Boomfish Wealth Group, LLC Top Holdings and 13F Report (2025) About Boomfish Wealth Group, LLCInvestment ActivityBoomfish Wealth Group, LLC has $164.83 million in total holdings as of December 31, 2024.Boomfish Wealth Group, LLC owns shares of 93 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 11.05% of the portfolio was purchased this quarter.About 7.24% of the portfolio was sold this quarter.This quarter, Boomfish Wealth Group, LLC has purchased 89 new stocks and bought additional shares in 45 stocks.Boomfish Wealth Group, LLC sold shares of 37 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $10,074,004VanEck Morningstar Wide Moat ETF $8,169,953iShares Core U.S. Aggregate Bond ETF $6,387,582iShares 20+ Year Treasury Bond ETF $4,100,532NVIDIA $3,928,678 Largest New Holdings this Quarter ARISTA NETWORKS INC $3,178,622 HoldingTesla $949,832 HoldingPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund $438,015 HoldingSchwab U.S. Large-Cap Growth ETF $224,632 HoldingJPMorgan Chase & Co. $220,081 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 28,758 shares (about $3.18M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 31,540 shares (about $2.88M)iShares Core U.S. Aggregate Bond ETF 20,934 shares (about $2.03M)Palo Alto Networks 7,812 shares (about $1.42M)Tesla 2,352 shares (about $949.83K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 22,562 shares (about $1.71M)Walt Disney 9,504 shares (about $1.06M)U.S. Bancorp 20,216 shares (about $966.95K)Royal Bank of Canada 7,554 shares (about $910.33K)Valvoline 19,777 shares (about $715.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoomfish Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$10,074,004$2,883,694 ▲40.1%110,1836.1%ETFMOATVanEck Morningstar Wide Moat ETF$8,169,953$63,517 ▲0.8%88,1095.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,387,582$2,028,514 ▲46.5%65,9193.9%FinanceTLTiShares 20+ Year Treasury Bond ETF$4,100,532$905,533 ▲28.3%46,9542.5%ETFNVDANVIDIA$3,928,678$169,206 ▼-4.1%29,2552.4%Computer and TechnologyAAPLApple$3,646,598$47,079 ▼-1.3%14,5622.2%Computer and TechnologyMSFTMicrosoft$3,529,724$74,607 ▲2.2%8,3742.1%Computer and TechnologyAMZNAmazon.com$3,271,882$126,365 ▼-3.7%14,9142.0%Retail/WholesaleNOWServiceNow$3,193,081$234,286 ▼-6.8%3,0121.9%Computer and TechnologyARISTA NETWORKS INC$3,178,622$3,178,622 ▲New Holding28,7581.9%COM SHSGOOGAlphabet$3,178,016$3,809 ▲0.1%16,6881.9%Computer and TechnologyCRMSalesforce$2,972,664$140,759 ▼-4.5%8,8911.8%Computer and TechnologyPANWPalo Alto Networks$2,925,735$1,421,472 ▲94.5%16,0791.8%Computer and TechnologyVVisa$2,908,078$43,612 ▲1.5%9,2021.8%Business ServicesMAMastercard$2,897,470$21,061 ▲0.7%5,5031.8%Business ServicesFTNTFortinet$2,818,338$250,750 ▼-8.2%29,8301.7%Computer and TechnologyBKNGBooking$2,772,463$278,240 ▼-9.1%5581.7%Retail/WholesaleLOWLowe's Companies$2,659,648$15,301 ▲0.6%10,7771.6%Retail/WholesaleTERTeradyne$2,558,722$366,053 ▲16.7%20,3201.6%Computer and TechnologyICEIntercontinental Exchange$2,486,340$101,474 ▼-3.9%16,6861.5%FinanceAMATApplied Materials$2,465,035$262,653 ▲11.9%15,1571.5%Computer and TechnologyLMTLockheed Martin$2,404,369$108,848 ▲4.7%4,9481.5%AerospaceWDAYWorkday$2,402,517$54,702 ▼-2.2%9,3111.5%Computer and TechnologyTMOThermo Fisher Scientific$2,397,753$302,255 ▲14.4%4,6091.5%MedicalUNHUnitedHealth Group$2,390,805$80,435 ▲3.5%4,7261.5%MedicalKLACKLA$2,386,323$368,629 ▲18.3%3,7871.4%Computer and TechnologyASMLASML$2,384,195$396,442 ▲19.9%3,4401.4%Computer and TechnologyVEEVVeeva Systems$2,365,733$39,737 ▼-1.7%11,2521.4%MedicalMELIMercadoLibre$2,326,202$71,418 ▲3.2%1,3681.4%Retail/WholesaleDOMINOS PIZZA INC$2,234,474$6,716 ▲0.3%5,3231.4%COMMCHPMicrochip Technology$2,228,792$591,336 ▲36.1%38,8631.4%Computer and TechnologyUPSUnited Parcel Service$2,203,218$2,018 ▼-0.1%17,4721.3%TransportationCSGPCoStar Group$2,161,445$83,832 ▲4.0%30,1921.3%Computer and TechnologyEXPDExpeditors International of Washington$2,087,545$87,950 ▲4.4%18,8461.3%TransportationADBEAdobe$2,059,758$99,164 ▲5.1%4,6321.2%Computer and TechnologyVRTXVertex Pharmaceuticals$2,050,548$107,924 ▲5.6%5,0921.2%MedicalBRK.BBerkshire Hathaway$1,840,770$53,034 ▲3.0%4,0611.1%FinanceXOMExxon Mobil$1,794,138$112,840 ▲6.7%16,6791.1%Oils/EnergyACNAccenture$1,684,722$704 ▲0.0%4,7891.0%Computer and TechnologyRTXRTX$1,659,508$26,384 ▲1.6%14,3411.0%AerospaceBACBank of America$1,648,729$19,953 ▼-1.2%37,5141.0%FinanceDLRDigital Realty Trust$1,602,460$4,610 ▼-0.3%9,0371.0%FinanceHONHoneywell International$1,601,861$678 ▼0.0%7,0911.0%Multi-Sector ConglomeratesENBEnbridge$1,599,738$13,493 ▲0.9%37,7031.0%Oils/EnergyUNPUnion Pacific$1,569,203$151,196 ▲10.7%6,8811.0%TransportationAPDAir Products and Chemicals$1,530,917$5,801 ▼-0.4%5,2780.9%Basic MaterialsJNJJohnson & Johnson$1,511,667$223,865 ▲17.4%10,4530.9%MedicalPAYXPaychex$1,505,912$33,652 ▲2.3%10,7400.9%Business ServicesNEENextEra Energy$1,500,057$110,762 ▲8.0%20,9240.9%UtilitiesPEPPepsiCo$1,467,281$182,327 ▲14.2%9,6490.9%Consumer StaplesAMGNAmgen$1,457,836$237,195 ▲19.4%5,5930.9%MedicalMETAMeta Platforms$1,452,642$21,664 ▼-1.5%2,4810.9%Computer and TechnologyROPRoper Technologies$1,414,523$68,621 ▲5.1%2,7210.9%Computer and TechnologyMDLZMondelez International$1,410,987$287,836 ▲25.6%23,6230.9%Consumer StaplesSBUXStarbucks$1,399,294$9,855 ▲0.7%15,3350.8%Retail/WholesaleECLEcolab$1,396,803$44,756 ▲3.3%5,9610.8%Basic MaterialsAVGOBroadcom$1,270,501$6,723 ▼-0.5%5,4800.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$963,159$44,040 ▼-4.4%4,8770.6%Computer and TechnologyTSLATesla$949,832$949,832 ▲New Holding2,3520.6%Auto/Tires/TrucksADSKAutodesk$941,095$35,468 ▼-3.6%3,1840.6%Computer and TechnologySQBlock$940,329$119,581 ▼-11.3%11,0640.6%Business ServicesHDHome Depot$930,853$11,281 ▼-1.2%2,3930.6%Retail/WholesaleCDNSCadence Design Systems$863,222$300 ▲0.0%2,8730.5%Computer and TechnologyDHRDanaher$859,222$107,431 ▲14.3%3,7430.5%Multi-Sector ConglomeratesPGProcter & Gamble$848,309$6,035 ▲0.7%5,0600.5%Consumer StaplesTSCOTractor Supply$833,062$673,931 ▲423.5%15,7000.5%Retail/WholesaleCMCSAComcast$807,715$412,077 ▼-33.8%21,5220.5%Consumer DiscretionaryVZVerizon Communications$785,292$375,030 ▼-32.3%19,6370.5%Computer and TechnologyMDTMedtronic$751,910$425,600 ▼-36.1%9,4130.5%MedicalBWABorgWarner$749,483$281,533 ▼-27.3%23,5760.5%Auto/Tires/TrucksCOSTCostco Wholesale$648,240$82,520 ▼-11.3%7070.4%Retail/WholesaleRYRoyal Bank of Canada$499,393$910,332 ▼-64.6%4,1440.3%FinanceUSBU.S. Bancorp$446,073$966,954 ▼-68.4%9,3260.3%FinanceCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$438,015$438,015 ▲New Holding4,6060.3%ETFKOCoca-Cola$416,395$2,677 ▼-0.6%6,6880.3%Consumer StaplesGOOGLAlphabet$401,372$8,898 ▼-2.2%2,1200.2%Computer and TechnologyVVVValvoline$359,484$715,531 ▼-66.6%9,9360.2%Retail/WholesaleWMTWalmart$353,903$10,481 ▼-2.9%3,9170.2%Retail/WholesalePALANTIR TECHNOLOGIES INC$308,722$1,706,366 ▼-84.7%4,0820.2%CL ABSXBoston Scientific$299,2220.0%3,3500.2%MedicalSPYSPDR S&P 500 ETF Trust$295,3840.0%5040.2%FinanceCVXChevron$289,680$7,242 ▲2.6%2,0000.2%Oils/EnergyFIFiserv$246,709$95,931 ▼-28.0%1,2010.1%Business ServicesABBVAbbVie$241,850$6,575 ▼-2.6%1,3610.1%MedicalCATCaterpillar$240,510$33,011 ▲15.9%6630.1%Industrial ProductsDISWalt Disney$231,405$1,058,361 ▼-82.1%2,0780.1%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$224,632$224,632 ▲New Holding8,0600.1%ETFJPMJPMorgan Chase & Co.$220,081$220,081 ▲New Holding9180.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$213,5760.0%3,0980.1%ETFETHEGrayscale Ethereum Trust (ETH)$209,534$209,534 ▲New Holding7,4780.1%MiscellaneousCPCanadian Pacific Kansas City$208,715$941 ▼-0.4%2,8840.1%TransportationCLXClorox$208,401$208,401 ▲New Holding1,2830.1%Consumer StaplesESPREsperion Therapeutics$76,9930.0%34,9970.0%MedicalANETArista Networks$0$2,821,077 ▼-100.0%00.0%Computer and TechnologyPFEPfizer$0$273,352 ▼-100.0%00.0%MedicalARCADIUM LITHIUM PLC$0$68,571 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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