MA

Momentum Advisors, LLC

13F
Momentum Advisors, LLC
Last update 2023-02-20 82 Stocks (12 new)
Value $97.00 Mil Turnover 7 %
Countries:
Top Holdings: VOO(19.76%)SPY(11.04%)AAPL(4.40%)VIG(4.34%)VTV(4.24%)
Summary Stock Picks Current Portfolio
Momentum Advisors, LLC Top Holdings of 2022-12-31 View Full List
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)

To

Momentum Advisors, LLC's Asset Allocation

To

Momentum Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Momentum Advisors, LLC's Hypothetical Growth since 2022-12-31

Momentum Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Momentum Advisors, LLC's Holdings Heat Map

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Momentum Advisors, LLC's Holdings Bubble Chart

Momentum Advisors, LLC News

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