Portfolio (Quarterly)
Guide ↗
BostonPremier Wealth LLC
· CIK 0002053783| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | Technology | 470.0 | $543K | 0.23% | NEW | — | $1154.29 | -18.4% |
| 2 | GEV | GE VERNOVA INC | Utilities | 267.0 | $314K | 0.13% | NEW | — | $1175.69 | -13.2% |
| 3 | MTUM | ISHARES TR | — | 717.0 | $246K | 0.10% | NEW | — | $342.62 | -9.2% |
| 4 | HACK | AMPLIFY ETF TR | — | 2,223.0 | $233K | 0.10% | NEW | — | $104.92 | +9.4% |
| 5 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 313.0 | $220K | 0.09% | NEW | — | $702.65 | +0.7% |
| 6 | ESGV | VANGUARD WORLD FD | — | 1,578.0 | $209K | 0.09% | NEW | — | $132.27 | +2.6% |
| 7 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 268.0 | $205K | 0.09% | NEW | — | $190.79 | +10.0% |
| 8 | IDEV | ISHARES TR | — | 2,273.0 | $202K | 0.09% | NEW | — | $89.01 | +3.8% |
| 9 | — | CITIUS PHARMACEUTICALS INC | — | 28,000.0 | $17K | 0.01% | NEW | — | $0.60 | — |
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
54.4%
Technology
26.5%
Consumer Cyclical
6.5%
Communication Services
6.2%
Industrials
2.3%
Consumer Defensive
1.7%
Healthcare
0.9%
Energy
0.8%
Utilities
0.4%
Real Estate
0.3%