Bostonpremier Wealth LLC Top Holdings and 13F Report (2025) About Bostonpremier Wealth LLCInvestment ActivityBostonpremier Wealth LLC has $161.09 million in total holdings as of March 31, 2025.Bostonpremier Wealth LLC owns shares of 58 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.81% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Bostonpremier Wealth LLC has purchased 59 new stocks and bought additional shares in 22 stocks.Bostonpremier Wealth LLC sold shares of 23 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $42,733,837Invesco QQQ $16,765,716First Trust Value Line Dividend Index Fund $15,328,651iShares Core S&P Mid-Cap ETF $14,128,918Avantis U.S. Large Cap Value ETF $9,715,722 Largest New Holdings this Quarter 30231G102 - Exxon Mobil $2,383,238 HoldingH1467J104 - Chubb $399,533 Holding464285204 - iShares Gold Trust $223,164 Holding808524805 - Schwab International Equity ETF $204,226 Holding Largest Purchases this Quarter Exxon Mobil 20,039 shares (about $2.38M)Invesco QQQ 3,799 shares (about $1.78M)First Trust Value Line Dividend Index Fund 33,954 shares (about $1.51M)Chubb 1,323 shares (about $399.53K)Vanguard Total Stock Market ETF 1,091 shares (about $299.85K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 1,700 shares (about $294.49K)Dimensional U.S. Equity ETF 3,324 shares (about $201.04K)Johnson & Johnson 1,107 shares (about $183.57K)iShares MSCI USA Value Factor ETF 1,350 shares (about $143.97K)SPDR S&P 500 ETF Trust 241 shares (about $134.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBostonpremier Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$42,733,837$299,851 ▲0.7%155,48626.5%ETFQQQInvesco QQQ$16,765,716$1,781,422 ▲11.9%35,75410.4%FinanceFVDFirst Trust Value Line Dividend Index Fund$15,328,651$1,514,008 ▲11.0%343,7699.5%ETFIJHiShares Core S&P Mid-Cap ETF$14,128,918$242,853 ▲1.7%242,1418.8%ETFAVLVAvantis U.S. Large Cap Value ETF$9,715,722$243,299 ▲2.6%148,9916.0%ETFIJRiShares Core S&P Small-Cap ETF$7,265,836$11,503 ▼-0.2%69,4834.5%ETFRSPInvesco S&P 500 Equal Weight ETF$6,700,053$294,493 ▼-4.2%38,6774.2%ETFDFUSDimensional U.S. Equity ETF$6,657,149$201,035 ▼-2.9%110,0724.1%ETFAAPLApple$6,129,475$11,107 ▼-0.2%27,5943.8%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$5,562,240$97,681 ▼-1.7%113,1463.5%ManufacturingIHAKiShares Cybersecurity and Tech ETF$3,344,925$37,866 ▼-1.1%71,1992.1%ETFXOMExxon Mobil$2,383,238$2,383,238 ▲New Holding20,0391.5%EnergyQQXTFirst Trust NASDAQ 100 Ex-Technology Sector Index Fund$2,245,784$34,057 ▼-1.5%23,9371.4%ETFAMZNAmazon.com$1,831,443$21,119 ▲1.2%9,6261.1%Retail/WholesaleNVDANVIDIA$1,821,837$193,022 ▲11.9%16,8101.1%Computer and TechnologyVXFVanguard Extended Market ETF$1,473,067$36,176 ▼-2.4%8,5510.9%ETFXTiShares Exponential Technologies ETF$1,105,102$16,520 ▲1.5%19,1990.7%ManufacturingGOOGAlphabet$1,104,980$29,370 ▲2.7%7,0730.7%Computer and TechnologyGLDSPDR Gold Shares$945,243$96,253 ▼-9.2%3,2800.6%FinanceMSFTMicrosoft$902,072$16,893 ▼-1.8%2,4030.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$813,248$34,092 ▼-4.0%8,6830.5%ETFIWViShares Russell 3000 ETF$596,117$1,588 ▲0.3%1,8770.4%ETFPMPhilip Morris International$586,6660.0%3,6960.4%Consumer StaplesJNJJohnson & Johnson$572,606$183,572 ▼-24.3%3,4530.4%MedicalTSLATesla$540,867$75,675 ▲16.3%2,0870.3%Auto/Tires/TrucksMAINMain Street Capital$540,1480.0%9,5500.3%FinanceSPYSPDR S&P 500 ETF Trust$505,713$134,820 ▼-21.0%9040.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$499,970$29,328 ▲6.2%15,1550.3%ETFRITMRithm Capital$416,7800.0%36,4000.3%FinanceCBChubb$399,533$399,533 ▲New Holding1,3230.2%FinanceVLUEiShares MSCI USA Value Factor ETF$383,396$143,973 ▼-27.3%3,5950.2%ETFFIRST TR EXCHNG TRADED FD VI$379,7170.0%12,5080.2%FT VEST US EQUITVIGVanguard Dividend Appreciation ETF$369,789$18,819 ▼-4.8%1,9060.2%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$350,038$1,348 ▼-0.4%4,6750.2%ETFNOWServiceNow$327,2140.0%4110.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$316,744$45,162 ▲16.6%6,2560.2%ETFBACBank of America$306,379$22,534 ▲7.9%7,3420.2%FinanceTAT&T$284,448$905 ▲0.3%10,0580.2%Computer and TechnologyBRK.BBerkshire Hathaway$280,670$61,779 ▼-18.0%5270.2%FinanceSCHBSchwab US Broad Market ETF$280,264$840 ▲0.3%13,0170.2%ETFEQLALPS Equal Sector Weight ETF$275,572$1,134 ▲0.4%2,1880.2%ETFXARSPDR S&P Aerospace & Defense ETF$268,356$23,461 ▼-8.0%1,6700.2%ETFPALANTIR TECHNOLOGIES INC$266,957$928 ▼-0.3%3,1630.2%CL AIWPiShares Russell Mid-Cap Growth ETF$261,310$117 ▲0.0%2,2240.2%ETFSTTState Street$259,380$1,343 ▲0.5%2,8970.2%FinanceBSXBoston Scientific$255,0250.0%2,5280.2%MedicalMETAMeta Platforms$250,856$23,644 ▲10.4%4350.2%Computer and TechnologyGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$247,2310.0%6,6460.2%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$244,0840.0%6,4780.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$242,956$12,330 ▼-4.8%1,2020.2%ETFMOAltria Group$233,903$240 ▲0.1%3,8970.1%Consumer StaplesIAUiShares Gold Trust$223,164$223,164 ▲New Holding3,7850.1%FinanceIWSiShares Russell Mid-Cap Value ETF$214,806$39,560 ▼-15.6%1,7050.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$210,262$610 ▲0.3%1,7230.1%ETFGRAYSCALE BITCOIN TRUST ETF$206,2630.0%3,1650.1%SHS REP COM UTSCHFSchwab International Equity ETF$204,226$204,226 ▲New Holding10,3250.1%ETFCHIMERA INVT CORP$168,573$17,962 ▼-9.6%13,1390.1%COM SHSOXSQOxford Square Capital$160,583$10,962 ▼-6.4%61,5260.1%FinanceGOVTiShares U.S. Treasury Bond ETF$0$1,490,671 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$284,248 ▼-100.0%00.0%FinanceMDYSPDR S&P MidCap 400 ETF Trust$0$211,013 ▼-100.0%00.0%ETFAMPLIFY ETF TR$0$205,337 ▼-100.0%00.0%AMPLIFY CYBERSECGOOGLAlphabet$0$203,697 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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