Top 50 Bostonpremier Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 28.13% | 169.7K | $54.4M | +1.61%(+2.69K) | $289.10(+23.48%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 14.31% | 48.0K | $27.7M | +2.74%(+1.28K) | $524.38(+29.98%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.55% | 273.8K | $18.5M | +1.09%(+2.95K) | $62.50(+17.24%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 8.16% | 195.8K | $15.8M | +3.69%(+6.97K) | $68.05(+28.41%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.36% | 146.2K | $10.4M | +4.01%(+5.63K) | $65.44(+20.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.09% | 31.2K | $7.9M | -0.68%(-213) | $236.69(+20.07%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.05% | 63.1K | $7.8M | +2.71%(+1.67K) | $116.08(+18.98%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.32% | 25.7K | $4.5M | -1.07%(-278) | $133.28(+47.43%) | 2026-03-31 | |
| ARTY | ISHARES TR | 2.31% | 96.1K | $4.5M | +4.48%(+4.12K) | $36.44(+78.92%) | 2026-03-31 | |
| UTES | ETFIS SER TR I | 2.25% | 54.4K | $4.3M | +4.94%(+2.56K) | $79.69(+5.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.87% | +18.67% |
| Top 20 Holdings Unweighted | +8.38% | +27.31% |
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