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CIK: 0002010786
Total reported value
$219.5M
$219.5M
89 檔
12.5%
According to the latest 13F quarterly dataset, Boomfish Wealth Group, LLC managed an equity portfolio of $219.5M at the end of Q3 2024, spanning 89 distinct U.S. exchange-listed positions.
During Q3 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 | 5.20% | -0.38% | +2.97% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.43% | -1.99% | -6.36% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.79% | -0.65% | +354.30% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.83% | +4.19% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.20% | -0.35% | +317.92% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | +1.02% | -2.53% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.11% | +0.97% | -2.74% | |
| 8 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.78% | -0.32% | -1.65% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 1.77% | -0.28% | -8.10% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.39% | -1.07% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.73% | +0.15% | -2.60% | |
| 12 | ANETEUR | Arista Networks Inc | Stock-Other | 1.73% | — | -5.45% | |
| 13 | ICE | Intercontinental Exchange In | Stock-Financials | 1.71% | -0.35% | -4.20% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.87% | +0.98% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.69% | -0.42% | -6.66% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 1.68% | +1.07% | +12.66% | |
| 17 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.67% | +0.06% | -11.42% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.65% | -0.09% | -1.05% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.64% | +0.09% | -4.54% | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.59% | +0.15% | -5.54% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.56% | -0.36% | +0.41% | |
| 22 | FTNT | Fortinet Inc | Stock-Tech | 1.54% | -0.30% | -6.36% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | -0.02% | +2.28% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.53% | -0.25% | +0.65% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 1.52% | +0.58% | +5.71% | |
| 26 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.47% | -0.21% | -3.24% | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 1.47% | +0.18% | +11.60% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.46% | +0.22% | -5.55% | |
| 29 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.45% | -0.08% | +3.91% | |
| 30 | TER | Teradyne Inc | Stock-Tech | 1.43% | — | +0.05% | |
| 31 | WDAY | Workday Inc-class A | Stock-Tech | 1.43% | -0.29% | -1.92% | |
| 32 | MCHP | Microchip Technology Inc | Stock-Tech | 1.41% | -0.26% | +18.57% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 1.40% | — | +4.78% | |
| 34 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.40% | -0.13% | +8.55% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.38% | -0.29% | -3.04% | |
| 36 | CSGP | Costar Group Inc | Stock-Real Estate | 1.34% | — | -0.99% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.50% | +6.00% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | +0.03% | -0.48% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 1.05% | -0.20% | -5.96% | |
| 40 | ACN | Accenture plc | Stock-Tech | 1.04% | -0.30% | -0.71% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 1.00% | -0.23% | -6.21% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.97% | — | -4.90% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.94% | -0.06% | +2.22% | |
| 44 | ENB | Enbridge Inc | Stock-Energy | 0.93% | -0.17% | -0.72% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | -0.12% | -3.80% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.92% | -0.01% | -0.24% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.91% | — | -0.76% | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.90% | -0.11% | EXIT | |
| 49 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.90% | -0.16% | -2.36% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | -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 89 disclosed positions in Q3 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, BIL, AGG) accounted for 12.5% of total reported equity market value during Q3 2024.
During Q3 2024, Boomfish Wealth Group, LLC's top holdings by market value included MOAT (5.2%)、BIL (4.4%)、AGG (2.8%). The largest single position, MOAT, represented 5.2% of total portfolio value.
In Q3 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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