BostonPremier Wealth

BostonPremier Wealth as of Dec. 31, 2024

Portfolio Holdings for BostonPremier Wealth

BostonPremier Wealth holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 27.1 $45M 154k 289.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.9 $16M 32k 511.23
Ishares Tr Core S&p Mcp Etf (IJH) 9.0 $15M 238k 62.31
First Tr Value Line Divid In SHS (FVD) 8.2 $14M 310k 43.64
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.9 $9.7M 145k 66.77
Ishares Tr Core S&p Scp Etf (IJR) 4.9 $8.0M 70k 115.22
Dimensional Etf Trust Us Equity Market (DFUS) 4.4 $7.2M 113k 63.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.3 $7.1M 40k 175.23
Apple (AAPL) 4.2 $6.9M 28k 250.42
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.4 $5.6M 115k 48.67
Ishares Tr Cybersecurity (IHAK) 2.1 $3.5M 72k 48.79
First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 1.4 $2.3M 24k 93.12
Amazon (AMZN) 1.3 $2.1M 9.5k 219.39
NVIDIA Corporation (NVDA) 1.2 $2.0M 15k 134.29
Vanguard Index Fds Extend Mkt Etf (VXF) 1.0 $1.7M 8.8k 189.97
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $1.5M 65k 22.98
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.3M 6.9k 190.43
Ishares Tr Exponential Tech (XT) 0.7 $1.1M 19k 59.66
Microsoft Corporation (MSFT) 0.6 $1.0M 2.4k 421.45
Spdr Gold Tr Gold Shs (GLD) 0.5 $875k 3.6k 242.10
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $803k 9.0k 88.79
Tesla Motors (TSLA) 0.4 $725k 1.8k 403.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $671k 1.1k 585.95
Johnson & Johnson (JNJ) 0.4 $660k 4.6k 144.62
Ishares Tr Russell 3000 Etf (IWV) 0.4 $626k 1.9k 334.23
Main Street Capital Corporation (MAIN) 0.3 $559k 9.6k 58.58
Ishares Tr Msci Usa Value (VLUE) 0.3 $522k 4.9k 105.61
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $494k 14k 34.59
Philip Morris International (PM) 0.3 $445k 3.7k 120.35
Servicenow (NOW) 0.3 $436k 411.00 1060.12
Rithm Capital Corp Com New (RITM) 0.2 $394k 36k 10.83
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $392k 2.0k 195.79
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM) 0.2 $382k 13k 30.51
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.2 $375k 4.7k 79.99
Spdr Ser Tr Aerospace Def (XAR) 0.2 $301k 1.8k 165.81
Bank of America Corporation (BAC) 0.2 $299k 6.8k 43.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $295k 13k 22.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $292k 643.00 453.28
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $284k 2.9k 96.91
State Street Corporation (STT) 0.2 $283k 2.9k 98.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $282k 2.2k 126.78
Alps Etf Tr Equal Sec Etf (EQL) 0.2 $273k 2.2k 125.24
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $270k 5.4k 50.37
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $261k 1.3k 206.91
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $261k 2.0k 129.34
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.2 $249k 6.6k 37.46
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.1 $247k 6.5k 38.17
Palantir Technologies Cl A (PLTR) 0.1 $240k 3.2k 75.63
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $234k 3.2k 74.02
Meta Platforms Cl A (META) 0.1 $231k 394.00 585.52
At&t (T) 0.1 $228k 10k 22.77
Boston Scientific Corporation (BSX) 0.1 $226k 2.5k 89.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $221k 1.7k 128.64
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $211k 370.00 570.31
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $205k 2.8k 74.48
Alphabet Cap Stk Cl A (GOOGL) 0.1 $204k 1.1k 189.31
Altria (MO) 0.1 $204k 3.9k 52.29
Chimera Invt Corp Com Shs (CIM) 0.1 $204k 15k 14.00
Oxford Square Ca (OXSQ) 0.1 $160k 66k 2.44