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

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

Page 9 of 9

Sort by:

ANALOG DEVICES INC

ADI|032654105

Shares:1.1K

Value:$219.3K

% of Portfolio:0.1% ($219.3K/$343.6M)

VISA INC.

V|92826C839

Shares:618

Value:$216.7K

% of Portfolio:0.1% ($216.7K/$343.6M)

922908751

VB|922908751

Shares:974

Value:$216.0K

% of Portfolio:0.1% ($216.0K/$343.6M)

MCDONALDS CORP

MCD|580135101

Shares:683

Value:$213.5K

% of Portfolio:0.1% ($213.5K/$343.6M)

78464A409

SPYG|78464A409

Shares:2.5K

Value:$204.7K

% of Portfolio:0.1% ($204.7K/$343.6M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:420

Value:$203.3K

% of Portfolio:0.1% ($203.3K/$343.6M)

464287622

IWB|464287622

Shares:661

Value:$202.7K

% of Portfolio:0.1% ($202.7K/$343.6M)

ECOPETROL S.A.

EC|279158109

Shares:13.1K

Value:$137.1K

% of Portfolio:0.0% ($137.1K/$343.6M)

Purple Innovation, Inc.

PRPL|74640Y106

Shares:100.0K

Value:$75.9K

% of Portfolio:0.0% ($75.9K/$343.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.0K

Value:$47.9K

% of Portfolio:0.0% ($47.9K/$343.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ANALOG DEVICES INC(ADIcusip032654105)	1.1K	QoQ -27.32% (-409) YoY NEW(+1.1K)	All Managers (Combined)	$219.3K	0.1% ($219.3K/$343.6M)	QoQ -31.02% (-$98.7K) YoY NEW(+$219.3K)
VISA INC.(Vcusip92826C839)	618	QoQ -4.48% (-29) YoY -94.55% (-10.7K)	All Managers (Combined)	$216.7K	0.1% ($216.7K/$343.6M)	QoQ +5.91% (-$12.1K) YoY -92.66% (-$2.7M)
(VBcusip922908751)	974	QoQ NEW(+974) YoY NEW(+974)	All Managers (Combined)	$216.0K	0.1% ($216.0K/$343.6M)	QoQ NEW(+$216.0K) YoY NEW(+$216.0K)
MCDONALDS CORP(MCDcusip580135101)	683	QoQ NEW(+683) YoY -95.43% (-14.3K)	All Managers (Combined)	$213.5K	0.1% ($213.5K/$343.6M)	QoQ NEW(+$213.5K) YoY -95.19% (-$4.2M)
(SPYGcusip78464A409)	2.5K	QoQ -0.03% (-1) YoY NEW(+2.5K)	All Managers (Combined)	$204.7K	0.1% ($204.7K/$343.6M)	QoQ -8.62% (-$19.3K) YoY NEW(+$204.7K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	420	QoQ -23.35% (-128) YoY NEW(+420)	All Managers (Combined)	$203.3K	0.1% ($203.3K/$343.6M)	QoQ -30.36% (-$88.6K) YoY NEW(+$203.3K)
(IWBcusip464287622)	661	QoQ -27.91% (-256) YoY NEW(+661)	All Managers (Combined)	$202.7K	0.1% ($202.7K/$343.6M)	QoQ -31.40% (-$92.8K) YoY NEW(+$202.7K)
ECOPETROL S.A.(ECcusip279158109)	13.1K	QoQ 0.00% (+0) YoY NEW(+13.1K)	All Managers (Combined)	$137.1K	0.0% ($137.1K/$343.6M)	QoQ +31.81% (+$33.1K) YoY NEW(+$137.1K)
Purple Innovation, Inc.(PRPLcusip74640Y106)	100.0K	QoQ 0.00% (-0) YoY NEW(+100.0K)	All Managers (Combined)	$75.9K	0.0% ($75.9K/$343.6M)	QoQ -2.66% (-$2.1K) YoY NEW(+$75.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.0K	QoQ +150.00% (+600) YoY NEW(+1.0K)	All Managers (Combined)	$47.9K	0.0% ($47.9K/$343.6M)	QoQ +259.80% (+$34.6K) YoY NEW(+$47.9K)