Momentum Advisors, LLC Incresed Positions 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
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
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
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
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
Track This Portfolio

Track Momentum Advisors, LLC Portfolio

Follow Momentum Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Momentum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Momentum Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email