BostonPremier Wealth LLC Portfolio
Invests via BostonPremier Wealth LLC | Managed by Mark R. Bossey, Ryan D. Marini
Invests via BostonPremier Wealth LLC
Managed by Mark R. Bossey, Ryan D. Marini
Automatically Tracked
Company Profile
Boutique wealth manager serving high-net-worth individuals and families in the Boston region, offering financial planning, investment management and fiduciary services.
BostonPremier Wealth LLC provides fee-based advisory and discretionary portfolio solutions, integrating tax-aware planning, estate coordination and access to private markets and alternative strategies for intermediated and direct clients.
Boutique wealth manager serving high-net-worth individuals and families in the Boston region, offering financial planning, investment management and fiduciary services.
BostonPremier Wealth LLC provides fee-based advisory and discretionary portfolio solutions, integrating tax-aware planning, estate coordination and access to private markets and alternative strategies for intermediated and direct clients.
Investment Philosophy & Strategy
Targets high-net-worth individuals and families with a fiduciary, tax-aware wealth management approach that blends discretionary portfolios, financial planning and estate coordination. Emphasizes diversified, multi-asset allocation combining liquid ETFs, taxable-efficient fixed income and selectively sourced private market and alternative exposures to enhance after-tax returns. Capital deployment favors long-term, risk-controlled growth, customized liability-driven plans, concentrated opportunity allocations for high-conviction ideas, and partnership-driven access to private deals and tax-sensitive harvesting to preserve intergenerational wealth.
Targets high-net-worth individuals and families with a fiduciary, tax-aware wealth management approach that blends discretionary portfolios, financial planning and estate coordination. Emphasizes diversified, multi-asset allocation combining liquid ETFs, taxable-efficient fixed income and selectively sourced private market and alternative exposures to enhance after-tax returns. Capital deployment favors long-term, risk-controlled growth, customized liability-driven plans, concentrated opportunity allocations for high-conviction ideas, and partnership-driven access to private deals and tax-sensitive harvesting to preserve intergenerational wealth.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.09%
Gain
Monthly
0.06%
Yearly
0.71%
Drawdown
24.32%
$224.05M
Equity
Holdings
$224.05M
Investment
$176.3M
$49.55M
Profit -$1.31M
Realized
$1.8M
Unrealized
$47.74M
Dividends
$3.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.31M
Win %
83%
This Week
Compared To Last Week
Gain
-1.46%
Profit
-$3.32M
Win %
83%
This Month
Compared to last month
Gain
-1.08%
Profit
-$2.44M
Win %
83%
This Year
Compared to last year
Gain
15.79%
Profit
$30.55M
Win %
82%
CB Chubb Limited
+2.83%
+$11,887.56 
MO Altria Group, Inc.
+1.93%
+$5,515.92 
T AT&T Inc.
+1.91%
+$4,155.06 
XOM Exxon Mobil Corporation
+1.91%
+$14,945.28 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$3,567.41 
JNJ Johnson & Johnson
+1.47%
+$9,625.22 
BE Bloom Energy Corporation
+1.35%
+$4,309.2 
VZ Verizon Communications Inc.
+1.34%
+$3,219.04 
PM Philip Morris International Inc.
+1.23%
+$8,863.66 
MAIN Main Street Capital Corporation
+0.94%
+$4,289.18 
XAR SPDR S&P Aerospace & Defense ETF
+0.89%
+$4,026.84 
VLUE iShares MSCI USA Value Factor ETF
+0.82%
+$5,288.6 
PG Procter & Gamble Co
+0.66%
+$2,084.37 
GLD SPDR Gold Shares
+0.55%
+$5,603.51 
IAU iShares Gold Trust
+0.52%
+$2,574 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$4,629 
UTES Virtus Reaves Utilities ETF
+0.47%
+$20,672.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.33%
+$2,288.32 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.31%
+$880.55 
VO Vanguard Mid-Cap ETF
+0.27%
+$739.2 
IWS iShares Russell Mid-Cap Value ETF
+0.17%
+$465.08 
LMBS First Trust Low Duration Opportunities ETF
+0.11%
+$975.55 
AVLV Avantis U.S. Large Cap Value ETF
+0.11%
+$19,584.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$3,710.11 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$190.6 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$93.72 
EQL Alps Equal Sector Weight ETF
0%
$0 
OCTM
0%
$0 
YNDX Yandex NV
0%
$0 
OXSQ Oxford Square Capital Corp.
-6.37%
-$2,602.6 
META Meta Platforms Inc Class A
-4.51%
-$32,217.73 
VRT Vertiv Holdings Co
-2.89%
-$32,537.96 
TSLA Tesla, Inc.
-2.58%
-$37,314.49 
GOOGL Alphabet Inc
-2.39%
-$10,266.84 
GOOG Alphabet Inc
-2.36%
-$70,625.7 
AMD Advanced Micro Devices, Inc.
-2.17%
-$22,411.62 
MSFT Microsoft Corp.
-2.01%
-$23,415.87 
PLTR Palantir Technologies Inc.
-1.9%
-$7,443.45 
NVDA NVIDIA Corporation
-1.74%
-$92,769.52 
ANET Arista Networks, Inc.
-1.52%
-$9,241.69 
ARTY iShares Future AI & Tech ETF
-1.46%
-$92,755.8 
QQQM Invesco NASDAQ 100 ETF
-1.3%
-$5,108.34 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$428,470.33 
AVGO Broadcom Inc.
-1.07%
-$9,456.32 
STT State Street Corp
-0.99%
-$5,435.33 
VEU Vanguard FTSE All-World ex-US ETF
-0.9%
-$1,975.8 
OEF iShares S&P 100 ETF
-0.84%
-$4,279.36 
SCHF Schwab International Equity ETF
-0.66%
-$1,491.3 
XT iShares Future Exponential Technologies ETF
-0.62%
-$3,733.47 
MSIF MSC Income Fund Inc.
-0.6%
-$1,039.92 
DFUS Dimensional U.S. Equity Market ETF
-0.58%
-$70,176.96 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$4,192.03 
RITM Rithm Capital Corp.
-0.58%
-$1,405.25 
IWV ISHARES RUSSELL 3000 ETF
-0.58%
-$1,575.86 
IVV iShares Core S&P 500 ETF
-0.57%
-$5,373.51 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$1,556.64 
AMZN Amazon.com Inc
-0.55%
-$18,730.74 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$339,360.3 
SCHB Schwab U.S. Broad Market ETF
-0.52%
-$1,842.91 
AAPL Apple Inc.
-0.44%
-$46,145.23 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
-0.43%
-$9,784.89 
RECS Columbia Research Enhanced Core ETF
-0.42%
-$1,135.7 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.34%
-$2,297.4 
IWP iShares Russell Mid-Cap Growth ETF
-0.33%
-$1,019.82 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$25,880.43 
VXF Vanguard Extended Market ETF
-0.19%
-$3,395.26 
DMAR FT Vest US Equity Deep Buffer Fund
-0.16%
-$452.81 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$26,010.53 
FNY First Trust Mid Cap Growth Fund
-0.1%
-$461.38 
GMAR FT Vest US Equity Moderate B Fund
-0.08%
-$172.16 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 329 | Longs Won 255/329 77% | Profit Factor 50.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $824,480.76 |
| Average Win $198,230.03 | Best Trade (Jul 13) $12.8M | Sharpe Ratio -149.77 |
| Average Loss -$13,514.37 | Worst Trade (Jun 30) -$153,698.42 | Z-Score 16.62 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $150,603.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
