bLong Financial

bLong Financial as of March 31, 2025

Portfolio Holdings for bLong Financial

bLong Financial holds 77 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 18.6 $21M 94k 222.13
NVIDIA Corporation (NVDA) 16.2 $18M 168k 108.38
Ishares Tr Msci Euro Fl Etf (EUFN) 7.1 $8.0M 282k 28.49
Eli Lilly & Co. (LLY) 5.1 $5.8M 7.0k 825.91
Ishares Msci Germany Etf (EWG) 4.5 $5.0M 135k 37.08
Microsoft Corporation (MSFT) 3.6 $4.0M 11k 375.39
Meta Platforms Cl A (META) 2.6 $2.9M 5.1k 576.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $2.3M 4.2k 532.58
Ishares Tr Europe Etf (IEV) 1.9 $2.2M 37k 58.20
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.9 $2.1M 22k 95.37
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.8 $2.0M 20k 103.75
JPMorgan Chase & Co. (JPM) 1.6 $1.9M 7.6k 245.30
Merck & Co (MRK) 1.6 $1.8M 20k 89.76
Advanced Micro Devices (AMD) 1.4 $1.6M 16k 102.74
International Business Machines (IBM) 1.4 $1.5M 6.2k 248.66
Broadcom (AVGO) 1.4 $1.5M 9.1k 167.43
salesforce (CRM) 1.1 $1.3M 4.8k 268.36
Verizon Communications (VZ) 1.0 $1.2M 26k 45.36
Cisco Systems (CSCO) 1.0 $1.1M 18k 61.71
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.1M 6.9k 154.64
Morgan Stanley Com New (MS) 0.9 $1.0M 8.9k 116.66
Amgen (AMGN) 0.9 $966k 3.1k 311.55
Abbott Laboratories (ABT) 0.9 $963k 7.3k 132.65
Johnson & Johnson (JNJ) 0.9 $960k 5.8k 165.84
Tesla Motors (TSLA) 0.8 $945k 3.6k 259.16
Abbvie (ABBV) 0.8 $934k 4.5k 209.52
Mid-America Apartment (MAA) 0.8 $863k 5.1k 167.58
Bristol Myers Squibb (BMY) 0.8 $852k 14k 60.99
Consolidated Edison (ED) 0.8 $849k 7.7k 110.59
Dell Technologies CL C (DELL) 0.6 $706k 7.7k 91.15
Raytheon Technologies Corp (RTX) 0.6 $704k 5.3k 132.46
Wal-Mart Stores (WMT) 0.6 $685k 7.8k 87.79
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $653k 20k 32.99
Alphabet Cap Stk Cl C (GOOG) 0.6 $637k 4.1k 156.23
Amazon (AMZN) 0.5 $585k 3.1k 190.26
Altria (MO) 0.5 $579k 9.6k 60.02
Honeywell International (HON) 0.5 $559k 2.6k 211.75
Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $531k 47k 11.20
Chevron Corporation (CVX) 0.5 $525k 3.1k 167.29
McDonald's Corporation (MCD) 0.5 $522k 1.7k 312.37
Procter & Gamble Company (PG) 0.5 $513k 3.0k 170.42
ConocoPhillips (COP) 0.4 $477k 4.5k 105.02
At&t (T) 0.4 $466k 17k 28.28
Waste Management (WM) 0.4 $433k 1.9k 231.51
Boeing Company (BA) 0.4 $416k 2.4k 170.55
Trane Technologies SHS (TT) 0.4 $404k 1.2k 336.92
Pfizer (PFE) 0.4 $402k 16k 25.34
Zscaler Incorporated (ZS) 0.3 $380k 1.9k 198.42
Welltower Inc Com reit (WELL) 0.3 $375k 2.5k 153.21
Coca-Cola Company (KO) 0.3 $362k 5.1k 71.62
Globus Med Cl A (GMED) 0.3 $351k 4.8k 73.20
UnitedHealth (UNH) 0.3 $349k 667.00 523.75
Pepsi (PEP) 0.3 $347k 2.3k 149.94
Goldman Sachs (GS) 0.3 $344k 630.00 546.29
FedEx Corporation (FDX) 0.3 $339k 1.4k 243.78
Snowflake Cl A (SNOW) 0.3 $331k 2.3k 146.16
International Paper Company (IP) 0.3 $313k 5.9k 53.35
Oracle Corporation (ORCL) 0.3 $296k 2.1k 139.81
Fiserv (FI) 0.3 $284k 1.3k 220.83
Lockheed Martin Corporation (LMT) 0.3 $284k 635.00 446.71
Valero Energy Corporation (VLO) 0.2 $266k 2.0k 132.07
Starbucks Corporation (SBUX) 0.2 $262k 2.7k 98.09
Corning Incorporated (GLW) 0.2 $259k 5.7k 45.78
Williams Companies (WMB) 0.2 $255k 4.3k 59.76
Duke Energy Corp Com New (DUK) 0.2 $254k 2.1k 121.97
Ge Aerospace Com New (GE) 0.2 $254k 1.3k 200.15
Texas Instruments Incorporated (TXN) 0.2 $252k 1.4k 179.70
Qualcomm (QCOM) 0.2 $244k 1.6k 153.61
Norfolk Southern (NSC) 0.2 $237k 1.0k 236.85
Travelers Companies (TRV) 0.2 $227k 860.00 264.46
Exxon Mobil Corporation (XOM) 0.2 $222k 1.9k 118.93
Allstate Corporation (ALL) 0.2 $207k 1.0k 207.07
First Horizon National Corporation (FHN) 0.2 $199k 10k 19.42
D-wave Quantum (QBTS) 0.2 $183k 24k 7.60
Rigetti Computing Common Stock (RGTI) 0.1 $105k 13k 7.92
Lumen Technologies (LUMN) 0.1 $81k 21k 3.92
Heartbeam (BEAT) 0.0 $20k 10k 2.01