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 | $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 | $1,251 |
See Full List: All Stocks Held By Boomfish Wealth Group LLC
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Boomfish Wealth Group LLC
Size ($ 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 |