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BOSTONPREMIER WEALTH LLC 13F portfolio summary

BOSTONPREMIER WEALTH LLC of BOSTONPREMIER WEALTH LLC has 68 current stock holdings with a reported portfolio value of $193.5M. The portfolio 1 year return is +16.66%. Top holdings include QQQ (0.00%), SPY (0.00%), VTI (33.95%), IJH (11.53%), AVLV (9.85%).

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BOSTONPREMIER WEALTH LLC

BOSTONPREMIER WEALTH LLC
Latest filing: 2026-03-31

BOSTONPREMIER WEALTH LLC runs BOSTONPREMIER WEALTH LLC and currently holds 68 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $193.53M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BOSTONPREMIER WEALTH LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BOSTONPREMIER WEALTH LLC's portfolio at BOSTONPREMIER WEALTH LLC has delivered returns of +16.66%. Their 3-year annualized return is +11.00%. Looking at the 5-year horizon, BOSTONPREMIER WEALTH LLC has achieved +11.00% annualized returns at BOSTONPREMIER WEALTH LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.66%
#0/1000
3 Year
+11.00%
#0/1000
5 Year
+11.00%
#0/1000

Portfolio Value

$193.53M

Alpha Score

10.9

#0 of 1000

Holdings

68

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change