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The Analysis of Boomfish Wealth Group, LLC's Holdings & P&L

Currently, Boomfish Wealth Group, LLC holds 87 types of securities in its portfolio with a total value $187.3M. In the most recent quarter, they have increased their positions in JPM (+8.0K shares, valued at $2.4M), VNLA (+34.4K shares, valued at $1.7M), BIL (+17.9K shares, valued at $1.6M); decreased their positions in AMAT (-4.4K shares, valued at $1.5M), ECL (-5.4K shares, valued at $1.4M), ASML (-364 shares, valued at $480.8K); initiated new positions in N/A (+2.8K shares, valued at $1.4M), AMD (+5.9K shares, valued at $1.2M), BOND (+12.6K shares, valued at $1.2M).

1M P&L

+8.4M+3.74%

3M P&L

+16.6M+7.64%

HY P&L

+31.3M+15.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A42.4M

24.7%

2Semiconductors13.6M

8.0%

3Semiconductor Equipment & Materials11.7M

6.8%

Top Industries by Stock Count

1N/A15 stocks

19.0%

2Software - Application7 stocks

8.9%

3Semiconductors5 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST113.2K shares18.85%2026-03-312026-04-22

AGG ISHARES TR81.2K shares-3.31%2026-03-312026-04-22

MOAT VANECK ETF TRUST73.4K shares1.65%2026-03-312026-04-22

TLT ISHARES TR69.7K shares7.00%2026-03-312026-04-22

NVDA NVIDIA CORPORATION32.8K shares0.76%2026-03-312026-04-22

VNLA JANUS DETROIT STR TR96.7K shares55.16%2026-03-312026-04-22

AAPL APPLE INC17.6K shares1.46%2026-03-312026-04-22

KLAC KLA CORP2.8K shares-3.13%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC14.2K shares0.83%2026-03-312026-04-22

ASML ASML HLDG NV2.9K shares-11.05%2026-03-312026-04-22

AMZN AMAZON COM INC17.8K shares0.95%2026-03-312026-04-22

AMAT APPLIED MATLS INC10.8K shares-28.83%2026-03-312026-04-22

MSFT MICROSOFT CORP9.1K shares3.19%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP5.4K shares-5.39%2026-03-312026-04-22

LOW LOWES COS INC13.1K shares1.85%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC24.9K shares1.69%2026-03-312026-04-22

Sponsored

V VISA INC9.7K shares1.51%2026-03-312026-04-22

XOM EXXON MOBIL CORP17.3K shares0.27%2026-03-312026-04-22

EXPD EXPEDITORS INTL WASH INC20.4K shares0.97%2026-03-312026-04-22

MA MASTERCARD INCORPORATED5.8K shares2.22%2026-03-312026-04-22

BROADCOM INC BROADCOM INC9.4K shares4.19%2026-03-312026-04-22

ICE INTERCONTINENTAL EXCHANGE IN18.4K shares1.90%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC6.5K shares0.83%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC5.7K shares-0.18%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC4.8K shares3.86%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC8.1K shares82.46%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC17.0K shares3.19%2026-03-312026-04-22

FTNT FORTINET INC33.3K shares1.45%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO9.1K shares743.12%2026-03-312026-04-22

MCHP MICROCHIP TECHNOLOGY INC.41.1K shares0.80%2026-03-312026-04-22

TSLA TESLA INC6.5K shares111.34%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON9.8K shares-1.36%2026-03-312026-04-22

Sponsored

MELI MERCADOLIBRE INC1.4K shares3.54%2026-03-312026-04-22

RTX RTX CORPORATION12.2K shares-0.03%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC543 shares7.95%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares1.00%2026-03-312026-04-22

DPZ DOMINOS PIZZA INC6.0K shares2.08%2026-03-312026-04-22

NEE NEXTERA ENERGY INC23.0K shares1.89%2026-03-312026-04-22

CRM SALESFORCE INC11.3K shares2.07%2026-03-312026-04-22

ENB ENBRIDGE INC38.6K shares0.63%2026-03-312026-04-22

Sponsored

BILZ PIMCO ETF TR20.5K shares37.95%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC21.0K shares-2.94%2026-03-312026-04-22

VEEV VEEVA SYS INC11.5K shares3.62%2026-03-312026-04-22

NOW SERVICENOW INC19.4K shares16.00%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC7.4K shares27.62%2026-03-312026-04-22

PG PROCTER & GAMBLE CO13.7K shares176.02%2026-03-312026-04-22

AMGN AMGEN INC5.6K shares0.18%2026-03-312026-04-22

DLR DIGITAL RLTY TR INC10.3K shares0.76%2026-03-312026-04-22

Sponsored

BAC BANK AMERICA CORP38.3K shares1.36%2026-03-312026-04-22

UNP UNION PAC CORP7.6K shares0.99%2026-03-312026-04-22

HON HONEYWELL INTL INC8.0K shares1.90%2026-03-312026-04-22

WDAY WORKDAY INC13.6K shares27.02%2026-03-312026-04-22

PEP PEPSICO INC10.8K shares4.26%2026-03-312026-04-22

LINDE PLC LINDE PLC2.8K sharesnew addition2026-03-312026-04-22

MPWR MONOLITHIC PWR SYS INC1.2K shares-1.22%2026-03-312026-04-22

NFLX NETFLIX INC.13.4K shares303.40%2026-03-312026-04-22

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.2K shares1.30%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC5.9K sharesnew addition2026-03-312026-04-22

BOND PIMCO ETF TR12.6K sharesnew addition2026-03-312026-04-22

ROP ROPER TECHNOLOGIES INC3.3K shares6.42%2026-03-312026-04-22

PAYX PAYCHEX INC12.1K shares6.69%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC2.2K sharesnew addition2026-03-312026-04-22

CDNS CADENCE DESIGN SYSTEM INC3.3K shares2.48%2026-03-312026-04-22

TSCO TRACTOR SUPPLY CO19.5K shares3.36%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC3.0K shares2.26%2026-03-312026-04-22

ADSK AUTODESK INC3.6K shares4.08%2026-03-312026-04-22

HD HOME DEPOT INC2.4K shares0.51%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION597 shares-14.10%2026-03-312026-04-22

FI FISERV INC10.4K shares-0.21%2026-03-312026-04-22

CORP PIMCO ETF TR5.9K shares0.00%2026-03-312026-04-22

WMT WALMART INC3.6K shares4.08%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC2.9K shares1.98%2026-03-312026-04-22

Sponsored

CVX CHEVRON CORPORATION2.0K shares3.23%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T588 shares-0.34%2026-03-312026-04-22

KO COCA COLA CO4.9K shares-0.12%2026-03-312026-04-22

TFLO ISHARES TR6.2K shares0.00%2026-03-312026-04-22

ABBV ABBVIE INC1.4K shares0.51%2026-03-312026-04-22

SCHP SCHWAB STRATEGIC TR11.0K sharesnew addition2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR9.3K sharesnew addition2026-03-312026-04-22

CAT CATERPILLAR INC354 shares-2.21%2026-03-312026-04-22

Sponsored

SAIA SAIA INC680 shares0.00%2026-03-312026-04-22

SPYM SPDR SERIES TRUST3.1K shares0.00%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS351 shares0.00%2026-03-312026-04-22

IVV ISHARES TR315 sharesnew addition2026-03-312026-04-22

ECL ECOLAB INC759 shares-87.76%2026-03-312026-04-22

ESPR ESPERION THERAPEUTICS INC NE45.3K shares0.00%2026-03-312026-04-22

CRDL CARDIOL THERAPEUTICS INC14.4K sharesnew addition2026-03-312026-04-22

BIL

SPDR SERIES TRUST

18.85%

Shares113.2K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

-3.31%

Shares81.2K

Event2026-03-31

Filed2026-04-22

MOAT

VANECK ETF TRUST

1.65%

Shares73.4K

Event2026-03-31

Filed2026-04-22

TLT

ISHARES TR

7.00%

Shares69.7K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.76%

Shares32.8K

Event2026-03-31

Filed2026-04-22

VNLA

JANUS DETROIT STR TR

55.16%

Shares96.7K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

1.46%

Shares17.6K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

-3.13%

Shares2.8K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.83%

Shares14.2K

Event2026-03-31

Filed2026-04-22

ASML

ASML HLDG NV

-11.05%

Shares2.9K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.95%

Shares17.8K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

-28.83%

Shares10.8K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

3.19%

Shares9.1K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

-5.39%

Shares5.4K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

1.85%

Shares13.1K

Event2026-03-31

Filed2026-04-22

ARISTA NETWORKS INC

1.69%

Shares24.9K

Event2026-03-31

Filed2026-04-22

VISA INC

1.51%

Shares9.7K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

0.27%

Shares17.3K

Event2026-03-31

Filed2026-04-22

EXPD

EXPEDITORS INTL WASH INC

0.97%

Shares20.4K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

2.22%

Shares5.8K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

4.19%

Shares9.4K

Event2026-03-31

Filed2026-04-22

ICE

INTERCONTINENTAL EXCHANGE IN

1.90%

Shares18.4K

Event2026-03-31

Filed2026-04-22

VRTX

VERTEX PHARMACEUTICALS INC

0.83%

Shares6.5K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

-0.18%

Shares5.7K

Event2026-03-31

Filed2026-04-22