| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q4 2022 | 20.6% |
| SPDR S&P 500 ETF TR | 3 | Q4 2022 | 12.8% |
| APPLE INC | 3 | Q4 2022 | 5.6% |
| VANGUARD SPECIALIZED FUNDS | 3 | Q4 2022 | 4.6% |
| VANGUARD INDEX FDS | 3 | Q4 2022 | 3.9% |
| VANGUARD INDEX FDS | 3 | Q4 2022 | 4.2% |
| SPDR SER TR | 3 | Q4 2022 | 3.5% |
| META PLATFORMS INC | 3 | Q4 2022 | 3.2% |
| SPDR GOLD TR | 3 | Q4 2022 | 2.6% |
| IMPACT SHS TR I | 3 | Q4 2022 | 2.3% |
View Momentum Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-22 |
View Momentum Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.