Boston Premier Wealth LLC Portfolio Holdings

Boston Premier Wealth LLC

  • $165 Billion
  • Q4 2024

Boston Premier Wealth LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $165 Billion distributed in 59 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 $44.7B, Invesco Qqq Trust, Series 1 with a value of $16.3B, Ishares Core S&P Mid Cap ETF with a value of $14.8B, First Tr Value Line Divid Inde with a value of $13.5B, and American Centy ETF Tr Avantis with a value of $9.7B.

Examining the 13F form we can see an increase of $165B in the current position value.

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 $165 Billion
ETFs: $135 Billion
Technology: $10.6 Billion
Consumer Cyclical: $2.81 Billion
Communication Services: $1.97 Billion
Financial Services: $1.59 Billion
Healthcare: $885 Million
Consumer Defensive: $648 Million
Real Estate: $394 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.7 Billion 27.12% of portfolio
154,395
Q4 2024 New
$0
$16.3 Billion 9.9% of portfolio
31,955
Q4 2024 New
$0
$14.8 Billion 8.99% of portfolio
237,979
Q4 2024 New
$0
$13.5 Billion 8.19% of portfolio
309,815
Q4 2024 New
$0
$9.7 Billion 5.88% of portfolio
145,260
Q4 2024 New
$0
$8.02 Billion 4.86% of portfolio
69,593
Q4 2024 New
$0
$7.23 Billion 4.38% of portfolio
113,396
Q4 2024 New
$0
$7.08 Billion 4.29% of portfolio
40,377
Q4 2024 New
$0
$5.6 Billion 3.4% of portfolio
115,133
Q4 2024 New
$0
$3.51 Billion 2.13% of portfolio
72,005
Q4 2024 New
$0
$2.26 Billion 1.37% of portfolio
24,300
Q4 2024 New
$0
$1.66 Billion 1.01% of portfolio
8,761
Q4 2024 New
$0
$1.49 Billion 0.9% of portfolio
64,868
Q4 2024 New
$0
$1.13 Billion 0.68% of portfolio
18,912
Q4 2024 New
$87.7B
$875 Million 0.53% of portfolio
3,614
Q4 2024 New
$0
$803 Million 0.49% of portfolio
9,047
Q4 2024 New
$0
$626 Million 0.38% of portfolio
1,872
Q4 2024 New
$0
$522 Million 0.32% of portfolio
4,945
Q4 2024 New
$0
$493 Million 0.3% of portfolio
14,266
Q4 2024 New
$0
$392 Million 0.24% of portfolio
2,003
Q4 2024 New
$0
$295 Million 0.18% of portfolio
12,978
Q4 2024 New
$0
$301 Million 0.18% of portfolio
1,816
Q4 2024 New
$0
$282 Million 0.17% of portfolio
2,223
Q4 2024 New
$0
$273 Million 0.17% of portfolio
2,179
Q4 2024 New
$0
$284 Million 0.17% of portfolio
2,933
Q4 2024 New
$0
$261 Million 0.16% of portfolio
2,019
Q4 2024 New
$0
$261 Million 0.16% of portfolio
1,263
Q4 2024 New
$0
$270 Million 0.16% of portfolio
5,364
Q4 2024 New
$0
$247 Million 0.15% of portfolio
6,478
Q4 2024 New
$0
$221 Million 0.13% of portfolio
1,718
Q4 2024 New
$0
$211 Million 0.13% of portfolio
370
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $165 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 59 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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