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CIK: 0002010786
Total reported value
$219.5M
$219.5M
86 檔
11.7%
In Q2 2024, Boomfish Wealth Group, LLC's U.S. equity holdings reached a combined market value of $219.5M, distributed across 86 disclosed stock positions.
During Q2 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.98% | -1.99% | +155.62% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.75% | -0.38% | +6.67% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | +1.02% | -3.94% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | +0.83% | +741.64% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.97% | -6.65% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.96% | +0.87% | -6.68% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.39% | -4.05% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | -0.05% | -6.52% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.86% | +0.15% | -3.44% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 1.83% | +1.07% | -12.07% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 1.79% | -0.28% | -2.98% | |
| 12 | ANETEUR | Arista Networks Inc | Stock-Other | 1.76% | — | -14.37% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 1.70% | +0.18% | -6.95% | |
| 14 | TER | Teradyne Inc | Stock-Tech | 1.67% | — | -12.96% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.66% | +0.15% | -6.61% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.64% | +0.22% | +0.08% | |
| 17 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.63% | -0.13% | -4.36% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.61% | +0.58% | -18.42% | |
| 19 | ICE | Intercontinental Exchange In | Stock-Financials | 1.60% | -0.35% | +13.36% | |
| 20 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.59% | +0.06% | -1.77% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.58% | +0.09% | +2.59% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.57% | -0.09% | +0.58% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.55% | -0.32% | +4.37% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.54% | -0.36% | +8.30% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.53% | -0.42% | -0.75% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 1.51% | — | -1.31% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.51% | -0.29% | -2.11% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | -0.02% | +1.08% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.43% | -0.25% | +4.14% | |
| 30 | MCHP | Microchip Technology Inc | Stock-Tech | 1.42% | -0.26% | -1.38% | |
| 31 | CSGP | Costar Group Inc | Stock-Real Estate | 1.41% | — | +27.48% | |
| 32 | WDAY | Workday Inc-class A | Stock-Tech | 1.40% | -0.29% | +17.91% | |
| 33 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.40% | -0.08% | -0.78% | |
| 34 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.40% | -0.21% | +19.15% | |
| 35 | FTNT | Fortinet Inc | Stock-Tech | 1.35% | -0.30% | +9.42% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.50% | +13.99% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | +0.03% | +0.94% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.98% | -0.12% | +0.12% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | -0.01% | +1.00% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.97% | -0.20% | +0.15% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.05% | +2.11% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.95% | -0.23% | -0.84% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.95% | -0.30% | +17.79% | |
| 44 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.93% | — | -0.04% | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.92% | -0.11% | EXIT | |
| 46 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.91% | -0.16% | -0.35% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.90% | — | +1.34% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.89% | -0.06% | +5.44% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.88% | — | +12.88% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.88% | -0.96% | EXIT |
According to official SEC Form 13F filings, Boomfish Wealth Group, LLC reported a total U.S. public equity portfolio value of $219.5M across 86 disclosed positions in Q2 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 BIL, MOAT, MSFT) accounted for 11.7% of total reported equity market value during Q2 2024.
During Q2 2024, Boomfish Wealth Group, LLC's top holdings by market value included BIL (5.0%)、MOAT (4.8%)、MSFT (2.4%). The largest single position, BIL, represented 5.0% of total portfolio value.
In Q2 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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