Moment Partners, LLC Reduced Holdings in Q3 2025

Moment Partners, LLC

  • $565 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-18
- 1.16%
$232.56 - $304.78 $4.19K - $5.49K
1.53K $377M
UNH
Unitedhealth Group Inc

Healthcare
-190
- 20.08%
$237.77 - $353.61 $45.2K - $67.2K
756 $261M
LLY
Eli Lilly & CO

Healthcare
-12
- 0.87%
$625.65 - $812.69 $7.51K - $9.75K
1.37K $1.04B
VUG
Vanguard Growth ETF

ETFs
-151
- 13.71%
$433.97 - $484.08 $65.5K - $73.1K
950 $456M
CHKP
Check Point Software Technologies LTD

Technology
-6
- 0.58%
$180.73 - $231.23 $1.08K - $1.39K
1.03K $214M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-176
- 6.34%
$98.52 - $103.93 $17.3K - $18.3K
2.6K $268M
VEA
Vanguard Ftse Developed Market

ETFs
-362
- 9.66%
$56.02 - $60.3 $20.3K - $21.8K
3.39K $203M
EMR
Emerson Electric CO

Industrials
-23
- 0.64%
$128.6 - $149.63 $2.96K - $3.44K
3.59K $472M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-334
- 0.16%
$100.16 - $100.7 $33.5K - $33.6K
204K $20.6B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-24
- 0.52%
$49.05 - $49.99 $1.18K - $1.2K
4.63K $230M
FDN
First Tr Fd Dow Jones

ETFs
-2
- 0.23%
$264.06 - $287.34 $528 - $575
878 $246M
ABC
Amerisourcebergen Corp

Healthcare
-12
- 1.03%
N/A
1.15K $361M
IWM
Ishares Russell 2000 ETF

ETFs
-216
- 8.83%
$214.92 - $244.84 $46.4K - $52.9K
2.23K $540M
ADI
Analog Devices Inc

Technology
-21
- 0.93%
$220.68 - $255.63 $4.63K - $5.37K
2.23K $549M
MRK
Merck & Co., Inc.

Healthcare
-8
- 0.3%
$77.6 - $87.37 $621 - $699
2.69K $226M
FTGC
First Trust Global Tactical CO

ETFs
-5.41K
- 4.31%
$24.67 - $26.32 $133K - $142K
120K $3.11B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-120
- 0.04%
$82.38 - $83.0 $9.89K - $9.96K
283K $23.5B
XOM
Exxon Mobil Corp

Energy
-8
- 0.19%
$105.83 - $117.22 $847 - $938
4.17K $470M
VO
Vanguard Mid Cap ETF

ETFs
-7
- 0.34%
$279.83 - $293.74 $1.96K - $2.06K
2.07K $608M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.19%
$357.4 - $423.42 $715 - $847
1.03K $419M
WMT
Walmart Inc.

Consumer Defensive
-87
- 0.92%
$94.4 - $104.27 $8.21K - $9.07K
9.39K $967M
PEP
Pepsico Inc

Consumer Defensive
-6
- 0.12%
$133.81 - $152.16 $803 - $913
5.04K $708M
ITW
Illinois Tool Works Inc

Industrials
-5
- 0.16%
$252.31 - $269.41 $1.26K - $1.35K
3.19K $833M
AXP
American Express CO

Financial Services
-4
- 0.1%
$294.27 - $342.31 $1.18K - $1.37K
4K $1.33B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-88
- 1.11%
$126.64 - $135.65 $11.1K - $11.9K
7.87K $1.07B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-297
- 3.56%
$148.97 - $165.88 $44.2K - $49.3K
8.04K $1.32B
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.5%
$620.67 - $670.08 $5.59K - $6.03K
1.79K $1.2B
LOW
Lowes Companies Inc

Consumer Cyclical
-6
- 0.21%
$215.01 - $273.02 $1.29K - $1.64K
2.86K $718M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-2.77K
- 0.65%
$44.34 - $45.94 $123K - $127K
424K $19.4B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-441
- 1.87%
$134.94 - $145.86 $59.5K - $64.3K
23.2K $3.37B
ABBV
Abb Vie Inc.

Healthcare
-23
- 0.39%
$184.85 - $231.54 $4.25K - $5.33K
5.81K $1.34B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-820
- 2.15%
$115.96 - $125.95 $95.1K - $103K
37.4K $4.71B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-845
- 1.06%
$182.33 - $194.5 $154K - $164K
78.8K $15.3B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.7K
- 1.25%
$91.28 - $97.59 $429K - $458K
370K $35.5B
DVY
Ishares Tr

ETFs
-2.53K
- 1.0%
$133.88 - $142.57 $338K - $360K
250K $35.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.78K
- 1.13%
$181.56 - $190.33 $1.05M - $1.1M
505K $95.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.42K
- 1.61%
$546.99 - $602.2 $776K - $855K
86.8K $52.1B
XLK
Technology Sector Spdr

ETFs
-1.79K
- 0.97%
$250.97 - $282.66 $449K - $506K
183K $51.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 0.76%
$617.65 - $666.84 $761K - $822K
162K $108B
Activity Summary
Buys All Purchases 61 New Holdings 7 Increased Positions 54 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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