Portfolio (Quarterly)
Guide ↗
BostonPremier Wealth LLC
· CIK 0002053783| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | NEBIUS GROUP N.V. | — | 2,645.0 | $274K | 0.14% | NEW | — | $103.76 | — |
| 2 | BE | BLOOM ENERGY CORP | Industrials | 1,539.0 | $209K | 0.11% | NEW | — | $135.49 | +103.7% |
| 3 | SCHF | SCHWAB STRATEGIC TR | — | 8,285.0 | $205K | 0.11% | NEW | — | $24.75 | +7.9% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | — | 2,670.0 | $201K | 0.10% | NEW | — | $75.10 | +7.9% |
| 5 | — | MSC INCOME FUND INC | — | 14,856.0 | $181K | 0.09% | NEW | — | $12.18 | — |
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%