BostonPremier Wealth LLC

Q3 2025 13F-HR Holdings

Location
Hanover, MA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
73
Total value ($000)
$201,347
Net value change ($000)
+21,044 (11.7%)
New positions
11
Sold out positions
1
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 5,222 10.9%
UTES 3,844 NEW
QQQ 2,250 11.2%
AAPL 1,714 25.3%
IJH 1,248 8.1%
NVDA 1,149 30.7%
AVLV 1,035 10.0%
IVV 1,001 NEW
IJR 998 13.0%
DFUS 926 12.6%
Top Reduces (Value $000, Stocks/ETFs)
RSP -3,557 -50.7%
XT -742 -58.9%
IWV -420 -63.6%
IHAK -233 -100.0%
NOW -89 -27.7%
OXSQ -81 -59.1%
PM -74 -11.0%
FTNT -63 -20.4%
RITM -62 -15.1%
QQXT -42 -1.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type