Boston Premier Wealth LLC Portfolio Holdings by Sector
Boston Premier Wealth LLC
- $161 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQ FVD IJH IJR RSP DFUS LMBS IHAK 29 stocks |
$87.4 Million
58.27% of portfolio
|
  13  
|
  15  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$42.7 Million
28.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.13 Million
4.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$2.38 Million
1.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.83 Million
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1.82 Million
1.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$1.36 Million
0.9% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.17 Million
0.78% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
MAIN STT OXSQ 3 stocks |
$960,111
0.64% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$820,569
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$572,606
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$540,867
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
NRZ 1 stocks |
$416,780
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$399,533
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW 1 stocks |
$327,214
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$306,379
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$284,448
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$280,670
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$255,025
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|