Boston Premier Wealth LLC Portfolio Holdings

Boston Premier Wealth LLC

  • $180 Billion
  • Q2 2025

Boston Premier Wealth LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Billion distributed in 63 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 $48.1B, Invesco Qqq Trust, Series 1 with a value of $20B, First Tr Value Line Divid Inde with a value of $15.8B, Ishares Core S&P Mid Cap ETF with a value of $15.4B, and American Centy ETF Tr Avantis with a value of $10.4B.

Examining the 13F form we can see an increase of $19.2B in the current position value, from $161B to 180B.

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 $180 Billion
ETFs: $143 Billion
Technology: $13.9 Billion
Consumer Cyclical: $3.9 Billion
Communication Services: $2.25 Billion
Financial Services: $2 Billion
Consumer Defensive: $1.13 Billion
Healthcare: $802 Million
Energy: $672 Million
Other: $679 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.1 Billion 26.67% of portfolio
158,233
Q2 2025 Added 1.77%
$0
$20 Billion 11.11% of portfolio
36,307
Q2 2025 Added 1.55%
$0
$15.8 Billion 8.76% of portfolio
353,372
Q2 2025 Added 2.79%
$0
$15.4 Billion 8.56% of portfolio
248,815
Q2 2025 Added 2.76%
$0
$10.4 Billion 5.76% of portfolio
152,346
Q2 2025 Added 2.25%
$0
$7.68 Billion 4.26% of portfolio
70,298
Q2 2025 Added 1.17%
$0
$7.33 Billion 4.06% of portfolio
109,322
Q2 2025 Reduced 0.68%
$0
$7.02 Billion 3.89% of portfolio
38,630
Q2 2025 Reduced 0.12%
$3.35T
$6.77 Billion 3.76% of portfolio
33,017
Q2 2025 Added 19.65%
$0
$5.68 Billion 3.15% of portfolio
115,343
Q2 2025 Added 1.94%
$409B
$3.74 Billion 2.07% of portfolio
23,660
Q2 2025 Added 40.75%
$0
$3.71 Billion 2.06% of portfolio
90,563
Q2 2025 New
$2.3T
$3 Billion 1.66% of portfolio
13,673
Q2 2025 Added 42.04%
$0
$2.35 Billion 1.3% of portfolio
23,769
Q2 2025 Reduced 0.7%
$0
$1.6 Billion 0.89% of portfolio
8,295
Q2 2025 Reduced 2.99%
$3.75T
$1.46 Billion 0.81% of portfolio
2,942
Q2 2025 Added 22.43%
$0
$1.26 Billion 0.7% of portfolio
19,308
Q2 2025 Added 0.57%
$106B
$944 Million 0.52% of portfolio
3,096
Q2 2025 Reduced 5.61%
$1T
$899 Million 0.5% of portfolio
2,830
Q2 2025 Added 35.6%
$0
$791 Million 0.44% of portfolio
8,424
Q2 2025 Reduced 2.98%
$280B
$673 Million 0.37% of portfolio
3,696
Q4 2024 New
$475B
$672 Million 0.37% of portfolio
6,230
Q2 2025 Reduced 68.91%
$0
$660 Million 0.37% of portfolio
1,882
Q2 2025 Added 0.27%
$112B
$648 Million 0.36% of portfolio
2,350
Q2 2025 New
$0
$576 Million 0.32% of portfolio
932
Q2 2025 Added 3.1%
$4.78B
$564 Million 0.31% of portfolio
9,550
Q4 2024 New
$0
$545 Million 0.3% of portfolio
15,201
Q2 2025 Added 0.3%
$410B
$530 Million 0.29% of portfolio
3,470
Q2 2025 Added 0.49%
$5.08B
$411 Million 0.23% of portfolio
36,400
Q4 2024 New
$293B
$394 Million 0.22% of portfolio
2,892
Q2 2025 Reduced 8.57%
$0
$390 Million 0.22% of portfolio
1,906
Q1 2025 Reduced 4.84%
First Tr Exchng Traded Fd Vi
-
$393 Million 0.22% of portfolio
-
Q4 2024 New
$116B
$383 Million 0.21% of portfolio
1,323
Q1 2025 New
$0
$385 Million 0.21% of portfolio
3,399
Q2 2025 Reduced 5.45%
-
$386 Million 0.21% of portfolio
-
Q2 2025 Added 0.02%
$0
$352 Million 0.2% of portfolio
1,671
Q2 2025 Added 0.06%
$378B
$348 Million 0.19% of portfolio
7,356
Q2 2025 Added 0.19%
$0
$320 Million 0.18% of portfolio
6,305
Q2 2025 Added 0.78%
$1.62T
$330 Million 0.18% of portfolio
447
Q2 2025 Added 2.76%
$194B
$321 Million 0.18% of portfolio
312
Q2 2025 Reduced 24.09%
$40.4B
$310 Million 0.17% of portfolio
2,915
Q2 2025 Added 0.62%
$0
$301 Million 0.17% of portfolio
12,643
Q2 2025 Reduced 2.87%
$0
$309 Million 0.17% of portfolio
2,226
Q2 2025 Added 0.09%
$81.2B
$309 Million 0.17% of portfolio
2,925
Q2 2025 New
$0
$289 Million 0.16% of portfolio
6,592
Q2 2025 Added 201.28%
$236B
$292 Million 0.16% of portfolio
2,058
Q2 2025 New
$194B
$292 Million 0.16% of portfolio
10,087
Q2 2025 Added 0.29%
$59.6B
$263 Million 0.15% of portfolio
3,106
Q2 2025 Reduced 1.86%
$32.7B
$268 Million 0.15% of portfolio
2,091
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $180 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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