Boss-Retirement-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GDX",
  null,
  "MASI",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  null,
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  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,
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  null,
  "MUB",
  "META",
  null,
  null,
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  "IJH",
  "PRPL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "OZ",
  "IWS",
  "LIN",
  null,
  "MPC",
  null,
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  "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,
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  null,
  null,
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  null,
  null,
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  "BNDX",
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  "VB",
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  "V",
  "WMT",
  "WFC",
  null,
  null,
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  null,
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  "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

SEC FilingSEC DataHachi Filing

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
CIK: boss-retirement-advisors
Manager Name: Boss-Retirement-Advisors

Data Enrichment

64% identified

108 identified62 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

170 positions • $343.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:925

Value:$492.6K

% of Portfolio:0.1% ($492.6K/$343.6M)

46432F396

MTUM|46432F396

Shares:2.4K

Value:$487.1K

% of Portfolio:0.1% ($487.1K/$343.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.0K

Value:$484.4K

% of Portfolio:0.1% ($484.4K/$343.6M)

97717X669

Shares:6.0K

Value:$481.8K

% of Portfolio:0.1% ($481.8K/$343.6M)

Accenture plc

ACN|G1151C101

Shares:1.5K

Value:$471.1K

% of Portfolio:0.1% ($471.1K/$343.6M)

CHEVRON CORP

CVX|166764100

Shares:2.8K

Value:$460.8K

% of Portfolio:0.1% ($460.8K/$343.6M)

82889N863

Shares:25.3K

Value:$459.3K

% of Portfolio:0.1% ($459.3K/$343.6M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:6.2K

Value:$444.6K

% of Portfolio:0.1% ($444.6K/$343.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.1K

Value:$435.7K

% of Portfolio:0.1% ($435.7K/$343.6M)

46138E354

Shares:5.8K

Value:$434.6K

% of Portfolio:0.1% ($434.6K/$343.6M)

MongoDB, Inc.

MDB|60937P106

Shares:2.4K

Value:$429.6K

% of Portfolio:0.1% ($429.6K/$343.6M)

464287655

IWM|464287655

Shares:2.0K

Value:$408.0K

% of Portfolio:0.1% ($408.0K/$343.6M)

BOEING CO

BA|097023105

Shares:2.4K

Value:$402.7K

% of Portfolio:0.1% ($402.7K/$343.6M)

464288307

Shares:5.5K

Value:$396.4K

% of Portfolio:0.1% ($396.4K/$343.6M)

808524300

SCHG|808524300

Shares:15.6K

Value:$391.0K

% of Portfolio:0.1% ($391.0K/$343.6M)

52468L505

Shares:12.0K

Value:$389.6K

% of Portfolio:0.1% ($389.6K/$343.6M)

922908553

VNQ|922908553

Shares:4.3K

Value:$388.4K

% of Portfolio:0.1% ($388.4K/$343.6M)

SONOCO PRODUCTS CO

SON|835495102

Shares:8.1K

Value:$384.5K

% of Portfolio:0.1% ($384.5K/$343.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.2K

Value:$381.1K

% of Portfolio:0.1% ($381.1K/$343.6M)

922908629

VO|922908629

Shares:1.5K

Value:$378.1K

% of Portfolio:0.1% ($378.1K/$343.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	925	QoQ -22.59% (-270) YoY -93.56% (-13.5K)	All Managers (Combined)	$492.6K	0.1% ($492.6K/$343.6M)	QoQ -9.05% (-$49.0K) YoY -90.39% (-$4.6M)
(MTUMcusip46432F396)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$487.1K	0.1% ($487.1K/$343.6M)	QoQ NEW(+$487.1K) YoY NEW(+$487.1K)
UNION PACIFIC CORP(UNPcusip907818108)	2.0K	QoQ -2.33% (-49) YoY NEW(+2.0K)	All Managers (Combined)	$484.4K	0.1% ($484.4K/$343.6M)	QoQ +1.20% (-$5.8K) YoY NEW(+$484.4K)
(cusip97717X669)✕	6.0K	QoQ +22.77% (+1.1K) YoY NEW(+6.0K)	All Managers (Combined)	$481.8K	0.1% ($481.8K/$343.6M)	QoQ +21.14% (+$84.1K) YoY NEW(+$481.8K)
Accenture plc(ACNcusipG1151C101)	1.5K	QoQ +26.35% (+315) YoY NEW(+1.5K)	All Managers (Combined)	$471.1K	0.1% ($471.1K/$343.6M)	QoQ +12.04% (+$50.7K) YoY NEW(+$471.1K)
CHEVRON CORP(CVXcusip166764100)	2.8K	QoQ -12.98% (-411) YoY -88.81% (-21.9K)	All Managers (Combined)	$460.8K	0.1% ($460.8K/$343.6M)	QoQ +0.51% (-$2.4K) YoY -87.45% (-$3.2M)
(cusip82889N863)✕	25.3K	QoQ +56.45% (+9.1K) YoY NEW(+25.3K)	All Managers (Combined)	$459.3K	0.1% ($459.3K/$343.6M)	QoQ +36.80% (+$123.6K) YoY NEW(+$459.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	6.2K	QoQ -86.50% (-39.7K) YoY NEW(+6.2K)	All Managers (Combined)	$444.6K	0.1% ($444.6K/$343.6M)	QoQ -86.20% (-$2.8M) YoY NEW(+$444.6K)
AbbVie Inc.(ABBVcusip00287Y109)	2.1K	QoQ -12.12% (-287) YoY -86.18% (-13.0K)	All Managers (Combined)	$435.7K	0.1% ($435.7K/$343.6M)	QoQ +3.57% (-$15.0K) YoY -81.33% (-$1.9M)
(cusip46138E354)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$434.6K	0.1% ($434.6K/$343.6M)	QoQ NEW(+$434.6K) YoY NEW(+$434.6K)
MongoDB, Inc.(MDBcusip60937P106)	2.4K	QoQ -5.98% (-156) YoY NEW(+2.4K)	All Managers (Combined)	$429.6K	0.1% ($429.6K/$343.6M)	QoQ -29.17% (-$176.9K) YoY NEW(+$429.6K)
(IWMcusip464287655)	2.0K	QoQ +31.93% (+495) YoY NEW(+2.0K)	All Managers (Combined)	$408.0K	0.1% ($408.0K/$343.6M)	QoQ +19.11% (+$65.5K) YoY NEW(+$408.0K)
BOEING CO(BAcusip097023105)	2.4K	QoQ -8.98% (-233) YoY NEW(+2.4K)	All Managers (Combined)	$402.7K	0.1% ($402.7K/$343.6M)	QoQ -12.29% (-$56.5K) YoY NEW(+$402.7K)
(cusip464288307)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$396.4K	0.1% ($396.4K/$343.6M)	QoQ NEW(+$396.4K) YoY NEW(+$396.4K)
(SCHGcusip808524300)	15.6K	QoQ -46.14% (-13.4K) YoY NEW(+15.6K)	All Managers (Combined)	$391.0K	0.1% ($391.0K/$343.6M)	QoQ -51.61% (-$417.0K) YoY NEW(+$391.0K)
(cusip52468L505)✕	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$389.6K	0.1% ($389.6K/$343.6M)	QoQ NEW(+$389.6K) YoY NEW(+$389.6K)
(VNQcusip922908553)	4.3K	QoQ +4.10% (+169) YoY NEW(+4.3K)	All Managers (Combined)	$388.4K	0.1% ($388.4K/$343.6M)	QoQ +5.78% (+$21.2K) YoY NEW(+$388.4K)
SONOCO PRODUCTS CO(SONcusip835495102)	8.1K	QoQ NEW(+8.1K) YoY -57.60% (-11.1K)	All Managers (Combined)	$384.5K	0.1% ($384.5K/$343.6M)	QoQ NEW(+$384.5K) YoY -64.15% (-$688.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	3.2K	QoQ -5.28% (-179) YoY -92.11% (-37.5K)	All Managers (Combined)	$381.1K	0.1% ($381.1K/$343.6M)	QoQ +4.70% (-$17.1K) YoY -90.62% (-$3.7M)
(VOcusip922908629)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$378.1K	0.1% ($378.1K/$343.6M)	QoQ NEW(+$378.1K) YoY NEW(+$378.1K)