0001085146-24-000332.txt : 20240119 0001085146-24-000332.hdr.sgml : 20240119 20240119145833 ACCESSION NUMBER: 0001085146-24-000332 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240119 DATE AS OF CHANGE: 20240119 EFFECTIVENESS DATE: 20240119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: B.O.S.S. Retirement Advisors, LLC CENTRAL INDEX KEY: 0001964810 ORGANIZATION NAME: IRS NUMBER: 262566086 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-22825 FILM NUMBER: 24545294 BUSINESS ADDRESS: STREET 1: 3400 N. ASHTON BLVD. STREET 2: SUITE 190 CITY: LEHI STATE: UT ZIP: 84043 BUSINESS PHONE: 801-990-5055 MAIL ADDRESS: STREET 1: 3400 N. ASHTON BLVD. STREET 2: SUITE 190 CITY: LEHI STATE: UT ZIP: 84043 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001964810 XXXXXXXX 12-31-2023 12-31-2023 true 1 RESTATEMENT B.O.S.S. Retirement Advisors, LLC

3400 N. Ashton Blvd. Suite 190 Lehi UT 84043

13F HOLDINGS REPORT 028-22825 000171143 801-117874 N Curtis Packer 801-990-5055 /s/Curtis Packer Lehi UT 01-19-2024 0 240 515934713 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 556306 5054 SH SOLE 0 0 5054 ABBVIE INC COM 00287Y109 2746109 17720 SH SOLE 0 0 17720 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1163545 0 SH SOLE 0 0 3316 ADOBE INC COM 00724F101 430745 0 SH SOLE 0 0 722 ADVANCED MICRO DEVICES INC COM 007903107 328577 0 SH SOLE 0 0 2229 AFLAC INC COM 001055102 2445445 0 SH SOLE 0 0 29642 AGILENT TECHNOLOGIES INC COM 00846U101 2640781 0 SH SOLE 0 0 18994 AIM ETF PRODUCTS TRUST ALLIANZIM US LGR 00888H729 770231 0 SH SOLE 0 0 29653 AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 00888H711 2878294 0 SH SOLE 0 0 111346 AIM ETF PRODUCTS TRUST U S LRGCP 6M JAN 00888H869 2533206 0 SH SOLE 0 0 95436 AIM ETF PRODUCTS TRUST US LRGCP B10 JUL 00888H307 769238 0 SH SOLE 0 0 22894 AIM ETF PRODUCTS TRUST US LRGCP B20 DEC 00888H794 739842 0 SH SOLE 0 0 26092 AIM ETF PRODUCTS TRUST US LRGCP B20 JAN 00888H802 5336557 0 SH SOLE 0 0 176124 AIM ETF PRODUCTS TRUST US LRGCP B20 JUL 00888H406 3768679 0 SH SOLE 0 0 120791 AIR PRODS & CHEMS INC COM 009158106 252113 0 SH SOLE 0 0 921 ALLIANT ENERGY CORP COM 018802108 1350888 0 SH SOLE 0 0 26333 ALPHABET INC CAP STK CL A 02079K305 6367769 0 SH SOLE 0 0 45585 ALPHABET INC CAP STK CL C 02079K107 2179342 0 SH SOLE 0 0 15464 ALTRIA GROUP INC COM 02209S103 1344000 0 SH SOLE 0 0 33317 AMAZON COM INC COM 023135106 11107119 0 SH SOLE 0 0 73102 AMERICAN ELEC PWR CO INC COM 025537101 1357485 0 SH SOLE 0 0 16714 AMERIPRISE FINL INC COM 03076C106 269112 0 SH SOLE 0 0 709 ANALOG DEVICES INC COM 032654105 282369 0 SH SOLE 0 0 1422 APPLE INC COM 037833100 16129139 0 SH SOLE 0 0 83775 AT&T INC COM 00206R102 3201047 0 SH SOLE 0 0 190766 ATLASSIAN CORPORATION CL A 049468101 2491821 0 SH SOLE 0 0 10476 AUTOMATIC DATA PROCESSING IN COM 053015103 330665 0 SH SOLE 0 0 1419 AVERY DENNISON CORP COM 053611109 414089 0 SH SOLE 0 0 2048 BANK AMERICA CORP COM 060505104 331904 0 SH SOLE 0 0 9858 BELPOINTE PREP LLC UNIT RP LTD LB A 080694102 1862884 0 SH SOLE 0 0 24115 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5571506 0 SH SOLE 0 0 15621 BOEING CO COM 097023105 267276 0 SH SOLE 0 0 1025 BORGWARNER INC COM 099724106 1616354 0 SH SOLE 0 0 45087 BRISTOL-MYERS SQUIBB CO COM 110122108 212515 0 SH SOLE 0 0 4142 BROADCOM INC COM 11135F101 6185199 0 SH SOLE 0 0 5541 CADENCE DESIGN SYSTEM INC COM 127387108 706255 0 SH SOLE 0 0 2593 CASELLA WASTE SYS INC CL A 147448104 720001 0 SH SOLE 0 0 8425 CENTERPOINT ENERGY INC COM 15189T107 1501946 0 SH SOLE 0 0 52571 CHEVRON CORP NEW COM 166764100 4197384 0 SH SOLE 0 0 28140 CISCO SYS INC COM 17275R102 2847095 0 SH SOLE 0 0 56356 CITIGROUP INC COM NEW 172967424 1662547 0 SH SOLE 0 0 32320 CITIZENS FINL GROUP INC COM 174610105 1503378 0 SH SOLE 0 0 45364 CMS ENERGY CORP COM 125896100 1465386 0 SH SOLE 0 0 25235 COMCAST CORP NEW CL A 20030N101 2752328 0 SH SOLE 0 0 62767 COMERICA INC COM 200340107 4970500 0 SH SOLE 0 0 89061 COSTAR GROUP INC COM 22160N109 3220234 0 SH SOLE 0 0 36849 COSTCO WHSL CORP NEW COM 22160K105 2212361 0 SH SOLE 0 0 3352 CSX CORP COM 126408103 2444271 0 SH SOLE 0 0 70501 CUBESMART COM 229663109 233873 0 SH SOLE 0 0 5046 CVS HEALTH CORP COM 126650100 207791 0 SH SOLE 0 0 2632 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1849997 0 SH SOLE 0 0 43632 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 200038 0 SH SOLE 0 0 7938 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 230830 0 SH SOLE 0 0 6718 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 622004 0 SH SOLE 0 0 21718 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 212619 0 SH SOLE 0 0 8286 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 222780 0 SH SOLE 0 0 4739 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2318157 0 SH SOLE 0 0 69719 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 632338 0 SH SOLE 0 0 22102 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 643607 0 SH SOLE 0 0 12299 DISCOVER FINL SVCS COM 254709108 386269 0 SH SOLE 0 0 3437 DISNEY WALT CO COM 254687106 1657706 0 SH SOLE 0 0 18360 DOMINION ENERGY INC COM 25746U109 1538452 0 SH SOLE 0 0 32733 DOW INC COM 260557103 2816482 0 SH SOLE 0 0 51358 DTE ENERGY CO COM 233331107 1309821 0 SH SOLE 0 0 11879 EATON CORP PLC SHS G29183103 234524 0 SH SOLE 0 0 974 EBAY INC. 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