bLong Financial

Latest statistics and disclosures from bLong Financial's latest quarterly 13F-HR filing:

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Portfolio Holdings for bLong Financial

bLong Financial holds 78 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 19.4 $24M 94k 250.42
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NVIDIA Corporation (NVDA) 18.7 $23M 169k 134.29
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Tidal Etf Tr Fundstrat Granny 4.9 $5.9M 295k 19.96
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Eli Lilly & Co. (LLY) 4.4 $5.4M 7.0k 772.00
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Ishares Tr Rus Md Cp Gr Etf (IWP) 4.2 $5.1M 40k 126.78
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.1 $4.9M 53k 92.74
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Microsoft Corporation (MSFT) 3.7 $4.5M 11k 421.50
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Meta Platforms Cl A (META) 2.5 $3.0M 5.1k 585.51
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Ishares Tr U.s. Finls Etf (IYF) 2.1 $2.6M 23k 110.66
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Broadcom (AVGO) 1.7 $2.1M 9.1k 231.84
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Merck & Co (MRK) 1.7 $2.0M 20k 99.48
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Advanced Micro Devices (AMD) 1.6 $1.9M 16k 120.79
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $1.9M 4.1k 453.28
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JPMorgan Chase & Co. (JPM) 1.5 $1.8M 7.6k 239.71
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Ishares Tr Us Regnl Bks Etf (IAT) 1.4 $1.7M 33k 50.38
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salesforce (CRM) 1.3 $1.6M 4.8k 334.33
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Tesla Motors (TSLA) 1.2 $1.5M 3.6k 403.84
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International Business Machines (IBM) 1.1 $1.4M 6.2k 219.83
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.3M 6.7k 189.30
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Morgan Stanley Com New (MS) 0.9 $1.1M 8.9k 125.72
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Cisco Systems (CSCO) 0.9 $1.1M 18k 59.20
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Verizon Communications (VZ) 0.9 $1.0M 26k 39.99
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Mid-America Apartment (MAA) 0.7 $878k 5.7k 154.57
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Johnson & Johnson (JNJ) 0.7 $852k 5.9k 144.62
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Dell Technologies CL C (DELL) 0.7 $847k 7.3k 115.24
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Abbott Laboratories (ABT) 0.7 $804k 7.1k 113.11
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Abbvie (ABBV) 0.7 $792k 4.5k 177.70
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Alphabet Cap Stk Cl C (GOOG) 0.6 $777k 4.1k 190.44
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Amgen (AMGN) 0.6 $769k 3.0k 260.64
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Bristol Myers Squibb (BMY) 0.6 $762k 14k 56.56
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Wal-Mart Stores (WMT) 0.6 $705k 7.8k 90.35
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Amazon (AMZN) 0.6 $691k 3.2k 219.39
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Consolidated Edison (ED) 0.6 $685k 7.7k 89.23
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $684k 20k 34.59
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Raytheon Technologies Corp (RTX) 0.5 $615k 5.3k 115.72
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Honeywell International (HON) 0.5 $596k 2.6k 225.89
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Altria (MO) 0.4 $505k 9.6k 52.29
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Procter & Gamble Company (PG) 0.4 $505k 3.0k 167.65
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $500k 44k 11.28
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Chevron Corporation (CVX) 0.4 $491k 3.4k 144.84
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McDonald's Corporation (MCD) 0.4 $484k 1.7k 289.89
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ConocoPhillips (COP) 0.4 $450k 4.5k 99.17
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Trane Technologies SHS (TT) 0.4 $443k 1.2k 369.35
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Boeing Company (BA) 0.4 $431k 2.4k 177.00
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Pfizer (PFE) 0.3 $421k 16k 26.53
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Globus Med Cl A (GMED) 0.3 $397k 4.8k 82.71
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FedEx Corporation (FDX) 0.3 $391k 1.4k 281.33
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Waste Management (WM) 0.3 $378k 1.9k 201.79
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At&t (T) 0.3 $375k 17k 22.77
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Goldman Sachs (GS) 0.3 $361k 630.00 572.62
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Pepsi (PEP) 0.3 $352k 2.3k 152.06
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Zscaler Incorporated (ZS) 0.3 $346k 1.9k 180.41
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UnitedHealth (UNH) 0.3 $337k 667.00 505.86
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Snowflake Cl A (SNOW) 0.3 $337k 2.2k 154.41
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International Paper Company (IP) 0.3 $316k 5.9k 53.82
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Coca-Cola Company (KO) 0.3 $315k 5.1k 62.26
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Welltower Inc Com reit (WELL) 0.3 $309k 2.5k 126.03
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Lockheed Martin Corporation (LMT) 0.3 $309k 635.00 485.94
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Oracle Corporation (ORCL) 0.2 $287k 1.7k 166.64
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Corning Incorporated (GLW) 0.2 $269k 5.7k 47.52
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Fiserv (FI) 0.2 $265k 1.3k 205.42
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Texas Instruments Incorporated (TXN) 0.2 $263k 1.4k 187.51
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Valero Energy Corporation (VLO) 0.2 $247k 2.0k 122.59
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Qualcomm (QCOM) 0.2 $244k 1.6k 153.62
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Starbucks Corporation (SBUX) 0.2 $243k 2.7k 91.25
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Norfolk Southern (NSC) 0.2 $235k 1.0k 234.70
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Williams Companies (WMB) 0.2 $231k 4.3k 54.12
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CONMED Corporation (CNMD) 0.2 $226k 3.3k 68.44
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Duke Energy Corp Com New (DUK) 0.2 $225k 2.1k 107.74
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Vertiv Holdings Com Cl A (VRT) 0.2 $222k 2.0k 113.61
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Ge Aerospace Com New (GE) 0.2 $214k 1.3k 166.79
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Travelers Companies (TRV) 0.2 $207k 860.00 240.89
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First Horizon National Corporation (FHN) 0.2 $207k 10k 20.14
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Exxon Mobil Corporation (XOM) 0.2 $201k 1.9k 107.57
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Rigetti Computing Common Stock (RGTI) 0.2 $195k 13k 15.26
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D-wave Quantum (QBTS) 0.2 $192k 23k 8.40
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Lumen Technologies (LUMN) 0.1 $110k 21k 5.31
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Heartbeam (BEAT) 0.0 $23k 10k 2.30
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Past Filings by bLong Financial

SEC 13F filings are viewable for bLong Financial going back to 2024