Momentous Wealth Management, Inc. Purchases in Q1 2025

Momentous Wealth Management, Inc.

  • $141 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
54.3K
+ 21.94%
N/A
302K $23.4B
DFAX
Dimensional ETF Tr
112K
+ 18.22%
$24.45 - $27.2 $2.73M - $3.03M
724K $19B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
63.5K
+ 20.77%
$40.79 - $42.32 $2.59M - $2.69M
369K $15.5B
CVBF
Cvb Financial Corp

Financial Services
117K
New
$18.42 - $21.2 $2.16M - $2.49M
117K $2.17B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
72.1K
+ 9.81%
$32.42 - $36.13 $2.34M - $2.6M
807K $26.6B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.2K
+ 2.25%
$18.36 - $20.51 $261K - $292K
645K $12.8B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
Dimensional ETF Trust
16.7K
+ 9.53%
N/A
192K $5.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
964
+ 168.83%
$442.66 - $534.52 $427K - $515K
1.54K $818M
DFSB
Dimensional ETF Tr Dimensional
8.9K
+ 6.49%
N/A
146K $7.52B
DFSI
Dimensional ETF Tr Dimen Intl
6.87K
+ 10.78%
N/A
70.6K $2.46B
HD
Home Depot, Inc.

Consumer Cyclical
961
New
$347.25 - $424.87 $334K - $408K
961 $352M
ABBV
Abb Vie Inc.

Healthcare
1.34K
New
$169.2 - $216.66 $226K - $290K
1.34K $280M
ADP
Automatic Data Processing Inc

Industrials
882
New
$286.85 - $318.64 $253K - $281K
882 $269M
JNJ
Johnson & Johnson

Healthcare
1.52K
New
$142.06 - $167.7 $216K - $255K
1.52K $253M
GLD
Spdr Gold Trust

ETFs
832
New
$243.19 - $288.14 $202K - $240K
832 $240M
LLY
Eli Lilly & CO

Healthcare
272
New
$725.72 - $929.72 $197K - $253K
272 $225M
PG
Procter & Gamble CO

Consumer Defensive
1.24K
New
$158.56 - $176.26 $197K - $219K
1.24K $212M
JPM
Jpmorgan Chase & CO

Financial Services
591
+ 49.54%
$225.19 - $279.95 $133K - $165K
1.78K $438M
NVDA
Nvidia Corp

Technology
3.27K
+ 38.51%
$106.98 - $149.43 $350K - $489K
11.8K $1.28B
COST
Costco Wholesale Corp

Consumer Defensive
117
+ 16.69%
$890.62 - $1076.86 $104K - $126K
818 $773M
GOOGL
Alphabet Inc.

Communication Services
1.18K
+ 64.9%
$154.33 - $206.19 $182K - $243K
2.99K $463M
DFSE
Dimensional ETF Tr Dimen Emrgn
2.89K
+ 16.8%
N/A
20.1K $675M
SAN
Banco Santander, S.A.

Financial Services
13.3K
New
$4.46 - $7.14 $59.4K - $95.1K
13.3K $89.2M
ABSI
Absci Corp

Healthcare
32.7K
New
$2.51 - $5.82 $82K - $190K
32.7K $82M
V
Visa Inc.

Financial Services
36
+ 3.17%
$306.92 - $362.71 $11K - $13.1K
1.17K $410M
TEF
Telefonica S A

Communication Services
10.7K
New
$3.89 - $4.73 $41.5K - $50.5K
10.7K $49.7M
TSLA
Tesla, Inc.

Consumer Cyclical
493
+ 77.15%
$222.15 - $428.22 $110K - $211K
1.13K $293M
META
Meta Platforms, Inc.

Communication Services
70
+ 6.65%
$576.36 - $736.67 $40.3K - $51.6K
1.12K $647M
NFLX
Netflix Inc

Communication Services
14
+ 5.09%
$828.4 - $1058.6 $11.6K - $14.8K
289 $270M
GD
General Dynamics Corp

Industrials
21
+ 1.57%
$241.94 - $272.58 $5.08K - $5.72K
1.36K $371M
WMT
Walmart Inc.

Consumer Defensive
217
+ 8.93%
$84.5 - $105.05 $18.3K - $22.8K
2.65K $232M
MA
Mastercard Inc

Financial Services
3
+ 0.77%
$504.67 - $576.31 $1.51K - $1.73K
393 $215M
TJX
Tjx Companies Inc

Consumer Cyclical
14
+ 0.79%
$112.81 - $126.16 $1.58K - $1.77K
1.8K $219M
MSFT
Microsoft Corp

Technology
462
+ 11.01%
$375.39 - $447.2 $173K - $207K
4.66K $1.75B
CRM
Salesforce, Inc.

Technology
129
+ 13.77%
$268.36 - $359.95 $34.6K - $46.4K
1.07K $286M
AMZN
Amazon Com Inc

Consumer Cyclical
356
+ 10.43%
$190.26 - $242.06 $67.7K - $86.2K
3.77K $717M
AVGO
Broadcom Inc.

Technology
128
+ 10.69%
$167.43 - $244.7 $21.4K - $31.3K
1.33K $222M
AAPL
Apple Inc.

Technology
1.2K
+ 10.26%
$209.68 - $247.1 $252K - $297K
12.9K $2.86B
RUM
Rumble Inc.

Technology
139
+ 1.0%
$7.07 - $13.77 $983 - $1.91K
14K $99M
PH
Parker Hannifin Corp

Industrials
12
+ 0.3%
$591.65 - $707.05 $7.1K - $8.48K
4.03K $2.45B
DFSU
Dimensional ETF Tr Dimen Us Su
4.04K
+ 2.78%
N/A
149K $5.35B
Activity Summary
Buys All Purchases 43 New Holdings 12 Increased Positions 31 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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