The Analysis of Boomfish Wealth Group, LLC's Holdings


Currently, Boomfish Wealth Group, LLC holds 87 types of securities in its portfolio with a total value $185.4M. In the most recent quarter, they have increased their positions in FI (+9.2K shares, valued at $1.2M), VRTX (+1.4K shares, valued at $549.9K), FTNT (+6.0K shares, valued at $506.8K); decreased their positions in TFLO (-17.5K shares, valued at $883.3K), NVDA (-4.4K shares, valued at $829.4K), ANET (-5.6K shares, valued at $819.9K); initiated new positions in ETHE (+7.5K shares, valued at $256.3K), SAIA (+680 shares, valued at $203.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST97.4K shares2.96%2025-09-302025-10-29history
MOAT VANECK ETF TRUST77.4K shares-4.07%2025-09-302025-10-29history
AGG ISHARES TR72.3K shares2.07%2025-09-302025-10-29history
NVDA NVIDIA CORPORATION31.4K shares-12.41%2025-09-302025-10-29history
MSFT MICROSOFT CORP9.0K shares4.16%2025-09-302025-10-29history
TLT ISHARES TR48.7K shares1.87%2025-09-302025-10-29history
AAPL APPLE INC16.4K shares5.37%2025-09-302025-10-29history
GOOG ALPHABET INC15.8K shares-7.81%2025-09-302025-10-29history
Sponsored
AMZN AMAZON COM INC17.3K shares4.58%2025-09-302025-10-29history
ANET ARISTA NETWORKS INC25.8K shares-17.91%2025-09-302025-10-29history
KLAC KLA CORP3.3K shares1.11%2025-09-302025-10-29history
AMAT APPLIED MATLS INC17.3K shares3.72%2025-09-302025-10-29history
ASML ASML HOLDING N V3.6K shares3.23%2025-09-302025-10-29history
PANW PALO ALTO NETWORKS INC16.7K shares4.12%2025-09-302025-10-29history
META META PLATFORMS INC4.6K shares2.47%2025-09-302025-10-29history
V VISA INC9.6K shares-1.41%2025-09-302025-10-29history
Sponsored
MA MASTERCARD INCORPORATED5.7K shares3.90%2025-09-302025-10-29history
LOW LOWES COS INC12.8K shares3.36%2025-09-302025-10-29history
VEEV VEEVA SYS INC10.6K shares4.05%2025-09-302025-10-29history
NOW SERVICENOW INC3.3K shares5.49%2025-09-302025-10-29history
AVGO BROADCOM INC9.1K shares-10.64%2025-09-302025-10-29history
TMO THERMO FISHER SCIENTIFIC INC6.2K shares2.90%2025-09-302025-10-29history
MELI MERCADOLIBRE INC1.3K shares4.23%2025-09-302025-10-29history
ICE INTERCONTINENTAL EXCHANGE IN17.4K shares4.03%2025-09-302025-10-29history
Sponsored
LMT LOCKHEED MARTIN CORP5.7K shares6.83%2025-09-302025-10-29history
BKNG BOOKING HOLDINGS INC528 shares2.92%2025-09-302025-10-29history
FTNT FORTINET INC33.1K shares22.25%2025-09-302025-10-29history
CSGP COSTAR GROUP INC32.4K shares3.50%2025-09-302025-10-29history
MCHP MICROCHIP TECHNOLOGY INC.42.4K shares4.95%2025-09-302025-10-29history
WDAY WORKDAY INC11.0K shares13.30%2025-09-302025-10-29history
CRM SALESFORCE INC11.1K shares18.51%2025-09-302025-10-29history
VRTX VERTEX PHARMACEUTICALS INC6.6K shares26.78%2025-09-302025-10-29history
Sponsored
EXPD EXPEDITORS INTL WASH INC21.0K shares4.28%2025-09-302025-10-29history
ADBE ADOBE INC7.1K shares15.17%2025-09-302025-10-29history
DPZ DOMINOS PIZZA INC5.7K shares6.93%2025-09-302025-10-29history
BRK.B BERKSHIRE HATHAWAY INC DEL4.9K shares1.04%2025-09-302025-10-29history
RTX RTX CORPORATION13.3K shares-0.52%2025-09-302025-10-29history
UNH UNITEDHEALTH GROUP INC6.3K shares22.18%2025-09-302025-10-29history
XOM EXXON MOBIL CORP18.1K shares0.84%2025-09-302025-10-29history
BAC BANK AMERICA CORP39.5K shares-1.27%2025-09-302025-10-29history
Sponsored
ENB ENBRIDGE INC40.1K shares0.11%2025-09-302025-10-29history
JNJ JOHNSON & JOHNSON10.7K shares0.05%2025-09-302025-10-29history
DLR DIGITAL RLTY TR INC10.4K shares1.30%2025-09-302025-10-29history
UNP UNION PAC CORP7.5K shares4.01%2025-09-302025-10-29history
NEE NEXTERA ENERGY INC23.6K shares1.51%2025-09-302025-10-29history
ECL ECOLAB INC6.3K shares0.84%2025-09-302025-10-29history
ACN ACCENTURE PLC IRELAND6.9K shares28.74%2025-09-302025-10-29history
PEP PEPSICO INC11.8K shares-0.04%2025-09-302025-10-29history
Sponsored
AMGN AMGEN INC5.8K shares2.20%2025-09-302025-10-29history
HON HONEYWELL INTL INC7.8K shares1.87%2025-09-302025-10-29history
APD AIR PRODS & CHEMS INC5.8K shares1.59%2025-09-302025-10-29history
MDLZ MONDELEZ INTL INC25.3K shares1.67%2025-09-302025-10-29history
ROP ROPER TECHNOLOGIES INC3.1K shares7.95%2025-09-302025-10-29history
PAYX PAYCHEX INC11.8K shares5.64%2025-09-302025-10-29history
UPS UNITED PARCEL SERVICE INC17.6K shares0.32%2025-09-302025-10-29history
FI FISERV INC10.4K shares764.36%2025-09-302025-10-29history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD4.7K shares0.28%2025-09-302025-10-29history
TSLA TESLA INC2.9K shares-11.83%2025-09-302025-10-29history
MPWR MONOLITHIC PWR SYS INC1.3K shares9.57%2025-09-302025-10-29history
CDNS CADENCE DESIGN SYSTEM INC3.1K shares9.32%2025-09-302025-10-29history
ADSK AUTODESK INC3.4K shares10.99%2025-09-302025-10-29history
XYZ BLOCK INC14.6K shares9.74%2025-09-302025-10-29history
DHR DANAHER CORPORATION5.2K shares31.43%2025-09-302025-10-29history
TSCO TRACTOR SUPPLY CO17.3K shares10.50%2025-09-302025-10-29history
Sponsored
HD HOME DEPOT INC2.4K shares-0.25%2025-09-302025-10-29history
COST COSTCO WHSL CORP NEW1.0K shares-8.12%2025-09-302025-10-29history
PG PROCTER AND GAMBLE CO5.1K shares0.64%2025-09-302025-10-29history
GOOGL ALPHABET INC2.9K shares12.56%2025-09-302025-10-29history
PLTR PALANTIR TECHNOLOGIES INC2.9K shares3.60%2025-09-302025-10-29history
PHG KONINKLIJKE PHILIPS N V18.4K shares0.00%2025-09-302025-10-29history
CORP PIMCO ETF TR4.8K shares10.86%2025-09-302025-10-29history
JPM JPMORGAN CHASE & CO.1.4K shares3.43%2025-09-302025-10-29history
Sponsored
NFLX NETFLIX INC323 shares8.75%2025-09-302025-10-29history
WMT WALMART INC3.7K shares2.75%2025-09-302025-10-29history
SPY SPDR S&P 500 ETF TR551 shares-9.52%2025-09-302025-10-29history
KO COCA COLA CO5.1K shares1.02%2025-09-302025-10-29history
BSX BOSTON SCIENTIFIC CORP3.4K shares0.00%2025-09-302025-10-29history
ABBV ABBVIE INC1.4K shares-0.29%2025-09-302025-10-29history
TFLO ISHARES TR6.2K shares-73.86%2025-09-302025-10-29history
CVX CHEVRON CORP NEW1.9K shares0.00%2025-09-302025-10-29history
Sponsored
CAT CATERPILLAR INC601 shares11.71%2025-09-302025-10-29history
ETHE GRAYSCALE ETHEREUM TRUST ETF7.5K sharesnew addition2025-09-302025-10-29history
SPYM SPDR SERIES TRUST3.1K shares0.00%2025-09-302025-10-29history
GBTC GRAYSCALE BITCOIN TRUST ETF2.6K shares0.19%2025-09-302025-10-29history
CP CANADIAN PACIFIC KANSAS CITY3.1K shares0.00%2025-09-302025-10-29history
SAIA SAIA INC680 sharesnew addition2025-09-302025-10-29history
ESPR ESPERION THERAPEUTICS INC NE45.3K shares0.00%2025-09-302025-10-29history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available