Boomfish Wealth Group, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $165 Billion distributed in 93 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 $10.1B, Vaneck Morningstar Wide Moat E with a value of $8.17B, Ishares Core U.S. Aggregate Bo with a value of $6.39B, Ishares Barclays 20+ Year Trea with a value of $4.1B, and Nvidia Corp with a value of $3.93B.

Examining the 13F form we can see an increase of $1.72B in the current position value, from $163B to 165B.

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 $165 Billion
Technology: $46.7 Billion
ETFs: $29.9 Billion
Consumer Cyclical: $18.1 Billion
Industrials: $14.7 Billion
Healthcare: $14.4 Billion
Financial Services: $12.9 Billion
Communication Services: $6.86 Billion
Consumer Defensive: $5.35 Billion
Other: $12.2 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $165 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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