MA

Momentum Advisors, LLC

13F
Momentum Advisors, LLC
Last update 2023-02-20 82 Stocks (12 new)
Value $97.00 Mil Turnover 7 %
Countries:
Top Holdings: VOO(19.76%)SPY(11.04%)AAPL(4.40%)VIG(4.34%)VTV(4.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Momentum Advisors, LLC Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
54,534
19160.080
+0.53%
19.760
+0.10%
0.010
+11.97%
+25.63%
488017.393
 
SPY 		S&P 500 ETF TRUST ETF
28,001
10708.610
-6.60%
11.040
-0.79%
0.000
+11.93%
+25.58%
617362.995
 
AAPL 		Apple Inc
32,804
4262.190
-4.44%
4.400
-0.24%
0.000
+3.19%
+17.04%
3389420.991
Hardware
VIG 		Vanguard Dividend Appreciation FTF
27,697
4205.860
-0.84%
4.340
-0.04%
0.010
+8.86%
+18.30%
81537.782
 
VTV 		Vanguard Value ETF
29,260
4107.200
+39.27%
4.240
+1.20%
0.000
+9.26%
+18.91%
121385.459
 
VB 		Vanguard Small Cap ETF
19,930
3657.950
-0.05%
3.770
0%
0.010
+15.91%
+18.69%
58811.613
 
SCHD 		Schwab US Dividend Equity ETF
36,552
2761.170
+64.60%
2.850
+1.12%
0.010
+8.68%
+13.91%
65349.610
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
50,616
2564.710
-16.12%
2.640
-0.55%
0.020
+14.30%
+34.49%
32406.121
 
GLD 		SPDR Gold Shares ETF
13,827
2345.610
-0.30%
2.420
-0.01%
0.000
+5.10%
+25.57%
73238.737
 
NACP 		Impact Shares NAACP Minority Empowerment ETF
73,431
1950.150
-1.79%
2.010
-0.04%
5.320
+11.91%
+26.08%
55.663
 

Momentum Advisors, LLC's Historical Top Holdings Breakdowns

Momentum Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTV 		Vanguard Value ETF2022-12-31Add
+1.20%
●
123.77 ($136.83) 145.16
$177.77
29.92%
Add 39.27%
29,260
8,251
SCHD 		Schwab US Dividend Equity ETF2022-12-31Add
+1.12%
●
66.54 ($73.56) 78.34
$28.91
-60.70%
Add 64.6%
36,552
14,345
SPY 		S&P 500 ETF TRUST ETF2022-12-31Reduce
-0.79%
●
354.93 ($382.87) 405.82
$596.79
55.87%
Reduce -6.6%
28,001
-1,979
SPYG 		SPDR Portfolio S&P 500 Growth ETF2022-12-31Reduce
-0.55%
●
49.01 ($51.91) 54.92
$87.50
68.56%
Reduce -16.12%
50,616
-9,724
META 		Meta Platforms Inc2022-12-31Reduce
-0.52%
●
88.91 ($117.43) 140.28
$584.82
398.02%
Reduce -17.93%
15,503
-3,386
SHY 		iShares 1-3 Year Treasury Bond ETF2022-12-31New Buy
+0.49%
●
80.1 ($80.68) 81.28
$81.93
1.55%
New holding
5,842
5,842
DFAT 		Dimensional U.S. Targeted Value ETF2022-12-31Add
+0.39%
●
40.08 ($43.77) 46.72
$59.32
35.53%
Add 85.4%
18,677
8,603
TEAM 		Atlassian Corp2022-12-31New Buy
+0.34%
●
116.34 ($159.19) 242.46
$245.28
54.08%
New holding
2,543
2,543
SCHZ 		Schwab US Aggregate Bond ETF2022-12-31Add
+0.28%
●
43.63 ($45.22) 46.8
$22.91
-49.34%
Add 31.62%
24,782
5,954
TRI 		Thomson Reuters Corp2022-12-31New Buy
+0.28%
●
102.68 ($113.47) 122.25
$169.50
49.38%
New holding
2,269
2,354

Momentum Advisors, LLC Total Holding History ($B)

To

Momentum Advisors, LLC's Asset Allocation

To

Momentum Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Momentum Advisors, LLC's Hypothetical Growth since 2022-12-31

Momentum Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Momentum Advisors, LLC's Holdings Heat Map

Size field:

Momentum Advisors, LLC's Holdings Bubble Chart

Momentum Advisors, LLC News

  • 1

Discussions on Momentum Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.