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CIK: 0002010786
Total reported value
$219.5M
$219.5M
87 檔
9.1%
As reported in its official Q1 2024 Form 13F filing, Boomfish Wealth Group, LLC's tracked investment portfolio stood at $219.5M with 87 total positions.
During Q1 2024, Boomfish Wealth Group, 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.81% | -0.38% | -0.68% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +1.02% | -9.35% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | +0.83% | -39.87% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.03% | -1.99% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.39% | -8.69% | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 1.90% | +1.07% | -13.94% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.97% | +9.19% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 1.86% | -0.28% | -8.36% | |
| 9 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.85% | +0.22% | -0.09% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.84% | -0.05% | -7.20% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.81% | +0.87% | -5.02% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 1.80% | +0.18% | -8.39% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.79% | -0.32% | -4.01% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.78% | -0.09% | -6.11% | |
| 15 | ANETEUR | Arista Networks Inc | Stock-Other | 1.77% | — | -20.82% | |
| 16 | KLAC | Kla CORP | Stock-Tech | 1.75% | +0.58% | -14.09% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.74% | -0.36% | -8.51% | |
| 18 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.71% | -0.13% | -5.09% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.70% | +0.15% | -10.88% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.68% | +0.15% | -7.71% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | -0.02% | -4.43% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.56% | -0.42% | +9.94% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.55% | +0.09% | +10.00% | |
| 24 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.55% | +0.06% | -8.69% | |
| 25 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.55% | -0.21% | -2.99% | |
| 26 | KMX | Carmax Inc | Stock-Consumer Disc | 1.54% | — | -1.73% | |
| 27 | TER | Teradyne Inc | Stock-Tech | 1.52% | — | +2.75% | |
| 28 | WDAY | Workday Inc-class A | Stock-Tech | 1.51% | -0.29% | -8.27% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.50% | -0.25% | -1.44% | |
| 30 | CSGP | Costar Group Inc | Stock-Real Estate | 1.49% | — | -1.22% | |
| 31 | ICE | Intercontinental Exchange In | Stock-Financials | 1.48% | -0.35% | -2.36% | |
| 32 | MCHP | Microchip Technology Inc | Stock-Tech | 1.47% | -0.26% | +2.71% | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 1.46% | -0.30% | -2.21% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 1.45% | — | +5.02% | |
| 35 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.43% | -0.08% | +17.44% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.43% | -0.29% | -6.44% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | +0.03% | -2.17% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.06% | — | -3.58% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.50% | +1.19% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.20% | -7.00% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | -0.01% | -1.96% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.95% | -0.06% | +0.33% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.95% | -0.30% | -4.44% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.95% | -0.11% | EXIT | |
| 45 | USB | US Bancorp | Stock-Financials | 0.94% | — | -4.97% | |
| 46 | VVV | Valvoline Inc | Stock-Consumer Disc | 0.94% | — | -2.31% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.94% | — | -4.75% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | -0.12% | -1.36% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | +0.16% | -29.40% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.23% | +13.60% |
According to official SEC Form 13F filings, Boomfish Wealth Group, LLC reported a total U.S. public equity portfolio value of $219.5M across 87 disclosed positions in Q1 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 MOAT, MSFT, NVDA) accounted for 9.1% of total reported equity market value during Q1 2024.
During Q1 2024, Boomfish Wealth Group, LLC's top holdings by market value included MOAT (4.8%)、MSFT (2.5%)、NVDA (2.1%). The largest single position, MOAT, represented 4.8% of total portfolio value.
In Q1 2024, Boomfish Wealth Group, 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.
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