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%
+1.72%
45,030.1
 
MOAT 		VanEck Morningstar Wide Moat ETF
83,977
7,390.0
-4.69%
4.800
-0.23%
0.060
-2.42%
-3.34%
12,710.1
 
AGG 		iShares Core U.S. Aggregate Bond ETF
66,467
6,574.9
+0.83%
4.270
+0.04%
0.010
-0.20%
+2.55%
124,077.6
 
TLT 		iShares 20+ Year Treasury Bond ETF
47,251
4,301.2
+0.63%
2.790
+0.02%
0.010
-5.68%
+0.19%
51,077.0
 
NVDA 		NVIDIA Corp
30,678
3,324.9
+4.86%
2.160
+0.10%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
MSFT 		Microsoft Corp
8,626
3,238.3
+3.01%
2.100
+0.06%
0.000
+16.18%
+9.64%
3,421,645.9
Software
AAPL 		Apple Inc
14,394
3,197.4
-1.15%
2.080
-0.03%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
V 		Visa Inc
8,892
3,116.2
-3.37%
2.020
-0.06%
0.000
+0.85%
+15.94%
699,584.9
Credit Services
MA 		Mastercard Inc
5,406
2,962.9
-1.76%
1.920
-0.03%
0.000
+1.77%
+11.55%
531,772.9
Credit Services
ICE 		Intercontinental Exchange Inc
16,429
2,834.0
-1.54%
1.840
-0.02%
0.000
+4.08%
+21.00%
103,138.0
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 Inc2025-03-31Add
+0.71%
●
576.36 ($645.17) 736.67
$647.49
0.36%
Add 76.7%
4,384
1,903
SBUX 		Starbucks Corp2025-03-31Reduce
-0.63%
●
92.17 ($103.37) 115.81
$83.95
-18.79%
Reduce -73.68%
4,036
-11,299
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Reduce
-0.51%
●
91.45 ($91.59) 91.75
$91.74
0.16%
Reduce -8.28%
101,058
-9,125
CMCSA 		Comcast Corp2025-03-31Sold Out
-0.49%
●
33.19 ($36.08) 38.23
$34.57
-4.19%
Sold Out
0
-21,522
VZ 		Verizon Communications Inc2025-03-31Sold Out
-0.48%
●
37.81 ($41.63) 46.49
$43.96
5.60%
Sold Out
0
-19,637
MDT 		Medtronic PLC2025-03-31Sold Out
-0.46%
●
79.84 ($89.48) 94.5
$82.98
-7.26%
Sold Out
0
-9,413
BWA 		BorgWarner Inc2025-03-31Sold Out
-0.45%
●
27.78 ($30.33) 32.9
$33.09
9.10%
Sold Out
0
-23,576
USB 		U.S. Bancorp2025-03-31Sold Out
-0.27%
●
40.92 ($46.14) 50.9
$43.59
-5.53%
Sold Out
0
-9,326
MOAT 		VanEck Morningstar Wide Moat ETF2025-03-31Reduce
-0.23%
●
87.69 ($92.02) 96.49
$89.63
-2.60%
Reduce -4.69%
83,977
-4,132
VVV 		Valvoline Inc2025-03-31Sold Out
-0.22%
●
34.44 ($36.5) 40.19
$34.59
-5.23%
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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