13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001943004
Total reported value
$153.5M
$153.5M
78 檔
40.7%
According to the latest 13F quarterly dataset, bLong Financial, LLC managed an equity portfolio of $153.5M at the end of Q4 2024, spanning 78 distinct U.S. exchange-listed positions.
During Q4 2024, bLong Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 19.43% | -0.33% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 18.66% | -0.28% | — | |
| 3 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 4.86% | -10.65% | EXIT | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.42% | +0.60% | — | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.17% | — | — | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.06% | — | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | -0.40% | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.47% | -0.35% | — | |
| 9 | IYF | Ishares US Financials ETF | ETF-Other | 2.13% | — | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | +0.09% | — | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.66% | -0.15% | — | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.59% | +3.52% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | -0.22% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | -0.09% | — | |
| 15 | IAT | Ishares US Regional Banks Et | ETF-Other | 1.37% | — | — | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.33% | -0.18% | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | -0.01% | — | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.12% | +0.02% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.11% | — | |
| 20 | MS | Morgan Stanley | Stock-Financials | 0.92% | +0.08% | — | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.30% | — | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.85% | -0.25% | — | |
| 23 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.72% | — | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.07% | — | |
| 25 | DELL | Dell Technologies -c | Stock-Tech | 0.70% | +1.21% | — | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.13% | — | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.05% | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.09% | — | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.63% | -0.11% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.15% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.01% | — | |
| 33 | ED | Consolidated Edison Inc | Stock-Utilities | 0.56% | -0.11% | — | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.56% | -0.01% | — | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.08% | — | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.49% | -0.45% | EXIT | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.42% | -0.03% | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.03% | — | |
| 39 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.41% | — | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.16% | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.10% | — | |
| 42 | COP | Conocophillips | Stock-Energy | 0.37% | -0.13% | — | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.37% | — | — | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.36% | -0.06% | — | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.35% | -0.07% | — | |
| 46 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.33% | -0.06% | — | |
| 47 | FDX | Fedex CORP | Stock-Industrials | 0.32% | -0.09% | — | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.31% | -0.06% | — | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.31% | -0.13% | — | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.30% | — | — |
According to official SEC Form 13F filings, bLong Financial, LLC reported a total U.S. public equity portfolio value of $153.5M across 78 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, GRNY) accounted for 40.7% of total reported equity market value during Q4 2024.
During Q4 2024, bLong Financial, LLC's top holdings by market value included AAPL (19.4%)、NVDA (18.7%)、GRNY (4.9%). The largest single position, AAPL, represented 19.4% of total portfolio value.
In Q4 2024, bLong Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.