Boomfish Wealth Group, LLC Portfolio Holdings

Boomfish Wealth Group, LLC

  • $163 Billion
  • Q3 2024

Boomfish Wealth Group, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $163 Billion distributed in 89 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 $8.48B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.22B, Ishares Core U.S. Aggregate Bo with a value of $4.56B, Nvidia Corp with a value of $3.71B, and Ishares Barclays 20+ Year Trea with a value of $3.59B.

Examining the 13F form we can see an increase of $8.44B in the current position value, from $155B to 163B.

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 $163 Billion
Technology: $48.5 Billion
ETFs: $24.3 Billion
Consumer Cyclical: $17.9 Billion
Healthcare: $15.9 Billion
Industrials: $15.3 Billion
Financial Services: $14.1 Billion
Communication Services: $8.36 Billion
Consumer Defensive: $5.21 Billion
Other: $13.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$3.71 Billion 2.27% of portfolio
30,515
Q3 2024 Added 4.19%
$3.15T
$3.53 Billion 2.16% of portfolio
8,197
Q3 2024 Reduced 2.53%
$3.65T
$3.44 Billion 2.11% of portfolio
14,750
Q3 2024 Reduced 2.74%
$168B
$2.9 Billion 1.78% of portfolio
10,715
Q3 2024 Reduced 1.65%
$2.12T
$2.89 Billion 1.77% of portfolio
15,490
Q3 2024 Reduced 1.07%
$204B
$2.89 Billion 1.77% of portfolio
3,233
Q3 2024 Reduced 8.1%
$117B
$2.83 Billion 1.73% of portfolio
8,267
Q3 2024 Reduced 2.6%
$123B
$2.82 Billion 1.73% of portfolio
7,350
Q3 2024 Reduced 5.45%
$1.09T
$2.79 Billion 1.71% of portfolio
16,668
Q3 2024 Added 0.98%
$87.4B
$2.79 Billion 1.71% of portfolio
17,367
Q3 2024 Reduced 4.2%
$148B
$2.76 Billion 1.69% of portfolio
4,724
Q3 2024 Reduced 6.66%
$165B
$2.74 Billion 1.68% of portfolio
13,542
Q3 2024 Added 12.66%
$94.2B
$2.72 Billion 1.67% of portfolio
1,326
Q3 2024 Reduced 11.42%
$501B
$2.7 Billion 1.65% of portfolio
5,463
Q3 2024 Reduced 1.05%
$576B
$2.67 Billion 1.64% of portfolio
4,567
Q3 2024 Reduced 4.54%
$196B
$2.59 Billion 1.59% of portfolio
614
Q3 2024 Reduced 5.54%
$72.6B
$2.52 Billion 1.54% of portfolio
32,484
Q3 2024 Reduced 6.36%
$216B
$2.49 Billion 1.53% of portfolio
4,028
Q3 2024 Added 0.65%
$503B
$2.49 Billion 1.53% of portfolio
9,064
Q3 2024 Added 2.28%
$97.4B
$2.48 Billion 1.52% of portfolio
3,202
Q3 2024 Added 5.71%
$266B
$2.39 Billion 1.47% of portfolio
2,868
Q3 2024 Added 11.6%
$33B
$2.4 Billion 1.47% of portfolio
11,441
Q3 2024 Reduced 3.24%
$96.6B
$2.38 Billion 1.46% of portfolio
17,488
Q3 2024 Reduced 5.55%
$19.6B
$2.37 Billion 1.45% of portfolio
18,052
Q3 2024 Added 3.91%
$51.6B
$2.33 Billion 1.43% of portfolio
9,523
Q3 2024 Reduced 1.92%
$17.4B
$2.33 Billion 1.43% of portfolio
17,413
Q3 2024 Added 0.05%
$40.3B
$2.29 Billion 1.41% of portfolio
28,552
Q3 2024 Added 18.57%
$230B
$2.28 Billion 1.4% of portfolio
4,409
Q3 2024 Added 4.78%
$16.3B
$2.28 Billion 1.4% of portfolio
5,307
Q3 2024 Added 8.55%
$133B
$2.24 Billion 1.38% of portfolio
4,824
Q3 2024 Reduced 3.04%
$31.5B
$2.19 Billion 1.34% of portfolio
29,021
Q3 2024 Reduced 0.99%
$505B
$1.83 Billion 1.12% of portfolio
15,630
Q3 2024 Added 6.0%
$599B
$1.82 Billion 1.11% of portfolio
3,944
Q3 2024 Reduced 0.48%
$182B
$1.71 Billion 1.05% of portfolio
14,113
Q3 2024 Reduced 5.96%
$224B
$1.69 Billion 1.04% of portfolio
4,787
Q3 2024 Reduced 0.71%
$151B
$1.64 Billion 1.0% of portfolio
19,379
Q3 2024 Reduced 6.21%
$69.4B
$1.58 Billion 0.97% of portfolio
5,298
Q3 2024 Reduced 4.9%
$148B
$1.53 Billion 0.94% of portfolio
6,218
Q3 2024 Added 2.22%
$174B
$1.51 Billion 0.93% of portfolio
4,683
Q3 2024 Reduced 3.8%
$85.7B
$1.52 Billion 0.93% of portfolio
37,385
Q3 2024 Reduced 0.72%
$362B
$1.51 Billion 0.92% of portfolio
37,968
Q3 2024 Reduced 0.24%
$110B
$1.48 Billion 0.91% of portfolio
15,227
Q3 2024 Reduced 0.76%
$52.3B
$1.47 Billion 0.9% of portfolio
9,063
Q3 2024 Reduced 2.36%
$71.3B
$1.47 Billion 0.9% of portfolio
5,770
Q3 2024 Reduced 3.19%
$148B
$1.47 Billion 0.9% of portfolio
7,094
Q3 2024 Added 11.0%
$172B
$1.46 Billion 0.89% of portfolio
11,698
Q3 2024 Reduced 7.94%
$60.2B
$1.44 Billion 0.88% of portfolio
2,589
Q3 2024 Added 10.59%
$227B
$1.44 Billion 0.88% of portfolio
8,450
Q3 2024 Added 5.97%
$406B
$1.44 Billion 0.88% of portfolio
8,905
Q3 2024 Reduced 1.06%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $163 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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