Portfolio (Quarterly)
Guide ↗
BostonPremier Wealth LLC
· CIK 0002053783| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | J P MORGAN EXCHANGE TRADED F | — | 6,248.0 | $316K | 0.16% | +434.0 | +7.5% | $50.61 | — |
| 22 | EQL | ALPS ETF TR | — | 6,611.0 | $314K | 0.16% | +324.0 | +5.2% | $47.56 | +4.9% |
| 23 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 5,456.0 | $274K | 0.14% | +70.0 | +1.3% | $50.20 | -6.3% |
| 24 | RECS | COLUMBIA ETF TR I | — | 6,009.0 | $234K | 0.12% | +465.0 | +8.4% | $38.98 | +9.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
53.3%
Technology
26.0%
Consumer Cyclical
7.1%
Communication Services
6.6%
Consumer Defensive
2.0%
Industrials
2.0%
Energy
1.5%
Healthcare
1.1%
Real Estate
0.4%