Momentum Advisors, LLC Purchases in Q4 2022

Momentum Advisors, LLC

  • $96.6 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
8.25K
+ 39.27%
$124.69 - $146.24 $1.03M - $1.21M
29.3K $4.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
287
+ 0.53%
$327.64 - $374.54 $94K - $107K
54.5K $19.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.3K
+ 64.6%
$67.16 - $79.06 $963K - $1.13M
36.6K $2.76M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.84K
New
$80.6 - $81.52 $471K - $476K
5.84K $474K
DFAT
Dimensional ETF Tr U S Target

ETFs
8.6K
+ 85.4%
$40.24 - $46.91 $346K - $404K
18.7K $820K
XLE
Energy Sector Spdr

ETFs
543
+ 2.54%
$76.09 - $94.08 $41.3K - $51.1K
21.9K $1.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2K
+ 10.8%
$55.71 - $67.79 $112K - $136K
20.6K $1.35M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.95K
+ 31.62%
$44.04 - $47.03 $262K - $280K
24.8K $1.13M
TRI
Thomson Reuters Corp

Industrials
2.35K
New
$98.98 - $117.85 $233K - $277K
2.35K $268K
XLV
Select Sector Spdr Fund Health

ETFs
1.86K
New
$121.85 - $140.1 $227K - $261K
1.86K $252K
IBN
Icici Bank LTD

Financial Services
11K
New
$20.97 - $23.73 $230K - $260K
11K $239K
HYG
Ishares Tr

ETFs
3.15K
New
$71.24 - $76.11 $224K - $240K
3.15K $231K
MRK
Merck & Co., Inc.

Healthcare
2K
New
$87.44 - $112.11 $175K - $224K
2K $222K
IYR
Ishares Tr

ETFs
2.61K
New
$76.97 - $89.17 $201K - $233K
2.61K $219K
FDX
Fedex Corp

Industrials
1.25K
New
$150.14 - $182.34 $187K - $227K
1.25K $215K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.37K
New
$136.78 - $158.99 $187K - $218K
1.37K $207K
ABBV
Abb Vie Inc.

Healthcare
1.26K
New
$138.31 - $165.87 $174K - $209K
1.26K $203K
DRSK
ETF Ser Solutions Aptus Define

ETFs
6.42K
+ 10.55%
$25.0 - $26.28 $161K - $169K
67.3K $1.72M
IEFA
Ishares Tr

ETFs
1.69K
+ 27.52%
$52.35 - $63.65 $88.6K - $108K
7.84K $483K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.5K
+ 61.74%
$93.63 - $99.69 $140K - $149K
3.92K $380K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
3.24K
+ 7.64%
$16.15 - $18.09 $52.3K - $58.6K
45.6K $825K
IEMG
Ishares Inc

ETFs
1.53K
+ 10.54%
$44.28 - $48.68 $67.7K - $74.4K
16K $748K
UPS
United Parcel Service Inc

Industrials
4
+ 0.04%
$159.14 - $190.36 $637 - $761
9.3K $1.62M
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.23%
$123.76 - $153.95 $619 - $770
2.14K $324K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$269.46 - $333.38 $269 - $333
1.07K $337K
GBDC
Golub Capital Bdc, Inc.

Financial Services
56
+ 0.16%
$12.46 - $14.25 $698 - $798
34.7K $456K
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.12%
$147.25 - $169.54 $295 - $339
1.72K $272K
BMY
Bristol Myers Squibb CO

Healthcare
19
+ 0.27%
$68.48 - $81.09 $1.3K - $1.54K
6.98K $502K
Atlassian Corporation
2.54K
New
N/A
2.54K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.23%
$260.1 - $293.72 $520 - $587
865 $230K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.02%
$83.43 - $104.48 $167 - $209
11K $970K
ESG
Flexshares Stoxx Us Esg Select
79
+ 0.41%
N/A
19.2K $0
Activity Summary
Buys All Purchases 33 New Holdings 12 Increased Positions 21 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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