The Analysis of Boomfish Wealth Group, LLC's Holdings
Currently, Boomfish Wealth Group, LLC holds 85 types of securities in its portfolio with a total value $187.1M. In the most recent quarter, they have increased their positions in VNLA (+62.3K shares, valued at $3.1M), NOW (+13.4K shares, valued at $2.1M), BILZ (+14.9K shares, valued at $1.5M); decreased their positions in N/A (-1.7K shares, valued at $543.5K), MOAT (-5.2K shares, valued at $541.7K), AMAT (-2.0K shares, valued at $526.8K); initiated new positions in VNLA (+62.3K shares, valued at $3.1M), BILZ (+14.9K shares, valued at $1.5M), N/A (+351 shares, valued at $220.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST95.2K shares-2.21%2025-12-312026-01-21
AGG ISHARES TR83.9K shares16.06%2025-12-312026-01-21 MOAT VANECK ETF TRUST72.2K shares-6.76%2025-12-312026-01-21 NVDA NVIDIA CORPORATION32.6K shares3.80%2025-12-312026-01-21 TLT ISHARES TR65.1K shares33.69%2025-12-312026-01-21 AAPL APPLE INC17.4K shares6.10%2025-12-312026-01-21 ALPHABET INC ALPHABET INC14.1K shares-10.95%2025-12-312026-01-21 MSFT MICROSOFT CORP8.8K shares-2.61%2025-12-312026-01-21 AMZN AMAZON COM INC17.6K shares2.07%2025-12-312026-01-21 AMAT APPLIED MATLS INC15.2K shares-11.87%2025-12-312026-01-21 KLAC KLA CORP2.9K shares-11.45%2025-12-312026-01-21 ASML ASML HOLDING N V3.3K shares-9.48%2025-12-312026-01-21 V VISA INC9.6K shares-0.69%2025-12-312026-01-21 TMO THERMO FISHER SCIENTIFIC INC5.7K shares-7.95%2025-12-312026-01-21 MA MASTERCARD INCORPORATED5.7K shares-0.44%2025-12-312026-01-21 BROADCOM INC BROADCOM INC9.0K shares-1.36%2025-12-312026-01-21 LOW LOWES COS INC12.9K shares0.56%2025-12-312026-01-21 VNLA JANUS DETROIT STR TR62.3K sharesnew addition2025-12-312026-01-21 META META PLATFORMS INC4.6K shares1.58%2025-12-312026-01-21 PANW PALO ALTO NETWORKS INC16.5K shares-1.07%2025-12-312026-01-21 EXPD EXPEDITORS INTL WASH INC20.2K shares-3.72%2025-12-312026-01-21 CRM SALESFORCE INC11.1K shares-0.31%2025-12-312026-01-21 ICE INTERCONTINENTAL EXCHANGE IN18.1K shares3.85%2025-12-312026-01-21 VRTX VERTEX PHARMACEUTICALS INC6.4K shares-3.57%2025-12-312026-01-21 LMT LOCKHEED MARTIN CORP5.7K shares-0.07%2025-12-312026-01-21 BKNG BOOKING HOLDINGS INC503 shares-4.73%2025-12-312026-01-21 MELI MERCADOLIBRE INC1.3K shares3.43%2025-12-312026-01-21 FTNT FORTINET INC32.8K shares-0.98%2025-12-312026-01-21 MCHP MICROCHIP TECHNOLOGY INC.40.8K shares-3.79%2025-12-312026-01-21 NOW SERVICENOW INC16.7K shares408.52%2025-12-312026-01-21 VEEV VEEVA SYS INC11.1K shares5.01%2025-12-312026-01-21 DPZ DOMINOS PIZZA INC5.9K shares2.82%2025-12-312026-01-21 ADBE ADOBE INC6.8K shares-4.25%2025-12-312026-01-21 CSGP COSTAR GROUP INC34.5K shares6.33%2025-12-312026-01-21 WDAY WORKDAY INC10.7K shares-2.88%2025-12-312026-01-21 RTX RTX CORPORATION12.2K shares-8.54%2025-12-312026-01-21 UPS UNITED PARCEL SERVICE INC21.6K shares22.85%2025-12-312026-01-21 BAC BANK AMERICA CORP37.7K shares-4.55%2025-12-312026-01-21 XOM EXXON MOBIL CORP17.2K shares-4.93%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON9.9K shares-7.44%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC5.8K shares-7.70%2025-12-312026-01-21 ENB ENBRIDGE INC38.3K shares-4.40%2025-12-312026-01-21 AMGN AMGEN INC5.6K shares-4.44%2025-12-312026-01-21 NEE NEXTERA ENERGY INC22.6K shares-4.10%2025-12-312026-01-21 UNP UNION PAC CORP7.5K shares-0.80%2025-12-312026-01-21 ECL ECOLAB INC6.2K shares-1.20%2025-12-312026-01-21 DLR DIGITAL RLTY TR INC10.3K shares-1.60%2025-12-312026-01-21 HON HONEYWELL INTL INC7.8K shares0.04%2025-12-312026-01-21 BILZ PIMCO ETF TR14.9K sharesnew addition2025-12-312026-01-21 PEP PEPSICO INC10.3K shares-12.42%2025-12-312026-01-21 APD AIR PRODS & CHEMS INC5.8K shares-0.10%2025-12-312026-01-21 TSLA TESLA INC3.1K shares6.71%2025-12-312026-01-21 ROP ROPER TECHNOLOGIES INC3.1K shares-2.54%2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD4.4K shares-5.46%2025-12-312026-01-21 PAYX PAYCHEX INC11.3K shares-3.91%2025-12-312026-01-21 MDLZ MONDELEZ INTL INC23.4K shares-7.60%2025-12-312026-01-21 DHR DANAHER CORPORATION5.1K shares-2.08%2025-12-312026-01-21 MPWR MONOLITHIC PWR SYS INC1.2K shares-7.53%2025-12-312026-01-21 ADSK AUTODESK INC3.5K shares1.61%2025-12-312026-01-21 CDNS CADENCE DESIGN SYSTEM INC3.2K shares1.50%2025-12-312026-01-21 XYZ BLOCK INC15.3K shares4.64%2025-12-312026-01-21 TSCO TRACTOR SUPPLY CO18.9K shares9.09%2025-12-312026-01-21 ALPHABET INC ALPHABET INC3.0K shares2.77%2025-12-312026-01-21 HD HOME DEPOT INC2.3K shares-2.98%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO5.0K shares-2.13%2025-12-312026-01-21 FI FISERV INC10.4K shares0.00%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW695 shares-31.80%2025-12-312026-01-21 CORP PIMCO ETF TR5.9K shares21.71%2025-12-312026-01-21 PLTR PALANTIR TECHNOLOGIES INC2.8K shares-1.91%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR590 shares7.08%2025-12-312026-01-21 WMT WALMART INC3.4K shares-7.35%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.1.1K shares-25.26%2025-12-312026-01-21 KO COCA COLA CO4.9K shares-2.57%2025-12-312026-01-21 TFLO ISHARES TR6.2K shares0.00%2025-12-312026-01-21 ABBV ABBVIE INC1.4K shares-1.94%2025-12-312026-01-21 NFLX NETFLIX INC3.3K shares927.86%2025-12-312026-01-21 CVX CHEVRON CORP NEW1.9K shares0.00%2025-12-312026-01-21 SPYM SPDR SERIES TRUST3.1K shares0.00%2025-12-312026-01-21 SAIA SAIA INC680 shares0.00%2025-12-312026-01-21 CAT CATERPILLAR INC362 shares-39.77%2025-12-312026-01-21 ESPR ESPERION THERAPEUTICS INC NE45.3K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available