BostonPremier Wealth LLC
- SEC CIK
- 0002053783
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 29, 2025. Long positions only.
- Positions
- 59
- No filing for Q3 2024
- Portfolio value
- $165.0M
- No filing for Q3 2024
BostonPremier Wealth LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 154,395 | $44.7M | 27.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 31,955 | $16.3M | 9.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 237,979 | $14.8M | 9.0% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 309,815 | $13.5M | 8.2% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 145,260 | $9.70M | 5.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 69,593 | $8.02M | 4.9% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 113,396 | $7.23M | 4.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 40,377 | $7.08M | 4.3% | – | – | – |
| AAPLApple Inc. | Stock | 27,644 | $6.92M | 4.2% | – | – | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 115,133 | $5.60M | 3.4% | – | – | – |
| iShares Tr46435U135 | CYBERSECURITY | 72,005 | $3.51M | 2.1% | – | – | – |
| First Tr Exchange-Traded FD33733E401 | NASDAQ 100 EX | 24,300 | $2.26M | 1.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,515 | $2.09M | 1.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 15,029 | $2.02M | 1.2% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 8,761 | $1.66M | 1.0% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 64,868 | $1.49M | 0.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,885 | $1.31M | 0.8% | – | – | History |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 18,912 | $1.13M | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,448 | $1.03M | 0.6% | – | – | History |
| GLDSPDR Gold Trust | ETF | 3,614 | $874.9K | 0.5% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 9,047 | $803.3K | 0.5% | – | – | – |
| TSLATesla, Inc. | Stock | 1,795 | $724.9K | 0.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,145 | $670.9K | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 4,560 | $659.5K | 0.4% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,872 | $625.7K | 0.4% | – | – | – |
| MAINMain Street Capital CORP | CEF | 9,550 | $559.4K | 0.3% | – | – | History |
| iShares Tr46432F388 | MSCI USA VALUE | 4,945 | $522.2K | 0.3% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 14,266 | $493.5K | 0.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,696 | $444.8K | 0.3% | – | – | History |
| NOWServiceNow, Inc. | Stock | 411 | $435.7K | 0.3% | – | – | History |
| RITMRithm Capital Corp. | REIT | 36,400 | $394.2K | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,003 | $392.2K | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F136 | FT VEST US EQUIT | 12,508 | $381.6K | 0.2% | – | – | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 4,693 | $375.4K | 0.2% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,816 | $301.1K | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 6,802 | $298.9K | 0.2% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 12,978 | $294.6K | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 643 | $291.5K | 0.2% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,933 | $284.2K | 0.2% | – | – | – |
| STTState Street Corp | COM | 2,882 | $282.9K | 0.2% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,223 | $281.8K | 0.2% | – | – | – |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 2,179 | $272.9K | 0.2% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,364 | $270.2K | 0.2% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,263 | $261.3K | 0.2% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,019 | $261.1K | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 6,646 | $249.0K | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 6,478 | $247.3K | 0.1% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 3,174 | $240.1K | 0.1% | – | – | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,165 | $234.3K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 394 | $230.7K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 10,026 | $228.3K | 0.1% | – | – | History |
| BSXBoston Scientific Corp | Stock | 2,528 | $225.8K | 0.1% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 1,718 | $221.0K | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 370 | $211.0K | 0.1% | – | – | History |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 2,757 | $205.3K | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,076 | $203.7K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 3,893 | $203.6K | 0.1% | – | – | History |
| CIMChimera Investment Corp | COM SHS | 14,539 | $203.5K | 0.1% | – | – | History |
| OXSQOxford Square Capital Corp. | COM | 65,726 | $160.4K | 0.1% | – | – | History |