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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$164M
$57.7 Million 0.04% of portfolio
34,997
Q3 2024 Added 17.07%

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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