BostonPremier Wealth LLC Portfolio Holdings
Q3 2025•72 long positions•$200.9M portfolio value
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Holding73 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $53.3M 26.53% | +$1.4M Bought | — 162.5K shares | 158.2K → 162.5K +$1.4M | +2.67% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $22.3M 11.09% | +$481.5K Bought | — 37.1K shares | 36.3K → 37.1K +$481.5K | +2.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.7M 8.3% | +$441.4K Bought | — 255.6K shares | 248.8K → 255.6K +$441.4K | +2.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.6M 8.27% | +$287.7K Bought | — 359.6K shares | 353.4K → 359.6K +$287.7K | +1.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.4M 5.69% | +$418.7K Bought | — 158.1K shares | 152.3K → 158.1K +$418.7K | +3.8% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.7M 4.32% | +$327.4K Bought | — 73.1K shares | 70.3K → 73.1K +$327.4K | +3.92% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $8.5M 4.22% | +$81.2K Bought | 0.0% 33.3K shares | 33.0K → 33.3K +$81.2K | +0.97% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $8.3M 4.11% | +$333.9K Bought | — 113.9K shares | 109.3K → 113.9K +$333.9K | +4.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.7M 2.86% | +$4.0K Bought | — 115.4K shares | 115.3K → 115.4K +$4.0K | +0.07% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $4.9M 2.43% | +$473.0K Bought | 0.0% 26.2K shares | 23.7K → 26.2K +$473.0K | +10.71% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $4.4M 2.2% | +$268.7K Bought | — 96.4K shares | 90.6K → 96.4K +$268.7K | +6.48% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.8M 1.91% | +$3.8M New | — 46.1K shares | 0 → 46.1K +$3.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.5M 1.72% | -$3.9M Sold | — 18.3K shares | 38.6K → 18.3K −$3.9M | -52.73% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $3.1M 1.53% | +$73.8K Bought | 0.0% 14.0K shares | 13.7K → 14.0K +$73.8K | +2.46% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.15% | -$45.2K Sold | — 23.3K shares | 23.8K → 23.3K −$45.2K | -1.92% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.0M 0.973% | +$61.9K Bought | 0.0% 8.0K shares | 7.8K → 8.0K +$61.9K | +3.27% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.799% | -$131.3K Sold | — 7.7K shares | 8.3K → 7.7K −$131.3K | -7.56% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.6M 0.782% | +$47.7K Bought | 0.0% 3.0K shares | 2.9K → 3.0K +$47.7K | +3.13% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $1.4M 0.7% | +$148.1K Bought | 0.0% 3.2K shares | 2.8K → 3.2K +$148.1K | +11.77% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.1M 0.567% | +$39.8K Bought | — 3.2K shares | 3.1K → 3.2K +$39.8K | +3.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.498% | +$1.0M New | — 1.5K shares | 0 → 1.5K +$1.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $802.5K 0.399% | +$1.0K Bought | — 8.4K shares | 8.4K → 8.4K +$1.0K | +0.13% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $775.3K 0.386% | — | 0.0% 2.4K shares | — | — | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $702.4K 0.35% | — | 0.0% 6.2K shares | — | — | $480.68B Mega Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $646.3K 0.322% | +$3.0K Bought | 0.0% 3.5K shares | 3.5K → 3.5K +$3.0K | +0.46% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $632.0K 0.315% | +$11.3K Bought | — 949.0 shares | 932.0 → 949.0 +$11.3K | +1.82% | — — | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $607.3K 0.302% | — | 0.011% 9.6K shares | — | — | $5.7B Mid Cap | Q4 2024 Held for 11 months | |
Tobacco Consumer Defensive | $599.5K 0.298% | — | 0.0% 3.7K shares | — | — | $252.48B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $587.9K 0.293% | +$1.6K Bought | — 15.2K shares | 15.2K → 15.2K +$1.6K | +0.28% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $522.3K 0.26% | -$5.3K Sold | 0.0% 2.9K shares | 2.9K → 2.9K −$5.3K | -1.0% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $518.0K 0.258% | -$871.1K Sold | — 7.2K shares | 19.3K → 7.2K −$871.1K | -62.71% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $494.1K 0.246% | +$165.9K Bought | 0.0% 673.0 shares | 447.0 → 673.0 +$165.9K | +50.56% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Computer Hardware Technology | $484.3K 0.241% | +$484.3K New | 0.0% 3.3K shares | 0 → 3.3K +$484.3K | New | $183.14B Large Cap | Q3 2025 Held for 2 months | |
Electrical Equipment & Parts Industrials | $461.9K 0.23% | +$146.5K Bought | 0.001% 3.1K shares | 2.1K → 3.1K +$146.5K | +46.44% | $57.6B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $434.1K 0.216% | +$434.1K New | — 1.3K shares | 0 → 1.3K +$434.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $425.8K 0.212% | +$750.4 Bought | — 3.4K shares | 3.4K → 3.4K +$750.4 | +0.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $425.8K 0.212% | -$2.7K Sold | — 4.6K shares | 4.7K → 4.6K −$2.7K | -0.62% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $411.3K 0.205% | — | — 1.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $393.1K 0.196% | +$469.9 Bought | — 1.7K shares | 1.7K → 1.7K +$469.9 | +0.12% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $380.2K 0.189% | +$722.2 Bought | 0.0% 7.4K shares | 7.4K → 7.4K +$722.2 | +0.19% | $382.12B Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Property & Casualty Financial Services | $373.4K 0.186% | — | 0.0% 1.3K shares | — | — | $112.53B Large Cap | Q1 2025 Held for 8 months | |
REIT - Mortgage Real Estate | $349.1K 0.174% | -$65.5K Sold | 0.006% 30.7K shares | 36.4K → 30.7K −$65.5K | -15.8% | $6.0B Mid Cap | Q4 2024 Held for 11 months | |
ETF ETF | $347.7K 0.173% | +$27.9K Bought | — 6.9K shares | 6.3K → 6.9K +$27.9K | +8.71% | — — | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $339.7K 0.169% | +$1.5K Bought | 0.001% 2.9K shares | 2.9K → 2.9K +$1.5K | +0.45% | $32.9B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $333.0K 0.166% | — | 0.0% 2.1K shares | — | — | $262.56B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $326.0K 0.162% | +$951.2 Bought | — 12.7K shares | 12.6K → 12.7K +$951.2 | +0.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $317.2K 0.158% | +$284.8 Bought | — 2.2K shares | 2.2K → 2.2K +$284.8 | +0.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $304.7K 0.152% | +$1.3K Bought | — 6.6K shares | 6.6K → 6.6K +$1.3K | +0.44% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $294.6K 0.147% | +$19.2K Bought | — 4.0K shares | 3.8K → 4.0K +$19.2K | +6.97% | — — | Q1 2025 Held for 8 months | |
Telecommunications Services Communication Services | $285.8K 0.142% | +$960.1 Bought | 0.0% 10.1K shares | 10.1K → 10.1K +$960.1 | +0.34% | $201.93B Mega Cap | Q4 2024 Held for 11 months |
