Boston Premier Wealth LLC Portfolio Holdings

Boston Premier Wealth LLC

  • $201 Billion
  • Q3 2025

Boston Premier Wealth LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 73 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 $53.3B, Invesco Qqq Trust, Series 1 with a value of $22.3B, Ishares Core S&P Mid Cap ETF with a value of $16.7B, First Tr Value Line Divid Inde with a value of $16.6B, and American Centy ETF Tr Avantis with a value of $11.4B.

Examining the 13F form we can see an increase of $21B in the current position value, from $180B to 201B.

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 $201 Billion
ETFs: $153 Billion
Technology: $17.1 Billion
Consumer Cyclical: $4.48 Billion
Communication Services: $3.47 Billion
Financial Services: $2.26 Billion
Consumer Defensive: $1.08 Billion
Healthcare: $893 Million
Energy: $702 Million
Other: $811 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$8.49 Billion 4.22% of portfolio
33,336
Q3 2025 Added 0.97%
$465B
$4.89 Billion 2.43% of portfolio
26,195
Q3 2025 Added 10.71%
$2.39T
$3.08 Billion 1.53% of portfolio
14,009
Q3 2025 Added 2.46%
$1.74T
$1.96 Billion 0.97% of portfolio
8,028
Q3 2025 Added 3.27%
$3.78T
$1.57 Billion 0.78% of portfolio
3,034
Q3 2025 Added 3.13%
$1.29T
$1.41 Billion 0.7% of portfolio
3,163
Q3 2025 Added 11.77%
$490B
$702 Million 0.35% of portfolio
6,230
Q2 2025 Reduced 68.91%
$522B
$646 Million 0.32% of portfolio
3,486
Q3 2025 Added 0.46%
$237B
$599 Million 0.3% of portfolio
3,696
Q4 2024 New
$342B
$522 Million 0.26% of portfolio
2,863
Q3 2025 Reduced 1.0%
$1.37T
$494 Million 0.25% of portfolio
673
Q3 2025 Added 50.56%
$413B
$380 Million 0.19% of portfolio
7,370
Q3 2025 Added 0.19%
$388B
$333 Million 0.17% of portfolio
2,058
Q2 2025 New
$1.65T
$282 Million 0.14% of portfolio
1,159
Q3 2025 New
$346B
$222 Million 0.11% of portfolio
1,448
Q2 2025 New
$662B
$227 Million 0.11% of portfolio
451
Q3 2025 Reduced 14.42%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $201 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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