BostonPremier Wealth LLC
CIK 2053783 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- VTI27.12%
- QQQ9.90%
- IJH8.99%
- FVD8.19%
- AVLV5.88%
- IJR4.86%
- DFUS4.38%
- RSP4.29%
- AAPL4.20%
- LMBS3.40%
Share classes counted separately81.21%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $44.75M | 27.12% | 154.40K shares | Prior unavailable — | — | ↗▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $16.34M | 9.90% | 31.95K shares | Prior unavailable — | — | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $14.83M | 8.99% | 237.98K shares | Prior unavailable — | — | ↗▾ |
| 04 | FVDFIRST TRUST VALUE LINE DVDSHS View history and evidence | $13.52M | 8.19% | 309.81K shares | Prior unavailable — | — | ↗▾ |
| 05 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $9.70M | 5.88% | 145.26K shares | Prior unavailable — | — | ↗▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $8.02M | 4.86% | 69.59K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $7.23M | 4.38% | 113.40K shares | Prior unavailable — | — | ↗▾ |
| 08 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $7.08M | 4.29% | 40.38K shares | Prior unavailable — | — | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $6.92M | 4.20% | 27.64K shares | Prior unavailable — | — | ↗▾ |
| 10 | LMBSFIRST TRUST LOW DURATION OPPFST LOW OPPT EFT View history and evidence | $5.60M | 3.40% | 115.13K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2053783 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 165008853
}Research all 59 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.