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CIK: 0002053783
Total reported value
$235.5M
$235.5M
58 檔
41.9%
At the close of Q1 2025, BostonPremier Wealth LLC disclosed equity holdings valued at approximately $235.5M, spread across 58 reported holdings.
BostonPremier Wealth LLC executed strategic sector rebalancing during Q1 2025, establishing 4 new positions while fully exiting 5 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 26.53% | -0.71% | +0.71% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.41% | +1.13% | +11.89% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 9.52% | -0.10% | +10.96% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.77% | -0.30% | +1.75% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.03% | -0.29% | +2.57% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.51% | +0.05% | -0.16% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.16% | -0.13% | -4.21% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.13% | -0.01% | -2.93% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.81% | -0.27% | -0.18% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.45% | -0.11% | -1.73% | |
| 11 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 2.08% | — | -1.12% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -0.22% | — | |
| 13 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 1.39% | -0.19% | -1.49% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.08% | +1.17% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.05% | +11.85% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.91% | +0.03% | -2.40% | |
| 17 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.69% | -0.01% | +1.52% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.01% | +2.73% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.19% | -9.24% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.03% | -1.84% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.06% | -4.02% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.37% | +0.02% | +0.27% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | -0.03% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.05% | -24.28% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.05% | +16.27% | |
| 26 | MAIN | Main Street Capital CORP | Stock-Financials | 0.34% | -0.05% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.02% | -21.05% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | -0.02% | +6.23% | |
| 29 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.26% | -0.03% | — | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.25% | -0.03% | — | |
| 31 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.24% | +0.03% | -27.30% | |
| 32 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.24% | -0.03% | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.04% | -4.84% | |
| 34 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.22% | — | -0.38% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 0.20% | — | — | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.20% | -0.03% | +16.63% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | — | +7.94% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.18% | -0.06% | +0.32% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.02% | -18.04% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.17% | -0.01% | +0.30% | |
| 41 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.17% | -0.02% | +0.41% | |
| 42 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.17% | -0.02% | -8.04% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.17% | -0.05% | -0.35% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.16% | -0.01% | +0.04% | |
| 45 | STT | State Street CORP | Stock-Financials | 0.16% | +0.02% | +0.52% | |
| 46 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.16% | — | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.05% | +10.41% | |
| 48 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.15% | -0.02% | — | |
| 49 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.15% | -0.02% | — | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.15% | +0.10% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.5% | NEW | New buy |
| 2 | FVD | First Trust Value Line Dvd | +1.3% | +10.96% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +11.89% | Add |
| 4 | CB | Chubb Limited | +0.3% | NEW | New buy |
| 5 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 6 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 7 | PM | Philip Morris International | +0.1% | — | Unchanged |
| 8 | GLD | Spdr Gold Shares | +0.1% | -9.24% | Trim |
| 9 | LMBS | First Trust Low Duration Opp | +0.1% | -1.73% | Trim |
| 10 | T | At&t Inc | 0% | +0.32% | Add |
| 11 | JPST | Jpmorgan Ultra-short Income | 0% | +16.63% | Add |
| 12 | MO | Altria Group Inc | 0% | +0.10% | Add |
| 13 | BSX | Boston Scientific CORP | 0% | — | Unchanged |
| 14 | PLTR | Palantir Technologies Inc-a | 0% | -0.35% | Trim |
| 15 | RITM | Rithm Capital CORP | 0% | — | Unchanged |
| 16 | META | Meta Platforms Inc-class A | 0% | +10.41% | Add |
| 17 | XT | Ishar Fture Exp Tech Etf-usd | 0% | +1.52% | Add |
| 18 | MAIN | Main Street Capital CORP | — | — | Unchanged |
| 19 | XAR | Ss Spdr S&p Aerospace Def | 0% | -8.04% | Trim |
| 20 | IWV | Ishares Russell 3000 ETF | 0% | +0.27% | Add |
| 21 | GBTC | Grayscale Bitcoin Trust ETF | 0% | — | Unchanged |
| 22 | FNY | First Trust Mid Cap Growth | 0% | -0.38% | Trim |
| 23 | STT | State Street CORP | 0% | +0.52% | Add |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | -4.84% | Trim |
| 25 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.04% | Add |
| 26 | MTUM | Ishares Msci USA Momentum Fa | 0% | -4.83% | Trim |
| 27 | CIM | Chimera Investment CORP | 0% | -9.63% | Trim |
| 28 | IWS | Ishares Russell Mid-cap Valu | 0% | -15.55% | Trim |
| 29 | JNJ | Johnson & Johnson | 0% | -24.28% | Trim |
| 30 | IHAK | Ishares Cybersecurity & Tech | -0.1% | -1.12% | Trim |
| 31 | NOW | Servicenow Inc | -0.1% | — | Unchanged |
| 32 | MSFT | Microsoft CORP | -0.1% | -1.84% | Trim |
| 33 | VLUE | Ishares Msci USA Value Facto | -0.1% | -27.30% | Trim |
| 34 | NVDA | Nvidia CORP | -0.1% | +11.85% | Add |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | +2.73% | Add |
| 36 | VXF | Vanguard Extended Market ETF | -0.1% | -2.40% | Trim |
| 37 | TSLA | Tesla Inc | -0.1% | +16.27% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -21.05% | Trim |
| 39 | HACK | Amplify Cybersecurity ETF | -0.1% | EXIT | Sold out |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | EXIT | Sold out |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -4.21% | Trim |
| 42 | AMZN | Amazon.com Inc | -0.1% | +1.17% | Add |
| 43 | MDY | State Street Spdr S&p Midcap | -0.1% | EXIT | Sold out |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.2% | EXIT | Sold out |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +1.75% | Add |
| 46 | DFUS | Dimensional US Eq Mkt ETF | -0.3% | -2.93% | Trim |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.4% | -0.16% | Trim |
| 48 | AAPL | Apple Inc | -0.4% | -0.18% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | +0.71% | Add |
| 50 | GOVT | Ishares US Treasury Bond ETF | -0.9% | EXIT | Sold out |
According to official SEC Form 13F filings, BostonPremier Wealth LLC reported a total U.S. public equity portfolio value of $235.5M across 58 disclosed positions in Q1 2025.
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, FVD) accounted for 41.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
XOM
市值: $2.4M
Top Position Liquidated / Trimmed
GOVT
前期市值: $1.5M
During Q1 2025, BostonPremier Wealth LLC's top holdings by market value included VTI (26.5%)、QQQ (10.4%)、FVD (9.5%). The largest single position, VTI, represented 26.5% of total portfolio value.
In Q1 2025, BostonPremier Wealth LLC made 44 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 19 holdings, and fully liquidating 5 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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