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

Page 3 of 3

Sort by:

00162Q205

Shares:2.2K

Value:$275.6K

% of Portfolio:0.2% ($275.6K/$161.1M)

78464A631

Shares:1.7K

Value:$268.4K

% of Portfolio:0.2% ($268.4K/$161.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.2K

Value:$267.0K

% of Portfolio:0.2% ($267.0K/$161.1M)

464287481

IWP|464287481

Shares:2.2K

Value:$261.3K

% of Portfolio:0.2% ($261.3K/$161.1M)

STATE STREET CORP

STT|857477103

Shares:2.9K

Value:$259.4K

% of Portfolio:0.2% ($259.4K/$161.1M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.5K

Value:$255.0K

% of Portfolio:0.2% ($255.0K/$161.1M)

Meta Platforms, Inc.

META|30303M102

Shares:435

Value:$250.9K

% of Portfolio:0.2% ($250.9K/$161.1M)

33740F482

Shares:6.6K

Value:$247.2K

% of Portfolio:0.2% ($247.2K/$161.1M)

33740F615

Shares:6.5K

Value:$244.1K

% of Portfolio:0.2% ($244.1K/$161.1M)

46432F396

MTUM|46432F396

Shares:1.2K

Value:$243.0K

% of Portfolio:0.2% ($243.0K/$161.1M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.9K

Value:$233.9K

% of Portfolio:0.1% ($233.9K/$161.1M)

464285204

Shares:3.8K

Value:$223.2K

% of Portfolio:0.1% ($223.2K/$161.1M)

464287473

IWS|464287473

Shares:1.7K

Value:$214.8K

% of Portfolio:0.1% ($214.8K/$161.1M)

464287150

ITOT|464287150

Shares:1.7K

Value:$210.3K

% of Portfolio:0.1% ($210.3K/$161.1M)

389637109

Shares:3.2K

Value:$206.3K

% of Portfolio:0.1% ($206.3K/$161.1M)

808524805

SCHF|808524805

Shares:10.3K

Value:$204.2K

% of Portfolio:0.1% ($204.2K/$161.1M)

CHIMERA INVESTMENT CORP

CIM|16934Q802

Shares:13.1K

Value:$168.6K

% of Portfolio:0.1% ($168.6K/$161.1M)

Oxford Square Capital Corp.

OXSQ|69181V107

Shares:61.5K

Value:$160.6K

% of Portfolio:0.1% ($160.6K/$161.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip00162Q205)✕	2.2K	QoQ +0.41% (+9) YoY-	All Managers (Combined)	$275.6K	0.2% ($275.6K/$161.1M)	QoQ +0.98% (+$2.7K) YoY-
(cusip78464A631)✕	1.7K	QoQ -8.03% (-146) YoY-	All Managers (Combined)	$268.4K	0.2% ($268.4K/$161.1M)	QoQ -10.88% (-$32.8K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	3.2K	QoQ -0.34% (-11) YoY-	All Managers (Combined)	$267.0K	0.2% ($267.0K/$161.1M)	QoQ +11.20% (-$26.9K) YoY-
(IWPcusip464287481)	2.2K	QoQ +0.04% (-1) YoY-	All Managers (Combined)	$261.3K	0.2% ($261.3K/$161.1M)	QoQ -7.27% (-$20.5K) YoY-
STATE STREET CORP(STTcusip857477103)	2.9K	QoQ +0.52% (-15) YoY-	All Managers (Combined)	$259.4K	0.2% ($259.4K/$161.1M)	QoQ -8.31% (-$23.5K) YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$255.0K	0.2% ($255.0K/$161.1M)	QoQ +12.94% (+$29.2K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	435	QoQ +10.40% (+41) YoY-	All Managers (Combined)	$250.9K	0.2% ($250.9K/$161.1M)	QoQ +8.74% (+$20.2K) YoY-
(cusip33740F482)✕	6.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$247.2K	0.2% ($247.2K/$161.1M)	QoQ -0.69% (-$1.7K) YoY-
(cusip33740F615)✕	6.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$244.1K	0.2% ($244.1K/$161.1M)	QoQ -1.28% (-$3.2K) YoY-
(MTUMcusip46432F396)	1.2K	QoQ -4.82% (-61) YoY-	All Managers (Combined)	$243.0K	0.2% ($243.0K/$161.1M)	QoQ -7.02% (-$18.4K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	3.9K	QoQ +0.10% (+4) YoY-	All Managers (Combined)	$233.9K	0.1% ($233.9K/$161.1M)	QoQ +14.89% (+$30.3K) YoY-
(cusip464285204)✕	3.8K	QoQ NEW(+3.8K) YoY-	All Managers (Combined)	$223.2K	0.1% ($223.2K/$161.1M)	QoQ NEW(+$223.2K) YoY-
(IWScusip464287473)	1.7K	QoQ -15.55% (-314) YoY-	All Managers (Combined)	$214.8K	0.1% ($214.8K/$161.1M)	QoQ -17.74% (-$46.3K) YoY-
(ITOTcusip464287150)	1.7K	QoQ +0.29% (-5) YoY-	All Managers (Combined)	$210.3K	0.1% ($210.3K/$161.1M)	QoQ -4.86% (-$10.8K) YoY-
(cusip389637109)✕	3.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$206.3K	0.1% ($206.3K/$161.1M)	QoQ -11.95% (-$28.0K) YoY-
(SCHFcusip808524805)	10.3K	QoQ NEW(+10.3K) YoY-	All Managers (Combined)	$204.2K	0.1% ($204.2K/$161.1M)	QoQ NEW(+$204.2K) YoY-
CHIMERA INVESTMENT CORP(CIMcusip16934Q802)	13.1K	QoQ -9.62% (-1.4K) YoY-	All Managers (Combined)	$168.6K	0.1% ($168.6K/$161.1M)	QoQ -17.18% (-$35.0K) YoY-
Oxford Square Capital Corp.(OXSQcusip69181V107)	61.5K	QoQ -6.39% (-4.2K) YoY-	All Managers (Combined)	$160.6K	0.1% ($160.6K/$161.1M)	QoQ +0.13% (-$212) YoY-