The Analysis of BostonPremier Wealth LLC's Holdings
Currently, BostonPremier Wealth LLC holds 69 types of securities in its portfolio with a total value $195.2M. In the most recent quarter, they have increased their positions in N/A (+9.6K shares, valued at $5.9M), AVLV (+30.7K shares, valued at $2.3M), DFUS (+26.6K shares, valued at $2.0M); decreased their positions in FVD (-338.7K shares, valued at $15.6M), LMBS (-95.4K shares, valued at $4.8M), IJR (-11.6K shares, valued at $1.4M); initiated new positions in RECS (+5.5K shares, valued at $226.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS167.0K shares2.79%2025-12-312026-01-13
IJH ISHARES TR270.8K shares5.97%2025-12-312026-01-13 AVLV AMERICAN CENTY ETF TR188.9K shares19.44%2025-12-312026-01-13 DFUS DIMENSIONAL ETF TRUST140.6K shares23.38%2025-12-312026-01-13 AAPL APPLE INC31.4K shares-5.83%2025-12-312026-01-13 IJR ISHARES TR61.5K shares-15.88%2025-12-312026-01-13 NVDA NVIDIA CORPORATION26.0K shares-0.84%2025-12-312026-01-13 ARTY ISHARES TR92.0K shares-4.60%2025-12-312026-01-13 UTES ETFIS SER TR I51.8K shares12.52%2025-12-312026-01-13 AMZN AMAZON COM INC14.2K shares1.58%2025-12-312026-01-13 ALPHABET INC ALPHABET INC8.2K shares1.97%2025-12-312026-01-13 QQXT FIRST TR EXCHANGE-TRADED FD22.1K shares-5.01%2025-12-312026-01-13 TSLA TESLA INC3.6K shares13.09%2025-12-312026-01-13 VXF VANGUARD INDEX FDS7.5K shares-1.68%2025-12-312026-01-13 MSFT MICROSOFT CORP3.2K shares5.01%2025-12-312026-01-13 GLD SPDR GOLD TR2.8K shares-13.53%2025-12-312026-01-13 LMBS FIRST TR EXCHANGE-TRADED FD20.0K shares-82.67%2025-12-312026-01-13 FVD FIRST TR EXCHANGE-TRADED FD20.9K shares-94.20%2025-12-312026-01-13 IVV ISHARES TR1.2K shares-17.06%2025-12-312026-01-13 BROADCOM INC BROADCOM INC2.4K shares0.81%2025-12-312026-01-13 USMV ISHARES TR7.5K shares-11.50%2025-12-312026-01-13 META META PLATFORMS INC984 shares46.21%2025-12-312026-01-13 SPY SPDR S&P 500 ETF TR948 shares-0.11%2025-12-312026-01-13 XOM EXXON MOBIL CORP5.2K shares-15.75%2025-12-312026-01-13 VRT VERTIV HOLDINGS CO3.8K shares25.02%2025-12-312026-01-13 DFAC DIMENSIONAL ETF TRUST15.3K shares0.23%2025-12-312026-01-13 PM PHILIP MORRIS INTL INC3.7K shares0.00%2025-12-312026-01-13 MAIN MAIN STR CAP CORP9.6K shares0.00%2025-12-312026-01-13 JNJ JOHNSON & JOHNSON2.6K shares-26.10%2025-12-312026-01-13 XT ISHARES TR7.4K shares2.90%2025-12-312026-01-13 PLTR PALANTIR TECHNOLOGIES INC2.8K shares-1.57%2025-12-312026-01-13 OEF ISHARES TR1.4K shares5.29%2025-12-312026-01-13 VLUE ISHARES TR3.4K shares0.09%2025-12-312026-01-13 AMD ADVANCED MICRO DEVICES INC2.1K shares0.00%2025-12-312026-01-13 FNY FIRST TR EXCHANGE-TRADED ALP4.6K shares-0.22%2025-12-312026-01-13 VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2025-12-312026-01-13 OCTM FIRST TR EXCHNG TRADED FD VI12.5K shares0.00%2025-12-312026-01-13 XAR SPDR SERIES TRUST1.7K shares0.00%2025-12-312026-01-13 ALPHABET INC ALPHABET INC1.2K shares5.44%2025-12-312026-01-13 CB CHUBB LIMITED1.2K shares-7.56%2025-12-312026-01-13 STT STATE STR CORP2.9K shares0.48%2025-12-312026-01-13 GLTR ABRDN PRECIOUS METALS BASKET1.7K shares15.60%2025-12-312026-01-13 QQQM INVESCO EXCH TRADED FD TR II1.4K shares38.34%2025-12-312026-01-13 RITM RITHM CAPITAL CORP30.6K shares0.00%2025-12-312026-01-13 SCHB SCHWAB STRATEGIC TR12.5K shares-1.38%2025-12-312026-01-13 IWP ISHARES TR2.2K shares0.09%2025-12-312026-01-13 PG PROCTER AND GAMBLE CO2.1K shares42.96%2025-12-312026-01-13 JPST J P MORGAN EXCHANGE TRADED F5.8K shares-15.17%2025-12-312026-01-13 EQL ALPS ETF TR6.3K shares-5.04%2025-12-312026-01-13 DMAR FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2025-12-312026-01-13 T AT&T INC10.2K shares0.32%2025-12-312026-01-13 ITOT ISHARES TR1.7K shares0.36%2025-12-312026-01-13 IWV ISHARES TR636 shares0.16%2025-12-312026-01-13 VO VANGUARD INDEX FDS840 shares0.00%2025-12-312026-01-13 BSX BOSTON SCIENTIFIC CORP2.5K shares0.00%2025-12-312026-01-13 IWS ISHARES TR1.7K shares-2.91%2025-12-312026-01-13 FTNT FORTINET INC2.9K shares0.00%2025-12-312026-01-13 RECS COLUMBIA ETF TR I5.5K sharesnew addition2025-12-312026-01-13 MO ALTRIA GROUP INC3.9K shares0.10%2025-12-312026-01-13 VZ VERIZON COMMUNICATIONS INC5.4K shares0.82%2025-12-312026-01-13 GBTC GRAYSCALE BITCOIN TRUST ETF3.1K shares0.00%2025-12-312026-01-13 NOW SERVICENOW INC1.4K shares441.67%2025-12-312026-01-13 GMAR FIRST TR EXCHNG TRADED FD VI4.9K shares-25.99%2025-12-312026-01-13 OXSQ OXFORD SQUARE CAP CORP35.2K shares0.00%2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available