Boomfish Wealth Group, LLC Portfolio Holdings

Boomfish Wealth Group, LLC

  • $155 Billion
  • Q2 2024

Boomfish Wealth Group, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 86 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 $7.71B, Vaneck Morningstar Wide Moat E with a value of $7.35B, Microsoft Corp with a value of $3.76B, Nvidia Corp with a value of $3.62B, and Apple Inc. with a value of $3.19B.

Examining the 13F form we can see an increase of $6.05B in the current position value, from $149B to 155B.

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 $155 Billion
Technology: $45.1 Billion
ETFs: $17.1 Billion
Consumer Cyclical: $17 Billion
Healthcare: $16.6 Billion
Industrials: $13.9 Billion
Financial Services: $13 Billion
Consumer Defensive: $10.3 Billion
Communication Services: $8.81 Billion
Other: $12.6 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $155 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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