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Momentum Advisors, Llc

Portfolio Manager
Momentum Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$98.70M
# of Holdings
83
Performance Rank
N/A
Allocation (Top 20)
N/A

Momentum Advisors, Llc Holdings Map

Top 50 Momentum Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
19.41%54.5K$19.2M
+0.53%(+287)
2022-Q3: 54.2K shares2022-Q4: 54.5K shares2022-12-31
SPY
SPDR S&P 500 ETF TR
10.85%28.0K$10.7M
-6.60%(-1.98K)
2022-Q3: 30.0K shares2022-Q4: 28.0K shares2022-12-31
AAPL
APPLE INC
4.32%32.8K$4.3M
-4.44%(-1.52K)
2022-Q3: 34.3K shares2022-Q4: 32.8K shares2022-12-31
VIG
VANGUARD SPECIALIZED FUNDS
4.26%27.7K$4.2M
-0.84%(-236)
2022-Q3: 27.9K shares2022-Q4: 27.7K shares2022-12-31
VTV
VANGUARD INDEX FDS
4.16%29.3K$4.1M
+39.27%(+8.25K)
2022-Q3: 21.0K shares2022-Q4: 29.3K shares2022-12-31
VB
VANGUARD INDEX FDS
3.71%19.9K$3.7M
-0.05%(-9)
2022-Q3: 19.9K shares2022-Q4: 19.9K shares2022-12-31
SCHD
SCHWAB STRATEGIC TR
2.8%36.6K$2.8M
+64.60%(+14.35K)
2022-Q3: 22.2K shares2022-Q4: 36.6K shares2022-12-31
SPYG
SPDR SER TR
2.6%50.6K$2.6M
-16.12%(-9.72K)
2022-Q3: 60.3K shares2022-Q4: 50.6K shares2022-12-31
GLD
SPDR GOLD TR
2.38%13.8K$2.3M
-0.30%(-41)
2022-Q3: 13.9K shares2022-Q4: 13.8K shares2022-12-31
NACP
IMPACT SHS TR I
1.98%73.4K$2.0M
-1.79%(-1.34K)
2022-Q3: 74.8K shares2022-Q4: 73.4K shares2022-12-31

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