Boomfish Wealth Group, LLC Portfolio Holdings by Sector
Boomfish Wealth Group, LLC
- $163 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
MOAT BIL AGG TLT SPY SPLG 6 stocks |
$24.3 Million
14.95% of portfolio
|
  5  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW FTNT ADBE PLTR SQ 6 stocks |
$13 Million
7.98% of portfolio
|
  1  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML TER 4 stocks |
$9.94 Million
6.1% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
NOW CRM WDAY ADSK CDNS 5 stocks |
$9.46 Million
5.81% of portfolio
|
  2  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA MCHP AVGO TSM 4 stocks |
$7.83 Million
4.81% of portfolio
|
  4  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$5.61 Million
3.44% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$5.19 Million
3.19% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS EXPD 2 stocks |
$4.76 Million
2.92% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$4.59 Million
2.82% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$4.47 Million
2.75% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$3.88 Million
2.39% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
DPZ SBUX 2 stocks |
$3.77 Million
2.31% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN JNJ ABBV PFE 4 stocks |
$3.5 Million
2.15% of portfolio
|
  1  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.44 Million
2.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$3.4 Million
2.09% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD ECL 2 stocks |
$3.05 Million
1.87% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC RY 2 stocks |
$2.97 Million
1.82% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
ANET 1 stocks |
$2.82 Million
1.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$2.79 Million
1.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$2.67 Million
1.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA VZ 2 stocks |
$2.66 Million
1.63% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$2.59 Million
1.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$2.4 Million
1.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRTX 1 stocks |
$2.24 Million
1.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$2.19 Million
1.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2.12 Million
1.3% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN FISV 2 stocks |
$1.99 Million
1.22% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1.92 Million
1.18% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.82 Million
1.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$1.64 Million
1.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT BSX 2 stocks |
$1.61 Million
0.99% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$1.53 Million
0.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$1.52 Million
0.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
DLR 1 stocks |
$1.47 Million
0.9% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$1.47 Million
0.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$1.44 Million
0.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$1.41 Million
0.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$1.39 Million
0.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$1.35 Million
0.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VVV 1 stocks |
$1.24 Million
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$1.18 Million
0.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$1.11 Million
0.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1.03 Million
0.63% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$872,471
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$870,157
0.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$223,721
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ESPR 1 stocks |
$57,745
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|