| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 7 | Q2 2024 | 5.8% |
| APPLE INC | 7 | Q2 2024 | 5.8% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 3.0% |
| AMAZON COM INC | 7 | Q2 2024 | 3.2% |
| NVIDIA CORPORATION | 7 | Q2 2024 | 4.8% |
| ALPHABET INC | 7 | Q2 2024 | 2.9% |
| EXXON MOBIL CORP | 7 | Q2 2024 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 2.1% |
| CHEVRON CORP NEW | 7 | Q2 2024 | 1.4% |
| META PLATFORMS INC | 7 | Q2 2024 | 2.1% |
View B.O.S.S. Retirement Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-30 |
| 13F-HR/A | 2024-01-26 |
| 13F-HR/A | 2024-01-19 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-07 |
View B.O.S.S. Retirement Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.