Momentous Wealth Management, Inc. Sells in Q2 2025

Momentous Wealth Management, Inc.

  • $155 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
-3.01K
- 74.79%
$517.23 - $700.54 $1.56M - $2.11M
1.02K $710M
AAPL
Apple Inc.

Technology
-366
- 2.84%
$172.42 - $223.89 $63.1K - $81.9K
12.5K $2.57B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-73
- 4.76%
$483.48 - $539.8 $35.3K - $39.4K
1.46K $710M
XOM
Exxon Mobil Corp

Energy
-181
- 2.8%
$99.93 - $119.04 $18.1K - $21.5K
6.27K $676M
COST
Costco Wholesale Corp

Consumer Defensive
-119
- 14.55%
$908.13 - $1056.85 $108K - $126K
699 $692M
JNJ
Johnson & Johnson

Healthcare
-104
- 6.83%
$146.36 - $159.82 $15.2K - $16.6K
1.42K $217M
ABBV
Abb Vie Inc.

Healthcare
-7
- 0.52%
$170.16 - $206.27 $1.19K - $1.44K
1.33K $247M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-553
- 19.56%
$86.93 - $109.64 $48.1K - $60.6K
2.27K $249M
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 2.71%
$335.24 - $380.78 $8.72K - $9.9K
935 $343M
ABSI
Absci Corp

Healthcare
-4K
- 12.25%
$2.24 - $3.22 $8.96K - $12.9K
28.7K $73.6M
SAN
Banco Santander, S.A.

Financial Services
-3.19K
- 23.98%
$5.72 - $8.32 $18.3K - $26.6K
10.1K $84M
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.23%
$276.76 - $326.81 $554 - $654
880 $271M
CRM
Salesforce, Inc.

Technology
-2
- 0.19%
$236.26 - $291.15 $473 - $582
1.06K $290M
TSLA
Tesla, Inc.

Consumer Cyclical
-175
- 15.46%
$221.86 - $362.89 $38.8K - $63.5K
957 $304M
DFAU
Dimensional ETF Tr

ETFs
-190
- 3.49%
$34.04 - $42.36 $6.47K - $8.05K
5.25K $222M
WMT
Walmart Inc.

Consumer Defensive
-40
- 1.51%
$81.79 - $99.98 $3.27K - $4K
2.61K $255M
NFLX
Netflix Inc

Communication Services
-48
- 16.61%
$855.86 - $1339.13 $41.1K - $64.3K
241 $323M
GOOG
Alphabet Inc.

Communication Services
-97
- 2.64%
$146.58 - $180.01 $14.2K - $17.5K
3.57K $634M
GOOGL
Alphabet Inc.

Communication Services
-2
- 0.07%
$144.7 - $178.6 $289 - $357
2.99K $527M
JPM
Jpmorgan Chase & CO

Financial Services
-28
- 1.57%
$210.28 - $289.91 $5.89K - $8.12K
1.76K $509M
AMZN
Amazon Com Inc

Consumer Cyclical
-128
- 3.4%
$167.32 - $223.3 $21.4K - $28.6K
3.64K $799M
META
Meta Platforms, Inc.

Communication Services
-124
- 11.04%
$484.66 - $738.09 $60.1K - $91.5K
999 $737M
AVGO
Broadcom Inc.

Technology
-92
- 6.94%
$146.29 - $275.65 $13.5K - $25.4K
1.23K $340M
CVBF
Cvb Financial Corp

Financial Services
-28
- 0.02%
$16.41 - $20.0 $459 - $560
117K $2.32B
NVDA
Nvidia Corp

Technology
-746
- 6.33%
$94.31 - $157.99 $70.4K - $118K
11K $1.74B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.07K
- 0.79%
$17.76 - $22.1 $90.1K - $112K
640K $14.2B
Activity Summary
Buys All Purchases 14 New Holdings 1 Increased Positions 13 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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