13F-HR filed by BostonPremier Wealth LLC
BostonPremier Wealth LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-29, with 59 holding rows worth $165,008,853.
- Accession
- 0001951757-25-000140
- Filer
- CIK 2053783
- Filed
- 2025-01-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 59 entries on the cover page, a total value of $165,008,853 stated on the cover page (in dollars after the unit check, H1), rows summing to $165,008,853 with VALUE read as dollars as filed, 13F file number 028-24646. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 154,395 | $44,745,352 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 31,955 | $16,336,335 | dollars as filed | |
| IJH | 464287507 | COM | 237,979 | $14,828,457 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 309,815 | $13,520,340 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 145,260 | $9,699,021 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 69,593 | $8,018,507 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 113,396 | $7,228,979 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 40,377 | $7,075,344 | dollars as filed | |
| Apple Inc | 037833100 | COM | 27,644 | $6,922,622 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 115,133 | $5,603,523 | dollars as filed | |
| iShares Cybersecurity and Tech ETF | 46435U135 | CYBERSECURITY | 72,005 | $3,513,115 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E401 | NASDAQ 100 EX | 24,300 | $2,262,699 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 9,515 | $2,087,496 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 15,029 | $2,018,206 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 8,761 | $1,664,351 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 64,868 | $1,490,671 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 6,885 | $1,311,132 | dollars as filed | |
| ISHARES TR | 46434V381 | FUTU EXPO TE ETF | 18,912 | $1,128,290 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,448 | $1,031,714 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,614 | $874,937 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 9,047 | $803,258 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,795 | $724,893 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,145 | $670,917 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 4,560 | $659,453 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 1,872 | $625,682 | dollars as filed | |
| MAIN STR CAP CORP | 56035L104 | COM | 9,550 | $559,439 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 4,945 | $522,219 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 14,266 | $493,458 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 3,696 | $444,814 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 411 | $435,709 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 36,400 | $394,212 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,003 | $392,177 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F136 | FT VEST US EQUIT | 12,508 | $381,619 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M102 | MID CP GR ALPH | 4,693 | $375,412 | dollars as filed | |
| SPDR S&P Aerospace & Defense ETF | 78464A631 | SHS | 1,816 | $301,119 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 6,802 | $298,931 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 12,978 | $294,606 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 643 | $291,459 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,933 | $284,248 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 2,882 | $282,898 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 2,223 | $281,827 | dollars as filed | |
| ALPS ETF TR | 00162Q205 | EQUAL SEC ETF | 2,179 | $272,893 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 5,364 | $270,193 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,263 | $261,321 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 2,019 | $261,134 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F482 | FT VEST U.S EQT | 6,646 | $248,964 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F615 | FT VEST US EQT | 6,478 | $247,256 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,174 | $240,050 | dollars as filed | |
| GRAYSCALE BITCOIN TRUST ETF | 389637109 | SHS REP COM UT | 3,165 | $234,273 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 394 | $230,693 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 10,026 | $228,284 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 2,528 | $225,801 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 1,718 | $221,012 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 370 | $211,013 | dollars as filed | |
| AMPLIFY ETF TR | 032108664 | AMPLIFY CYBERSEC | 2,757 | $205,337 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,076 | $203,697 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 3,893 | $203,574 | dollars as filed | |
| CHIMERA INVT CORP | 16934Q802 | COM SHS | 14,539 | $203,546 | dollars as filed | |
| OXFORD SQUARE CAP CORP | 69181V107 | COM | 65,726 | $160,371 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000140 | this filing | 2025-01-29 | acceptance time not in the bulk data set |