StockDriftsStockDriftsTop 50 Momentum Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 19.41% | 54.5K | $19.2M | +0.53%(+287) | — | 2022-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 10.85% | 28.0K | $10.7M | -6.60%(-1.98K) | — | 2022-12-31 | |
| AAPL | APPLE INC | 4.32% | 32.8K | $4.3M | -4.44%(-1.52K) | — | 2022-12-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.26% | 27.7K | $4.2M | -0.84%(-236) | — | 2022-12-31 | |
| VTV | VANGUARD INDEX FDS | 4.16% | 29.3K | $4.1M | +39.27%(+8.25K) | — | 2022-12-31 | |
| VB | VANGUARD INDEX FDS | 3.71% | 19.9K | $3.7M | -0.05%(-9) | — | 2022-12-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.8% | 36.6K | $2.8M | +64.60%(+14.35K) | — | 2022-12-31 | |
| SPYG | SPDR SER TR | 2.6% | 50.6K | $2.6M | -16.12%(-9.72K) | — | 2022-12-31 | |
| GLD | SPDR GOLD TR | 2.38% | 13.8K | $2.3M | -0.30%(-41) | — | 2022-12-31 | |
| NACP | IMPACT SHS TR I | 1.98% | 73.4K | $2.0M | -1.79%(-1.34K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Momentum Advisors, Llc reports $98.70M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are VOO (19.4%), SPY (10.8%) and AAPL (4.3%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Momentum Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1932998). View Momentum Advisors, Llc’s 13F filings on SEC