BostonPremier Wealth LLC
CIK: 0002053783SEC EDGAR →
Portfolio Value
$195.2M
Holdings
69
As of
Q4 2025
New Positions
69
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 166,995 | $56.0M | 28.69% |
| 2 | INVESCO QQQ TR | 46,701 | $28.7M | 14.70% |
| 3 | ISHARES TR | 270,849 | $17.9M | 9.16% |
| 4 | AMERICAN CENTY ETF TR | 188,881 | $14.3M | 7.33% |
| 5 | DIMENSIONAL ETF TRUST | 140,570 | $10.4M | 5.34% |
| 6 | APPLE INC | 31,392 | $8.5M | 4.37% |
| 7 | ISHARES TR | 61,455 | $7.4M | 3.78% |
| 8 | NVIDIA CORPORATION | 25,976 | $4.8M | 2.48% |
| 9 | ISHARES TR | 91,998 | $4.4M | 2.27% |
| 10 | ETFIS SER TR I | 51,843 | $4.1M | 2.10% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (69)
$56.0M · 167K shares
$28.7M · 47K shares
$17.9M · 271K shares
$14.3M · 189K shares
$10.4M · 141K shares
$8.5M · 31K shares
$7.4M · 61K shares
$4.8M · 26K shares
$4.4M · 92K shares
$4.1M · 52K shares
$3.3M · 14K shares
$3.2M · 17K shares
$2.6M · 8K shares
$2.2M · 22K shares
$1.6M · 4K shares
$1.6M · 8K shares
$1.5M · 3K shares
$1.1M · 3K shares
$999K · 20K shares
$961K · 21K shares
$849K · 1K shares
$819K · 2K shares
$702K · 7K shares
$649K · 984 shares
$646K · 948 shares
$631K · 5K shares
$620K · 4K shares
$604K · 15K shares
$592K · 4K shares
$576K · 10K shares
$533K · 3K shares
$525K · 6K shares
$516K · 7K shares
$500K · 3K shares
$472K · 4K shares
$471K · 1K shares
$465K · 3K shares
$440K · 2K shares
$422K · 5K shares
$418K · 2K shares
$408K · 13K shares
$403K · 2K shares
$382K · 1K shares
$381K · 1K shares
$379K · 3K shares
$347K · 2K shares
$342K · 1K shares
$334K · 31K shares
$327K · 13K shares
$305K · 2K shares
$296K · 2K shares
$294K · 6K shares
$291K · 6K shares
$269K · 6K shares
$252K · 10K shares
$250K · 2K shares
$246K · 636 shares
$243K · 840 shares
$241K · 3K shares
$235K · 2K shares
$232K · 3K shares
$226K · 451 shares
$226K · 6K shares
$225K · 4K shares
$219K · 5K shares
$212K · 3K shares
$209K · 1K shares
$201K · 5K shares
$61K · 35K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $133.8M | 68.6% |
| Unknown | 6 | $31.5M | 16.2% |
| Technology | 11 | $18.1M | 9.3% |
| Consumer Cyclical | 2 | $4.9M | 2.5% |
| Communication Services | 4 | $3.9M | 2.0% |
| Healthcare | 2 | $774K | 0.4% |
| Energy | 1 | $631K | 0.3% |
| Industrials | 1 | $620K | 0.3% |
| Consumer Defensive | 2 | $521K | 0.3% |
| Real Estate | 1 | $334K | 0.2% |