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:
35.36%
Gain +1.35%
Monthly
1.52%
Yearly
19.83%
Drawdown
18.8%
$239.33M
Equity
Holdings
$239.33M
Investment
$184.91M
$56.22M
Profit +$2.73M
Realized
$1.8M
Unrealized
$54.42M
Dividends
$3.48M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.35%
Profit
$2.73M
Win %
83%
This Week
Compared To Last Week
Gain
0.67%
Profit
$1.6M
Win %
83%
This Month
Compared to last month
Gain
0.88%
Profit
$2.08M
Win %
83%
This Year
Compared to last year
Gain
1.68%
Profit
$3.94M
Win %
82%
BE Bloom Energy Corporation
+9.54%
+$24,366.72 
PLTR Palantir Technologies Inc.
+7.88%
+$44,609.04 
TSLA Tesla, Inc.
+6.83%
+$90,560.03 
CRWD CrowdStrike Holdings, Inc.
+5.19%
+$11,320.32 
VRT Vertiv Holdings Co
+4.93%
+$50,827.7 
CTXR Citius Pharmaceuticals, Inc.
+4.9%
+$795.2 
META Meta Platforms Inc Class A
+3.65%
+$24,583.04 
MSFT Microsoft Corp.
+3.22%
+$52,894.89 
NBIS Nebius Group N.V.
+3.06%
+$19,319.04 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+2.98%
+$11,148.4 
CB Chubb Limited
+2.68%
+$11,141.52 
ANET Arista Networks, Inc.
+2.66%
+$17,834.81 
GEV GE Vernova Inc.
+2.49%
+$6,122.31 
NVDA NVIDIA Corporation
+2.37%
+$148,113.11 
IAU iShares Gold Trust
+2.04%
+$11,088 
GLD SPDR Gold Shares
+2.01%
+$22,091.64 
STT State Street Corp
+2%
+$11,300.46 
ARTY iShares Future AI & Tech ETF
+1.91%
+$134,638.42 
IWP iShares Russell Mid-Cap Growth ETF
+1.69%
+$5,134.16 
GOOGL Alphabet Inc
+1.69%
+$8,866.48 
GOOG Alphabet Inc
+1.68%
+$47,255.84 
HACK Amplify Cybersecurity ETF
+1.67%
+$4,056.97 
AMZN Amazon.com Inc
+1.45%
+$50,673.29 
QQQ Invesco QQQ Trust, Series 1
+1.3%
+$455,330.19 
QQQM Invesco NASDAQ 100 ETF
+1.29%
+$5,216.42 
ESGV Vanguard ESG U.S. Stock ETF
+1.25%
+$2,682.6 
OEF iShares S&P 100 ETF
+1.24%
+$6,669.36 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.22%
+$2,568.49 
JNJ Johnson & Johnson
+1.18%
+$8,501.93 
VXF Vanguard Extended Market ETF
+1.17%
+$21,691.99 
XT iShares Future Exponential Technologies ETF
+1.15%
+$6,641.1 
DFUS Dimensional U.S. Equity Market ETF
+1.15%
+$146,813.11 
RECS Columbia Research Enhanced Core ETF
+1.14%
+$2,965.89 
SCHB Schwab U.S. Broad Market ETF
+1.14%
+$4,126.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.13%
+$743,352.96 
SCHF Schwab International Equity ETF
+1.12%
+$2,620.49 
IVV iShares Core S&P 500 ETF
+1.11%
+$10,622.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.11%
+$3,154.56 
SPY SPDR S&P 500 ETF Trust
+1.11%
+$8,133.45 
IWV ISHARES RUSSELL 3000 ETF
+1.09%
+$3,712.24 
T AT&T Inc.
+1.04%
+$2,678.67 
VO Vanguard Mid-Cap ETF
+0.99%
+$2,704.8 
VEU Vanguard FTSE All-World ex-US ETF
+0.97%
+$2,343 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.89%
+$6,218.37 
VZ Verizon Communications Inc.
+0.89%
+$2,444.83 
USMV iShares MSCI USA Min Vol Factor ETF
+0.89%
+$6,111.95 
FNY First Trust Mid Cap Growth Fund
+0.85%
+$3,959.39 
AVLV Avantis U.S. Large Cap Value ETF
+0.83%
+$158,438.28 
XAR SPDR S&P Aerospace & Defense ETF
+0.81%
+$3,563.88 
EQL Alps Equal Sector Weight ETF
+0.79%
+$2,690.01 
RITM Rithm Capital Corp.
+0.75%
+$1,916.25 
IJH iShares Core S&P Mid-Cap ETF
+0.75%
+$158,235.84 
MDY SPDR S&P MidCap 400 ETF Trust
+0.69%
+$1,469.54 
MTUM iShares MSCI USA Momentum Factor ETF
+0.68%
+$1,455.5 
VLUE iShares MSCI USA Value Factor ETF
+0.68%
+$4,494.97 
IWS iShares Russell Mid-Cap Value ETF
+0.67%
+$1,887.84 
RSP Invesco S&P 500 Equal Weight ETF
+0.66%
+$25,748.21 
VIG Vanguard Dividend Appreciation ETF
+0.62%
+$3,696.28 
MSIF MSC Income Fund Inc.
+0.6%
+$1,127.47 
AAPL Apple Inc.
+0.59%
+$59,647.03 
FVD First Trust Value Line Dividend Index Fund
+0.54%
+$4,626.45 
UTES Virtus Reaves Utilities ETF
+0.46%
+$19,691.22 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$891.33 
MO Altria Group, Inc.
+0.4%
+$1,076.62 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
+0.39%
+$9,020.56 
IJR iShares Core S&P Small-Cap ETF
+0.36%
+$34,162.8 
GMAR FT Vest US Equity Moderate B Fund
+0.26%
+$565.19 
DMAR FT Vest US Equity Deep Buffer Fund
+0.22%
+$647.8 
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$1,177.8 
MAIN Main Street Capital Corporation
+0.14%
+$660 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$58.93 OCTM
OCTM
0%
$0 
AVGO Broadcom Inc.
-2.9%
-$28,016.93 
XOM Exxon Mobil Corporation
-0.65%
-$4,621.56 
OXSQ Oxford Square Capital Corp.
-0.37%
-$130.13 
PM Philip Morris International Inc.
-0.28%
-$2,012.41 
MU Micron Technology, Inc.
-0.25%
-$1,132.71 
PG Procter & Gamble Co
-0.19%
-$571.73 
AMD Advanced Micro Devices, Inc.
-0.08%
-$720.3 Events
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Dividends
Dividend Analysis
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| Trades 395 | Longs Won 314/395 79% | Profit Factor 36.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $859,315.92 |
| Average Win $184,036.71 | Best Trade (Aug 14) $14.59M | Sharpe Ratio -9.83 |
| Average Loss -$19,366.74 | Worst Trade (Aug 31) -$444,119.6 | Z-Score 21.31 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $142,326.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,066 | $7.54M | $10.15M | - | $2.62M | 34.76% | +0.591% |
| AMD Advanced Micro Devices, Inc. | 2,058 | $292,030 | $939,909.18 | - | $647,879.18 | 221.85% | -0.077% |
| AMZN Amazon.com Inc | 13,677 | $3M | $3.54M | - | $536,113.82 | 17.86% | +1.453% |
| ANET Arista Networks, Inc. | 3,603 | $520,897.36 | $688,353.15 | - | $167,455.79 | 32.15% | +2.66% |
| ARTY iShares Future AI & Tech ETF | 96,515 | $4.02M | $7.19M | - | $3.17M | 78.82% | +1.908% |
| AVGO Broadcom Inc. | 2,627 | $751,752.83 | $936,722.52 | - | $184,969.69 | 24.61% | -2.904% |
| AVLV Avantis U.S. Large Cap Value ETF | 203,126 | $14.14M | $19.28M | - | $5.13M | 36.3% | +0.829% |
| BE Bloom Energy Corporation | 1,176 | $159,336.16 | $279,888 | - | $120,551.84 | 75.66% | +9.536% |
| BRK-B Berkshire Hathaway Inc. | 407 | $184,484.93 | $206,524.01 | - | $22,039.08 | 11.95% | +0.433% |
| CB Chubb Limited | 1,223 | $369,333.98 | $426,252.19 | - | $56,918.21 | 15.41% | +2.684% |
| CRWD CrowdStrike Holdings, Inc. | 1,072 | $204,521.52 | $229,386.56 | - | $24,865.04 | 12.16% | +5.191% |
| CTXR Citius Pharmaceuticals, Inc. | 28,000 | $15,120 | $17,021.2 | - | $1,901.2 | 12.57% | +4.901% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 15,354 | $530,603.09 | $702,829.35 | - | $172,226.26 | 32.46% | +0.893% |
| DFUS Dimensional U.S. Equity Market ETF | 153,731 | $10.3M | $12.97M | - | $2.67M | 25.98% | +1.145% |
| DMAR FT Vest US Equity Deep Buffer Fund | 6,478 | $247,256 | $295,526.36 | - | $48,270.36 | 19.52% | +0.22% |
| EQL Alps Equal Sector Weight ETF | 6,561 | $275,968.78 | $343,009.08 | - | $67,040.3 | 24.29% | +0.79% |
| ESGV Vanguard ESG U.S. Stock ETF | 1,578 | $208,725 | $216,627.84 | - | $7,902.84 | 3.79% | +1.254% |
| FNY First Trust Mid Cap Growth Fund | 4,589 | $367,095.07 | $470,349.55 | - | $103,254.48 | 28.13% | +0.849% |
| FVD First Trust Value Line Dividend Index Fund | 17,135 | $775,370.83 | $864,632.1 | - | $89,261.27 | 11.51% | +0.538% |
| GEV GE Vernova Inc. | 267 | $313,908 | $252,280.29 | - | -$61,627.71 | -19.63% | +2.487% |
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Option values are updated at end of day.
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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 - $1.19M, VANGUARD TOTAL STOCK MKT ETF - $935,872.47, Invesco S&P 500 Equal Weight ETF - $450,474.91, First Trust Low Duration Opportunities ETF - $390,082.68, and iShares Core S&P Mid-Cap ETF - $316,258.85. 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, Exxon Mobil Corporation - $90,881.5, ServiceNow, Inc - $85,693.28, Fortinet Inc - $76,957, and Alphabet Inc - $35,789.05. 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 $3.48M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $935,872.47, First Trust Value Line Dividend Index Fund - $383,191.71, iShares Core S&P Mid-Cap ETF - $316,258.85, First Trust Low Duration Opportunities ETF - $258,396.77, and Avantis U.S. Large Cap Value ETF - $251,298.11. 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.
