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The Analysis of BostonPremier Wealth LLC's Holdings & P&L

Currently, BostonPremier Wealth LLC holds 70 types of securities in its portfolio with a total value $193.5M. In the most recent quarter, they have increased their positions in VTI (+2.7K shares, valued at $861.7K), N/A (+1.3K shares, valued at $738.8K), AVLV (+7.0K shares, valued at $561.6K); decreased their positions in LMBS (-2.9K shares, valued at $142.3K), AMZN (-657 shares, valued at $136.8K), FVD (-2.3K shares, valued at $110.4K); initiated new positions in NBIS (+2.6K shares, valued at $274.4K), BE (+1.5K shares, valued at $208.5K), SCHF (+8.3K shares, valued at $205.1K).

1M P&L

+8.2M+4.79%

3M P&L

+12.7M+7.68%

HY P&L

+22.1M+14.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A132.2M

83.8%

2Consumer Electronics7.9M

5.0%

3Semiconductors4.9M

3.1%

Top Industries by Stock Count

1N/A38 stocks

61.3%

2Asset Management4 stocks

6.5%

3Semiconductors2 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS169.7K shares1.61%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR48.0K shares2.74%2026-03-312026-04-10

IJH ISHARES TR273.8K shares1.09%2026-03-312026-04-10

AVLV AMERICAN CENTY ETF TR195.8K shares3.69%2026-03-312026-04-10

DFUS DIMENSIONAL ETF TRUST146.2K shares4.01%2026-03-312026-04-10

AAPL APPLE INC31.2K shares-0.68%2026-03-312026-04-10

IJR ISHARES TR63.1K shares2.71%2026-03-312026-04-10

NVDA NVIDIA CORPORATION25.7K shares-1.07%2026-03-312026-04-10

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ARTY ISHARES TR96.1K shares4.48%2026-03-312026-04-10

UTES ETFIS SER TR I54.4K shares4.94%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.7K shares5.12%2026-03-312026-04-10

AMZN AMAZON COM INC13.6K shares-4.62%2026-03-312026-04-10

ALPHABET INC ALPHABET INC8.4K shares3.14%2026-03-312026-04-10

QQXT FIRST TR EXCHANGE-TRADED FD22.5K shares1.58%2026-03-312026-04-10

VXF VANGUARD INDEX FDS7.4K shares-2.10%2026-03-312026-04-10

TSLA TESLA INC3.7K shares3.44%2026-03-312026-04-10

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GLD SPDR GOLD TR2.8K shares0.00%2026-03-312026-04-10

MSFT MICROSOFT CORP2.9K shares-9.04%2026-03-312026-04-10

VRT VERTIV HOLDINGS CO3.8K shares0.00%2026-03-312026-04-10

XOM EXXON MOBIL CORP5.4K shares2.42%2026-03-312026-04-10

FVD FIRST TR EXCHANGE-TRADED FD18.5K shares-11.25%2026-03-312026-04-10

LMBS FIRST TR EXCHANGE-TRADED FD17.1K shares-14.28%2026-03-312026-04-10

IVV ISHARES TR1.2K shares0.08%2026-03-312026-04-10

BROADCOM INC BROADCOM INC2.4K shares0.04%2026-03-312026-04-10

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USMV ISHARES TR7.2K shares-4.21%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON2.6K shares1.40%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC3.8K shares2.71%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T956 shares0.84%2026-03-312026-04-10

META META PLATFORMS INC1.1K shares9.25%2026-03-312026-04-10

DFAC DIMENSIONAL ETF TRUST15.3K shares0.25%2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR6.6K shares2.01%2026-03-312026-04-10

XT ISHARES TR7.4K shares-0.22%2026-03-312026-04-10

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VLUE ISHARES TR3.4K shares0.12%2026-03-312026-04-10

XAR SPDR SERIES TRUST1.7K shares4.42%2026-03-312026-04-10

ARISTA NETWORKS INC ARISTA NETWORKS INC3.6K shares0.00%2026-03-312026-04-10

OEF ISHARES TR1.4K shares0.22%2026-03-312026-04-10

MAIN MAIN STR CAP CORP8.3K shares-13.61%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC2.9K shares3.58%2026-03-312026-04-10

FNY FIRST TR EXCHANGE-TRADED ALP4.6K shares0.00%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC2.1K shares0.00%2026-03-312026-04-10

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VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2026-03-312026-04-10

OCTM FIRST TR EXCHNG TRADED FD VI12.5K shares0.00%2026-03-312026-04-10

CB CHUBB LTD SWITZ1.2K shares0.00%2026-03-312026-04-10

STT STATE STR CORP3.0K shares0.41%2026-03-312026-04-10

GLTR ABRDN PRECIOUS METALS BASKET1.6K shares-5.27%2026-03-312026-04-10

ALPHABET INC ALPHABET INC1.2K shares-0.98%2026-03-312026-04-10

QQQM INVESCO EXCH TRADED FD TR II1.4K shares0.15%2026-03-312026-04-10

JPST J P MORGAN EXCHANGE TRADED F6.2K shares7.46%2026-03-312026-04-10

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EQL ALPS ETF TR6.6K shares5.15%2026-03-312026-04-10

SCHB SCHWAB STRATEGIC TR12.3K shares-1.75%2026-03-312026-04-10

PG PROCTER & GAMBLE CO2.1K shares0.19%2026-03-312026-04-10

T AT&T INC9.9K shares-2.56%2026-03-312026-04-10

IWP ISHARES TR2.2K shares-0.58%2026-03-312026-04-10

DMAR FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2026-03-312026-04-10

NBIS NEBIUS GROUP N.V.2.6K sharesnew addition2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC5.5K shares1.30%2026-03-312026-04-10

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MO ALTRIA GROUP INC3.9K shares0.10%2026-03-312026-04-10

RITM RITHM CAPITAL CORP25.6K shares-16.64%2026-03-312026-04-10

IWS ISHARES TR1.7K shares-0.36%2026-03-312026-04-10

VO VANGUARD INDEX FDS840 shares0.00%2026-03-312026-04-10

ITOT ISHARES TR1.7K shares0.24%2026-03-312026-04-10

IWV ISHARES TR638 shares0.31%2026-03-312026-04-10

RECS COLUMBIA ETF TR I6.0K shares8.39%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL451 shares0.00%2026-03-312026-04-10

Sponsored

BE BLOOM ENERGY CORP1.5K sharesnew addition2026-03-312026-04-10

GMAR FIRST TR EXCHNG TRADED FD VI4.9K shares0.00%2026-03-312026-04-10

SCHF SCHWAB STRATEGIC TR8.3K sharesnew addition2026-03-312026-04-10

VEU VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2026-03-312026-04-10

MSIF MSC INCOME FUND INC14.9K sharesnew addition2026-03-312026-04-10

OXSQ OXFORD SQUARE CAP CORP26.0K shares-26.12%2026-03-312026-04-10

VTI

VANGUARD INDEX FDS

1.61%

Shares169.7K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

2.74%

Shares48.0K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

1.09%

Shares273.8K

Event2026-03-31

Filed2026-04-10

AVLV

AMERICAN CENTY ETF TR

3.69%

Shares195.8K

Event2026-03-31

Filed2026-04-10

DFUS

DIMENSIONAL ETF TRUST

4.01%

Shares146.2K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-0.68%

Shares31.2K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES TR

2.71%

Shares63.1K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-1.07%

Shares25.7K

Event2026-03-31

Filed2026-04-10

ARTY

ISHARES TR

4.48%

Shares96.1K

Event2026-03-31

Filed2026-04-10

UTES

ETFIS SER TR I

4.94%

Shares54.4K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

5.12%

Shares17.7K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-4.62%

Shares13.6K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

3.14%

Shares8.4K

Event2026-03-31

Filed2026-04-10

QQXT

FIRST TR EXCHANGE-TRADED FD

1.58%

Shares22.5K

Event2026-03-31

Filed2026-04-10

VXF

VANGUARD INDEX FDS

-2.10%

Shares7.4K

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

3.44%

Shares3.7K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-9.04%

Shares2.9K

Event2026-03-31

Filed2026-04-10

VRT

VERTIV HOLDINGS CO

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

2.42%

Shares5.4K

Event2026-03-31

Filed2026-04-10

FVD

FIRST TR EXCHANGE-TRADED FD

-11.25%

Shares18.5K

Event2026-03-31

Filed2026-04-10

LMBS

FIRST TR EXCHANGE-TRADED FD

-14.28%

Shares17.1K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

0.04%

Shares2.4K

Event2026-03-31

Filed2026-04-10

USMV

ISHARES TR

-4.21%

Shares7.2K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

1.40%

Shares2.6K

Event2026-03-31

Filed2026-04-10

PHILIP MORRIS INTL INC

2.71%

Shares3.8K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

0.84%

Shares956

Event2026-03-31

Filed2026-04-10