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CIK: 0002010786
Total reported value
$219.5M
$219.5M
82 檔
14.1%
At the close of Q1 2025, Boomfish Wealth Group, LLC disclosed equity holdings valued at approximately $219.5M, spread across 82 reported holdings.
During Q1 2025, 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 | 6.02% | -1.99% | -8.28% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.80% | -0.38% | -4.69% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.27% | -0.65% | +0.83% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.79% | -0.35% | +0.63% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.83% | +4.86% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | +1.02% | +3.01% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.97% | -1.15% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.02% | -0.02% | -3.37% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.92% | -0.09% | -1.76% | |
| 10 | ICE | Intercontinental Exchange In | Stock-Financials | 1.84% | -0.35% | -1.54% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | +0.39% | -0.79% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.75% | +0.15% | -1.90% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.74% | +0.09% | +8.57% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.70% | -0.32% | +4.36% | |
| 15 | FTNT | Fortinet Inc | Stock-Tech | 1.69% | -0.30% | -9.50% | |
| 16 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.67% | +0.06% | -3.36% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.66% | +0.87% | -1.60% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.64% | +0.58% | -1.82% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | +0.16% | +76.70% | |
| 20 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.59% | -0.21% | -5.74% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.59% | -0.29% | -0.81% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.59% | -0.28% | +1.89% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.58% | +0.15% | -5.38% | |
| 24 | CSGP | Costar Group Inc | Stock-Real Estate | 1.57% | — | +1.16% | |
| 25 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.55% | -0.13% | -2.50% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.53% | -0.36% | -0.94% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 1.53% | +1.07% | +7.25% | |
| 28 | ANET | Arista Networks Inc | Stock-Tech | 1.52% | +0.30% | +5.19% | |
| 29 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.52% | -0.08% | +3.15% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.51% | -0.42% | +5.52% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.49% | -0.25% | +0.22% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 1.48% | +0.18% | +0.09% | |
| 33 | WDAY | Workday Inc-class A | Stock-Tech | 1.42% | -0.29% | +0.71% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | +0.03% | -1.60% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -0.50% | +5.15% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 1.30% | — | +12.48% | |
| 37 | MCHP | Microchip Technology Inc | Stock-Tech | 1.27% | -0.26% | +3.91% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.25% | +0.22% | +0.12% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 1.19% | -0.20% | -3.75% | |
| 40 | TER | Teradyne Inc | Stock-Tech | 1.15% | — | +5.20% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 1.10% | -0.12% | -2.59% | |
| 42 | ENB | Enbridge Inc | Stock-Energy | 1.10% | -0.17% | +1.56% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.23% | -2.43% | |
| 44 | PAYX | Paychex Inc | Stock-Tech | 1.07% | -0.14% | -0.52% | |
| 45 | ROP | Roper Technologies Inc | Stock-Tech | 1.06% | -0.28% | +2.24% | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.05% | — | +0.86% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 1.05% | -0.06% | -0.86% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 1.04% | -0.01% | +2.10% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.03% | — | +2.01% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 1.02% | -0.23% | +6.20% |
According to official SEC Form 13F filings, Boomfish Wealth Group, LLC reported a total U.S. public equity portfolio value of $219.5M across 82 disclosed positions in Q1 2025.
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, AGG) accounted for 14.1% of total reported equity market value during Q1 2025.
During Q1 2025, Boomfish Wealth Group, LLC's top holdings by market value included BIL (6.0%)、MOAT (4.8%)、AGG (4.3%). The largest single position, BIL, represented 6.0% of total portfolio value.
In Q1 2025, 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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