bLong Financial, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), bLong Financial, LLC reported 78 stock positions worth $121.4 million. Its top holding was Apple (AAPL) at 19.4% of the portfolio, followed by Nvidia (NVDA, 18.7%) and Fundstr Gran SH US LRG Cap (GRNY, 4.9%).
- Most Recent 13F
- Q2 2026
- Location
- Memphis, TN
- CIK
- 0001943004
- Portfolio Value
- $121.4M (Q4 2024)
- SEC Filing
- 0001667731-25-000185 ↗ filed Jan 30, 2025
Holdings Value
Holdings 78 stocks · $121.4M
| AAPL Apple Inc. | 19.43% | 94,168 | $23.6M | — |
| NVDA Nvidia Corp. | 18.66% | 168,707 | $22.7M | — |
| GRNY Fundstr Gran SH US LRG Cap | 4.86% | 295,313 | $5.9M | — |
| LLY Eli Lilly & Co. | 4.42% | 6,953 | $5.4M | — |
| IWP iShares Russell Mid-Cap Grow | 4.17% | 39,935 | $5.1M | — |
| MOAT Vaneck Morningstar Wide Moat | 4.06% | 53,119 | $4.9M | — |
| MSFT Microsoft Corp. | 3.69% | 10,627 | $4.5M | — |
| META Meta Platforms Inc. Class A | 2.47% | 5,114 | $3.0M | — |
| IYF iShares US Financials ETF | 2.13% | 23,386 | $2.6M | — |
| AVGO Broadcom Inc. | 1.74% | 9,120 | $2.1M | — |
| MRK Merck & Co. Inc. | 1.66% | 20,285 | $2.0M | — |
| AMD Advanced Micro Devices | 1.59% | 15,930 | $1.9M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.55% | 4,148 | $1.9M | — |
| JPM JPMorgan Chase & Co. | 1.50% | 7,575 | $1.8M | — |
| IAT iShares US Regional Banks Et | 1.37% | 33,127 | $1.7M | — |
| CRM Salesforce Inc. | 1.33% | 4,824 | $1.6M | — |
| TSLA Tesla Inc. | 1.21% | 3,646 | $1.5M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.12% | 6,172 | $1.4M | — |
| GOOGL Alphabet Inc. Class A | 1.04% | 6,700 | $1.3M | — |
| MS Morgan Stanley | 0.92% | 8,871 | $1.1M | — |
| CSCO Cisco Systems Inc. | 0.87% | 17,740 | $1.1M | — |
| VZ Verizon Communications Inc. | 0.85% | 25,839 | $1.0M | — |
| MAA Mid-America Apartment Comm | 0.72% | 5,680 | $878K | — |
| JNJ Johnson & Johnson | 0.70% | 5,889 | $852K | — |
| DELL Dell Technologies -C | 0.70% | 7,347 | $847K | — |
| ABT Abbott Laboratories | 0.66% | 7,107 | $804K | — |
| ABBV Abbvie Inc. | 0.65% | 4,457 | $792K | — |
| GOOG Alphabet Inc. Class C | 0.64% | 4,080 | $777K | — |
| AMGN Amgen Inc. | 0.63% | 2,950 | $769K | — |
| BMY Bristol-Myers Squibb Co. | 0.63% | 13,463 | $761K | — |
| WMT Walmart Inc. | 0.58% | 7,797 | $704K | — |
| AMZN Amazon.com Inc. | 0.57% | 3,150 | $691K | — |
| ED Consolidated Edison Inc. | 0.56% | 7,675 | $685K | — |
| DFAC Dimensional US Core Equity 2 | 0.56% | 19,784 | $684K | — |
| RTX RTX Corp. | 0.51% | 5,311 | $615K | — |
| HON Honeywell International Inc. | 0.49% | 2,640 | $596K | — |
| MO Altria Group Inc. | 0.42% | 9,648 | $504K | — |
| PG The Procter & Gamble Co. | 0.42% | 3,009 | $504K | — |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.41% | 44,344 | $500K | — |
| CVX Chevron Corp. | 0.40% | 3,390 | $491K | — |
| MCD McDonald's Corp. | 0.40% | 1,671 | $484K | — |
| COP Conocophillips | 0.37% | 4,540 | $450K | — |
| TT Trane Technologies PLC | 0.37% | 1,200 | $443K | — |
| BA The Boeing Co. | 0.36% | 2,437 | $431K | — |
| PFE Pfizer Inc. | 0.35% | 15,855 | $421K | — |
| GMED Globus Medical Inc. Class A | 0.33% | 4,800 | $397K | — |
| FDX FedEx Corp. | 0.32% | 1,390 | $391K | — |
| WM Waste Management Inc. | 0.31% | 1,871 | $378K | — |
| T AT&T Inc. | 0.31% | 16,471 | $375K | — |
| GS Goldman Sachs Group Inc. | 0.30% | 630 | $361K | — |
| PEP Pepsico Inc. | 0.29% | 2,314 | $352K | — |
| ZS Zscaler Inc. | 0.28% | 1,915 | $345K | — |
| UNH Unitedhealth Group Inc. | 0.28% | 667 | $337K | — |
| SNOW Snowflake Inc. | 0.28% | 2,184 | $337K | — |
| IP International Paper Co. | 0.26% | 5,865 | $316K | — |
| KO The Coca-Cola Co. | 0.26% | 5,052 | $315K | — |
| WELL Welltower Inc. | 0.25% | 2,450 | $309K | — |
| LMT Lockheed Martin Corp. | 0.25% | 635 | $309K | — |
| ORCL Oracle Corp. | 0.24% | 1,720 | $287K | — |
| GLW Corning Inc. | 0.22% | 5,650 | $268K | — |
| FISV Fiserv Inc. | 0.22% | 1,288 | $265K | — |
| TXN Texas Instruments Inc. | 0.22% | 1,400 | $263K | — |
| VLO Valero Energy Corp. | 0.20% | 2,015 | $247K | — |
| QCOM Qualcomm Inc. | 0.20% | 1,587 | $244K | — |
| SBUX Starbucks Corp. | 0.20% | 2,667 | $243K | — |
| NSC Norfolk Southern Corp. | 0.19% | 1,000 | $235K | — |
| WMB Williams Cos Inc. | 0.19% | 4,261 | $231K | — |
| CNMD Conmed Corp. | 0.19% | 3,300 | $226K | — |
| DUK Duke Energy Corp. | 0.18% | 2,084 | $225K | — |
| VRT Vertiv Holdings Co. Class A | 0.18% | 1,950 | $222K | — |
| GE General Electric filed as GE AEROSPACE | 0.18% | 1,280 | $213K | — |
| TRV The Travelers Cos Inc. | 0.17% | 860 | $207K | — |
| FHN First Horizon Corp. | 0.17% | 10,255 | $207K | — |
| XOM Exxon Mobil Corp. | 0.17% | 1,867 | $201K | — |
| RGTI Rigetti Computing Inc. | 0.16% | 12,800 | $195K | — |
| QBTS D-Wave Quantum Inc. | 0.16% | 22,892 | $192K | — |
| LUMN Lumen Technologies Inc. | 0.09% | 20,772 | $110K | — |
| BEAT Heartbeam Inc. | 0.02% | 10,000 | $23K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 80 | $153.5M | NVDA, AAPL, QQQM, AMD, LLY |
| Q1 2026 | 76 | $132.2M | NVDA, AAPL, GRNY, LLY, MSFT |
| Q4 2025 | 74 | $143.2M | NVDA, AAPL, GRNY, LLY, MSFT |
| Q3 2025 | 75 | $143.4M | NVDA, AAPL, EUFN, GRNY, MSFT |
| Q2 2025 | 79 | $129.6M | NVDA, AAPL, EUFN, LLY, MSFT |
| Q1 2025 | 77 | $112.6M | AAPL, NVDA, EUFN, LLY, EWG |
| Q4 2024 | 78 | $121.4M | AAPL, NVDA, GRNY, LLY, IWP |