M) | YoY NEW(+$1.7M) |
(cusip53656F722)✕ | 45.2K | QoQ NEW(+45.2K) YoY NEW(+45.2K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$343.6M) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
(cusip00888H570)✕ | 65.0K | QoQ NEW(+65.0K) YoY NEW(+65.0K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$343.6M) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
| 2.9K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$343.6M) | |||
| 3.8K | QoQ -6.66% (-272)YoY NEW(+3.8K) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$343.6M) | YoY NEW(+$1.6M) | |
(cusip78463X533)✕ | 43.9K | YoY NEW(+43.9K) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$343.6M) | YoY NEW(+$1.6M) |
(cusip00888H869)✕ | 51.2K | QoQ NEW(+51.2K) YoY NEW(+51.2K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$343.6M) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
(cusip464287432)✕ | 16.8K | QoQ +0.27% (+46)YoY NEW(+16.8K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$343.6M) | YoY NEW(+$1.5M) |
| 3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$343.6M) | YoY NEW(+$1.5M) | |
| 12.3K | YoY NEW(+12.3K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$343.6M) | YoY NEW(+$1.4M) | |
(cusip92189H748)✕ | 26.0K | YoY NEW(+26.0K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$343.6M) | YoY NEW(+$1.4M) |
(cusip46436F103)✕ | 42.9K | YoY NEW(+42.9K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$343.6M) | YoY NEW(+$1.3M) |
Alphabet Inc.(GOOGLcusip02079K305) | 8.6K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$343.6M) | ||
(cusip46435G326)✕ | 19.0K | YoY NEW(+19.0K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$343.6M) | YoY NEW(+$1.3M) |
Alphabet Inc.(GOOGcusip02079K107) | 8.3K | QoQ -9.35% (-858)YoY NEW(+8.3K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$343.6M) | YoY NEW(+$1.3M) |
SPDR GOLD TRUST(GLDcusip78463V107) | 4.5K | QoQ +1.28% (+57)YoY NEW(+4.5K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$343.6M) | YoY NEW(+$1.3M) |
(cusip92206C771)✕ | 27.3K | YoY NEW(+27.3K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$343.6M) | YoY NEW(+$1.3M) |
| 11.6K | YoY NEW(+11.6K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$343.6M) | YoY NEW(+$1.2M) |