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McBroom & Associates, LLC
RIA/Wealth
McBroom & Associates, LLC is a RIA/Wealth based in Las Vegas, NV led by Martin Willey Mcbroom, reporting $215.2M in AUM as of Q3 2025 with 32% Technology concentration and 58% concentrated in top 10 holdings.
CEOMartin Willey Mcbroom
- Portfolio Value
- $210.3M
- Positions
- 37
- Top Holding
- NVDA at 10.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in McBroom & Associates, LLC's portfolio (58.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $21.6M | 10.27% | -$1.6M Sold | 0.00% 115.8K shares | |
Software - Infrastructure Technology | $15.1M | 7.20% | -$373.4K Sold | 0.00% 83.0K shares | |
Specialty Retail Consumer Cyclical | $13.1M | 6.22% | +$12.2M Bought | 0.01% 121.4K shares | |
Semiconductors Technology | $11.5M | 5.45% | -$498.2K Sold | 0.01% 85.6K shares | |
Banks - Diversified Financial Services | $11.1M | 5.29% | -$261.8K Sold | 0.00% 35.3K shares | |
Discount Stores Consumer Defensive | $10.7M | 5.07% | -$129.6K Sold | 0.00% 11.5K shares | |
Software - Infrastructure Technology | $10.2M | 4.83% | -$48.2K Sold | 0.00% 19.6K shares | |
Auto - Manufacturers Consumer Cyclical | $10.2M | 4.83% | -$426.0K Sold | 0.00% 22.8K shares | |
Consumer Electronics Technology | $9.8M | 4.67% | +$54.7K Bought | 0.00% 38.6K shares | |
Specialty Retail Consumer Cyclical | $9.1M | 4.34% | -$642.7K Sold | 0.05% 41.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in McBroom & Associates, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+1,389.19% | |
+146.37% | |
+131.55% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-35.54% | |
-19.06% | |
-15.98% |
Analytics
Portfolio insights and performance metrics for McBroom & Associates, LLC
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