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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 54,534 | 19,160.1 | +0.53% | 19.760 | +0.10% | 0.010 | -0.77% | +0.61% | 599,652.1 | ||
SPY | S&P 500 ETF TRUST ETF | 28,001 | 10,708.6 | -6.60% | 11.040 | -0.79% | 0.000 | -0.79% | +0.58% | 601,766.2 | ||
AAPL | Apple Inc | 32,804 | 4,262.2 | -4.44% | 4.400 | -0.24% | 0.000 | -17.02% | -19.77% | 2,993,438.2 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 27,697 | 4,205.9 | -0.84% | 4.340 | -0.04% | 0.010 | -2.75% | +0.88% | 87,615.5 | ||
VTV | Vanguard Value ETF | 29,260 | 4,107.2 | +39.27% | 4.240 | +1.20% | 0.000 | -3.80% | +1.22% | 135,473.5 | ||
VB | Vanguard Small Cap ETF | 19,930 | 3,657.9 | -0.05% | 3.770 | 0% | 0.010 | -3.45% | -4.54% | 59,862.5 | ||
SCHD | Schwab US Dividend Equity ETF | 36,552 | 2,761.2 | +64.60% | 2.850 | +1.12% | 0.010 | -7.94% | -3.83% | 67,704.0 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 50,616 | 2,564.7 | -16.12% | 2.640 | -0.55% | 0.020 | +2.39% | +2.03% | 34,543.3 | ||
GLD | SPDR Gold Shares ETF | 13,827 | 2,345.6 | -0.30% | 2.420 | -0.01% | 0.000 | +15.40% | +25.47% | 97,734.7 | ||
NACP | Impact Shares NAACP Minority Empowerment ETF | 73,431 | 1,950.2 | -1.79% | 2.010 | -0.04% | 5.320 | -1.04% | +2.06% | 54.1 |
Momentum Advisors, LLC's Historical Top Holdings Breakdowns
Momentum Advisors, LLC Total Holding History ($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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