Bostonpremier Wealth LLC Top Holdings and 13F Report (2025) About Bostonpremier Wealth LLCInvestment ActivityBostonpremier Wealth LLC has $180.30 million in total holdings as of June 30, 2025.Bostonpremier Wealth LLC owns shares of 63 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.81% of the portfolio was purchased this quarter.About 3.35% of the portfolio was sold this quarter.This quarter, Bostonpremier Wealth LLC has purchased 58 new stocks and bought additional shares in 30 stocks.Bostonpremier Wealth LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $48,091,876Invesco QQQ $20,028,533First Trust Value Line Dividend Index Fund $15,795,736iShares Core S&P Mid-Cap ETF $15,431,477Avantis U.S. Large Cap Value ETF $10,391,553 Largest New Holdings this Quarter 46435U556 - iShares Robotics and Artificial Intelligence Multisector ETF $3,713,084 Holding11135F101 - Broadcom $647,778 Holding34959E109 - Fortinet $309,231 Holding007903107 - Advanced Micro Devices $292,030 Holding92537N108 - Vertiv $268,486 Holding Largest Purchases this Quarter iShares Robotics and Artificial Intelligence Multisector ETF 90,563 shares (about $3.71M)Apple 5,423 shares (about $1.11M)NVIDIA 6,850 shares (about $1.08M)Amazon.com 4,047 shares (about $887.87K)Vanguard Total Stock Market ETF 2,747 shares (about $834.90K) Largest Sales this Quarter iShares Cybersecurity and Tech ETF 66,829 shares (about $3.56M)Exxon Mobil 13,809 shares (about $1.49M)ServiceNow 99 shares (about $101.78K)SPDR Gold Shares 184 shares (about $56.08K)Dimensional U.S. Equity ETF 750 shares (about $50.26K) 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$48,091,876$834,898 ▲1.8%158,23326.7%ETFQQQInvesco QQQ$20,028,533$305,059 ▲1.5%36,30711.1%FinanceFVDFirst Trust Value Line Dividend Index Fund$15,795,736$429,254 ▲2.8%353,3728.8%ETFIJHiShares Core S&P Mid-Cap ETF$15,431,477$413,921 ▲2.8%248,8158.6%ETFAVLVAvantis U.S. Large Cap Value ETF$10,391,553$228,845 ▲2.3%152,3465.8%ETFIJRiShares Core S&P Small-Cap ETF$7,682,814$89,071 ▲1.2%70,2984.3%ETFDFUSDimensional U.S. Equity ETF$7,326,736$50,265 ▼-0.7%109,3224.1%ETFRSPInvesco S&P 500 Equal Weight ETF$7,020,701$8,542 ▼-0.1%38,6303.9%ETFAAPLApple$6,774,049$1,112,629 ▲19.7%33,0173.8%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$5,681,818$108,225 ▲1.9%115,3433.2%ManufacturingNVDANVIDIA$3,738,072$1,082,240 ▲40.7%23,6602.1%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$3,713,084$3,713,084 ▲New Holding90,5632.1%ManufacturingAMZNAmazon.com$2,999,719$887,871 ▲42.0%13,6731.7%Retail/WholesaleQQXTFirst Trust NASDAQ-100 Ex-Technology Sector Index Fund$2,348,330$16,598 ▼-0.7%23,7691.3%ETFVXFVanguard Extended Market ETF$1,598,575$49,335 ▼-3.0%8,2950.9%ETFMSFTMicrosoft$1,463,256$268,081 ▲22.4%2,9420.8%Computer and TechnologyGOOGAlphabet$1,379,004$124,348 ▲9.9%7,7740.8%Computer and TechnologyXTiShares Exponential Technologies ETF$1,259,826$7,112 ▲0.6%19,3080.7%ManufacturingGLDSPDR Gold Shares$943,601$56,080 ▼-5.6%3,0960.5%FinanceTSLATesla$898,978$236,021 ▲35.6%2,8300.5%Auto/Tires/TrucksUSMViShares MSCI USA Min Vol Factor ETF$790,790$24,313 ▼-3.0%8,4240.4%ETFPMPhilip Morris International$673,1520.0%3,6960.4%Consumer StaplesXOMExxon Mobil$671,592$1,488,606 ▼-68.9%6,2300.4%EnergyIWViShares Russell 3000 ETF$660,445$1,755 ▲0.3%1,8820.4%ETFAVGOBroadcom$647,778$647,778 ▲New Holding2,3500.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$576,047$17,306 ▲3.1%9320.3%FinanceMAINMain Street Capital$564,4050.0%9,5500.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$544,800$1,649 ▲0.3%15,2010.3%ETFJNJJohnson & Johnson$530,090$2,597 ▲0.5%3,4700.3%MedicalRITMRithm Capital$410,9560.0%36,4000.2%FinancePALANTIR TECHNOLOGIES INC$394,237$36,943 ▼-8.6%2,8920.2%CL AFIRST TR EXCHNG TRADED FD VI$393,0750.0%12,5080.2%FT VEST US EQUITVIGVanguard Dividend Appreciation ETF$390,1470.0%1,9060.2%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$385,516$82 ▲0.0%4,6760.2%ETFVLUEiShares MSCI USA Value Factor ETF$384,847$22,192 ▼-5.5%3,3990.2%ETFCBChubb$383,3000.0%1,3230.2%FinanceXARSPDR S&P Aerospace & Defense ETF$352,409$211 ▲0.1%1,6710.2%ETFBACBank of America$348,080$662 ▲0.2%7,3560.2%FinanceMETAMeta Platforms$330,266$8,866 ▲2.8%4470.2%Computer and TechnologyNOWServiceNow$320,761$101,780 ▼-24.1%3120.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$319,558$2,483 ▲0.8%6,3050.2%ETFSTTState Street$309,993$1,914 ▲0.6%2,9150.2%FinanceFTNTFortinet$309,231$309,231 ▲New Holding2,9250.2%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$308,711$277 ▲0.1%2,2260.2%ETFSCHBSchwab US Broad Market ETF$301,278$8,912 ▼-2.9%12,6430.2%ETFAMDAdvanced Micro Devices$292,030$292,030 ▲New Holding2,0580.2%Computer and TechnologyTAT&T$291,915$839 ▲0.3%10,0870.2%Computer and TechnologyEQLALPS Equal Sector Weight ETF$289,014$193,085 ▲201.3%6,5920.2%ETFBSXBoston Scientific$271,5320.0%2,5280.2%MedicalVRTVertiv$268,486$268,486 ▲New Holding2,0910.1%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$263,482$5,005 ▼-1.9%3,1060.1%SHS REP COM UTGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$258,8620.0%6,6460.1%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$256,3340.0%6,4780.1%ETFBRK.BBerkshire Hathaway$256,0010.0%5270.1%FinanceNFLXNetflix$247,739$247,739 ▲New Holding1850.1%Consumer DiscretionaryIAUiShares Gold Trust$236,0330.0%3,7850.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$233,404$675 ▲0.3%1,7280.1%ETFIHAKiShares Cybersecurity and Tech ETF$232,512$3,555,731 ▼-93.9%4,3700.1%ETFPGProcter & Gamble$230,695$230,695 ▲New Holding1,4480.1%Consumer StaplesMOAltria Group$228,691$234 ▲0.1%3,9010.1%Consumer StaplesIWSiShares Russell Mid-Cap Value ETF$226,103$793 ▲0.4%1,7110.1%ETFAMPLIFY ETF TR$214,075$214,075 ▲New Holding2,4790.1%AMPLIFY CYBERSECOXSQOxford Square Capital$137,2030.0%61,5260.1%FinanceMTUMiShares MSCI USA Momentum Factor ETF$0$242,956 ▼-100.0%00.0%ETFSCHFSchwab International Equity ETF$0$204,226 ▼-100.0%00.0%ETFCHIMERA INVT CORP$0$168,573 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. 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