MA
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Momentum Advisors, LLC13F | |
Momentum Advisors, LLC | |
Last update 2023-02-20 | 82 Stocks (12 new) |
Value $97.00 Mil | Turnover 7 % |
Momentum Advisors, LLC Top Holdings of 2022-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 54,534 | 19,160.1 | +0.53% | 19.760 | +0.10% | 0.010 | -0.37% | +1.02% | 602,057.7 | ||
SPY | S&P 500 ETF TRUST ETF | 28,001 | 10,708.6 | -6.60% | 11.040 | -0.79% | 0.000 | -0.43% | +0.95% | 603,957.3 | ||
AAPL | Apple Inc | 32,804 | 4,262.2 | -4.44% | 4.400 | -0.24% | 0.000 | -16.73% | -19.49% | 3,003,968.0 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 27,697 | 4,205.9 | -0.84% | 4.340 | -0.04% | 0.010 | -2.47% | +1.17% | 87,867.3 | ||
VTV | Vanguard Value ETF | 29,260 | 4,107.2 | +39.27% | 4.240 | +1.20% | 0.000 | -3.58% | +1.45% | 135,775.6 | ||
VB | Vanguard Small Cap ETF | 19,930 | 3,657.9 | -0.05% | 3.770 | 0% | 0.010 | -3.05% | -4.13% | 60,114.0 | ||
SCHD | Schwab US Dividend Equity ETF | 36,552 | 2,761.2 | +64.60% | 2.850 | +1.12% | 0.010 | -7.76% | -3.64% | 67,833.7 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 50,616 | 2,564.7 | -16.12% | 2.640 | -0.55% | 0.020 | +2.93% | +2.57% | 34,724.3 | ||
GLD | SPDR Gold Shares ETF | 13,827 | 2,345.6 | -0.30% | 2.420 | -0.01% | 0.000 | +15.59% | +25.68% | 97,898.7 | ||
NACP | Impact Shares NAACP Minority Empowerment ETF | 73,431 | 1,950.2 | -1.79% | 2.010 | -0.04% | 5.320 | -0.72% | +2.38% | 54.3 |
Momentum Advisors, LLC's Historical Top Holdings Breakdowns
Momentum Advisors, LLC Total Holding History ($B)
Momentum Advisors, LLC's Asset Allocation
Momentum Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Momentum Advisors, LLC's Hypothetical Growth since 2022-12-31
Momentum Advisors, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Momentum Advisors, LLC's Holdings Heat Map
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Momentum Advisors, LLC's Holdings Bubble Chart
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