BostonPremier Wealth LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW BostonPremier Wealth LLC | Institutional Filer | ▼ 0.83% | $193.5M | 70 |
Current Portfolio Holdings
Showing all 70 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 170K | $54.4M | 28.13% |
| 2 | QQQ | Invesco QQQ Trust | — | 48K | $27.7M | 14.31% |
| 3 | IJH | ISHARES TR | — | 274K | $18.5M | 9.55% |
| 4 | AVLV | AMERICAN CENTY ETF TR | — | 196K | $15.8M | 8.16% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | — | 146K | $10.4M | 5.36% |
| 6 | AAPL | Apple Inc. | Technology | 31K | $7.9M | 4.09% |
| 7 | IJR | ISHARES TR | — | 63K | $7.8M | 4.05% |
| 8 | NVDA | NVIDIA Corporation | Technology | 26K | $4.5M | 2.32% |
| 9 | ARTY | ISHARES TR | — | 96K | $4.5M | 2.31% |
| 10 | UTES | ETFIS SER TR I | — | 54K | $4.3M | 2.25% |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | — | 18K | $3.4M | 1.75% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 14K | $2.8M | 1.46% |
| 13 | GOOG | Alphabet Inc. | Technology | 8K | $2.4M | 1.25% |
| 14 | QQXT | FIRST TR EXCHANGE-TRADED FD | — | 22K | $2.2M | 1.13% |
| 15 | VXF | VANGUARD INDEX FDS | — | 7K | $1.5M | 0.78% |
Showing 1 to 15 of 70 holdings