Boomfish Wealth Group, LLC Portfolio Holdings

Boomfish Wealth Group, LLC

  • $165 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.1 Billion 6.11% of portfolio
110,183
Q4 2024 Added 40.11%
$0
$8.17 Billion 4.96% of portfolio
88,109
Q4 2024 Added 0.78%
$0
$6.39 Billion 3.88% of portfolio
65,919
Q4 2024 Added 46.54%
$0
$4.1 Billion 2.49% of portfolio
46,954
Q4 2024 Added 28.34%
$308B
$3.93 Billion 2.38% of portfolio
29,255
Q4 2024 Reduced 4.13%
$3.85T
$3.65 Billion 2.21% of portfolio
14,562
Q4 2024 Reduced 1.27%
$3.3T
$3.53 Billion 2.14% of portfolio
8,374
Q4 2024 Added 2.16%
$2.42T
$3.27 Billion 1.99% of portfolio
14,914
Q4 2024 Reduced 3.72%
$231B
$3.19 Billion 1.94% of portfolio
3,012
Q4 2024 Reduced 6.84%
Arista Networks Inc
-
$3.18 Billion 1.93% of portfolio
-
Q4 2024 New
$1.2T
$3.18 Billion 1.93% of portfolio
16,688
Q4 2024 Added 0.12%
$354B
$2.97 Billion 1.8% of portfolio
8,891
Q4 2024 Reduced 4.52%
$55.5B
$2.93 Billion 1.78% of portfolio
16,079
Q4 2024 Added 94.5%
$523B
$2.9 Billion 1.76% of portfolio
5,503
Q4 2024 Added 0.73%
$549B
$2.91 Billion 1.76% of portfolio
9,202
Q4 2024 Added 1.52%
$78.3B
$2.82 Billion 1.71% of portfolio
29,830
Q4 2024 Reduced 8.17%
$162B
$2.66 Billion 1.61% of portfolio
10,777
Q4 2024 Added 0.58%
$19.1B
$2.56 Billion 1.55% of portfolio
20,320
Q4 2024 Added 16.69%
$87.8B
$2.49 Billion 1.51% of portfolio
16,686
Q4 2024 Reduced 3.92%
$151B
$2.47 Billion 1.5% of portfolio
15,157
Q4 2024 Added 11.93%
$119B
$2.4 Billion 1.46% of portfolio
4,948
Q4 2024 Added 4.74%
$53.3B
$2.4 Billion 1.46% of portfolio
9,311
Q4 2024 Reduced 2.23%
$223B
$2.4 Billion 1.45% of portfolio
4,609
Q4 2024 Added 14.42%
$503B
$2.39 Billion 1.45% of portfolio
4,726
Q4 2024 Added 3.48%
$283B
$2.38 Billion 1.45% of portfolio
3,440
Q4 2024 Added 19.94%
$101B
$2.39 Billion 1.45% of portfolio
3,787
Q4 2024 Added 18.27%
$32.6B
$2.37 Billion 1.44% of portfolio
11,252
Q4 2024 Reduced 1.65%
$95.1B
$2.33 Billion 1.41% of portfolio
1,368
Q4 2024 Added 3.17%
$15.1B
$2.23 Billion 1.36% of portfolio
5,323
Q4 2024 Added 0.3%
$31B
$2.23 Billion 1.35% of portfolio
38,863
Q4 2024 Added 36.11%
$97.6B
$2.2 Billion 1.34% of portfolio
17,472
Q4 2024 Reduced 0.09%
$30.8B
$2.16 Billion 1.31% of portfolio
30,192
Q4 2024 Added 4.04%
$18.7B
$2.09 Billion 1.27% of portfolio
18,846
Q4 2024 Added 4.4%
$205B
$2.06 Billion 1.25% of portfolio
4,632
Q4 2024 Added 5.06%
$113B
$2.05 Billion 1.24% of portfolio
5,092
Q4 2024 Added 5.56%
$611B
$1.84 Billion 1.12% of portfolio
4,061
Q4 2024 Added 2.97%
$453B
$1.79 Billion 1.09% of portfolio
16,679
Q4 2024 Added 6.71%
$236B
$1.68 Billion 1.02% of portfolio
4,789
Q4 2024 Added 0.04%
$184B
$1.66 Billion 1.01% of portfolio
14,341
Q4 2024 Added 1.62%
$375B
$1.65 Billion 1.0% of portfolio
37,514
Q4 2024 Reduced 1.2%
$89.6B
$1.6 Billion 0.97% of portfolio
37,703
Q4 2024 Added 0.85%
$149B
$1.6 Billion 0.97% of portfolio
7,091
Q4 2024 Reduced 0.04%
$46.5B
$1.6 Billion 0.97% of portfolio
9,037
Q4 2024 Reduced 0.29%
$153B
$1.57 Billion 0.95% of portfolio
6,881
Q4 2024 Added 10.66%
$72.6B
$1.53 Billion 0.93% of portfolio
5,278
Q4 2024 Reduced 0.38%
$395B
$1.51 Billion 0.92% of portfolio
10,453
Q4 2024 Added 17.38%
$139B
$1.5 Billion 0.91% of portfolio
20,924
Q4 2024 Added 7.97%
$52.9B
$1.51 Billion 0.91% of portfolio
10,740
Q4 2024 Added 2.29%
$207B
$1.47 Billion 0.89% of portfolio
9,649
Q4 2024 Added 14.19%

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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