CIK 1964810
B.O.S.S. Retirement Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
171
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 171
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 901 | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 420 | $100K–$500K | SH |
| IDEV | ISHARES TR | 5K | $100K–$500K | SH |
| MOG.B | MOOG INC | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| SMR | NUSCALE PWR CORP | 29K | $100K–$500K | SH |
| TLT | ISHARES TR | 5K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 340 | $100K–$500K | SH |
| NBOS | NEUBERGER BERMAN ETF TRUST | 13K | $100K–$500K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 6K | $100K–$500K | SH |
| SON | SONOCO PRODS CO | 8K | $100K–$500K | SH |
| MDB | MONGODB INC | 825 | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| EDIV | SPDR INDEX SHS FDS | 9K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 695 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 559 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| WEX | WEX INC | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| CLOI | VANECK ETF TRUST | 6K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| IEFA | ISHARES TR | 3K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 980 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| MBB | ISHARES TR | 3K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 1K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |
| MSCI | MSCI INC | 509 | $100K–$500K | SH |
| T | AT&T INC | 12K | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 322 | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 2K | $100K–$500K | SH |
| TEAM | ATLASSIAN CORPORATION | 2K | $100K–$500K | SH |
| ANGL | VANECK ETF TRUST | 9K | $100K–$500K | SH |
| GDXJ | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 15K | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 656 | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 829 | $100K–$500K | SH |
| IAUM | ISHARES GOLD TR | 6K | $100K–$500K | SH |