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Size ($ in 1000's)
At 12/31/2023: $138,552
At 09/30/2023: $0
Boomfish Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Boomfish Wealth Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Boomfish Wealth Group LLC top holdings by largest position size, as per the latest 13f filing made by Boomfish Wealth Group LLC.
In the Boomfish Wealth Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Boomfish Wealth Group LLC in that top holding, then the share count change between reporting periods, and finally the Boomfish Wealth Group LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANECK ETF TRUST (MOAT) |
80,137 |
+80,137 |
$6,801 | | MOAT | 80,137 | +80,137 | $6,801 | | MICROSOFT CORP |
9,658 |
+9,658 |
$3,632 | | MSFT | 9,658 | +9,658 | $3,632 | | UNITED PARCEL SERVICE INC |
18,516 |
+18,516 |
$2,911 | | UPS | 18,516 | +18,516 | $2,911 | | NVIDIA CORPORATION |
5,787 |
+5,787 |
$2,866 | | NVDA | 5,787 | +5,787 | $2,866 | | APPLE INC |
14,879 |
+14,879 |
$2,865 | | AAPL | 14,879 | +14,879 | $2,865 | | PALO ALTO NETWORKS INC |
9,524 |
+9,524 |
$2,808 | | PANW | 9,524 | +9,524 | $2,808 | | SERVICENOW INC |
3,957 |
+3,957 |
$2,796 | | NOW | 3,957 | +3,957 | $2,796 | | BOOKING HOLDINGS INC |
781 |
+781 |
$2,770 | | BKNG | 781 | +781 | $2,770 | | AMAZON COM INC |
17,871 |
+17,871 |
$2,715 | | AMZN | 17,871 | +17,871 | $2,715 | | ARISTA NETWORKS INC |
11,466 |
+11,466 |
$2,700 | | ANET | 11,466 | +11,466 | $2,700 | | COSTCO WHSL CORP NEW |
4,016 |
+4,016 |
$2,651 | | COST | 4,016 | +4,016 | $2,651 | | ALPHABET INC |
18,622 |
+18,622 |
$2,624 | | GOOG | 18,622 | +18,622 | $2,624 | | MERCADOLIBRE INC |
1,669 |
+1,669 |
$2,623 | | MELI | 1,669 | +1,669 | $2,623 | | APPLIED MATLS INC |
15,884 |
+15,884 |
$2,574 | | AMAT | 15,884 | +15,884 | $2,574 | | KLA CORP |
4,322 |
+4,322 |
$2,512 | | KLAC | 4,322 | +4,322 | $2,512 | | MASTERCARD INCORPORATED |
5,846 |
+5,846 |
$2,493 | | MA | 5,846 | +5,846 | $2,493 | | WORKDAY INC |
8,976 |
+8,976 |
$2,478 | | WDAY | 8,976 | +8,976 | $2,478 | | SALESFORCE INC |
9,359 |
+9,359 |
$2,463 | | CRM | 9,359 | +9,359 | $2,463 | | ADOBE INC |
4,060 |
+4,060 |
$2,422 | | ADBE | 4,060 | +4,060 | $2,422 | | LOWES COS INC |
10,875 |
+10,875 |
$2,420 | | LOW | 10,875 | +10,875 | $2,420 | | VISA INC |
9,173 |
+9,173 |
$2,388 | | V | 9,173 | +9,173 | $2,388 | | ASML HOLDING N V |
3,015 |
+3,015 |
$2,282 | | ASML | 3,015 | +3,015 | $2,282 | | UNITEDHEALTH GROUP INC |
4,239 |
+4,239 |
$2,232 | | UNH | 4,239 | +4,239 | $2,232 | | DOMINOS PIZZA INC |
5,386 |
+5,386 |
$2,220 | | DPZ | 5,386 | +5,386 | $2,220 | | VERTEX PHARMACEUTICALS INC |
5,432 |
+5,432 |
$2,210 | | VRTX | 5,432 | +5,432 | $2,210 | | MICROCHIP TECHNOLOGY INC. |
23,774 |
+23,774 |
$2,144 | | MCHP | 23,774 | +23,774 | $2,144 | | TERADYNE INC |
19,461 |
+19,461 |
$2,112 | | TER | 19,461 | +19,461 | $2,112 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
16,380 |
+16,380 |
$2,104 | | ICE | 16,380 | +16,380 | $2,104 | | LOCKHEED MARTIN CORP |
4,638 |
+4,638 |
$2,102 | | LMT | 4,638 | +4,638 | $2,102 | | THERMO FISHER SCIENTIFIC INC |
3,899 |
+3,899 |
$2,070 | | TMO | 3,899 | +3,899 | $2,070 | | CARMAX INC |
26,721 |
+26,721 |
$2,051 | | KMX | 26,721 | +26,721 | $2,051 | | COSTAR GROUP INC |
23,276 |
+23,276 |
$2,034 | | CSGP | 23,276 | +23,276 | $2,034 | | VEEVA SYS INC |
10,230 |
+10,230 |
$1,969 | | VEEV | 10,230 | +10,230 | $1,969 | | FORTINET INC |
32,420 |
+32,420 |
$1,898 | | FTNT | 32,420 | +32,420 | $1,898 | | EXPEDITORS INTL WASH INC |
14,908 |
+14,908 |
$1,896 | | EXPD | 14,908 | +14,908 | $1,896 | | ACCENTURE PLC IRELAND |
4,283 |
+4,283 |
$1,503 | | ACN | 4,283 | +4,283 | $1,503 |  BERKSHIRE HATHAWAY INC DEL |
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$1,431 | | BRK.B | 4,013 | +4,013 | $1,431 | | META PLATFORMS INC |
4,031 |
+4,031 |
$1,427 | | META | 4,031 | +4,031 | $1,427 | | US BANCORP DEL |
32,917 |
+32,917 |
$1,425 | | USB | 32,917 | +32,917 | $1,425 | | AMGEN INC |
4,929 |
+4,929 |
$1,420 | | AMGN | 4,929 | +4,929 | $1,420 | | UNION PAC CORP |
5,750 |
+5,750 |
$1,412 | | UNP | 5,750 | +5,750 | $1,412 | | RTX CORPORATION |
16,113 |
+16,113 |
$1,356 | | RTX | 16,113 | +16,113 | $1,356 | | VERIZON COMMUNICATIONS INC |
34,883 |
+34,883 |
$1,315 | | VZ | 34,883 | +34,883 | $1,315 | | COMCAST CORP NEW |
29,699 |
+29,699 |
$1,302 | | CMCSA | 29,699 | +29,699 | $1,302 | | BANK AMERICA CORP |
38,436 |
+38,436 |
$1,294 | | BAC | 38,436 | +38,436 | $1,294 | | DIGITAL RLTY TR INC |
9,495 |
+9,495 |
$1,278 | | DLR | 9,495 | +9,495 | $1,278 | | EXXON MOBIL CORP |
12,783 |
+12,783 |
$1,278 | | XOM | 12,783 | +12,783 | $1,278 | | ROYAL BK CDA |
12,511 |
+12,511 |
$1,265 | | RY | 12,511 | +12,511 | $1,265 | | ROPER TECHNOLOGIES INC |
2,300 |
+2,300 |
$1,254 | | ROP | 2,300 | +2,300 | $1,254 | | ECOLAB INC |
6,308 |
+6,308 |
$1,251 | | ECL | 6,308 | +6,308 | $1,251 |
See Full List: All Stocks Held By Boomfish Wealth Group LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Boomfish Wealth Group LLC
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