Boomfish Wealth Group, LLC Portfolio Holdings

Boomfish Wealth Group, LLC

  • $154 Billion
  • Q1 2025

Boomfish Wealth Group, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $9.27B, Vaneck Morningstar Wide Moat E with a value of $7.39B, Ishares Core U.S. Aggregate Bo with a value of $6.57B, Ishares Barclays 20+ Year Trea with a value of $4.3B, and Nvidia Corp with a value of $3.32B.

Examining the 13F form we can see an decrease of $10.7B in the current position value, from $165B to 154B.

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 $154 Billion
Technology: $41 Billion
ETFs: $28.5 Billion
Consumer Cyclical: $15.8 Billion
Industrials: $14.9 Billion
Healthcare: $14.7 Billion
Financial Services: $13.1 Billion
Consumer Defensive: $5.44 Billion
Communication Services: $5.43 Billion
Other: $12.6 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.2M
$50.4 Million 0.03% of portfolio
34,997
Q3 2024 Added 17.07%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $154 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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