BostonPremier Wealth

BostonPremier Wealth as of March 31, 2025

Portfolio Holdings for BostonPremier Wealth

BostonPremier Wealth holds 58 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 26.5 $43M 156k 274.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.4 $17M 36k 468.92
First Tr Value Line Divid In SHS (FVD) 9.5 $15M 344k 44.59
Ishares Tr Core S&p Mcp Etf (IJH) 8.8 $14M 242k 58.35
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.0 $9.7M 149k 65.21
Ishares Tr Core S&p Scp Etf (IJR) 4.5 $7.3M 70k 104.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.2 $6.7M 39k 173.23
Dimensional Etf Trust Us Equity Market (DFUS) 4.1 $6.7M 110k 60.48
Apple (AAPL) 3.8 $6.1M 28k 222.13
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.5 $5.6M 113k 49.16
Ishares Tr Cybersecurity (IHAK) 2.1 $3.3M 71k 46.98
Exxon Mobil Corporation (XOM) 1.5 $2.4M 20k 118.93
First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 1.4 $2.2M 24k 93.82
Amazon (AMZN) 1.1 $1.8M 9.6k 190.26
NVIDIA Corporation (NVDA) 1.1 $1.8M 17k 108.38
Vanguard Index Fds Extend Mkt Etf (VXF) 0.9 $1.5M 8.6k 172.27
Ishares Tr Exponential Tech (XT) 0.7 $1.1M 19k 57.56
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.1M 7.1k 156.23
Spdr Gold Tr Gold Shs (GLD) 0.6 $945k 3.3k 288.18
Microsoft Corporation (MSFT) 0.6 $902k 2.4k 375.39
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $813k 8.7k 93.66
Ishares Tr Russell 3000 Etf (IWV) 0.4 $596k 1.9k 317.59
Philip Morris International (PM) 0.4 $587k 3.7k 158.73
Johnson & Johnson (JNJ) 0.4 $573k 3.5k 165.83
Tesla Motors (TSLA) 0.3 $541k 2.1k 259.16
Main Street Capital Corporation (MAIN) 0.3 $540k 9.6k 56.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $506k 904.00 559.42
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $500k 15k 32.99
Rithm Capital Corp Com New (RITM) 0.3 $417k 36k 11.45
Chubb (CB) 0.2 $400k 1.3k 301.99
Ishares Tr Msci Usa Value (VLUE) 0.2 $383k 3.6k 106.65
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM) 0.2 $380k 13k 30.36
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $370k 1.9k 194.01
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.2 $350k 4.7k 74.87
Servicenow (NOW) 0.2 $327k 411.00 796.14
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $317k 6.3k 50.63
Bank of America Corporation (BAC) 0.2 $306k 7.3k 41.73
At&t (T) 0.2 $284k 10k 28.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $281k 527.00 532.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $280k 13k 21.53
Alps Etf Tr Equal Sec Etf (EQL) 0.2 $276k 2.2k 125.95
Spdr Ser Tr Aerospace Def (XAR) 0.2 $268k 1.7k 160.69
Palantir Technologies Cl A (PLTR) 0.2 $267k 3.2k 84.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $261k 2.2k 117.50
State Street Corporation (STT) 0.2 $259k 2.9k 89.53
Boston Scientific Corporation (BSX) 0.2 $255k 2.5k 100.88
Meta Platforms Cl A (META) 0.2 $251k 435.00 576.68
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.2 $247k 6.6k 37.20
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.2 $244k 6.5k 37.68
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $243k 1.2k 202.13
Altria (MO) 0.1 $234k 3.9k 60.02
Ishares Gold Tr Ishares New (IAU) 0.1 $223k 3.8k 58.96
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $215k 1.7k 125.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $210k 1.7k 122.03
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $206k 3.2k 65.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $204k 10k 19.78
Chimera Invt Corp Com Shs (CIM) 0.1 $169k 13k 12.83
Oxford Square Ca (OXSQ) 0.1 $161k 62k 2.61