Boomfish Wealth Group, LLC Top Holdings and 13F Report (2025)

About Boomfish Wealth Group, LLC

Investment Activity

Boomfish Wealth Group, LLC has $154.08 million in total holdings as of March 31, 2025.
Boomfish Wealth Group, LLC owns shares of 82 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 2.52% of the portfolio was purchased this quarter.
About 5.98% of the portfolio was sold this quarter.
This quarter, Boomfish Wealth Group, LLC has purchased 93 new stocks and bought additional shares in 41 stocks.
Boomfish Wealth Group, LLC sold shares of 37 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $9,270,073
VanEck Morningstar Wide Moat ETF: $7,390,019
iShares Core U.S. Aggregate Bond ETF: $6,574,940
iShares 20+ Year Treasury Bond ETF: $4,301,242
NVIDIA: $3,324,901

Largest Purchases this Quarter

Meta Platforms: 1,903 shares (about $1.10M)
Tesla: 996 shares (about $258.12K)
Adobe: 578 shares (about $221.68K)
UnitedHealth Group: 405 shares (about $212.13K)
Applied Materials: 1,099 shares (about $159.49K)

Largest Sales this Quarter

Starbucks: 11,299 shares (about $1.11M)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 9,125 shares (about $837.04K)
VanEck Morningstar Wide Moat ETF: 4,132 shares (about $363.62K)
Fortinet: 2,834 shares (about $272.80K)
Royal Bank of Canada: 1,791 shares (about $201.88K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$9,270,073	$837,038 ▼	-8.3%	101,058	6.0%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$7,390,019	$363,618 ▼	-4.7%	83,977	4.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$6,574,940	$54,208 ▲	0.8%	66,467	4.3%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$4,301,242	$27,036 ▲	0.6%	47,251	2.8%	ETF
NVDA NVIDIA	$3,324,901	$154,226 ▲	4.9%	30,678	2.2%	Computer and Technology
MSFT Microsoft	$3,238,290	$94,603 ▲	3.0%	8,626	2.1%	Computer and Technology
AAPL Apple	$3,197,375	$37,318 ▼	-1.2%	14,394	2.1%	Computer and Technology
V Visa	$3,116,205	$108,640 ▼	-3.4%	8,892	2.0%	Business Services
MA Mastercard	$2,962,923	$53,164 ▼	-1.8%	5,406	1.9%	Business Services
ICE Intercontinental Exchange	$2,833,981	$44,332 ▼	-1.5%	16,429	1.8%	Finance
AMZN Amazon.com	$2,815,000	$22,450 ▼	-0.8%	14,796	1.8%	Retail/Wholesale
PANW Palo Alto Networks	$2,691,505	$52,216 ▼	-1.9%	15,773	1.7%	Computer and Technology
UNH UnitedHealth Group	$2,687,511	$212,131 ▲	8.6%	5,131	1.7%	Medical
LOW Lowe's Companies	$2,623,060	$109,615 ▲	4.4%	11,247	1.7%	Retail/Wholesale
FTNT Fortinet	$2,598,635	$272,801 ▼	-9.5%	26,996	1.7%	Computer and Technology
MELI MercadoLibre	$2,579,050	$89,740 ▼	-3.4%	1,322	1.7%	Retail/Wholesale
GOOG Alphabet	$2,565,429	$41,713 ▼	-1.6%	16,421	1.7%	Computer and Technology
KLAC KLA	$2,527,582	$46,908 ▼	-1.8%	3,718	1.6%	Computer and Technology
META Meta Platforms	$2,526,761	$1,096,813 ▲	76.7%	4,384	1.6%	Computer and Technology
VEEV Veeva Systems	$2,456,668	$149,633 ▼	-5.7%	10,606	1.6%	Medical
VRTX Vertex Pharmaceuticals	$2,448,826	$19,878 ▼	-0.8%	5,051	1.6%	Medical
NOW ServiceNow	$2,443,354	$45,380 ▲	1.9%	3,069	1.6%	Computer and Technology
BKNG Booking	$2,432,546	$138,213 ▼	-5.4%	528	1.6%	Retail/Wholesale
CSGP CoStar Group	$2,419,843	$27,731 ▲	1.2%	30,542	1.6%	Computer and Technology
DOMINOS PIZZA INC	$2,384,679	$61,110 ▼	-2.5%	5,190	1.5%	COM
CRM Salesforce	$2,363,319	$22,541 ▼	-0.9%	8,807	1.5%	Computer and Technology
AMAT Applied Materials	$2,359,135	$159,491 ▲	7.3%	16,256	1.5%	Computer and Technology
ARISTA NETWORKS INC	$2,343,847	$115,678 ▲	5.2%	30,251	1.5%	COM SHS
EXPD Expeditors International of Washington	$2,337,632	$71,428 ▲	3.2%	19,440	1.5%	Transportation
LMT Lockheed Martin	$2,332,402	$121,959 ▲	5.5%	5,221	1.5%	Aerospace
TMO Thermo Fisher Scientific	$2,298,432	$4,976 ▲	0.2%	4,619	1.5%	Medical
ASML ASML	$2,281,435	$1,988 ▲	0.1%	3,443	1.5%	Computer and Technology
WDAY Workday	$2,189,811	$15,413 ▲	0.7%	9,377	1.4%	Computer and Technology
BRK.B Berkshire Hathaway	$2,128,190	$34,618 ▼	-1.6%	3,996	1.4%	Finance
XOM Exxon Mobil	$2,085,800	$102,161 ▲	5.2%	17,538	1.4%	Energy
ADBE Adobe	$1,998,191	$221,680 ▲	12.5%	5,210	1.3%	Computer and Technology
MCHP Microchip Technology	$1,954,947	$73,583 ▲	3.9%	40,383	1.3%	Computer and Technology
UPS United Parcel Service	$1,924,071	$2,310 ▲	0.1%	17,493	1.2%	Transportation
RTX RTX	$1,828,327	$71,263 ▼	-3.8%	13,803	1.2%	Aerospace
TER Teradyne	$1,765,684	$87,227 ▲	5.2%	21,376	1.1%	Computer and Technology
AMGN Amgen	$1,697,439	$45,178 ▼	-2.6%	5,448	1.1%	Medical
ENB Enbridge	$1,696,719	$26,099 ▲	1.6%	38,292	1.1%	Energy
JNJ Johnson & Johnson	$1,691,373	$42,123 ▼	-2.4%	10,199	1.1%	Medical
PAYX Paychex	$1,648,294	$8,640 ▼	-0.5%	10,684	1.1%	Business Services
ROP Roper Technologies	$1,640,230	$35,965 ▲	2.2%	2,782	1.1%	Computer and Technology
MDLZ Mondelez International	$1,616,609	$13,774 ▲	0.9%	23,826	1.0%	Consumer Staples
UNP Union Pacific	$1,611,709	$13,939 ▼	-0.9%	6,822	1.0%	Transportation
BAC Bank of America	$1,598,350	$32,883 ▲	2.1%	38,302	1.0%	Finance
APD Air Products and Chemicals	$1,587,957	$31,264 ▲	2.0%	5,384	1.0%	Basic Materials
NEE NextEra Energy	$1,575,286	$92,013 ▲	6.2%	22,222	1.0%	Utilities
HON Honeywell International	$1,569,991	$68,399 ▲	4.6%	7,414	1.0%	Multi-Sector Conglomerates
ACN Accenture	$1,557,392	$63,032 ▲	4.2%	4,991	1.0%	Computer and Technology
ECL Ecolab	$1,505,434	$5,831 ▼	-0.4%	5,938	1.0%	Basic Materials
PEP PepsiCo	$1,475,364	$28,638 ▲	2.0%	9,840	1.0%	Consumer Staples
DLR Digital Realty Trust	$1,431,881	$136,984 ▲	10.6%	9,993	0.9%	Finance
PG Procter & Gamble	$970,176	$107,873 ▲	12.5%	5,693	0.6%	Consumer Staples
AVGO Broadcom	$904,990	$12,558 ▼	-1.4%	5,405	0.6%	Computer and Technology
HD Home Depot	$880,675	$3,665 ▲	0.4%	2,403	0.6%	Retail/Wholesale
TSLA Tesla	$867,668	$258,123 ▲	42.3%	3,348	0.6%	Auto/Tires/Trucks
TSCO Tractor Supply	$856,473	$8,596 ▼	-1.0%	15,544	0.6%	Retail/Wholesale
ADSK Autodesk	$819,172	$14,399 ▼	-1.7%	3,129	0.5%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$808,254	$1,328 ▼	-0.2%	4,869	0.5%	Computer and Technology
DHR Danaher	$768,784	$1,435 ▲	0.2%	3,750	0.5%	Medical
CDNS Cadence Design Systems	$747,222	$16,531 ▲	2.3%	2,938	0.5%	Computer and Technology
BLOCK INC	$731,010	$129,903 ▲	21.6%	13,455	0.5%	CL A
COST Costco Wholesale	$606,913	$61,448 ▼	-9.2%	642	0.4%	Retail/Wholesale
KO Coca-Cola	$460,087	$18,908 ▼	-3.9%	6,424	0.3%	Consumer Staples
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	$431,886	$13,838 ▼	-3.1%	4,463	0.3%	ETF
SBUX Starbucks	$395,880	$1,108,287 ▼	-73.7%	4,036	0.3%	Retail/Wholesale
GOOGL Alphabet	$341,813	$13,920 ▲	4.2%	2,210	0.2%	Computer and Technology
BSX Boston Scientific	$337,948		0.0%	3,350	0.2%	Medical
CVX Chevron	$321,197	$13,383 ▼	-4.0%	1,920	0.2%	Energy
WMT Walmart	$307,464	$36,436 ▼	-10.6%	3,502	0.2%	Retail/Wholesale
ABBV AbbVie	$291,471	$6,286 ▲	2.2%	1,391	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$286,408	$4,475 ▲	1.6%	512	0.2%	Finance
RY Royal Bank of Canada	$265,230	$201,881 ▼	-43.2%	2,353	0.2%	Finance
FI Fiserv	$265,217		0.0%	1,201	0.2%	Business Services
PALANTIR TECHNOLOGIES INC	$228,386	$116,134 ▼	-33.7%	2,706	0.1%	CL A
CP Canadian Pacific Kansas City	$217,932	$15,446 ▲	7.6%	3,104	0.1%	Transportation
JPM JPMorgan Chase & Co.	$212,009	$13,251 ▼	-5.9%	864	0.1%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$203,724		0.0%	3,098	0.1%	ETF
ESPR Esperion Therapeutics	$50,396		0.0%	34,997	0.0%	Medical
CMCSA Comcast	$0	$807,715 ▼	-100.0%	0	0.0%	Consumer Discretionary
VZ Verizon Communications	$0	$785,292 ▼	-100.0%	0	0.0%	Computer and Technology
MDT Medtronic	$0	$751,910 ▼	-100.0%	0	0.0%	Medical
BWA BorgWarner	$0	$749,483 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
USB U.S. Bancorp	$0	$446,073 ▼	-100.0%	0	0.0%	Finance
VVV Valvoline	$0	$359,484 ▼	-100.0%	0	0.0%	Retail/Wholesale
CAT Caterpillar	$0	$240,510 ▼	-100.0%	0	0.0%	Industrials
DIS Walt Disney	$0	$231,405 ▼	-100.0%	0	0.0%	Consumer Discretionary
SCHG Schwab U.S. Large-Cap Growth ETF	$0	$224,632 ▼	-100.0%	0	0.0%	ETF
ETHE Grayscale Ethereum Trust (ETH)	$0	$209,534 ▼	-100.0%	0	0.0%	Miscellaneous
CLX Clorox	$0	$208,401 ▼	-100.0%	0	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Boomfish Wealth Group, LLC Top Holdings and 13F Report (2025)

About Boomfish Wealth Group, LLC

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Boomfish Wealth Group, LLC Top Holdings and 13F Report (2025)

About Boomfish Wealth Group, LLC

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoomfish Wealth Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools