Boston Premier Wealth LLC Portfolio Holdings

Boston Premier Wealth LLC

  • $161 Billion
  • Q1 2025

Boston Premier Wealth LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $42.7B, Invesco Qqq Trust, Series 1 with a value of $16.8B, First Tr Value Line Divid Inde with a value of $15.3B, Ishares Core S&P Mid Cap ETF with a value of $14.1B, and American Centy ETF Tr Avantis with a value of $9.72B.

Examining the 13F form we can see an decrease of $3.92B in the current position value, from $165B to 161B.

Boston Premier Wealth LLC is based out at Hanover, MA

Below you can find more details about Boston Premier Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $130 Billion
Technology: $9.45 Billion
Energy: $2.38 Billion
Consumer Cyclical: $2.37 Billion
Financial Services: $1.95 Billion
Communication Services: $1.64 Billion
Healthcare: $828 Million
Consumer Defensive: $821 Million
Other: $417 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.7 Billion 26.53% of portfolio
155,486
Q1 2025 Added 0.71%
$0
$16.8 Billion 10.41% of portfolio
35,754
Q1 2025 Added 11.89%
$0
$15.3 Billion 9.52% of portfolio
343,769
Q1 2025 Added 10.96%
$0
$14.1 Billion 8.77% of portfolio
242,141
Q1 2025 Added 1.75%
$0
$9.72 Billion 6.03% of portfolio
148,991
Q1 2025 Added 2.57%
$0
$7.27 Billion 4.51% of portfolio
69,483
Q1 2025 Reduced 0.16%
$0
$6.7 Billion 4.16% of portfolio
38,677
Q1 2025 Reduced 4.21%
$0
$6.66 Billion 4.13% of portfolio
110,072
Q1 2025 Reduced 2.93%
$3.39T
$6.13 Billion 3.81% of portfolio
27,594
Q1 2025 Reduced 0.18%
$0
$5.56 Billion 3.45% of portfolio
113,146
Q1 2025 Reduced 1.73%
$0
$3.34 Billion 2.08% of portfolio
71,199
Q1 2025 Reduced 1.12%
$452B
$2.38 Billion 1.48% of portfolio
20,039
Q1 2025 New
$0
$2.25 Billion 1.39% of portfolio
23,937
Q1 2025 Reduced 1.49%
$1.91T
$1.83 Billion 1.14% of portfolio
9,626
Q1 2025 Added 1.17%
$272B
$1.82 Billion 1.13% of portfolio
16,810
Q1 2025 Added 11.85%
$0
$1.47 Billion 0.91% of portfolio
8,551
Q1 2025 Reduced 2.4%
$0
$1.11 Billion 0.69% of portfolio
19,199
Q1 2025 Added 1.52%
$106B
$945 Million 0.59% of portfolio
3,280
Q1 2025 Reduced 9.24%
$2.94T
$902 Million 0.56% of portfolio
2,403
Q1 2025 Reduced 1.84%
$0
$813 Million 0.5% of portfolio
8,683
Q1 2025 Reduced 4.02%
$0
$596 Million 0.37% of portfolio
1,877
Q1 2025 Added 0.27%
$408B
$573 Million 0.36% of portfolio
3,453
Q1 2025 Reduced 24.28%
$264B
$587 Million 0.36% of portfolio
3,696
Q4 2024 New
$922B
$541 Million 0.34% of portfolio
2,087
Q1 2025 Added 16.27%
$4.08B
$540 Million 0.34% of portfolio
9,550
Q4 2024 New
$0
$506 Million 0.31% of portfolio
904
Q1 2025 Reduced 21.05%
$0
$500 Million 0.31% of portfolio
15,155
Q1 2025 Added 6.23%
$5.08B
$417 Million 0.26% of portfolio
36,400
Q4 2024 New
$118B
$400 Million 0.25% of portfolio
1,323
Q1 2025 New
$0
$383 Million 0.24% of portfolio
3,595
Q1 2025 Reduced 27.3%
First Tr Exchng Traded Fd Vi
-
$380 Million 0.24% of portfolio
-
Q4 2024 New
$0
$370 Million 0.23% of portfolio
1,906
Q1 2025 Reduced 4.84%
-
$350 Million 0.22% of portfolio
-
Q1 2025 Reduced 0.38%
$190B
$327 Million 0.2% of portfolio
411
Q4 2024 New
$0
$317 Million 0.2% of portfolio
6,256
Q1 2025 Added 16.63%
$321B
$306 Million 0.19% of portfolio
7,342
Q1 2025 Added 7.94%
$195B
$284 Million 0.18% of portfolio
10,058
Q1 2025 Added 0.32%
$694B
$281 Million 0.17% of portfolio
527
Q1 2025 Reduced 18.04%
$0
$276 Million 0.17% of portfolio
2,188
Q1 2025 Added 0.41%
$228B
$267 Million 0.17% of portfolio
3,163
Q1 2025 Reduced 0.35%
$0
$268 Million 0.17% of portfolio
1,670
Q1 2025 Reduced 8.04%
$0
$280 Million 0.17% of portfolio
13,017
Q1 2025 Added 0.3%
$0
$261 Million 0.16% of portfolio
2,224
Q1 2025 Added 0.04%
$1.25T
$251 Million 0.16% of portfolio
435
Q1 2025 Added 10.41%
$147B
$255 Million 0.16% of portfolio
2,528
Q4 2024 New
$32.5B
$259 Million 0.16% of portfolio
2,897
Q1 2025 Added 0.52%
$105B
$234 Million 0.15% of portfolio
3,897
Q1 2025 Added 0.1%
$0
$244 Million 0.15% of portfolio
6,478
Q4 2024 New
$0
$243 Million 0.15% of portfolio
1,202
Q1 2025 Reduced 4.83%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $161 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Boston Premier Wealth LLC Portfolio

Follow Boston Premier Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Premier Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Premier Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email