Sponsored

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

Currently, BostonPremier Wealth LLC holds 79 types of securities in its portfolio with a total value $235.5M. In the most recent quarter, they have increased their positions in N/A (+4.8K shares, valued at $1.8M), QQQ (+1.4K shares, valued at $1.0M), IJH (+8.8K shares, valued at $676.2K); decreased their positions in N/A (-1.0K shares, valued at $138.9K), BE (-363 shares, valued at $109.9K), LMBS (-1.4K shares, valued at $71.7K); initiated new positions in MU (+470 shares, valued at $542.5K), GEV (+267 shares, valued at $313.9K), MTUM (+717 shares, valued at $245.7K).

1M P&L

+826.7K+0.50%

3M P&L

+5.8M+3.66%

HY P&L

+22.2M+15.56%

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/A132.7M

79.9%

2Consumer Electronics9.0M

5.4%

3Semiconductors7.3M

4.4%

Top Industries by Stock Count

1N/A43 stocks

61.4%

2Asset Management4 stocks

5.7%

3Semiconductors3 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS174.5K shares2.84%2026-06-302026-07-24

QQQ INVESCO QQQ TR49.4K shares2.93%2026-06-302026-07-24

IJH ISHARES TR282.6K shares3.20%2026-06-302026-07-24

AVLV AMERICAN CENTY ETF TR203.1K shares3.72%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST153.7K shares5.15%2026-06-302026-07-24

IJR ISHARES TR65.1K shares3.09%2026-06-302026-07-24

AAPL APPLE INC31.1K shares-0.36%2026-06-302026-07-24

ARTY ISHARES TR96.5K shares0.41%2026-06-302026-07-24

Sponsored

NVDA NVIDIA CORPORATION27.9K shares8.44%2026-06-302026-07-24

UTES ETFIS SER TR I57.1K shares4.92%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T17.9K shares1.56%2026-06-302026-07-24

AMZN AMAZON COM INC13.7K shares0.77%2026-06-302026-07-24

GOOG ALPHABET INC8.4K shares-0.32%2026-06-302026-07-24

QQXT FIRST TR EXCHANGE-TRADED FD22.7K shares1.09%2026-06-302026-07-24

VXF VANGUARD INDEX FDS7.8K shares5.15%2026-06-302026-07-24

TSLA TESLA INC3.7K shares0.35%2026-06-302026-07-24

Sponsored

VRT VERTIV HOLDINGS CO4.0K shares4.96%2026-06-302026-07-24

MSFT MICROSOFT CORP3.3K shares14.15%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC2.1K shares0.00%2026-06-302026-07-24

GLD SPDR GOLD TR2.7K shares-1.80%2026-06-302026-07-24

BROADCOM INC BROADCOM INC2.6K shares10.84%2026-06-302026-07-24

ISHARES TR ISHARES TR1.2K shares0.00%2026-06-302026-07-24

NBIS NEBIUS GROUP N.V.3.1K shares17.05%2026-06-302026-07-24

FVD FIRST TR EXCHANGE-TRADED FD17.1K shares-7.46%2026-06-302026-07-24

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD15.7K shares-8.40%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T958 shares0.21%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC3.8K shares0.03%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST15.4K shares0.25%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON2.6K shares0.31%2026-06-302026-07-24

USMV ISHARES TR6.8K shares-4.50%2026-06-302026-07-24

VLUE ISHARES TR3.3K shares-3.84%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC1.1K shares5.67%2026-06-302026-07-24

Sponsored

ANET ARISTA NETWORKS INC3.6K shares0.00%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP4.4K shares-18.90%2026-06-302026-07-24

XT ISHARES TR7.1K shares-4.44%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS2.5K shares28.86%2026-06-302026-07-24

GOOGL ALPHABET INC1.6K shares29.01%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC470 sharesnew addition2026-06-302026-07-24

OEF ISHARES TR1.4K shares2.69%2026-06-302026-07-24

FNY FIRST TR EXCHANGE-TRADED ALP4.6K shares-1.04%2026-06-302026-07-24

Sponsored

STT STATE STR CORP3.0K shares0.41%2026-06-302026-07-24

IAU ISHARES GOLD TR6.6K shares0.00%2026-06-302026-07-24

XAR SPDR SERIES TRUST1.7K shares0.00%2026-06-302026-07-24

MAIN MAIN STR CAP CORP8.3K shares0.00%2026-06-302026-07-24

OCTM FIRST TR EXCHNG TRADED FD VI12.5K shares0.00%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II1.4K shares1.85%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED1.2K shares0.00%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.3K shares14.39%2026-06-302026-07-24

Sponsored

SCHB SCHWAB STRATEGIC TR12.3K shares0.27%2026-06-302026-07-24

BE BLOOM ENERGY CORP1.2K shares-23.59%2026-06-302026-07-24

GLTR ABRDN PRECIOUS METALS BASKET1.9K shares17.43%2026-06-302026-07-24

IWV ISHARES TR784 shares22.88%2026-06-302026-07-24

EQL ALPS ETF TR6.6K shares-0.76%2026-06-302026-07-24

IWP ISHARES TR2.2K shares-0.18%2026-06-302026-07-24

GEV GE VERNOVA INC267 sharesnew addition2026-06-302026-07-24

PG PROCTER & GAMBLE CO2.1K shares0.24%2026-06-302026-07-24

Sponsored

JPST J P MORGAN EXCHANGE TRADED F5.9K shares-5.68%2026-06-302026-07-24

DMAR FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2026-06-302026-07-24

MO ALTRIA GROUP INC3.9K shares0.08%2026-06-302026-07-24

ITOT ISHARES TR1.7K shares0.24%2026-06-302026-07-24

IWS ISHARES TR1.7K shares-0.30%2026-06-302026-07-24

VO VANGUARD INDEX FDS3.4K shares300.00%2026-06-302026-07-24

RECS COLUMBIA ETF TR I5.8K shares-4.16%2026-06-302026-07-24

MTUM ISHARES TR717 sharesnew addition2026-06-302026-07-24

Sponsored

RITM RITHM CAPITAL CORP25.6K shares0.00%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F2.8K shares6.37%2026-06-302026-07-24

HACK AMPLIFY ETF TR2.2K sharesnew addition2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC5.5K shares0.70%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR8.3K shares0.41%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 40313 sharesnew addition2026-06-302026-07-24

GMAR FIRST TR EXCHNG TRADED FD VI4.9K shares0.00%2026-06-302026-07-24

ESGV VANGUARD WORLD FD1.6K sharesnew addition2026-06-302026-07-24

Sponsored

T AT&T INC9.9K shares0.28%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC268 sharesnew addition2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL407 shares-9.76%2026-06-302026-07-24

IDEV ISHARES TR2.3K sharesnew addition2026-06-302026-07-24

MSIF MSC INCOME FUND INC15.0K shares1.19%2026-06-302026-07-24

OXSQ OXFORD SQUARE CAP CORP26.0K shares0.00%2026-06-302026-07-24

CTXR CITIUS PHARMACEUTICALS INC28.0K sharesnew addition2026-06-302026-07-24

VANGUARD INDEX FDS

2.84%

Shares174.5K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

2.93%

Shares49.4K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

3.20%

Shares282.6K

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

3.72%

Shares203.1K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

5.15%

Shares153.7K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

3.09%

Shares65.1K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-0.36%

Shares31.1K

Event2026-06-30

Filed2026-07-24

ARTY

ISHARES TR

0.41%

Shares96.5K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

8.44%

Shares27.9K

Event2026-06-30

Filed2026-07-24

UTES

ETFIS SER TR I

4.92%

Shares57.1K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

1.56%

Shares17.9K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.77%

Shares13.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-0.32%

Shares8.4K

Event2026-06-30

Filed2026-07-24

QQXT

FIRST TR EXCHANGE-TRADED FD

1.09%

Shares22.7K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

5.15%

Shares7.8K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

0.35%

Shares3.7K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

4.96%

Shares4.0K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

14.15%

Shares3.3K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-1.80%

Shares2.7K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

10.84%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

NBIS

NEBIUS GROUP N.V.

17.05%

Shares3.1K

Event2026-06-30

Filed2026-07-24

FVD

FIRST TR EXCHANGE-TRADED FD

-7.46%

Shares17.1K

Event2026-06-30

Filed2026-07-24

LMBS

FIRST TR EXCHANGE-TRADED FD

-8.40%

Shares15.7K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.21%

Shares958

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

0.03%

Shares3.8K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares15.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.31%

Shares2.6K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

-4.50%

Shares6.8K

Event2026-06-30

Filed2026-07-24

VLUE

ISHARES TR

-3.84%

Shares3.3K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

5.67%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-18.90%

Shares4.4K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-4.44%

Shares7.1K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

28.86%

Shares2.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

29.01%

Shares1.6K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

New

Shares470

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

2.69%

Shares1.4K

Event2026-06-30

Filed2026-07-24

FNY

FIRST TR EXCHANGE-TRADED ALP

-1.04%

Shares4.6K

Event2026-06-30

Filed2026-07-24

STT

STATE STR CORP

0.41%

Shares3.0K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-24

XAR

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

MAIN

MAIN STR CAP CORP

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-24

OCTM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

1.85%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

14.39%

Shares3.3K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.27%

Shares12.3K

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP

-23.59%

Shares1.2K

Event2026-06-30

Filed2026-07-24

GLTR

ABRDN PRECIOUS METALS BASKET

17.43%

Shares1.9K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

22.88%

Shares784

Event2026-06-30

Filed2026-07-24

EQL

ALPS ETF TR

-0.76%

Shares6.6K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

-0.18%

Shares2.2K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

New

Shares267

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

0.24%

Shares2.1K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

-5.68%

Shares5.9K

Event2026-06-30

Filed2026-07-24

DMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.08%

Shares3.9K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

0.24%

Shares1.7K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR

-0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

300.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

RECS

COLUMBIA ETF TR I

-4.16%

Shares5.8K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

New

Shares717

Event2026-06-30

Filed2026-07-24

RITM

RITHM CAPITAL CORP

0.00%

Shares25.6K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

6.37%

Shares2.8K

Event2026-06-30

Filed2026-07-24

HACK

AMPLIFY ETF TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

0.70%

Shares5.5K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

0.41%

Shares8.3K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares313

Event2026-06-30

Filed2026-07-24

GMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

AT&T INC

0.28%

Shares9.9K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

New

Shares268

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-9.76%

Shares407

Event2026-06-30

Filed2026-07-24

IDEV

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-24

MSIF

MSC INCOME FUND INC

1.19%

Shares15.0K

Event2026-06-30

Filed2026-07-24

OXSQ

OXFORD SQUARE CAP CORP

0.00%

Shares26.0K

Event2026-06-30

Filed2026-07-24

CTXR

CITIUS PHARMACEUTICALS INC

New

Shares28.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available