Momentous Wealth Management, Inc. Portfolio Holdings by Sector

Momentous Wealth Management, Inc.

$121 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFCF SCHF VTHR ESGV BND SCHH DFAU 8 stocks	$51.2 Million 77.35% of portfolio	8	-	8	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.93 Million 4.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH 1 stocks	$2.56 Million 3.86% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.77 Million 2.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1.67 Million 2.52% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.42 Million 2.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$861,560 1.3% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$748,559 1.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$564,067 0.85% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology CRM RUM 2 stocks	$493,677 0.75% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD POWW 2 stocks	$367,200 0.56% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$347,021 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$285,974 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$258,823 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$258,054 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$245,113 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$215,191 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts

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