BostonPremier Wealth

BostonPremier Wealth as of June 30, 2025

Portfolio Holdings for BostonPremier Wealth

BostonPremier Wealth holds 63 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 26.7 $48M 158k 303.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.1 $20M 36k 551.64
First Tr Exchange-traded SHS (FVD) 8.8 $16M 353k 44.70
Ishares Tr Core S&p Mcp Etf (IJH) 8.6 $15M 249k 62.02
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.8 $10M 152k 68.21
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $7.7M 70k 109.29
Dimensional Etf Trust Us Equity Market (DFUS) 4.1 $7.3M 109k 67.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.9 $7.0M 39k 181.74
Apple (AAPL) 3.8 $6.8M 33k 205.17
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.2 $5.7M 115k 49.26
NVIDIA Corporation (NVDA) 2.1 $3.7M 24k 157.99
Ishares Tr Future Ai & Tech (ARTY) 2.1 $3.7M 91k 41.00
Amazon (AMZN) 1.7 $3.0M 14k 219.39
First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 1.3 $2.3M 24k 98.80
Vanguard Index Fds Extend Mkt Etf (VXF) 0.9 $1.6M 8.3k 192.72
Microsoft Corporation (MSFT) 0.8 $1.5M 2.9k 497.37
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.4M 7.8k 177.39
Ishares Tr Exponential Tech (XT) 0.7 $1.3M 19k 65.25
Spdr Gold Tr Gold Shs (GLD) 0.5 $944k 3.1k 304.78
Tesla Motors (TSLA) 0.5 $899k 2.8k 317.66
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $791k 8.4k 93.87
Philip Morris International (PM) 0.4 $673k 3.7k 182.13
Exxon Mobil Corporation (XOM) 0.4 $672k 6.2k 107.80
Ishares Tr Russell 3000 Etf (IWV) 0.4 $660k 1.9k 350.93
Broadcom (AVGO) 0.4 $648k 2.4k 275.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $576k 932.00 618.08
Main Street Capital Corporation (MAIN) 0.3 $564k 9.6k 59.10
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $545k 15k 35.84
Johnson & Johnson (JNJ) 0.3 $530k 3.5k 152.76
Rithm Capital Corp Com New (RITM) 0.2 $411k 36k 11.29
Palantir Technologies Cl A (PLTR) 0.2 $394k 2.9k 136.32
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM) 0.2 $393k 13k 31.43
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $390k 1.9k 204.69
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.2 $386k 4.7k 82.45
Ishares Tr Msci Usa Value (VLUE) 0.2 $385k 3.4k 113.22
Chubb (CB) 0.2 $383k 1.3k 289.72
Spdr Series Trust Aerospace Def (XAR) 0.2 $352k 1.7k 210.90
Bank of America Corporation (BAC) 0.2 $348k 7.4k 47.32
Meta Platforms Cl A (META) 0.2 $330k 447.00 738.85
Servicenow (NOW) 0.2 $321k 312.00 1028.08
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $320k 6.3k 50.68
State Street Corporation (STT) 0.2 $310k 2.9k 106.34
Fortinet (FTNT) 0.2 $309k 2.9k 105.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $309k 2.2k 138.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $301k 13k 23.83
Advanced Micro Devices (AMD) 0.2 $292k 2.1k 141.90
At&t (T) 0.2 $292k 10k 28.94
Alps Etf Tr Equal Sec Etf (EQL) 0.2 $289k 6.6k 43.84
Boston Scientific Corporation (BSX) 0.2 $272k 2.5k 107.41
Vertiv Holdings Com Cl A (VRT) 0.1 $269k 2.1k 128.40
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $264k 3.1k 84.83
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.1 $259k 6.6k 38.95
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.1 $256k 6.5k 39.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $256k 527.00 485.77
Netflix (NFLX) 0.1 $248k 185.00 1339.13
Ishares Gold Tr Ishares New (IAU) 0.1 $236k 3.8k 62.36
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $233k 1.7k 135.07
Ishares Tr Cybersecurity (IHAK) 0.1 $233k 4.4k 53.21
Procter & Gamble Company (PG) 0.1 $231k 1.4k 159.32
Altria (MO) 0.1 $229k 3.9k 58.62
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $226k 1.7k 132.15
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $214k 2.5k 86.36
Oxford Square Ca (OXSQ) 0.1 $137k 62k 2.23