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Home > Institutional Investor > Bostonpremier Wealth Llc > Profile

Instuitional Investor - Bostonpremier Wealth Llc

Fund Profile
Filing Period:
Fund Name: Bostonpremier Wealth Llc
Portfolio Value $235,468,718
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 174,496 $64,570,616 27.42%
2.
Invesco Qqq Tr
 49,385 $36,367,306 15.44%
3.
Ishares Trust
 IEF 282,564 $21,788,539 9.25%
4.
American Centy Etf Tr
 203,126 $18,527,123 7.87%
5.
Dimensional Etf Trust
 DFAC 153,731 $12,596,720 5.35%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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