BostonPremier Wealth

BostonPremier Wealth as of Sept. 30, 2025

Portfolio Holdings for BostonPremier Wealth

BostonPremier Wealth holds 73 positions in its portfolio as reported in the September 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 $53M 163k 328.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.1 $22M 37k 600.37
Ishares Tr Core S&p Mcp Etf (IJH) 8.3 $17M 256k 65.26
First Tr Exchange-traded SHS (FVD) 8.3 $17M 360k 46.24
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.7 $11M 158k 72.26
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $8.7M 73k 118.83
Apple (AAPL) 4.2 $8.5M 33k 254.63
Dimensional Etf Trust Us Equity Market (DFUS) 4.1 $8.3M 114k 72.44
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.9 $5.7M 115k 49.79
NVIDIA Corporation (NVDA) 2.4 $4.9M 26k 186.58
Ishares Tr Future Ai & Tech (ARTY) 2.2 $4.4M 96k 45.78
Etfis Ser Tr I Virtus Reaves Ut (UTES) 1.9 $3.8M 46k 83.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $3.5M 18k 189.70
Amazon (AMZN) 1.5 $3.1M 14k 219.57
First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 1.1 $2.3M 23k 98.93
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.0M 8.0k 243.54
Vanguard Index Fds Extend Mkt Etf (VXF) 0.8 $1.6M 7.7k 209.35
Microsoft Corporation (MSFT) 0.8 $1.6M 3.0k 517.99
Tesla Motors (TSLA) 0.7 $1.4M 3.2k 444.72
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.1M 3.2k 355.41
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.0M 1.5k 669.36
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $803k 8.4k 95.14
Broadcom (AVGO) 0.4 $775k 2.4k 329.91
Exxon Mobil Corporation (XOM) 0.3 $702k 6.2k 112.75
Johnson & Johnson (JNJ) 0.3 $646k 3.5k 185.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $632k 949.00 665.96
Main Street Capital Corporation (MAIN) 0.3 $607k 9.6k 63.59
Philip Morris International (PM) 0.3 $600k 3.7k 162.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $588k 15k 38.57
Palantir Technologies Cl A (PLTR) 0.3 $522k 2.9k 182.42
Ishares Tr Future Exponenti (XT) 0.3 $518k 7.2k 71.94
Meta Platforms Cl A (META) 0.2 $494k 673.00 734.16
Arista Networks Com Shs (ANET) 0.2 $484k 3.3k 145.71
Vertiv Holdings Com Cl A (VRT) 0.2 $462k 3.1k 150.86
Ishares Tr S&p 100 Etf (OEF) 0.2 $434k 1.3k 332.89
Ishares Tr Msci Usa Value (VLUE) 0.2 $426k 3.4k 125.06
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.2 $426k 4.6k 91.62
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $411k 1.9k 215.82
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM) 0.2 $403k 13k 32.18
Spdr Series Trust Aerospace Def (XAR) 0.2 $393k 1.7k 234.94
Bank of America Corporation (BAC) 0.2 $380k 7.4k 51.59
Chubb (CB) 0.2 $373k 1.3k 282.25
Rithm Capital Corp Com New (RITM) 0.2 $349k 31k 11.39
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $348k 6.9k 50.73
State Street Corporation (STT) 0.2 $340k 2.9k 116.01
Advanced Micro Devices (AMD) 0.2 $333k 2.1k 161.79
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $326k 13k 25.71
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $317k 2.2k 142.39
Alps Etf Tr Equal Sec Etf (EQL) 0.2 $305k 6.6k 46.03
Ishares Gold Tr Ishares New (IAU) 0.1 $295k 4.0k 72.77
At&t (T) 0.1 $286k 10k 28.24
Alphabet Cap Stk Cl A (GOOGL) 0.1 $282k 1.2k 243.12
Oklo Com Cl A (OKLO) 0.1 $281k 2.5k 111.63
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $279k 3.1k 89.77
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.1 $267k 6.6k 40.10
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.1 $264k 6.5k 40.77
Altria (MO) 0.1 $258k 3.9k 66.06
Boston Scientific Corporation (BSX) 0.1 $247k 2.5k 97.63
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $247k 840.00 293.74
Fortinet (FTNT) 0.1 $246k 2.9k 84.08
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $245k 1.7k 145.67
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.1 $242k 1.5k 165.45
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $242k 978.00 247.24
Ishares Tr Russell 3000 Etf (IWV) 0.1 $240k 635.00 378.65
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $240k 1.7k 139.70
Verizon Communications (VZ) 0.1 $235k 5.3k 43.95
Servicenow (NOW) 0.1 $232k 252.00 920.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $227k 451.00 502.74
Procter & Gamble Company (PG) 0.1 $223k 1.4k 153.65
Netflix (NFLX) 0.1 $222k 185.00 1198.92
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $215k 2.5k 86.79
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $214k 832.00 256.57
Oxford Square Ca (OXSQ) 0.0 $56k 35k 1.59