B.O.S.S. Retirement Advisors, LLC
PensionTop Portfolio Positions
79 positions ·
$67,831,809 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
13,105 | $13,058,215 | 19.25% | |
| NVDA |
Nvidia Corp
Technology
|
34,541 | $6,023,950 | 8.88% | |
| AAPL |
Apple Inc.
Technology
|
19,291 | $4,895,862 | 7.22% | |
| MSFT |
Microsoft Corp
Technology
|
11,661 | $4,316,552 | 6.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,260 | $3,386,470 | 4.99% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,956 | $3,329,393 | 4.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,068 | $2,032,474 | 3.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,839 | $1,624,277 | 2.39% | |
| GLD |
Spdr Gold Trust
|
3,083 | $1,326,584 | 1.96% | |
| CMI |
Cummins Inc
Industrials
|
2,347 | $1,262,732 | 1.86% |
Portfolio Trend
14 quarters · across all stocks
Holdings in PRPL
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,100 | 100,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $69,100 | 100,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $93,400 | 100,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $72,900 | 100,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $75,900 | 100,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $78,000 | 100,000 | Shares | Sole | 2025-01-21 | |
| 2023-12-31 | $103,000 | 100,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $171,000 | 100,000 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $278,000 | 100,000 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $205,128 | 77,700 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $372,183 | 77,700 | Shares | Sole | 2023-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||