Momentum Wealth Planning, LLC Portfolio Holdings
Q3 2025•34 long positions•$124.2M portfolio value
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Holding41 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $34.4M 27.66% | -$668.0 Sold | — 51.4K shares | 51.4K → 51.4K −$668.0 | -0.0% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $18.3M 14.71% | +$694.8K Bought | — 30.4K shares | 29.2K → 30.4K +$694.8K | +3.95% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $9.2M 7.41% | +$9.2M New | — 28.2K shares | 0 → 28.2K +$9.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.8M 5.49% | +$242.5K Bought | — 279.8K shares | 269.8K → 279.8K +$242.5K | +3.68% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.8M 5.48% | +$2.2M Bought | — 162.1K shares | 110.0K → 162.1K +$2.2M | +47.4% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.2M 4.15% | -$167.7K Sold | — 66.1K shares | 68.2K → 66.1K −$167.7K | -3.15% | — — | Q2 2025 Held for 5 months | |
Auto - Manufacturers Consumer Cyclical | $4.3M 3.44% | -$83.2K Sold | 0.0% 9.6K shares | 9.8K → 9.6K −$83.2K | -1.91% | $1.48T Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $4.2M 3.41% | -$325.3K Sold | 0.0% 5.8K shares | 6.2K → 5.8K −$325.3K | -7.14% | $1.84T Mega Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $3.2M 2.59% | -$107.8K Sold | 0.0% 17.2K shares | 17.8K → 17.2K −$107.8K | -3.24% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $3.2M 2.58% | — | 0.053% 16.2K shares | — | — | $6.0B Mid Cap | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | $3.0M 2.44% | -$2.0M Sold | 0.001% 3.8K shares | 6.3K → 3.8K −$2.0M | -39.33% | $241.07B Mega Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $2.8M 2.24% | -$61.7K Sold | 0.0% 12.7K shares | 13.0K → 12.7K −$61.7K | -2.17% | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $2.6M 2.06% | +$134.9K Bought | 0.0% 10.5K shares | 10.0K → 10.5K +$134.9K | +5.56% | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $2.5M 1.99% | +$2.5M New | 0.0% 8.8K shares | 0 → 8.8K +$2.5M | New | $801.76B Mega Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $2.4M 1.94% | +$491.1K Bought | 0.0% 7.7K shares | 6.1K → 7.7K +$491.1K | +25.54% | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $2.3M 1.82% | +$2.0M Bought | 0.0% 4.4K shares | 477.0 → 4.4K +$2.0M | +814.05% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.1M 1.69% | +$678.3K Bought | — 22.9K shares | 15.5K → 22.9K +$678.3K | +47.57% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.0M 1.57% | -$162.7K Sold | — 25.0K shares | 27.0K → 25.0K −$162.7K | -7.68% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 1.23% | +$282.8K Bought | — 23.6K shares | 19.2K → 23.6K +$282.8K | +22.66% | — — | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $1.0M 0.821% | -$1.2M Sold | 0.0% 851.0 shares | 1.8K → 851.0 −$1.2M | -53.95% | $509.45B Mega Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $813.3K 0.655% | — | 0.001% 348.0 shares | — | — | $118.48B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $760.9K 0.612% | -$195.9K Sold | — 1.2K shares | 1.6K → 1.2K −$195.9K | -20.47% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $692.3K 0.557% | -$94.5K Sold | 0.0% 2.7K shares | 3.1K → 2.7K −$94.5K | -12.01% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $670.4K 0.54% | +$23.9K Bought | — 3.8K shares | 3.6K → 3.8K +$23.9K | +3.7% | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $591.0K 0.476% | +$19.9K Bought | 0.0% 6.0K shares | 5.8K → 6.0K +$19.9K | +3.48% | $204.31B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $554.4K 0.446% | +$205.5K Bought | — 6.2K shares | 3.9K → 6.2K +$205.5K | +58.9% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $494.8K 0.398% | -$46.5K Sold | — 1.1K shares | 1.2K → 1.1K −$46.5K | -8.59% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $394.9K 0.318% | +$394.9K Bought | 0.0% 1.2K shares | 17.5K → 1.2K −$5.4M | -93.16% | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
Travel Services Consumer Cyclical | $340.2K 0.274% | — | 0.0% 63.0 shares | — | — | $174.99B Large Cap | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $279.9K 0.225% | +$279.9K Bought | 0.0% 2.7K shares | 36.2K → 2.7K −$3.4M | -92.49% | $821.68B Mega Cap | Q2 2025 Held for 5 months | |
Computer Hardware Technology | $256.5K 0.206% | +$256.5K New | 0.0% 1.8K shares | 0 → 1.8K +$256.5K | New | $183.14B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $249.5K 0.201% | -$312.7K Sold | 0.0% 1.7K shares | 3.8K → 1.7K −$312.7K | -55.62% | $193.14B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $243.1K 0.196% | +$243.1K New | 0.0% 1.0K shares | 0 → 1.0K +$243.1K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
REIT - Hotel & Motel Real Estate | $201.3K 0.162% | -$36.3K Sold | 0.007% 16.7K shares | 19.7K → 16.7K −$36.3K | -15.27% | $2.8B Mid Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | - — | -$1.4M Sold | — - shares | 2.8K → 0 −$1.4M | Sold | $1.06T Mega Cap | Q2 2025 Held for 5 months | |
Copper Basic Materials | - — | -$3.5M Sold | — - shares | 79.8K → 0 −$3.5M | Sold | $60.3B Large Cap | Q2 2025 Held for 5 months | |
Financial - Mortgages Financial Services | - — | -$926.7K Sold | — - shares | 65.4K → 0 −$926.7K | Sold | $2.3B Mid Cap | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$211.0K Sold | — - shares | 878.0 → 0 −$211.0K | Sold | — — | Q2 2025 Held for 5 months | |
Restaurants Consumer Cyclical | - — | -$210.6K Sold | — - shares | 3.8K → 0 −$210.6K | Sold | $73.6B Large Cap | Q2 2025 Held for 5 months | |
Renewable Utilities Utilities | - — | -$245.6K Sold | — - shares | 761.0 → 0 −$245.6K | Sold | $100.50B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$328.9K Sold | — - shares | 2.9K → 0 −$328.9K | Sold | — — | Q2 2025 Held for 5 months |
