Boomfish Wealth Group, LLC Portfolio Holdings

Boomfish Wealth Group, LLC

  • $149 Billion
  • Q1 2024

Boomfish Wealth Group, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $7.16B, Microsoft Corp with a value of $3.68B, Nvidia Corp with a value of $3.14B, Spdr Bloomberg 1 3 Month T Bil with a value of $3.02B, and Amazon Com Inc with a value of $2.94B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $139B to 149B.

Boomfish Wealth Group, LLC is based out at Alpharetta, GA

Below you can find more details about Boomfish Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
Technology: $42.9 Billion
Consumer Cyclical: $19.5 Billion
Healthcare: $16.4 Billion
Industrials: $14.1 Billion
Financial Services: $13 Billion
ETFs: $11.8 Billion
Consumer Defensive: $9.87 Billion
Communication Services: $8.72 Billion
Other: $11.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.16 Billion 4.81% of portfolio
79,596
Q1 2024 Reduced 0.68%
$3.49T
$3.68 Billion 2.48% of portfolio
8,755
Q1 2024 Reduced 9.35%
$314B
$3.14 Billion 2.12% of portfolio
3,480
Q1 2024 Reduced 39.87%
$0
$3.02 Billion 2.03% of portfolio
32,855
Q1 2024 New
$2.04T
$2.94 Billion 1.98% of portfolio
16,318
Q1 2024 Reduced 8.69%
$209B
$2.82 Billion 1.9% of portfolio
13,670
Q1 2024 Reduced 13.94%
$3.64T
$2.79 Billion 1.87% of portfolio
16,247
Q1 2024 Added 9.19%
$163B
$2.76 Billion 1.86% of portfolio
3,626
Q1 2024 Reduced 8.36%
$99.5B
$2.75 Billion 1.85% of portfolio
18,500
Q1 2024 Reduced 0.09%
$392B
$2.73 Billion 1.84% of portfolio
3,727
Q1 2024 Reduced 7.2%
$1.17T
$2.69 Billion 1.81% of portfolio
17,688
Q1 2024 Reduced 5.02%
$427B
$2.68 Billion 1.8% of portfolio
2,762
Q1 2024 Reduced 8.39%
$133B
$2.66 Billion 1.79% of portfolio
10,439
Q1 2024 Reduced 4.01%
$429B
$2.64 Billion 1.78% of portfolio
5,489
Q1 2024 Reduced 6.11%
$113B
$2.63 Billion 1.77% of portfolio
9,079
Q1 2024 Reduced 20.82%
$121B
$2.59 Billion 1.75% of portfolio
3,713
Q1 2024 Reduced 14.09%
$17.5B
$2.54 Billion 1.71% of portfolio
5,112
Q1 2024 Reduced 5.09%
$156B
$2.53 Billion 1.7% of portfolio
696
Q1 2024 Reduced 10.88%
$102B
$2.5 Billion 1.68% of portfolio
8,790
Q1 2024 Reduced 7.71%
$442B
$2.45 Billion 1.65% of portfolio
8,767
Q1 2024 Reduced 4.43%
$121B
$2.32 Billion 1.56% of portfolio
5,099
Q1 2024 Added 9.94%
$456B
$2.31 Billion 1.55% of portfolio
4,663
Q1 2024 Added 10.0%
$83.5B
$2.3 Billion 1.55% of portfolio
1,524
Q1 2024 Reduced 8.69%
$25.8B
$2.3 Billion 1.55% of portfolio
9,924
Q1 2024 Reduced 2.99%
$11.3B
$2.29 Billion 1.54% of portfolio
26,260
Q1 2024 Reduced 1.73%
$23.7B
$2.26 Billion 1.52% of portfolio
19,996
Q1 2024 Added 2.75%
$46.1B
$2.25 Billion 1.51% of portfolio
8,234
Q1 2024 Reduced 8.27%
$212B
$2.23 Billion 1.5% of portfolio
3,843
Q1 2024 Reduced 1.44%
$29.7B
$2.22 Billion 1.49% of portfolio
22,992
Q1 2024 Reduced 1.22%
$78.6B
$2.2 Billion 1.48% of portfolio
15,993
Q1 2024 Reduced 2.36%
$50.9B
$2.19 Billion 1.47% of portfolio
24,418
Q1 2024 Added 2.71%
$48.2B
$2.17 Billion 1.46% of portfolio
31,704
Q1 2024 Reduced 2.21%
$269B
$2.15 Billion 1.45% of portfolio
4,264
Q1 2024 Added 5.02%
$122B
$2.12 Billion 1.43% of portfolio
5,082
Q1 2024 Reduced 6.44%
$20.2B
$2.13 Billion 1.43% of portfolio
17,508
Q1 2024 Added 17.44%
$535B
$1.65 Billion 1.11% of portfolio
3,926
Q1 2024 Reduced 2.17%
$179B
$1.58 Billion 1.06% of portfolio
12,919
Q1 2024 Reduced 3.58%
$472B
$1.5 Billion 1.01% of portfolio
12,935
Q1 2024 Added 1.19%
$148B
$1.46 Billion 0.98% of portfolio
14,985
Q1 2024 Reduced 7.0%
$324B
$1.43 Billion 0.96% of portfolio
37,682
Q1 2024 Reduced 1.96%
$138B
$1.42 Billion 0.95% of portfolio
5,769
Q1 2024 Added 0.33%
$67.9B
$1.42 Billion 0.95% of portfolio
6,139
Q1 2024 Reduced 2.68%
$188B
$1.42 Billion 0.95% of portfolio
4,093
Q1 2024 Reduced 4.44%
$7.58B
$1.4 Billion 0.94% of portfolio
31,370
Q1 2024 Reduced 2.31%
$58B
$1.4 Billion 0.94% of portfolio
31,282
Q1 2024 Reduced 4.97%
$173B
$1.39 Billion 0.94% of portfolio
33,225
Q1 2024 Reduced 4.75%
$1.21T
$1.38 Billion 0.93% of portfolio
2,846
Q1 2024 Reduced 29.4%
$166B
$1.38 Billion 0.93% of portfolio
4,862
Q1 2024 Reduced 1.36%
$383B
$1.37 Billion 0.92% of portfolio
8,662
Q1 2024 Added 13.6%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $149 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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