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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bostonpremier Wealth LLC
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|---|---|
| CRD # | 282268 |
| SEC # | 801-130727 |
| CIK # | 0002053783 |
| AUM | $351.1 M (2025-06-23) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 617-934-1100 |
| Address | 51 Mill Street Hanover, MA 02339 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Nvidia Corp | 3.7 | ||
| Amazon Com Inc | 3.0 | ||
| Microsoft Corp | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| SPDR Gold Trust | 0.9 | ||
| Tesla Motors Inc | 0.9 | ||
| Philip Morris International Inc | 0.7 | ||
| Exxon Mobil Corp | 0.7 | ||
| Broadcom Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 500 | 174.4 |
| (b) Individuals (high net worth individuals) | 90 | 174.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 351.1 |
| By Discretionary | ||
| Discretionary | 595 | 351.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 595 | 351.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.1 | |
| Total | 595 | 351.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053783] |
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