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CIK: 0002053783
Total reported value
$235.5M
$235.5M
63 檔
46.6%
According to the latest 13F quarterly dataset, BostonPremier Wealth LLC managed an equity portfolio of $235.5M at the end of Q2 2025, spanning 63 distinct U.S. exchange-listed positions.
In Q2 2025, BostonPremier Wealth LLC displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 26.67% | -0.71% | +1.77% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.11% | +1.13% | +1.55% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 8.76% | -0.10% | +2.79% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.56% | -0.30% | +2.76% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.76% | -0.29% | +2.25% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.26% | +0.05% | +1.17% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.06% | -0.01% | -0.68% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.89% | -0.13% | -0.12% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.27% | +19.65% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.15% | -0.11% | +1.94% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | +0.05% | +40.75% | |
| 12 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 2.06% | +0.81% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.08% | +42.04% | |
| 14 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 1.30% | -0.19% | -0.70% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.89% | +0.03% | -2.99% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.03% | +22.43% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.01% | +9.91% | |
| 18 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.70% | -0.01% | +0.57% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.19% | -5.61% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.05% | +35.60% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.44% | -0.06% | -2.98% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | -0.03% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.22% | -68.91% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.37% | +0.02% | +0.27% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.04% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | -0.02% | +3.10% | |
| 27 | MAIN | Main Street Capital CORP | Stock-Financials | 0.31% | -0.05% | — | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.30% | -0.02% | +0.30% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.05% | +0.49% | |
| 30 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.23% | -0.03% | — | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.22% | -0.05% | -8.57% | |
| 32 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.22% | -0.03% | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | +0.04% | — | |
| 34 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.21% | — | +0.02% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.21% | +0.03% | -5.45% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.21% | -0.03% | — | |
| 37 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.20% | -0.02% | +0.06% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | — | +0.19% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.05% | +2.76% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.18% | — | -24.09% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.18% | -0.03% | +0.78% | |
| 42 | STT | State Street CORP | Stock-Financials | 0.17% | +0.02% | +0.62% | |
| 43 | FTNT | Fortinet Inc | Stock-Tech | 0.17% | — | — | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.17% | -0.01% | +0.09% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.17% | -0.01% | -2.87% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.16% | +0.29% | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.16% | -0.06% | +0.29% | |
| 48 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.16% | -0.02% | +201.28% | |
| 49 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.15% | — | — | |
| 50 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.15% | +0.07% | — |
According to official SEC Form 13F filings, BostonPremier Wealth LLC reported a total U.S. public equity portfolio value of $235.5M across 63 disclosed positions in Q2 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 46.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
ARTY
市值: $3.7M
Top Position Liquidated / Trimmed
MTUM
前期市值: $243.0K
During Q2 2025, BostonPremier Wealth LLC's top holdings by market value included VTI (26.7%)、QQQ (11.1%)、FVD (8.8%). The largest single position, VTI, represented 26.7% of total portfolio value.
In Q2 2025, BostonPremier Wealth LLC made 46 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 3 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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