Momentum Wealth Planning, LLC Purchases and Sells in Q4 2025

Momentum Wealth Planning, LLC

$128 Billion
Q4 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	10K + 95.24%	$237.49 - $291.74 $2.38M - $2.92M	20.5K $6.44B
AAPL	13.7K + 504.74%	$245.27 - $275.25 $3.37M - $3.78M	16.4K $4.47B
AVGO	7.16K + 597.91%	$324.63 - $385.98 $2.32M - $2.76M	8.35K $2.89B
QQQ	1.4K + 4.62%	$589.5 - $635.77 $827K - $892K	31.8K $20.2B
SHOP	4.22K + 251.28%	$146.04 - $179.01 $616K - $755K	5.9K $1.17B
TSLA	480 + 4.99%	$401.99 - $468.37 $193K - $225K	10.1K $4.54B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	34.8K New	$182.87 - $189.72 $6.37M - $6.61M	34.8K $6.65B
LISTED FDS TR	34K New	N/A	34K $2.24B
REDDIT INC	5.06K New	N/A	5.06K $1.39B
GLD	1.8K New	$354.79 - $403.15 $639K - $726K	1.8K $713M
GE VERNOVA INC	563 New	N/A	563 $368M
ASTERA LABS INC	2.1K New	N/A	2.1K $349M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KWEB	-102K - 62.63%	$38.24 - $42.94 $3.88M - $4.36M	60.6K $2.06B
META	-4.83K - 83.76%	$609.01 - $751.67 $2.94M - $3.63M	936 $618M
MSFT	-3.88K - 89.08%	$496.82 - $542.07 $1.93M - $2.11M	476 $230M
ISHARES BITCOIN TRUST ETF	-15.8K - 67.04%	N/A	7.76K $385M
ORCL	-887 - 10.08%	$217.57 - $313.0 $193K - $278K	7.91K $1.54B
BIL	-9.01K - 39.31%	$91.46 - $91.76 $824K - $827K	13.9K $1.27B

Activity Summary All Purchases 20 New Holdings 7 Increased Positions 13 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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