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:
33.24%
Gain +0.57%
Monthly
1.33%
Yearly
17.25%
Drawdown
18.8%
$245.4M
Equity
Holdings
$245.4M
Investment
$194.59M
$53.06M
Profit +$1.15M
Realized
$2.25M
Unrealized
$50.81M
Dividends
$3.99M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$1.15M
Win %
75%
This Week
Compared To Last Week
Gain
0.94%
Profit
$2.28M
Win %
75%
This Month
Compared to last month
Gain
0.15%
Profit
$364,850.02
Win %
75%
This Year
Compared to last year
Gain
0.14%
Profit
$346,285.23
Win %
75%
MRK Merck & Co., Inc.
+3.16%
+$6,805.46 
JNJ Johnson & Johnson
+2.22%
+$15,885.03 
RITM Rithm Capital Corp.
+2.19%
+$4,726.75 
TSLA Tesla, Inc.
+1.83%
+$25,376.1 
FNY First Trust Mid Cap Growth Fund
+1.74%
+$7,732.47 
VXF Vanguard Extended Market ETF
+1.46%
+$26,728.85 
IJR iShares Core S&P Small-Cap ETF
+1.41%
+$128,737.15 
IWS iShares Russell Mid-Cap Value ETF
+1.36%
+$3,666.09 
T AT&T Inc.
+1.34%
+$3,073.03 
FVD First Trust Value Line Dividend Index Fund
+1.24%
+$10,382.41 
STT State Street Corp
+1.19%
+$5,831.03 
OXSQ Oxford Square Capital Corp.
+1.17%
+$380.19 
XT iShares Future Exponential Technologies ETF
+1.11%
+$6,457.41 
BRK-B Berkshire Hathaway Inc.
+1.11%
+$2,424.62 
RSP Invesco S&P 500 Equal Weight ETF
+1.1%
+$43,082.73 
ARTY iShares Future AI & Tech ETF
+1.07%
+$73,792.2 
MSIF MSC Income Fund Inc.
+1.07%
+$1,863.78 
UTES Virtus Reaves Utilities ETF
+1.01%
+$46,302.64 
IJH iShares Core S&P Mid-Cap ETF
+1%
+$212,975.27 
MDY SPDR S&P MidCap 400 ETF Trust
+1%
+$2,062.67 
VO Vanguard Mid-Cap ETF
+0.99%
+$2,671.2 
IWP iShares Russell Mid-Cap Growth ETF
+0.96%
+$2,670.3 
USMV iShares MSCI USA Min Vol Factor ETF
+0.96%
+$6,777.39 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
+0.91%
+$19,784.93 
VIG Vanguard Dividend Appreciation ETF
+0.87%
+$5,137.22 
MDLZ Mondelez International, Inc.
+0.86%
+$2,788.22 
VLUE iShares MSCI USA Value Factor ETF
+0.84%
+$5,213.18 
PLTR Palantir Technologies Inc.
+0.83%
+$5,413.52 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.81%
+$1,636.56 
VZ Verizon Communications Inc.
+0.78%
+$1,898.88 
VEU Vanguard FTSE All-World ex-US ETF
+0.74%
+$1,707 
AMD Advanced Micro Devices, Inc.
+0.72%
+$8,005.64 
SCHF Schwab International Equity ETF
+0.71%
+$1,690.62 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.7%
+$1,586.9 
HACK Amplify Cybersecurity ETF
+0.67%
+$1,767.29 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.61%
+$4,222.35 
ESGV Vanguard ESG U.S. Stock ETF
+0.6%
+$1,281.42 
IWV ISHARES RUSSELL 3000 ETF
+0.57%
+$2,206.18 
EQL Alps Equal Sector Weight ETF
+0.56%
+$1,821.44 
MU Micron Technology, Inc.
+0.55%
+$2,539.16 
MAIN Main Street Capital Corporation
+0.54%
+$2,351.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$356,505.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.52%
+$1,479.87 
SCHB Schwab U.S. Broad Market ETF
+0.51%
+$1,852.8 
AVLV Avantis U.S. Large Cap Value ETF
+0.49%
+$96,930.28 
DFUS Dimensional U.S. Equity Market ETF
+0.48%
+$64,793.29 
VWO Vanguard FTSE Emerging Markets ETF
+0.47%
+$944.46 
RECS Columbia Research Enhanced Core ETF
+0.45%
+$1,180.6 
MO Altria Group, Inc.
+0.42%
+$2,398.44 
SPY SPDR S&P 500 ETF Trust
+0.42%
+$3,165.08 
VOO Vanguard S&P 500 ETF
+0.42%
+$867.31 
IVV iShares Core S&P 500 ETF
+0.4%
+$3,859.5 
PG Procter & Gamble Co
+0.38%
+$1,260.82 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$804.42 
OEF iShares S&P 100 ETF
+0.25%
+$1,425.98 
AMZN Amazon.com Inc
+0.24%
+$8,791.04 
AVGO Broadcom Inc.
+0.23%
+$2,026.68 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.22%
+$752 
QQQ Invesco QQQ Trust, Series 1
+0.17%
+$62,430.18 
CRWD CrowdStrike Holdings, Inc.
+0.14%
+$361.45 
QQQM Invesco NASDAQ 100 ETF
+0.12%
+$547.97 
DMAR FT Vest US Equity Deep Buffer Fund
+0.07%
+$194.34 
NVDA NVIDIA Corporation
+0.06%
+$3,873.8 
LMBS First Trust Low Duration Opportunities ETF
+0.03%
+$229.06 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$89.01 
CB Chubb Limited
+0.02%
+$70 OCTM
OCTM
0%
$0 
META Meta Platforms Inc Class A
-2.14%
-$16,784.05 
APH Amphenol Corporation
-1.36%
-$3,407.34 
GEV GE Vernova Inc.
-1.32%
-$3,245.4 
BE Bloom Energy Corporation
-1.31%
-$3,093.2 
VRT Vertiv Holdings Co
-1.18%
-$9,943.01 
GOOGL Alphabet Inc
-0.98%
-$5,260.55 
GOOG Alphabet Inc
-0.95%
-$22,226.75 
ANET Arista Networks, Inc.
-0.84%
-$5,512.59 
AAPL Apple Inc.
-0.77%
-$82,938.24 
XOM Exxon Mobil Corporation
-0.58%
-$4,384.26 
PM Philip Morris International Inc.
-0.52%
-$7,831.25 
GLD SPDR Gold Shares
-0.41%
-$4,339.92 
IAU iShares Gold Trust
-0.41%
-$3,044.16 
NBIS Nebius Group N.V.
-0.38%
-$1,660.19 
XAR SPDR S&P Aerospace & Defense ETF
-0.22%
-$857 
MSFT Microsoft Corp.
-0.14%
-$2,347.73 
SPCX Space Exploration Technologies Corp. Class A
-0.07%
-$332.34 
GMAR FT Vest US Equity Moderate B Fund
-0.01%
-$24.59 Events
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Dividends
Dividend Analysis
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| Trades 461 | Longs Won 343/461 74% | Profit Factor 29.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $766,824.09 |
| Average Win $160,040.82 | Best Trade (Oct 20) $13.54M | Sharpe Ratio -83.68 |
| Average Loss -$15,570.7 | Worst Trade (Oct 20) -$371,093.9 | Z-Score 14.44 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $115,090.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,416 | $7.65M | $10.69M | - | $3.04M | 39.71% | -0.77% |
| AMD Advanced Micro Devices, Inc. | 2,058 | $292,030 | $1.12M | - | $823,282.52 | 281.92% | +0.723% |
| AMZN Amazon.com Inc | 13,736 | $3.02M | $3.61M | - | $597,183.48 | 19.8% | +0.244% |
| ANET Arista Networks, Inc. | 3,603 | $520,897.36 | $653,656.26 | - | $132,758.9 | 25.49% | -0.836% |
| APH Amphenol Corporation | 3,126 | $263,522 | $247,547.94 | - | -$15,974.06 | -6.06% | -1.358% |
| ARTY iShares Future AI & Tech ETF | 97,095 | $4.07M | $6.96M | - | $2.9M | 71.24% | +1.071% |
| AVGO Broadcom Inc. | 2,630 | $752,806.51 | $881,998.38 | - | $129,191.87 | 17.16% | +0.23% |
| AVLV Avantis U.S. Large Cap Value ETF | 210,718 | $14.83M | $19.69M | - | $4.86M | 32.74% | +0.495% |
| BE Bloom Energy Corporation | 1,045 | $141,586.98 | $233,306.7 | - | $91,719.72 | 64.78% | -1.308% |
| BRK-B Berkshire Hathaway Inc. | 412 | $186,974.68 | $221,703.38 | - | $34,728.7 | 18.57% | +1.106% |
| CB Chubb Limited | 1,000 | $301,990.17 | $356,340 | - | $54,349.83 | 18% | +0.02% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,267 | $233,713 | $228,105.54 | - | -$5,607.46 | -2.4% | +0.701% |
| CRWD CrowdStrike Holdings, Inc. | 1,166 | $229,407.98 | $266,326.06 | - | $36,918.08 | 16.09% | +0.136% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 15,354 | $530,603.09 | $693,156.33 | - | $162,553.24 | 30.64% | +0.613% |
| DFUS Dimensional U.S. Equity Market ETF | 163,043 | $11.07M | $13.66M | - | $2.59M | 23.39% | +0.477% |
| DMAR FT Vest US Equity Deep Buffer Fund | 6,478 | $247,256 | $297,404.98 | - | $50,148.98 | 20.28% | +0.065% |
| EQL Alps Equal Sector Weight ETF | 6,283 | $264,363.39 | $327,029.52 | - | $62,666.13 | 23.7% | +0.56% |
| ESGV Vanguard ESG U.S. Stock ETF | 1,582 | $209,267.15 | $215,310.2 | - | $6,043.05 | 2.89% | +0.599% |
| FNY First Trust Mid Cap Growth Fund | 4,589 | $367,095.07 | $451,213.42 | - | $84,118.35 | 22.91% | +1.744% |
| FVD First Trust Value Line Dividend Index Fund | 17,161 | $776,590.53 | $849,898.52 | - | $73,307.99 | 9.44% | +1.237% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for BostonPremier Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Value Line Dividend Index Fund - $1.2M, VANGUARD TOTAL STOCK MKT ETF - $1.1M, Invesco S&P 500 Equal Weight ETF - $464,739.6, First Trust Low Duration Opportunities ETF - $392,661.52, and iShares Core S&P Mid-Cap ETF - $380,078.76. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Oklo Inc - $100,353.08, ServiceNow, Inc - $85,693.28, Fortinet Inc - $76,957, Alphabet Inc - $35,445.63, and Netflix, Inc - $25,939. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does BostonPremier Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.99M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $1.1M, First Trust Value Line Dividend Index Fund - $387,581.7, iShares Core S&P Mid-Cap ETF - $380,078.76, Avantis U.S. Large Cap Value ETF - $298,342.09, and First Trust Low Duration Opportunities ETF - $261,066.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are BostonPremier Wealth LLC's monthly returns?
BostonPremier Wealth LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can BostonPremier Wealth LLC's strategy be considered aggressive or moderate?
BostonPremier Wealth LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow BostonPremier Wealth LLC's strategy?
BostonPremier Wealth LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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