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  Name: Boomfish Wealth Group LLC
  City: ALPHARETTA
  State: GA
  Zip: 30004
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $148,614,000
  Total Value Change : $10,062,000
  Securities Held Change : 4
   
All Securities Held : 87
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 32
  Unchanged Positions : 3
  Decreased Positions : 46

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 4 New $0.00 $3,016,000 32,855 2.03% 3,016,000 32,855 0.004    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 76 New $96.54 $608,000 6,209 0.41% 608,000 6,209 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 77 New $90.89 $537,000 5,674 0.36% 537,000 5,674 0    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 84 New $216.15 $211,000 1,011 0.14% 211,000 1,011 0    Closed - End Fund - E...
   (ALTM)1 Year Chart         ALTM Arcadium Lithium Plc 86 New $4.01 $104,000 24,060 0.07% 104,000 24,060 0.002    N/A
   (ESPR)1 Year Chart         ESPR Esperion Therapeutics, Inc. 87 New $2.91 $80,000 29,895 0.05% 80,000 29,895 0.035    Biotechnology

      6 Records Found
  1    
Page 1 of 1
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