Boomfish Wealth Group, LLC Portfolio Holdings by Sector
Boomfish Wealth Group, LLC
- $154 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|
ETFs | ETFs
BIL MOAT AGG TLT CORP SPY SPLG 7 stocks |
$28.5 Million
18.78% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW FTNT ADBE SQ PLTR 6 stocks |
$11.5 Million
7.58% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ASML TER 4 stocks |
$8.93 Million
5.9% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM WDAY ADSK CDNS 5 stocks |
$8.56 Million
5.65% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MCHP AVGO TSM 4 stocks |
$6.99 Million
4.62% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$6.08 Million
4.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$5.43 Million
3.59% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$5.39 Million
3.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD UPS 2 stocks |
$4.26 Million
2.81% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$4.16 Million
2.75% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN JNJ ABBV 3 stocks |
$3.68 Million
2.43% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$3.5 Million
2.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.2 Million
2.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL 2 stocks |
$3.09 Million
2.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$3.07 Million
2.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$2.83 Million
1.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
DPZ SBUX 2 stocks |
$2.78 Million
1.84% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$2.69 Million
1.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$2.46 Million
1.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$2.45 Million
1.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$2.43 Million
1.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$2.42 Million
1.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2.41 Million
1.59% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.13 Million
1.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC RY JPM 3 stocks |
$2.08 Million
1.37% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1.94 Million
1.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN FISV 2 stocks |
$1.82 Million
1.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$1.7 Million
1.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$1.65 Million
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$1.64 Million
1.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$1.62 Million
1.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1.61 Million
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$1.58 Million
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$1.57 Million
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR 1 stocks |
$1.43 Million
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$970,176
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$914,377
0.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$867,668
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$856,473
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX 1 stocks |
$337,948
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ESPR 1 stocks |
$50,396
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|