Boston Premier Wealth LLC Purchases in Q2 2025

Boston Premier Wealth LLC

  • $180 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.75K
+ 1.77%
$243.75 - $303.93 $670K - $835K
158K $48.1B
IRBO
Ishares Robotics & Artificial

ETFs
90.6K
New
N/A
90.6K $3.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
553
+ 1.55%
$416.06 - $551.64 $230K - $305K
36.3K $20B
NVDA
Nvidia Corp

Technology
6.85K
+ 40.75%
$94.31 - $157.99 $646K - $1.08M
23.7K $3.74B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.67K
+ 2.76%
$51.16 - $62.02 $341K - $414K
249K $15.4B
AMZN
Amazon Com Inc

Consumer Cyclical
4.05K
+ 42.04%
$167.32 - $223.3 $677K - $904K
13.7K $3B
AVLV
American Centy ETF Tr Avantis
3.36K
+ 2.25%
$56.85 - $68.21 $191K - $229K
152K $10.4B
AVGO
Broadcom Inc.

Technology
2.35K
New
$146.29 - $275.65 $344K - $648K
2.35K $648M
AAPL
Apple Inc.

Technology
5.42K
+ 19.65%
$172.42 - $223.89 $935K - $1.21M
33K $6.77B
MSFT
Microsoft Corp

Technology
539
+ 22.43%
$354.56 - $497.45 $191K - $268K
2.94K $1.46B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
815
+ 1.17%
$90.56 - $109.49 $73.8K - $89.2K
70.3K $7.68B
TSLA
Tesla, Inc.

Consumer Cyclical
743
+ 35.6%
$221.86 - $362.89 $165K - $270K
2.83K $899M
FTNT
Fortinet, Inc.

Technology
2.93K
New
$84.71 - $108.69 $248K - $318K
2.93K $309M
AMD
Advanced Micro Devices Inc

Technology
2.06K
New
$78.21 - $143.81 $161K - $296K
2.06K $292M
GOOG
Alphabet Inc.

Communication Services
701
+ 9.91%
$146.58 - $180.01 $103K - $126K
7.77K $1.38B
VRT
Vertiv Holdings CO

Industrials
2.09K
New
N/A
2.09K $268M
NFLX
Netflix Inc

Communication Services
185
New
$855.86 - $1339.13 $158K - $248K
185 $248M
PG
Procter & Gamble CO

Consumer Defensive
1.45K
New
$157.66 - $172.39 $228K - $250K
1.45K $231M
Amplify ETF Tr
2.48K
New
N/A
2.48K $214M
XT
Ishares Tr Exponential Technol

ETFs
109
+ 0.57%
$49.86 - $65.25 $5.43K - $7.11K
19.3K $1.26B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.2K
+ 1.94%
$48.5 - $49.35 $107K - $108K
115K $5.68B
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.06%
$144.94 - $210.94 $145 - $211
1.67K $352M
META
Meta Platforms, Inc.

Communication Services
12
+ 2.76%
$484.66 - $738.09 $5.82K - $8.86K
447 $330M
SPY
Spdr S&P 500 ETF Trust

ETFs
28
+ 3.1%
$496.48 - $617.85 $13.9K - $17.3K
932 $576M
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.27%
$281.67 - $351.0 $1.41K - $1.76K
1.88K $660M
STT
State Street Corp

Financial Services
18
+ 0.62%
$75.33 - $106.34 $1.36K - $1.91K
2.92K $310M
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.09%
$104.34 - $138.68 $209 - $277
2.23K $309M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
46
+ 0.3%
$29.12 - $35.84 $1.34K - $1.65K
15.2K $545M
BAC
Bank Of America Corp

Financial Services
14
+ 0.19%
$34.39 - $47.46 $481 - $664
7.36K $348M
FNY
First Trust Mid Cap Growth Alp
1
+ 0.02%
N/A
4.68K $386M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.29%
$108.12 - $135.04 $541 - $675
1.73K $233M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
4.4K
+ 201.28%
$37.36 - $43.85 $165K - $193K
6.59K $289M
IWS
Ishares Russell Midcap Value E

ETFs
6
+ 0.35%
$110.58 - $132.14 $663 - $793
1.71K $226M
T
At&T Inc.

Communication Services
29
+ 0.29%
$26.33 - $28.94 $764 - $839
10.1K $292M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
49
+ 0.78%
$50.36 - $50.68 $2.47K - $2.48K
6.31K $320M
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.1%
$55.56 - $60.91 $222 - $244
3.9K $229M
JNJ
Johnson & Johnson

Healthcare
17
+ 0.49%
$146.36 - $159.82 $2.49K - $2.72K
3.47K $530M
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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