Boomfish Wealth Group, LLC Portfolio Holdings

Boomfish Wealth Group, LLC

  • $154 Billion
  • Q1 2025

Boomfish Wealth Group, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 82 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 $9.27B, Vaneck Morningstar Wide Moat E with a value of $7.39B, Ishares Core U.S. Aggregate Bo with a value of $6.57B, Ishares Barclays 20+ Year Trea with a value of $4.3B, and Nvidia Corp with a value of $3.32B.

Examining the 13F form we can see an decrease of $10.7B in the current position value, from $165B to 154B.

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 $154 Billion
Technology: $41 Billion
ETFs: $28.5 Billion
Consumer Cyclical: $15.8 Billion
Industrials: $14.9 Billion
Healthcare: $14.7 Billion
Financial Services: $13.1 Billion
Consumer Defensive: $5.44 Billion
Communication Services: $5.43 Billion
Other: $12.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.27 Billion 6.02% of portfolio
101,058
Q1 2025 Reduced 8.28%
$0
$7.39 Billion 4.8% of portfolio
83,977
Q1 2025 Reduced 4.69%
$0
$6.57 Billion 4.27% of portfolio
66,467
Q1 2025 Added 0.83%
$0
$4.3 Billion 2.79% of portfolio
47,251
Q1 2025 Added 0.63%
$253B
$3.32 Billion 2.16% of portfolio
30,678
Q1 2025 Added 4.86%
$2.74T
$3.24 Billion 2.1% of portfolio
8,626
Q1 2025 Added 3.01%
$3.17T
$3.2 Billion 2.08% of portfolio
14,394
Q1 2025 Reduced 1.15%
$539B
$3.12 Billion 2.02% of portfolio
8,892
Q1 2025 Reduced 3.37%
$493B
$2.96 Billion 1.92% of portfolio
5,406
Q1 2025 Reduced 1.76%
$88.6B
$2.83 Billion 1.84% of portfolio
16,429
Q1 2025 Reduced 1.54%
$1.76T
$2.82 Billion 1.83% of portfolio
14,796
Q1 2025 Reduced 0.79%
$50.2B
$2.69 Billion 1.75% of portfolio
15,773
Q1 2025 Reduced 1.9%
$425B
$2.69 Billion 1.74% of portfolio
5,131
Q1 2025 Added 8.57%
$136B
$2.62 Billion 1.7% of portfolio
11,247
Q1 2025 Added 4.36%
$75.8B
$2.6 Billion 1.69% of portfolio
26,996
Q1 2025 Reduced 9.5%
$106B
$2.58 Billion 1.67% of portfolio
1,322
Q1 2025 Reduced 3.36%
$89.9B
$2.53 Billion 1.64% of portfolio
3,718
Q1 2025 Reduced 1.82%
$1.13T
$2.53 Billion 1.64% of portfolio
4,384
Q1 2025 Added 76.7%
$156B
$2.44 Billion 1.59% of portfolio
3,069
Q1 2025 Added 1.89%
$126B
$2.45 Billion 1.59% of portfolio
5,051
Q1 2025 Reduced 0.81%
$30.3B
$2.46 Billion 1.59% of portfolio
10,606
Q1 2025 Reduced 5.74%
$182B
$2.43 Billion 1.58% of portfolio
528
Q1 2025 Reduced 5.38%
$32.4B
$2.42 Billion 1.57% of portfolio
30,542
Q1 2025 Added 1.16%
$16.5B
$2.38 Billion 1.55% of portfolio
5,190
Q1 2025 Reduced 2.5%
$118B
$2.36 Billion 1.53% of portfolio
16,256
Q1 2025 Added 7.25%
$247B
$2.36 Billion 1.53% of portfolio
8,807
Q1 2025 Reduced 0.94%
Arista Networks Inc
-
$2.34 Billion 1.52% of portfolio
-
Q1 2025 Added 5.19%
$17.5B
$2.34 Billion 1.52% of portfolio
19,440
Q1 2025 Added 3.15%
$122B
$2.33 Billion 1.51% of portfolio
5,221
Q1 2025 Added 5.52%
$167B
$2.3 Billion 1.49% of portfolio
4,619
Q1 2025 Added 0.22%
$254B
$2.28 Billion 1.48% of portfolio
3,443
Q1 2025 Added 0.09%
$44.4B
$2.19 Billion 1.42% of portfolio
9,377
Q1 2025 Added 0.71%
$674B
$2.13 Billion 1.38% of portfolio
3,996
Q1 2025 Reduced 1.6%
$446B
$2.09 Billion 1.35% of portfolio
17,538
Q1 2025 Added 5.15%
$162B
$2 Billion 1.3% of portfolio
5,210
Q1 2025 Added 12.48%
$21.3B
$1.95 Billion 1.27% of portfolio
40,383
Q1 2025 Added 3.91%
$70.3B
$1.92 Billion 1.25% of portfolio
17,493
Q1 2025 Added 0.12%
$189B
$1.83 Billion 1.19% of portfolio
13,803
Q1 2025 Reduced 3.75%
$11.2B
$1.77 Billion 1.15% of portfolio
21,376
Q1 2025 Added 5.2%
$91.9B
$1.7 Billion 1.1% of portfolio
38,292
Q1 2025 Added 1.56%
$148B
$1.7 Billion 1.1% of portfolio
5,448
Q1 2025 Reduced 2.59%
$412B
$1.69 Billion 1.1% of portfolio
10,199
Q1 2025 Reduced 2.43%
$52.2B
$1.65 Billion 1.07% of portfolio
10,684
Q1 2025 Reduced 0.52%
$59.1B
$1.64 Billion 1.06% of portfolio
2,782
Q1 2025 Added 2.24%
$135B
$1.61 Billion 1.05% of portfolio
6,822
Q1 2025 Reduced 0.86%
$92.3B
$1.62 Billion 1.05% of portfolio
23,826
Q1 2025 Added 0.86%
$300B
$1.6 Billion 1.04% of portfolio
38,302
Q1 2025 Added 2.1%
$58.3B
$1.59 Billion 1.03% of portfolio
5,384
Q1 2025 Added 2.01%
$130B
$1.58 Billion 1.02% of portfolio
22,222
Q1 2025 Added 6.2%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $154 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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