Boston Premier Wealth LLC Incresed Positions in Q1 2025

Boston Premier Wealth LLC

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
34K
+ 10.96%
$42.61 - $45.51 $1.45M - $1.55M
344K $15.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.8K
+ 11.89%
$468.34 - $539.52 $1.78M - $2.05M
35.8K $16.8B
T
At&T Inc.

Communication Services
32
+ 0.32%
$21.56 - $28.28 $690 - $905
10.1K $284M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
892
+ 16.63%
$50.39 - $50.66 $44.9K - $45.2K
6.26K $317M
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.1%
$50.81 - $60.02 $203 - $240
3.9K $234M
META
Meta Platforms, Inc.

Communication Services
41
+ 10.41%
$576.36 - $736.67 $23.6K - $30.2K
435 $251M
AVLV
American Centy ETF Tr Avantis
3.73K
+ 2.57%
$63.51 - $70.42 $237K - $263K
149K $9.72B
BAC
Bank Of America Corp

Financial Services
540
+ 7.94%
$39.61 - $47.74 $21.4K - $25.8K
7.34K $306M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
889
+ 6.23%
$32.42 - $36.13 $28.8K - $32.1K
15.2K $500M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
9
+ 0.41%
$14.0 - $132.02 $126 - $1.19K
2.19K $276M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
39
+ 0.3%
$21.23 - $23.75 $828 - $926
13K $280M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$114.9 - $139.6 $115 - $140
2.22K $261M
XT
Ishares Tr Exponential Technol

ETFs
287
+ 1.52%
$57.56 - $64.0 $16.5K - $18.4K
19.2K $1.11B
STT
State Street Corp

Financial Services
15
+ 0.52%
$84.47 - $102.23 $1.27K - $1.53K
2.9K $259M
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.27%
$313.1 - $349.83 $1.57K - $1.75K
1.88K $596M
TSLA
Tesla, Inc.

Consumer Cyclical
292
+ 16.27%
$222.15 - $428.22 $64.9K - $125K
2.09K $541M
NVDA
Nvidia Corp

Technology
1.78K
+ 11.85%
$106.98 - $149.43 $191K - $266K
16.8K $1.82B
GOOG
Alphabet Inc.

Communication Services
188
+ 2.73%
$156.06 - $207.71 $29.3K - $39K
7.07K $1.1B
AMZN
Amazon Com Inc

Consumer Cyclical
111
+ 1.17%
$190.26 - $242.06 $21.1K - $26.9K
9.63K $1.83B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.16K
+ 1.75%
$57.21 - $65.8 $238K - $274K
242K $14.1B
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 0.71%
$271.18 - $303.12 $296K - $331K
155K $42.7B
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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