BW

Boomfish Wealth Group, LLC

13F
Boomfish Wealth Group, LLC
Last update 2025-04-18 82 Stocks (0 new)
Value $154.00 Mil Turnover 3 %
Countries:
Top Holdings: BIL(6.02%)MOAT(4.80%)AGG(4.27%)TLT(2.79%)NVDA(2.16%)
Summary Stock Picks Current Portfolio
Boomfish Wealth Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
101,058
9,270.1
-8.28%
6.020
-0.51%
0.020
+1.03%
+2.21%
42,813.7
 
MOAT
VanEck Morningstar Wide Moat ETF
83,977
7,390.0
-4.69%
4.800
-0.23%
0.060
+18.15%
+4.09%
13,054.6
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
66,467
6,574.9
+0.83%
4.270
+0.04%
0.010
+2.03%
+3.17%
127,710.7
 
TLT
iShares 20+ Year Treasury Bond ETF
47,251
4,301.2
+0.63%
2.790
+0.02%
0.010
-0.16%
+0.36%
47,717.0
 
NVDA
NVIDIA Corp
30,678
3,324.9
+4.86%
2.160
+0.10%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
MSFT
Microsoft Corp
8,626
3,238.3
+3.01%
2.100
+0.06%
0.000
+29.81%
+19.87%
3,740,948.0
Software
AAPL
Apple Inc
14,394
3,197.4
-1.15%
2.080
-0.03%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
V
Visa Inc
8,892
3,116.2
-3.37%
2.020
-0.06%
0.000
+4.53%
+10.46%
679,681.4
Credit Services
MA
Mastercard Inc
5,406
2,962.9
-1.76%
1.920
-0.03%
0.000
+8.08%
+4.95%
499,608.6
Credit Services
ICE
Intercontinental Exchange Inc
16,429
2,834.0
-1.54%
1.840
-0.02%
0.000
+16.09%
+21.81%
103,545.3
Capital Markets

Boomfish Wealth Group, LLC's Historical Top Holdings Breakdowns

Boomfish Wealth Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.71%
●
576.36 ($645.17) 736.67
$717.51
11.21%
Add 76.7%
4,384
1,903
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.63%
●
92.17 ($103.37) 115.81
$94.94
-8.16%
Reduce -73.68%
4,036
-11,299
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-0.51%
●
91.45 ($91.59) 91.75
$91.56
-0.03%
Reduce -8.28%
101,058
-9,125
CMCSA
Comcast Corp
2025-03-31
Sold Out
Sold Out
-0.49%
●
33.19 ($36.08) 38.23
$34.99
-3.02%
Sold Out
0
-21,522
VZ
Verizon Communications Inc
2025-03-31
Sold Out
Sold Out
-0.48%
●
37.81 ($41.63) 46.49
$41.62
-0.02%
Sold Out
0
-19,637
MDT
Medtronic PLC
2025-03-31
Sold Out
Sold Out
-0.46%
●
79.84 ($89.48) 94.5
$89.92
0.49%
Sold Out
0
-9,413
BWA
BorgWarner Inc
2025-03-31
Sold Out
Sold Out
-0.45%
●
27.78 ($30.33) 32.9
$35.41
16.75%
Sold Out
0
-23,576
USB
U.S. Bancorp
2025-03-31
Sold Out
Sold Out
-0.27%
●
40.92 ($46.14) 50.9
$47.14
2.17%
Sold Out
0
-9,326
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Reduce
Reduce
-0.23%
●
87.69 ($92.02) 96.49
$96.52
4.89%
Reduce -4.69%
83,977
-4,132
VVV
Valvoline Inc
2025-03-31
Sold Out
Sold Out
-0.22%
●
34.44 ($36.5) 40.19
$38.58
5.70%
Sold Out
0
-9,936

Boomfish Wealth Group, LLC Total Holding History ($B)

To

Boomfish Wealth Group, LLC's Asset Allocation

To

Boomfish Wealth Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boomfish Wealth Group, LLC's Hypothetical Growth since 2025-03-31

Boomfish Wealth Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Boomfish Wealth Group, LLC's Holdings Heat Map

Size field:

Boomfish Wealth Group, LLC's Holdings Bubble Chart

Boomfish Wealth Group, LLC News

  • 1

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