Momentous Wealth Management, Inc. New Holdings in Q4 2024

Momentous Wealth Management, Inc.

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
735K
New
$33.92 - $36.6 $24.9M - $26.9M
735K $25.4B
Vanguard Malvern Fds
248K
New
N/A
248K $18.8B
DFAX
Dimensional ETF Tr
612K
New
$24.76 - $27.04 $15.2M - $16.6M
612K $15.2B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
306K
New
$41.17 - $43.34 $12.6M - $13.3M
306K $12.6B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
631K
New
$18.41 - $40.87 $11.6M - $25.8M
631K $11.7B
DFSB
Dimensional ETF Tr Dimensional
137K
New
N/A
137K $6.99B
DFSU
Dimensional ETF Tr Dimen Us Su
145K
New
N/A
145K $5.51B
Dimensional ETF Trust
175K
New
N/A
175K $5.25B
AAPL
Apple Inc.

Technology
11.7K
New
$221.69 - $259.02 $2.59M - $3.03M
11.7K $2.93B
PH
Parker Hannifin Corp

Industrials
4.02K
New
$621.74 - $709.46 $2.5M - $2.85M
4.02K $2.56B
MSFT
Microsoft Corp

Technology
4.2K
New
$406.35 - $454.46 $1.71M - $1.91M
4.2K $1.77B
NVDA
Nvidia Corp

Technology
8.5K
New
$117.0 - $148.88 $995K - $1.27M
8.5K $1.14B
AMZN
Amazon Com Inc

Consumer Cyclical
3.41K
New
$180.88 - $232.93 $617K - $795K
3.41K $749M
GOOG
Alphabet Inc.

Communication Services
3.72K
New
$163.08 - $198.16 $606K - $737K
3.72K $708M
COST
Costco Wholesale Corp

Consumer Defensive
701
New
$873.59 - $994.69 $612K - $697K
701 $642M
META
Meta Platforms, Inc.

Communication Services
1.05K
New
$554.08 - $632.68 $583K - $666K
1.05K $617M
DFSE
Dimensional ETF Tr Dimen Emrgn
17.2K
New
N/A
17.2K $569M
V
Visa Inc.

Financial Services
1.14K
New
$273.87 - $320.91 $311K - $364K
1.14K $359M
GD
General Dynamics Corp

Industrials
1.34K
New
$260.28 - $314.03 $349K - $421K
1.34K $353M
XOM
Exxon Mobil Corp

Energy
3.23K
New
$105.51 - $125.37 $340K - $404K
3.23K $347M
GOOGL
Alphabet Inc.

Communication Services
1.82K
New
$161.86 - $196.66 $294K - $357K
1.82K $344M
VTHR
Vanguard Russell 3000 ETF

ETFs
1.27K
New
$251.33 - $271.45 $318K - $344K
1.27K $329M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.99K
New
$100.18 - $109.1 $299K - $326K
2.99K $313M
CRM
Salesforce, Inc.

Technology
937
New
$270.87 - $367.87 $254K - $345K
937 $313M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.06K
New
$71.75 - $75.11 $291K - $305K
4.06K $292M
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
New
$205.18 - $250.29 $245K - $299K
1.19K $286M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
13.5K
New
$20.55 - $23.26 $277K - $313K
13.5K $283M
AVGO
Broadcom Inc.

Technology
1.2K
New
$159.67 - $250.0 $191K - $299K
1.2K $278M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
571
New
$442.29 - $483.08 $253K - $276K
571 $259M
TSLA
Tesla, Inc.

Consumer Cyclical
639
New
$213.65 - $479.86 $137K - $307K
639 $258M
DFAU
Dimensional ETF Tr

ETFs
6.14K
New
$39.27 - $42.38 $241K - $260K
6.14K $248M
NFLX
Netflix Inc

Communication Services
275
New
$687.65 - $936.56 $189K - $258K
275 $245M
WMT
Walmart Inc.

Consumer Defensive
2.43K
New
$79.1 - $95.7 $192K - $232K
2.43K $219M
TJX
Tjx Companies Inc

Consumer Cyclical
1.78K
New
$112.15 - $127.2 $200K - $227K
1.78K $215M
MA
Mastercard Inc

Financial Services
390
New
$491.3 - $536.15 $192K - $209K
390 $205M
RUM
Rumble Inc.

Technology
13.9K
New
$5.18 - $16.27 $71.8K - $226K
13.9K $180M
Lotus Technology Inc
15.3K
New
N/A
15.3K $55.2M
POWW
Ammo, Inc.

Industrials
12.6K
New
$0.98 - $1.36 $12.3K - $17.1K
12.6K $13.9M
Activity Summary
Buys All Purchases 39 New Holdings 39 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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