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Bostonpremier Wealth LLC Top Holdings and 13F Report (2025)

About Bostonpremier Wealth LLC

Investment Activity

  • Bostonpremier Wealth LLC has $165.01 million in total holdings as of December 31, 2024.
  • Bostonpremier Wealth LLC owns shares of 59 different stocks, but just 10 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofBostonpremier Wealth LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$44,745,352154,39527.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$16,336,33531,9559.9%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$14,828,457237,9799.0%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$13,520,340309,8158.2%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$9,699,021145,2605.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,018,50769,5934.9%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$7,228,979113,3964.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$7,075,34440,3774.3%ETF
Apple Inc. stock logo
AAPL
Apple
$6,922,62227,6444.2%Computer and Technology
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$5,603,523115,1333.4%Manufacturing
iShares Cybersecurity and Tech ETF stock logo
IHAK
iShares Cybersecurity and Tech ETF
$3,513,11572,0052.1%ETF
First Trust NASDAQ 100 Ex-Technology Sector Index Fund stock logo
QQXT
First Trust NASDAQ 100 Ex-Technology Sector Index Fund
$2,262,69924,3001.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,087,4969,5151.3%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,018,20615,0291.2%Computer and Technology
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,664,3518,7611.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$1,490,67164,8680.9%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,311,1326,8850.8%Computer and Technology
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$1,128,29018,9120.7%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$1,031,7142,4480.6%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$874,9373,6140.5%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$803,2589,0470.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$724,8931,7950.4%Auto/Tires/Trucks
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$670,9171,1450.4%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$659,4534,5600.4%Medical
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$625,6821,8720.4%ETF
Main Street Capital Co. stock logo
MAIN
Main Street Capital
$559,4399,5500.3%Finance
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$522,2194,9450.3%ETF
DFAC
Dimensional U.S. Core Equity 2 ETF
$493,45814,2660.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$444,8143,6960.3%Consumer Staples
ServiceNow, Inc. stock logo
NOW
ServiceNow
$435,7094110.3%Computer and Technology
Rithm Capital Corp. stock logo
RITM
Rithm Capital
$394,21236,4000.2%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$392,1772,0030.2%ETF
FIRST TR EXCHNG TRADED FD VI
$381,61912,5080.2%FT VEST US EQUIT
First Trust Mid Cap Growth AlphaDEX Fund stock logo
FNY
First Trust Mid Cap Growth AlphaDEX Fund
$375,4124,6930.2%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$301,1191,8160.2%ETF
Bank of America Co. stock logo
BAC
Bank of America
$298,9316,8020.2%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$294,60612,9780.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$291,4596430.2%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$284,2482,9330.2%Finance
State Street Co. stock logo
STT
State Street
$282,8982,8820.2%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$281,8272,2230.2%ETF
EQL
ALPS Equal Sector Weight ETF
$272,8932,1790.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$270,1935,3640.2%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$261,3211,2630.2%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$261,1342,0190.2%ETF
GMAR
FT Cboe Vest U.S. Equity Moderate Buffer ETF - March
$248,9646,6460.2%ETF
FT Vest U.S. Equity Deep Buffer ETF - March stock logo
DMAR
FT Vest U.S. Equity Deep Buffer ETF - March
$247,2566,4780.1%ETF
PALANTIR TECHNOLOGIES INC
$240,0503,1740.1%CL A
GRAYSCALE BITCOIN TRUST ETF
$234,2733,1650.1%SHS REP COM UT
Meta Platforms, Inc. stock logo
META
Meta Platforms
$230,6933940.1%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$228,28410,0260.1%Computer and Technology
Boston Scientific Co. stock logo
BSX
Boston Scientific
$225,8012,5280.1%Medical
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$221,0121,7180.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$211,0133700.1%ETF
AMPLIFY ETF TR
$205,3372,7570.1%AMPLIFY CYBERSEC
Alphabet Inc. stock logo
GOOGL
Alphabet
$203,6971,0760.1%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$203,5743,8930.1%Consumer Staples
CHIMERA INVT CORP
$203,54614,5390.1%COM SHS
Oxford Square Capital Corp. stock logo
OXSQ
Oxford Square Capital
$160,37165,7260.1%Finance

Showing largest 100 holdings. View all holdings.
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