Bostonpremier-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MAIN",
  "T",
  null,
  "BSX",
  null,
  "OXSQ",
  null,
  null,
  null,
  "META",
  "IJH",
  null,
  "IWS",
  "MSFT",
  null,
  "IJR",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "NOW",
  "GLD",
  "RITM",
  "VXF",
  "IWV",
  null,
  null,
  "VIG",
  "IWP",
  null,
  "AMZN",
  "SCHB",
  null,
  "SCHF",
  null,
  "MTUM",
  null,
  null,
  null,
  null,
  "BAC",
  "BRK-B",
  "CIM",
  "CB",
  null,
  "DFAC",
  "RSP",
  "USMV",
  "STT",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "MO",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 58
Total Value: 161089102
Accession Number: 0001951757-25-000387
Form Type: 13F-HR
CIK: bostonpremier-wealth
Manager Name: Bostonpremier-Wealth

Data Enrichment

71% identified

41 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $161.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46429B697

USMV|46429B697

Shares:8.7K

Value:$813.2K

% of Portfolio:0.5% ($813.2K/$161.1M)

464287689

IWV|464287689

Shares:1.9K

Value:$596.1K

% of Portfolio:0.4% ($596.1K/$161.1M)

Philip Morris International Inc.

PM|718172109

Shares:3.7K

Value:$586.7K

% of Portfolio:0.4% ($586.7K/$161.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.5K

Value:$572.6K

% of Portfolio:0.4% ($572.6K/$161.1M)

Tesla, Inc.

TSLA|88160R101

Shares:2.1K

Value:$540.9K

% of Portfolio:0.3% ($540.9K/$161.1M)

Main Street Capital CORP

MAIN|56035L104

Shares:9.6K

Value:$540.1K

% of Portfolio:0.3% ($540.1K/$161.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:904

Value:$505.7K

% of Portfolio:0.3% ($505.7K/$161.1M)

25434V708

DFAC|25434V708

Shares:15.2K

Value:$500.0K

% of Portfolio:0.3% ($500.0K/$161.1M)

Rithm Capital Corp.

RITM|64828T201

Shares:36.4K

Value:$416.8K

% of Portfolio:0.3% ($416.8K/$161.1M)

Chubb Ltd

CB|H1467J104

Shares:1.3K

Value:$399.5K

% of Portfolio:0.2% ($399.5K/$161.1M)

46432F388

Shares:3.6K

Value:$383.4K

% of Portfolio:0.2% ($383.4K/$161.1M)

33740F136

Shares:12.5K

Value:$379.7K

% of Portfolio:0.2% ($379.7K/$161.1M)

921908844

VIG|921908844

Shares:1.9K

Value:$369.8K

% of Portfolio:0.2% ($369.8K/$161.1M)

33737M102

Shares:4.7K

Value:$350.0K

% of Portfolio:0.2% ($350.0K/$161.1M)

ServiceNow, Inc.

NOW|81762P102

Shares:411

Value:$327.2K

% of Portfolio:0.2% ($327.2K/$161.1M)

46641Q837

Shares:6.3K

Value:$316.7K

% of Portfolio:0.2% ($316.7K/$161.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.3K

Value:$306.4K

% of Portfolio:0.2% ($306.4K/$161.1M)

AT&T INC.

T|00206R102

Shares:10.1K

Value:$284.4K

% of Portfolio:0.2% ($284.4K/$161.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:527

Value:$280.7K

% of Portfolio:0.2% ($280.7K/$161.1M)

808524102

SCHB|808524102

Shares:13.0K

Value:$280.3K

% of Portfolio:0.2% ($280.3K/$161.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(USMVcusip46429B697)	8.7K	QoQ -4.02% (-364) YoY-	All Managers (Combined)	$813.2K	0.5% ($813.2K/$161.1M)	QoQ +1.24% (-$10.0K) YoY-
(IWVcusip464287689)	1.9K	QoQ +0.26% (-5) YoY-	All Managers (Combined)	$596.1K	0.4% ($596.1K/$161.1M)	QoQ -4.72% (-$29.6K) YoY-
Philip Morris International Inc.(PMcusip718172109)	3.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$586.7K	0.4% ($586.7K/$161.1M)	QoQ +31.89% (+$141.9K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	3.5K	QoQ -24.27% (-1.1K) YoY-	All Managers (Combined)	$572.6K	0.4% ($572.6K/$161.1M)	QoQ -13.16% (-$86.8K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	2.1K	QoQ +16.26% (-292) YoY-	All Managers (Combined)	$540.9K	0.3% ($540.9K/$161.1M)	QoQ -25.38% (-$184.0K) YoY-
Main Street Capital CORP(MAINcusip56035L104)	9.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$540.1K	0.3% ($540.1K/$161.1M)	QoQ -3.44% (-$19.3K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	904	QoQ -21.04% (-241) YoY-	All Managers (Combined)	$505.7K	0.3% ($505.7K/$161.1M)	QoQ -24.62% (-$165.2K) YoY-
(DFACcusip25434V708)	15.2K	QoQ +6.23% (+889) YoY-	All Managers (Combined)	$500.0K	0.3% ($500.0K/$161.1M)	QoQ +1.31% (+$6.5K) YoY-
Rithm Capital Corp.(RITMcusip64828T201)	36.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$416.8K	0.3% ($416.8K/$161.1M)	QoQ +5.72% (+$22.6K) YoY-
Chubb Ltd(CBcusipH1467J104)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$399.5K	0.2% ($399.5K/$161.1M)	QoQ NEW(+$399.5K) YoY-
(cusip46432F388)✕	3.6K	QoQ -27.30% (-1.4K) YoY-	All Managers (Combined)	$383.4K	0.2% ($383.4K/$161.1M)	QoQ -26.58% (-$138.8K) YoY-
(cusip33740F136)✕	12.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$379.7K	0.2% ($379.7K/$161.1M)	QoQ -0.49% (-$1.9K) YoY-
(VIGcusip921908844)	1.9K	QoQ -4.84% (-97) YoY-	All Managers (Combined)	$369.8K	0.2% ($369.8K/$161.1M)	QoQ -5.70% (-$22.4K) YoY-
(cusip33737M102)✕	4.7K	QoQ -0.38% (-18) YoY-	All Managers (Combined)	$350.0K	0.2% ($350.0K/$161.1M)	QoQ -6.75% (-$25.4K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	411	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$327.2K	0.2% ($327.2K/$161.1M)	QoQ -24.90% (-$108.5K) YoY-
(cusip46641Q837)✕	6.3K	QoQ +16.62% (+892) YoY-	All Managers (Combined)	$316.7K	0.2% ($316.7K/$161.1M)	QoQ +17.22% (+$46.6K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.3K	QoQ +7.93% (+540) YoY-	All Managers (Combined)	$306.4K	0.2% ($306.4K/$161.1M)	QoQ +2.49% (+$7.4K) YoY-
AT&T INC.(Tcusip00206R102)	10.1K	QoQ +0.31% (+32) YoY-	All Managers (Combined)	$284.4K	0.2% ($284.4K/$161.1M)	QoQ +24.60% (+$56.2K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	527	QoQ -18.04% (-116) YoY-	All Managers (Combined)	$280.7K	0.2% ($280.7K/$161.1M)	QoQ -3.70% (-$10.8K) YoY-
(SCHBcusip808524102)	13.0K	QoQ +0.30% (-39) YoY-	All Managers (Combined)	$280.3K	0.2% ($280.3K/$161.1M)	QoQ -4.86% (-$14.3K) YoY-