Blong Financial, LLC Top Holdings and 13F Report (2025) About Blong Financial, LLCInvestment ActivityBlong Financial, LLC has $129.57 million in total holdings as of June 30, 2025.Blong Financial, LLC owns shares of 79 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 12.89% of the portfolio was purchased this quarter.About 9.60% of the portfolio was sold this quarter.This quarter, Blong Financial, LLC has purchased 77 new stocks and bought additional shares in 13 stocks.Blong Financial, LLC sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $26,555,741Apple $19,299,686iShares MSCI Europe Financials ETF $15,342,985Eli Lilly and Company $5,466,848Microsoft $5,410,352 Largest New Holdings this Quarter 84858T772 - SPINNAKER ETF SERIES $4,733,515 Holding464288448 - iShares International Select Dividend ETF $2,621,564 Holding464286319 - iShares Emerging Markets Dividend ETF $1,644,668 Holding92537N108 - Vertiv $327,450 Holding042068205 - ARM HOLDINGS PLC $228,054 Holding Largest Purchases this Quarter iShares MSCI Europe Financials ETF 203,518 shares (about $6.44M)SPINNAKER ETF SERIES 109,699 shares (about $4.73M)iShares International Select Dividend ETF 75,956 shares (about $2.62M)iShares Emerging Markets Dividend ETF 57,404 shares (about $1.64M)Vertiv 2,550 shares (about $327.45K) Largest Sales this Quarter Snowflake 841 shares (about $188.19K)Apple 324 shares (about $66.47K)Mid-America Apartment Communities 400 shares (about $59.20K)NVIDIA 356 shares (about $56.24K)Morgan Stanley 200 shares (about $28.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlong Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$26,555,741$56,244 ▼-0.2%168,08520.5%Computer and TechnologyAAPLApple$19,299,686$66,474 ▼-0.3%94,06814.9%Computer and TechnologyEUFNiShares MSCI Europe Financials ETF$15,342,985$6,437,314 ▲72.3%485,07411.8%ETFLLYEli Lilly and Company$5,466,848$38,977 ▲0.7%7,0134.2%MedicalMSFTMicrosoft$5,410,352$49,741 ▲0.9%10,8774.2%Computer and TechnologySPINNAKER ETF SERIES$4,733,515$4,733,515 ▲New Holding109,6993.7%SELECT STOXX EURMETAMeta Platforms$3,774,5970.0%5,1142.9%Computer and TechnologyIDViShares International Select Dividend ETF$2,621,564$2,621,564 ▲New Holding75,9562.0%ETFAVGOBroadcom$2,520,003$13,783 ▲0.5%9,1421.9%Computer and TechnologyAMDAdvanced Micro Devices$2,252,664$710 ▼0.0%15,8751.7%Computer and TechnologyJPMJPMorgan Chase & Co.$2,181,574$14,496 ▼-0.7%7,5251.7%FinanceBRK.BBerkshire Hathaway$2,118,448$59,750 ▲2.9%4,3611.6%FinanceIBMInternational Business Machines$1,837,068$1,474 ▲0.1%6,2321.4%Computer and TechnologyDVYEiShares Emerging Markets Dividend ETF$1,644,668$1,644,668 ▲New Holding57,4041.3%ETFMRKMerck & Co., Inc.$1,597,499$7,441 ▼-0.5%20,1811.2%MedicalCRMSalesforce$1,337,276$21,815 ▲1.7%4,9041.0%Computer and TechnologyCSCOCisco Systems$1,230,8010.0%17,7400.9%Computer and TechnologyMSMorgan Stanley$1,219,637$28,170 ▼-2.3%8,6590.9%FinanceGOOGLAlphabet$1,207,1750.0%6,8500.9%Computer and TechnologyTSLATesla$1,172,486$14,295 ▲1.2%3,6910.9%Auto/Tires/TrucksVZVerizon Communications$1,105,072$4,327 ▼-0.4%25,5390.9%Computer and TechnologyABTAbbott Laboratories$987,574$544 ▲0.1%7,2610.8%MedicalDELLDell Technologies$977,365$27,585 ▲2.9%7,9720.8%Computer and TechnologyJNJJohnson & Johnson$884,2760.0%5,7890.7%MedicalAMGNAmgen$851,593$13,961 ▼-1.6%3,0500.7%MedicalABBVAbbVie$827,3090.0%4,4570.6%MedicalRTXRTX$775,5120.0%5,3110.6%AerospaceEDConsolidated Edison$770,1870.0%7,6750.6%UtilitiesWMTWalmart$762,3920.0%7,7970.6%Retail/WholesaleGOOGAlphabet$723,7510.0%4,0800.6%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$709,0590.0%19,7840.5%ETFMAAMid-America Apartment Communities$702,898$59,204 ▼-7.8%4,7490.5%FinanceAMZNAmazon.com$695,908$21,939 ▲3.3%3,1720.5%Retail/WholesaleBMYBristol Myers Squibb$691,674$45,318 ▲7.0%14,9420.5%MedicalHONHoneywell International$614,8040.0%2,6400.5%Multi-Sector ConglomeratesZSZscaler$601,1970.0%1,9150.5%Computer and TechnologyMOAltria Group$565,6630.0%9,6480.4%Consumer StaplesTTTrane Technologies$524,8920.0%1,2000.4%ConstructionBABoeing$490,719$19,905 ▼-3.9%2,3420.4%AerospaceMCDMcDonald's$488,2180.0%1,6710.4%Retail/WholesalePGProcter & Gamble$479,3940.0%3,0090.4%Consumer StaplesTAT&T$470,881$5,788 ▼-1.2%16,2710.4%Computer and TechnologyORCLOracle$463,4990.0%2,1200.4%Computer and TechnologyCVXChevron$449,6200.0%3,1400.3%EnergyGSThe Goldman Sachs Group$445,8840.0%6300.3%FinanceWMWaste Management$428,1240.0%1,8710.3%Business ServicesCOPConocoPhillips$398,446$8,974 ▼-2.2%4,4400.3%EnergyPFEPfizer$381,899$2,424 ▼-0.6%15,7550.3%MedicalWELLWelltower$376,6400.0%2,4500.3%FinanceQBTSD-Wave Quantum$360,774$8,067 ▲2.3%24,6430.3%Computer and TechnologyKOCocaCola$357,4290.0%5,0520.3%Consumer StaplesVRTVertiv$327,450$327,450 ▲New Holding2,5500.3%Computer and TechnologyGEGE Aerospace$326,3720.0%1,2680.3%AerospaceSNOWSnowflake$318,873$188,191 ▼-37.1%1,4250.2%Computer and TechnologyFDXFedEx$315,9610.0%1,3900.2%TransportationPEPPepsiCo$305,5400.0%2,3140.2%Consumer StaplesGLWCorning$297,1340.0%5,6500.2%Computer and TechnologyTXNTexas Instruments$290,6680.0%1,4000.2%Computer and TechnologyLMTLockheed Martin$289,462$4,631 ▼-1.6%6250.2%AerospaceIPInternational Paper$274,6620.0%5,8650.2%Basic MaterialsGMEDGlobus Medical$261,165$22,133 ▼-7.8%4,4250.2%MedicalVLOValero Energy$257,415$13,442 ▼-5.0%1,9150.2%EnergyNSCNorfolk Southern$255,9700.0%1,0000.2%TransportationQCOMQUALCOMM$252,7450.0%1,5870.2%Computer and TechnologyWMBWilliams Companies$251,931$15,703 ▼-5.9%4,0110.2%EnergyDUKDuke Energy$245,9120.0%2,0840.2%UtilitiesSBUXStarbucks$244,3780.0%2,6670.2%Retail/WholesaleTRVTravelers Companies$230,0820.0%8600.2%FinanceARM HOLDINGS PLC$228,054$228,054 ▲New Holding1,4100.2%SPONSORED ADSFIFiserv$222,0640.0%1,2880.2%Business ServicesFHNFirst Horizon$217,4060.0%10,2550.2%FinanceUNHUnitedHealth Group$208,0840.0%6670.2%MedicalUIUbiquiti$205,825$205,825 ▲New Holding5000.2%Computer and TechnologySYKStryker$201,771$201,771 ▲New Holding5100.2%MedicalALLAllstate$201,3100.0%1,0000.2%FinanceXOMExxon Mobil$201,2630.0%1,8670.2%EnergyRGTIRigetti Computing$157,7380.0%13,3000.1%Computer and TechnologyLUMNLumen Technologies$77,402$13,578 ▼-14.9%17,6720.1%UtilitiesBEATHeartBeam$12,5000.0%10,0000.0%MedicalEWGiShares MSCI Germany ETF$0$5,015,335 ▼-100.0%00.0%ETFIEViShares Europe ETF$0$2,168,531 ▼-100.0%00.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$2,136,094 ▼-100.0%00.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$0$2,036,740 ▼-100.0%00.0%ETFNEANuveen AMT-Free Quality Municipal Income Fund$0$531,082 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.