Momentum Advisors, LLC Portfolio Holdings
Momentum Advisors, LLC
- $96.6 Million
- Q4 2022
Momentum Advisors, LLC has filed its 13F form on February 14, 2023 for Q4 2022 where it was disclosed a total value porftolio of $96.6 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $19.2M, Spdr S&P 500 ETF Trust with a value of $10.7M, Apple Inc. with a value of $4.26M, Vanguard Dividend Appreciation with a value of $4.21M, and Vanguard Value ETF with a value of $4.11M.
Examining the 13F form we can see an increase of $6.11M in the current position value, from $90.5M to 96.6M.
Below you can find more details about Momentum Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$96.6 Million
ETFs: $68.1 Million
Technology: $8 Million
Healthcare: $5.15 Million
Communication Services: $5.1 Million
Consumer Cyclical: $3.53 Million
Financial Services: $3.16 Million
Industrials: $2.97 Million
Consumer Defensive: $574,000
Other: $0