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CIK: 0002053783
Total reported value
$235.5M
$235.5M
59 檔
42.1%
During the Q4 2024 filing period, BostonPremier Wealth LLC (CIK: 0002053783) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $235.5M across 59 reported positions.
During Q4 2024, BostonPremier Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.12% | -0.71% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.90% | +1.13% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.99% | -0.30% | — | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 8.19% | -0.10% | — | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.88% | -0.29% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.86% | +0.05% | — | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.38% | -0.01% | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.29% | -0.13% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.20% | -0.27% | — | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.40% | -0.11% | — | |
| 11 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 2.13% | — | — | |
| 12 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 1.37% | -0.19% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | -0.08% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.05% | — | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.01% | +0.03% | — | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.90% | — | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.01% | — | |
| 18 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.68% | -0.01% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.03% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.19% | — | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | -0.06% | — | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.05% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.02% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.05% | — | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.38% | +0.02% | — | |
| 26 | MAIN | Main Street Capital CORP | Stock-Financials | 0.34% | -0.05% | — | |
| 27 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.32% | +0.03% | — | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.30% | -0.02% | — | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.27% | -0.03% | — | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.26% | — | — | |
| 31 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.24% | -0.03% | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | +0.04% | — | |
| 33 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.23% | -0.03% | — | |
| 34 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.23% | — | — | |
| 35 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.18% | -0.02% | — | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | — | — | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | -0.01% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.02% | — | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.17% | — | — | |
| 40 | STT | State Street CORP | Stock-Financials | 0.17% | +0.02% | — | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.17% | -0.01% | — | |
| 42 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.17% | -0.02% | — | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.16% | -0.03% | — | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.16% | +0.10% | NEW | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.16% | -0.01% | — | |
| 46 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.15% | -0.02% | — | |
| 47 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.15% | -0.02% | — | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.15% | -0.05% | — | |
| 49 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.14% | — | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.05% | — |
According to official SEC Form 13F filings, BostonPremier Wealth LLC reported a total U.S. public equity portfolio value of $235.5M across 59 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, IJH) accounted for 42.1% of total reported equity market value during Q4 2024.
During Q4 2024, BostonPremier Wealth LLC's top holdings by market value included VTI (27.1%)、QQQ (9.9%)、IJH (9.0%). The largest single position, VTI, represented 27.1% of total portfolio value.
In Q4 2024, BostonPremier Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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