BOSTONPREMIER WEALTH LLC 13F Portfolio
BOSTONPREMIER WEALTH LLC runs BOSTONPREMIER WEALTH LLC and currently holds 79 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $235.47M. Their top holdings are VTI, QQQ, IJH, AVLV, DFUS. The top five represent 65.3% of reported portfolio weight. BOSTONPREMIER WEALTH LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOSTONPREMIER WEALTH LLC initiated 8 new positions. They added to 39 existing positions. They trimmed 16 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$235.47M
Alpha Score
28.3
#0 of 1000
Holdings
79
BOSTONPREMIER WEALTH LLC Current 13F Holdings
Reported holdings from BOSTONPREMIER WEALTH LLC's latest SEC 13F filing, ranked by portfolio weight.
79 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | 27.42% | $294.74 | $381.92 | +29.58% | Added +2.84% |
QQQ INVESCO QQQ TR | 15.44% | $538.01 | $751.27 | +39.64% | Added +2.93% |
IJH ISHARES TR | 9.25% | $63.03 | $73.41 | +16.47% | Added +3.20% |
AVLV AMERICAN CENTY ETF TR | 7.87% | $69.63 | $92.41 | +32.72% | Added +3.72% |
DFUS DIMENSIONAL ETF TRUST | 5.35% | $66.97 | $84.78 | +26.59% | Added +5.15% |
IJR ISHARES TR | 4.10% | $116.51 | $137.51 | +18.02% | Added +3.09% |
AAPL APPLE INC | 3.82% | $243.10 | $336.68 | +38.49% | Trimmed -0.36% |
NVDA NVIDIA CORPORATION | 2.37% | $148.17 | $229.28 | +54.74% | Added +8.44% |
RSP INVESCO EXCHANGE TRADED FD T | 1.62% | $176.61 | $213.06 | +20.64% | Added +1.56% |
AMZN AMAZON COM INC | 1.38% | $219.49 | $262.43 | +19.56% | Added +0.77% |
Showing 1-10 of 79