BostonPremier Wealth LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), BostonPremier Wealth LLC reported 59 stock positions worth $165.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 27.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.9%) and iShares Core S&P Midcap ETF (IJH, 9.0%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, MA
- CIK
- 0002053783
- Portfolio Value
- $165.0M (Q4 2024)
- SEC Filing
- 0001951757-25-000140 ↗ filed Jan 29, 2025
Holdings Value
Holdings 59 stocks · $165.0M
| VTI VG Morningstar TS MKT ETF-US | 27.12% | 154,395 | $44.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 9.90% | 31,955 | $16.3M | — |
| IJH iShares Core S&P Midcap ETF | 8.99% | 237,979 | $14.8M | — |
| FVD First Trust Value Line DVD | 8.19% | 309,815 | $13.5M | — |
| AVLV Avantis US Large Cap Value | 5.88% | 145,260 | $9.7M | — |
| IJR iShares Core S&P Small-Cap E | 4.86% | 69,593 | $8.0M | — |
| DFUS Dimensional US Eq MKT ETF | 4.38% | 113,396 | $7.2M | — |
| RSP Invesco S&P 500 Equal Weight | 4.29% | 40,377 | $7.1M | — |
| AAPL Apple Inc. | 4.20% | 27,644 | $6.9M | — |
| LMBS First Trust Low Duration Opp | 3.40% | 115,133 | $5.6M | — |
| IHAK iShares Cybersecurity & Tech | 2.13% | 72,005 | $3.5M | — |
| QQXT First Trust Nasdaq-100 Ex-Te | 1.37% | 24,300 | $2.3M | — |
| AMZN Amazon.com Inc. | 1.27% | 9,515 | $2.1M | — |
| NVDA Nvidia Corp. | 1.22% | 15,029 | $2.0M | — |
| VXF Vanguard Extended Market ETF | 1.01% | 8,761 | $1.7M | — |
| GOVT iShares US Treasury Bond ETF | 0.90% | 64,868 | $1.5M | — |
| GOOG Alphabet Inc. Class C | 0.79% | 6,885 | $1.3M | — |
| XT Ishar Fture Exp Tech ETF-Usd | 0.68% | 18,912 | $1.1M | — |
| MSFT Microsoft Corp. | 0.63% | 2,448 | $1.0M | — |
| GLD SPDR Gold Shares | 0.53% | 3,614 | $875K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.49% | 9,047 | $803K | — |
| TSLA Tesla Inc. | 0.44% | 1,795 | $725K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 1,145 | $671K | — |
| JNJ Johnson & Johnson | 0.40% | 4,560 | $659K | — |
| IWV iShares Russell 3000 ETF | 0.38% | 1,872 | $626K | — |
| MAIN Main Street Capital Corp. | 0.34% | 9,550 | $559K | — |
| VLUE iShares MSCI USA Value Facto | 0.32% | 4,945 | $522K | — |
| DFAC Dimensional US Core Equity 2 | 0.30% | 14,266 | $493K | — |
| PM Philip Morris International | 0.27% | 3,696 | $445K | — |
| NOW ServiceNow Inc. | 0.26% | 411 | $436K | — |
| RITM Rithm Capital Corp. | 0.24% | 36,400 | $394K | — |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,003 | $392K | — |
| OCTM FT Vest US Eq Max Buf Oct | 0.23% | 12,508 | $382K | — |
| FNY First Trust Mid Cap Growth | 0.23% | 4,693 | $375K | — |
| XAR SS SPDR S&P Aerospace Def | 0.18% | 1,816 | $301K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 6,802 | $299K | — |
| SCHB Schwab US Broad Market ETF | 0.18% | 12,978 | $295K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 643 | $291K | — |
| AGG iShares Core U.S. Aggregate | 0.17% | 2,933 | $284K | — |
| STT State Street Corp. | 0.17% | 2,882 | $283K | — |
| IWP iShares Russell Mid-Cap Grow | 0.17% | 2,223 | $282K | — |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | 0.17% | 2,179 | $273K | — |
| JPST JPMorgan Ultra-Short Income | 0.16% | 5,364 | $270K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.16% | 1,263 | $261K | — |
| IWS iShares Russell Mid-Cap Valu | 0.16% | 2,019 | $261K | — |
| GMAR FT Vest US Equity Moderate B | 0.15% | 6,646 | $249K | — |
| DMAR FT Vest US Equity Deep Buffe | 0.15% | 6,478 | $247K | — |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 3,174 | $240K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.14% | 3,165 | $234K | — |
| META Meta Platforms Inc. Class A | 0.14% | 394 | $231K | — |
| T AT&T Inc. | 0.14% | 10,026 | $228K | — |
| BSX Boston Scientific Corp. | 0.14% | 2,528 | $226K | — |
| ITOT iShares Core S&P Total U.S. | 0.13% | 1,718 | $221K | — |
| MDY State Street SPDR S&P Midcap | 0.13% | 370 | $211K | — |
| HACK Amplify Cybersecurity ETF | 0.12% | 2,757 | $205K | — |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,076 | $204K | — |
| MO Altria Group Inc. | 0.12% | 3,893 | $204K | — |
| CIM Chimera Investment Corp. | 0.12% | 14,539 | $204K | — |
| OXSQ Oxford Square Capital Corp. | 0.10% | 65,726 | $160K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $235.5M | VTI, QQQ, IJH, AVLV, DFUS |
| Q1 2026 | 70 | $193.5M | VTI, QQQ, IJH, AVLV, DFUS |
| Q4 2025 | 69 | $195.2M | VTI, QQQ, IJH, AVLV, DFUS |
| Q3 2025 | 73 | $201.3M | VTI, QQQ, IJH, FVD, AVLV |
| Q2 2025 | 63 | $180.3M | VTI, QQQ, FVD, IJH, AVLV |
| Q1 2025 | 58 | $161.1M | VTI, QQQ, FVD, IJH, AVLV |
| Q4 2024 | 59 | $165.0M | VTI, QQQ, IJH, FVD, AVLV |