Blong Financial, LLC Top Holdings and 13F Report (2025)

About Blong Financial, LLC

Investment Activity

Blong Financial, LLC has $112.64 million in total holdings as of March 31, 2025.
Blong Financial, LLC owns shares of 77 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 17.79% of the portfolio was purchased this quarter.
About 18.47% of the portfolio was sold this quarter.
This quarter, Blong Financial, LLC has purchased 78 new stocks and bought additional shares in 15 stocks.
Blong Financial, LLC sold shares of 11 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $20,967,194
NVIDIA: $18,255,619
iShares MSCI Europe Financials ETF: $8,021,537
Eli Lilly and Company: $5,750,812
iShares MSCI Germany ETF: $5,015,335

Largest New Holdings this Quarter

464289180 - iShares MSCI Europe Financials ETF: $8,021,537 Holding
464286806 - iShares MSCI Germany ETF: $5,015,335 Holding
464287861 - iShares Europe ETF: $2,168,531 Holding
464287440 - iShares 7-10 Year Treasury Bond ETF: $2,136,094 Holding
464288653 - iShares 10-20 Year Treasury Bond ETF: $2,036,740 Holding

Largest Purchases this Quarter

iShares MSCI Europe Financials ETF: 281,556 shares (about $8.02M)
iShares MSCI Germany ETF: 135,257 shares (about $5.02M)
iShares Europe ETF: 37,260 shares (about $2.17M)
iShares 7-10 Year Treasury Bond ETF: 22,398 shares (about $2.14M)
iShares 10-20 Year Treasury Bond ETF: 19,631 shares (about $2.04M)

Largest Sales this Quarter

Mid-America Apartment Communities: 531 shares (about $88.99K)
Chevron: 250 shares (about $41.82K)
NVIDIA: 266 shares (about $28.83K)
Johnson & Johnson: 100 shares (about $16.58K)
Amazon.com: 78 shares (about $14.84K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$20,967,194	$49,757 ▲	0.2%	94,392	18.6%	Computer and Technology
NVDA NVIDIA	$18,255,619	$28,829 ▼	-0.2%	168,441	16.2%	Computer and Technology
EUFN iShares MSCI Europe Financials ETF	$8,021,537	$8,021,537 ▲	New Holding	281,556	7.1%	ETF
LLY Eli Lilly and Company	$5,750,812	$8,259 ▲	0.1%	6,963	5.1%	Medical
EWG iShares MSCI Germany ETF	$5,015,335	$5,015,335 ▲	New Holding	135,257	4.5%	ETF
MSFT Microsoft	$4,045,582	$56,309 ▲	1.4%	10,777	3.6%	Computer and Technology
META Meta Platforms	$2,947,507		0.0%	5,114	2.6%	Computer and Technology
BRK.B Berkshire Hathaway	$2,257,077	$47,932 ▲	2.2%	4,238	2.0%	Finance
IEV iShares Europe ETF	$2,168,531	$2,168,531 ▲	New Holding	37,260	1.9%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$2,136,094	$2,136,094 ▲	New Holding	22,398	1.9%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$2,036,740	$2,036,740 ▲	New Holding	19,631	1.8%	ETF
JPM JPMorgan Chase & Co.	$1,858,148		0.0%	7,575	1.6%	Finance
MRK Merck & Co., Inc.	$1,819,898	$898 ▼	0.0%	20,275	1.6%	Medical
AMD Advanced Micro Devices	$1,631,512	$5,137 ▼	-0.3%	15,880	1.4%	Computer and Technology
IBM International Business Machines	$1,548,407	$13,676 ▲	0.9%	6,227	1.4%	Computer and Technology
AVGO Broadcom	$1,522,280	$4,688 ▼	-0.3%	9,092	1.4%	Computer and Technology
CRM Salesforce	$1,294,569		0.0%	4,824	1.1%	Computer and Technology
VZ Verizon Communications	$1,162,985	$9,072 ▼	-0.8%	25,639	1.0%	Computer and Technology
CSCO Cisco Systems	$1,094,738		0.0%	17,740	1.0%	Computer and Technology
GOOGL Alphabet	$1,059,284	$23,196 ▲	2.2%	6,850	0.9%	Computer and Technology
MS Morgan Stanley	$1,033,524	$1,400 ▼	-0.1%	8,859	0.9%	Finance
AMGN Amgen	$965,809	$46,733 ▲	5.1%	3,100	0.9%	Medical
ABT Abbott Laboratories	$962,644	$19,898 ▲	2.1%	7,257	0.9%	Medical
JNJ Johnson & Johnson	$960,049	$16,584 ▼	-1.7%	5,789	0.9%	Medical
TSLA Tesla	$944,895		0.0%	3,646	0.8%	Auto/Tires/Trucks
ABBV AbbVie	$933,830		0.0%	4,457	0.8%	Medical
MAA Mid-America Apartment Communities	$862,870	$88,985 ▼	-9.3%	5,149	0.8%	Finance
BMY Bristol-Myers Squibb	$851,611	$30,495 ▲	3.7%	13,963	0.8%	Medical
ED Consolidated Edison	$848,779		0.0%	7,675	0.8%	Utilities
DELL Dell Technologies	$706,146	$36,460 ▲	5.4%	7,747	0.6%	Computer and Technology
RTX RTX	$703,496		0.0%	5,311	0.6%	Aerospace
WMT Walmart	$684,500		0.0%	7,797	0.6%	Retail/Wholesale
DFAC Dimensional U.S. Core Equity 2 ETF	$652,674		0.0%	19,784	0.6%	ETF
GOOG Alphabet	$637,418		0.0%	4,080	0.6%	Computer and Technology
AMZN Amazon.com	$584,479	$14,840 ▼	-2.5%	3,072	0.5%	Retail/Wholesale
MO Altria Group	$579,074		0.0%	9,648	0.5%	Consumer Staples
HON Honeywell International	$559,025		0.0%	2,640	0.5%	Multi-Sector Conglomerates
NEA Nuveen AMT-Free Quality Municipal Income Fund	$531,082	$34,418 ▲	6.9%	47,417	0.5%	Financial Services
CVX Chevron	$525,294	$41,823 ▼	-7.4%	3,140	0.5%	Energy
MCD McDonald's	$521,970		0.0%	1,671	0.5%	Retail/Wholesale
PG Procter & Gamble	$512,794		0.0%	3,009	0.5%	Consumer Staples
COP ConocoPhillips	$476,791		0.0%	4,540	0.4%	Energy
T AT&T	$465,800		0.0%	16,471	0.4%	Computer and Technology
WM Waste Management	$433,156		0.0%	1,871	0.4%	Business Services
BA Boeing	$415,634		0.0%	2,437	0.4%	Aerospace
TT Trane Technologies	$404,304		0.0%	1,200	0.4%	Construction
PFE Pfizer	$401,766		0.0%	15,855	0.4%	Medical
ZS Zscaler	$379,974		0.0%	1,915	0.3%	Computer and Technology
WELL Welltower	$375,366		0.0%	2,450	0.3%	Finance
KO Coca-Cola	$361,825		0.0%	5,052	0.3%	Consumer Staples
GMED Globus Medical	$351,360		0.0%	4,800	0.3%	Medical
UNH UnitedHealth Group	$349,342		0.0%	667	0.3%	Medical
PEP PepsiCo	$346,960		0.0%	2,314	0.3%	Consumer Staples
GS The Goldman Sachs Group	$344,164		0.0%	630	0.3%	Finance
FDX FedEx	$338,854		0.0%	1,390	0.3%	Transportation
SNOW Snowflake	$331,198	$11,985 ▲	3.8%	2,266	0.3%	Computer and Technology
IP International Paper	$312,902		0.0%	5,865	0.3%	Basic Materials
ORCL Oracle	$296,400	$55,925 ▲	23.3%	2,120	0.3%	Computer and Technology
FI Fiserv	$284,430		0.0%	1,288	0.3%	Business Services
LMT Lockheed Martin	$283,663		0.0%	635	0.3%	Aerospace
VLO Valero Energy	$266,122		0.0%	2,015	0.2%	Energy
SBUX Starbucks	$261,606		0.0%	2,667	0.2%	Retail/Wholesale
GLW Corning	$258,657		0.0%	5,650	0.2%	Computer and Technology
WMB Williams Companies	$254,637		0.0%	4,261	0.2%	Energy
DUK Duke Energy	$254,186		0.0%	2,084	0.2%	Utilities
GE GE Aerospace	$253,792	$2,402 ▼	-0.9%	1,268	0.2%	Industrials
TXN Texas Instruments	$251,580		0.0%	1,400	0.2%	Computer and Technology
QCOM QUALCOMM	$243,780		0.0%	1,587	0.2%	Computer and Technology
NSC Norfolk Southern	$236,850		0.0%	1,000	0.2%	Transportation
TRV Travelers Companies	$227,438		0.0%	860	0.2%	Finance
XOM Exxon Mobil	$222,043		0.0%	1,867	0.2%	Energy
ALL Allstate	$207,070	$207,070 ▲	New Holding	1,000	0.2%	Finance
FHN First Horizon	$199,152		0.0%	10,255	0.2%	Finance
QBTS D-Wave Quantum	$183,099	$9,120 ▲	5.2%	24,092	0.2%	Computer and Technology
RGTI Rigetti Computing	$105,336	$3,960 ▲	3.9%	13,300	0.1%	Computer and Technology
LUMN Lumen Technologies	$81,430		0.0%	20,772	0.1%	Business Services
BEAT BioTelemetry	$20,100		0.0%	10,000	0.0%	Medical
TIDAL ETF TR	$0	$5,894,449 ▼	-100.0%	0	0.0%	FUNDSTRAT GRANNY
IWP iShares Russell Mid-Cap Growth ETF	$0	$5,062,918 ▼	-100.0%	0	0.0%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$0	$4,926,279 ▼	-100.0%	0	0.0%	ETF
IYF iShares U.S. Financials ETF	$0	$2,587,930 ▼	-100.0%	0	0.0%	ETF
IAT iShares U.S. Regional Banks ETF	$0	$1,668,964 ▼	-100.0%	0	0.0%	ETF
CNMD CONMED	$0	$225,852 ▼	-100.0%	0	0.0%	Medical
VRT Vertiv	$0	$221,544 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Blong Financial, LLC Top Holdings and 13F Report (2025)

About Blong Financial, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Blong Financial, LLC Top Holdings and 13F Report (2025)

About Blong Financial, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBlong Financial, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools