Boston Premier Wealth LLC New Holdings in Q4 2024

Boston Premier Wealth LLC

  • $165 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
154K
New
$280.04 - $302.45 $43.2M - $46.7M
154K $44.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
32K
New
$481.22 - $538.17 $15.4M - $17.2M
32K $16.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
238K
New
$61.68 - $67.87 $14.7M - $16.2M
238K $14.8B
FVD
First Tr Value Line Divid Inde

ETFs
310K
New
$43.4 - $46.7 $13.4M - $14.5M
310K $13.5B
AVLV
American Centy ETF Tr Avantis
145K
New
$65.51 - $71.22 $9.52M - $10.3M
145K $9.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
69.6K
New
$113.92 - $127.38 $7.93M - $8.86M
69.6K $8.02B
DFUS
Dimensional ETF Tr U S Equity

ETFs
113K
New
$61.52 - $66.5 $6.98M - $7.54M
113K $7.23B
RSP
Invesco S&P 500 Equal Weight E

ETFs
40.4K
New
$174.22 - $187.62 $7.03M - $7.58M
40.4K $7.08B
AAPL
Apple Inc.

Technology
27.6K
New
$221.69 - $259.02 $6.13M - $7.16M
27.6K $6.92B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
115K
New
$48.48 - $49.47 $5.58M - $5.7M
115K $5.6B
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
24.3K
New
$91.86 - $98.85 $2.23M - $2.4M
24.3K $2.26B
AMZN
Amazon Com Inc

Consumer Cyclical
9.52K
New
$180.88 - $232.93 $1.72M - $2.22M
9.52K $2.09B
NVDA
Nvidia Corp

Technology
15K
New
$117.0 - $148.88 $1.76M - $2.24M
15K $2.02B
VXF
Vanguard Extended Market ETF

ETFs
8.76K
New
$179.17 - $207.15 $1.57M - $1.81M
8.76K $1.66B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
64.9K
New
$22.39 - $23.45 $1.45M - $1.52M
64.9K $1.49B
GOOG
Alphabet Inc.

Communication Services
6.89K
New
$163.08 - $198.16 $1.12M - $1.36M
6.89K $1.31B
XT
Ishares Tr Exponential Technol

ETFs
18.9K
New
$58.7 - $62.72 $1.11M - $1.19M
18.9K $1.13B
MSFT
Microsoft Corp

Technology
2.45K
New
$406.35 - $454.46 $995K - $1.11M
2.45K $1.03B
GLD
Spdr Gold Trust

ETFs
3.61K
New
$236.59 - $257.5 $855K - $931K
3.61K $875M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.05K
New
$88.59 - $94.57 $801K - $856K
9.05K $803M
TSLA
Tesla, Inc.

Consumer Cyclical
1.8K
New
$213.65 - $479.86 $384K - $861K
1.8K $725M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.15K
New
$567.81 - $607.81 $650K - $696K
1.15K $671M
JNJ
Johnson & Johnson

Healthcare
4.56K
New
$143.34 - $165.86 $654K - $756K
4.56K $659M
IWV
Ishares Russell 3000 ETF

ETFs
1.87K
New
$323.08 - $349.08 $605K - $653K
1.87K $626M
MAIN
Main Street Capital Corp

Financial Services
9.55K
New
$49.95 - $58.58 $477K - $559K
9.55K $559M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.95K
New
$104.01 - $115.38 $514K - $571K
4.95K $522M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.3K
New
$33.92 - $36.6 $484K - $522K
14.3K $493M
PM
Philip Morris International Inc.

Consumer Defensive
3.7K
New
$118.38 - $133.06 $438K - $492K
3.7K $445M
NOW
Service Now, Inc.

Technology
411
New
$867.18 - $1148.42 $356K - $472K
411 $436M
NRZ
New Residential Investment Corp.

Real Estate
36.4K
New
N/A
36.4K $394M
VIG
Vanguard Dividend Appreciation

ETFs
2K
New
N/A
2K $392M
First Tr Exchng Traded Fd Vi
12.5K
New
N/A
12.5K $382M
FNY
First Trust Mid Cap Growth Alp
4.69K
New
N/A
4.69K $375M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.82K
New
$153.8 - $176.52 $279K - $321K
1.82K $301M
BAC
Bank Of America Corp

Financial Services
6.8K
New
$39.22 - $47.77 $267K - $325K
6.8K $299M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13K
New
$22.01 - $66.82 $286K - $867K
13K $295M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
643
New
$442.29 - $483.08 $284K - $311K
643 $291M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.93K
New
$96.64 - $101.23 $283K - $297K
2.93K $284M
STT
State Street Corp

Financial Services
2.88K
New
$85.96 - $100.78 $248K - $290K
2.88K $283M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.22K
New
$116.4 - $138.52 $259K - $308K
2.22K $282M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
2.18K
New
$125.0 - $133.2 $272K - $290K
2.18K $273M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.36K
New
$50.37 - $50.6 $270K - $271K
5.36K $270M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.26K
New
$201.32 - $217.44 $254K - $275K
1.26K $261M
IWS
Ishares Russell Midcap Value E

ETFs
2.02K
New
$128.08 - $140.32 $259K - $283K
2.02K $261M
First Tr Exchng Traded Fd Vi
6.65K
New
N/A
6.65K $249M
DMAR
First Tr Ex Tr Viii Cboe Vest
6.48K
New
$37.14 - $38.49 $241K - $249K
6.48K $247M
PLTR
Palantir Technologies Inc.

Technology
3.17K
New
$36.46 - $82.38 $116K - $261K
3.17K $240M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.17K
New
$47.29 - $84.74 $150K - $268K
3.17K $234M
META
Meta Platforms, Inc.

Communication Services
394
New
$554.08 - $632.68 $218K - $249K
394 $231M
Activity Summary
Buys All Purchases 59 New Holdings 59 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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