• 13F History

Boomfish Wealth Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 18, 2025
Value $
$154M
Signature - Title
Scott Noble - CFO
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Boomfish Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boomfish Wealth Group, LLC reported 82 stock holdings with total value $154M as of Q1 2025. Top holdings included BIL, MOAT, AGG, TLT, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 82 $154M +$3.89M -$9.22M -$5.33M BIL, MOAT, AGG, TLT, NVDA 13F-HR 4/18/2025, 01:06 PM
Q4 2024 93 $165M +$18.2M -$11.9M +$6.27M BIL, MOAT, AGG, TLT, NVDA 13F-HR 1/23/2025, 03:55 PM
Q3 2024 89 $163M +$12.4M -$13.1M -$710K MOAT, BIL, AGG, NVDA, TLT 13F-HR 10/15/2024, 06:01 AM
Q2 2024 86 $155M +$14.3M -$6.72M +$7.62M BIL, MOAT, MSFT, NVDA, AAPL 13F-HR 7/19/2024, 09:09 AM
Q1 2024 87 $149M +$8.23M -$10.4M -$2.15M MOAT, MSFT, NVDA, BIL, AMZN 13F-HR 5/3/2024, 08:47 AM
Q4 2023 83 $139M MOAT, MSFT, UPS, NVDA, AAPL 13F-HR 2/9/2024, 10:08 AM