BOOMFISH WEALTH GROUP, LLC Top 13F Holdings

BOOMFISH WEALTH GROUP, LLC Top 13F Holdings

2 weeks from now

Boomfish Wealth Group is based out of Alpharetta. Boomfish Wealth Group is a large advisory firm with 178 clients and discretionary assets under management (AUM) of $162,320,000 (Form ADV from 2024-04-02). Their last reported 13F filing for Q4 2024 included $164,828,163 in …

whalewisdom.com

Boomfish Wealth Group, LLC 13F Filings

2 weeks from now

Boomfish Wealth Group, LLC reported 89 holdings with total value $163 M as of Q3 2024. Top holdings included MOAT, BIL, AGG, NVDA, and TLT. Boomfish Wealth Group, LLC 13F Portfolio Filings Most recent 13F ... View on sec.gov. Holdings Value Quarter Holdings Value ($000) …

13f.info

$163Million Boomfish Wealth Group, LLC Q3 2024 13F Holdings …

2 weeks from now

Boomfish Wealth Group, LLC reported 89 stock holdings with total value $163M as of Q3 2024. Top holdings included MOAT, BIL, AGG, NVDA, and TLT. Open main menu. PortfolioSavvy Stocks. Browse by product line ... Boomfish Wealth Group, LLC Q3 2024 13F Holdings …

portfoliosavvy.com

Boomfish Wealth Group, Llc 13F Filings - Sensamarket.com

2 weeks from now

Boomfish Wealth Group, Llc reported 89 holdings with total value $163.10M as of Q3 2024. Top holdings included MOAT, KRE, AGG, NVDA

sensamarket.com

Boomfish Wealth Group, LLC Q3 2024 13F Top Portfolio Holdings

2 weeks from now

Boomfish Wealth Group, LLC reported 89 holdings with total value $163 M as of Q3 2024. Top holdings included MOAT, BIL, AGG, NVDA, and TLT. Boomfish Wealth Group, LLC ... Holdings as of 9/30/2024 Value ($000) $163,103 Num holdings 89 Date filed 10/15/2024 Form type 13F …

13f.info

Boomfish Wealth Group, LLC Q2 2024 13F Top Portfolio Holdings

2 weeks from now

Boomfish Wealth Group, LLC reported 86 holdings with total value $155 M as of Q2 2024. Top holdings included BIL, MOAT, MSFT, NVDA, and AAPL. Boomfish Wealth Group, LLC ... Alpharetta, GA Holdings as of 6/30/2024 Value ($000) $154,668 Num holdings 86 Date filed …

13f.info

Boomfish Wealth Group 13F Filings And Top Holdings And Stakes

2 weeks from now

Feb 9, 2024  · Latest statistics and disclosures from Boomfish Wealth Group's latest quarterly 13F-HR filing: Top 5 stock holdings are MOAT, BIL, AGG, NVDA, TLT, and represent 16.89% of Boomfish Wealth Group's stock portfolio.

stockzoa.com

Boomfish Wealth Group LLC AUM - Holdingschannel.com

2 weeks from now

The most recent Boomfish Wealth Group LLC AUM that we have calculated is from the 06/24/2024 quarter-end filing, at which time our calculations show Boomfish Wealth Group LLC AUM of $154,667,000. Going further back in time, Boomfish Wealth Group LLC AUM data has …

holdingschannel.com

Scott Noble - Boomfish Wealth Group LLC - Form 13F Portfolio …

2 weeks from now

List of top 200 securities held by Boomfish Wealth Group LLC: Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.; The table below lists top 200 holdings for the …

secform4.com

Boomfish Wealth Group LLC Grows Stock Holdings In ... - MarketBeat

2 weeks from now

Jan 31, 2025  · Boomfish Wealth Group LLC increased its position in shares of Microchip Technology Incorporated (NASDAQ:MCHP - Free Report) by 36.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange …

marketbeat.com

Boomfish Wealth Group LLC Lowers Stock Holdings In

2 weeks from now

Jan 31, 2025  · Boomfish Wealth Group LLC lowered its position in shares of Fortinet, Inc. (NASDAQ:FTNT - Free Report) by 8.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 29,830 shares of the software maker's …

marketbeat.com

Boomfish Wealth Group LLC Grows Stock Position In KLA Co

2 weeks from now

Feb 1, 2025  · Boomfish Wealth Group LLC grew its stake in KLA Co. (NASDAQ:KLAC - Free Report) by 18.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,787 shares of the semiconductor …

marketbeat.com

FORTRESS FINANCIAL GROUP, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Fortress Financial Group is a large advisory firm with 288 clients and discretionary assets under management (AUM) of $250,759,876 (Form ADV from 2024-07-23). Their last reported 13F filing for Q4 2024 included $100,575,665 in managed 13F securities and a top …

whalewisdom.com

Boomfish Wealth Group LLC Invests $220,000 In JPMorgan Chase …

2 weeks from now

1 day ago  · Boomfish Wealth Group LLC purchased a new position in shares of JPMorgan Chase & Co. in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm ...

etfdailynews.com

Harshal Desai - Equinix - LinkedIn

2 weeks from now

Jefferies Financial Group raised their target price on shares of Oracle from $170.00 to $190.00 and gave the stock a “buy” rating in a report on Monday, September 16th.

linkedin.com

Leo Wealth LLC Has $777,000 Stock Holdings In Arch Capital …

2 weeks from now

15 hours ago  · Leo Wealth LLC increased its position in shares of Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) by 61.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.The firm owned 8,413 shares of the insurance …

marketbeat.com

10 Richest Towns In Bergen County, NJ (2024) - Suburbs 101

2 weeks from now

Located in Bergen County, Ho Ho Kus is a NJ suburb that has it all- charming downtown, a tight-knit community, and close proximity to NYC. This rich Bergen County town is home to some of New Jersey’s most affluent with a median home sales price of $1,193,606 where 91.9% of …

suburbs101.com

SMART Wealth LLC Boosts Stock Holdings In Fiserv, Inc

2 weeks from now

2 hours ago  · SMART Wealth LLC raised its stake in Fiserv, Inc. (NYSE:FI - Free Report) by 186.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,486 shares of the business services provider's stock after acquiring …

marketbeat.com

Bleakley Financial Group LLC Raises Stock Holdings In

2 weeks from now

6 hours ago  · Bleakley Financial Group LLC boosted its stake in IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 40.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).The institutional investor owned 7,881 shares …

marketbeat.com