Moment Partners, LLC Reduced Holdings in Q1 2025

Moment Partners, LLC

  • $505 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 1.39%
$279.74 - $321.29 $5.32K - $6.1K
1.35K $421M
CB
Chubb LTD

Financial Services
-10
- 0.83%
$257.71 - $301.99 $2.58K - $3.02K
1.2K $361M
JPM
Jpmorgan Chase & CO

Financial Services
-49
- 0.63%
$225.19 - $279.95 $11K - $13.7K
7.75K $1.9B
MDT
Medtronic PLC

Healthcare
-27
- 0.75%
$79.84 - $94.5 $2.16K - $2.55K
3.58K $321M
ADP
Automatic Data Processing Inc

Industrials
-37
- 1.05%
$286.85 - $318.64 $10.6K - $11.8K
3.48K $1.06B
CTAS
Cintas Corp

Industrials
-30
- 1.59%
$182.09 - $208.14 $5.46K - $6.24K
1.86K $382M
CMS
Cms Energy Corp

Utilities
-23
- 0.47%
$64.99 - $75.11 $1.49K - $1.73K
4.83K $363M
Linde PLC
-13
- 1.34%
N/A
959 $447M
AFL
Aflac Inc

Financial Services
-41
- 0.69%
$100.99 - $111.19 $4.14K - $4.56K
5.86K $652M
CSCO
Cisco Systems, Inc.

Technology
-29
- 0.17%
$58.74 - $64.87 $1.7K - $1.88K
17.2K $1.06B
V
Visa Inc.

Financial Services
-30
- 1.93%
$306.92 - $362.71 $9.21K - $10.9K
1.52K $534M
WEC
Wec Energy Group, Inc.

Utilities
-8
- 0.24%
$92.12 - $108.98 $737 - $872
3.33K $363M
ABC
Amerisourcebergen Corp

Healthcare
-37
- 3.02%
N/A
1.19K $330M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.5%
$442.66 - $534.52 $1.77K - $2.14K
791 $421M
FVD
First Tr Value Line Divid Inde

ETFs
-1.37K
- 0.98%
$42.61 - $45.51 $58.3K - $62.3K
139K $6.2B
PAYX
Paychex Inc

Industrials
-20
- 0.3%
$136.06 - $154.52 $2.72K - $3.09K
6.75K $1.04B
BRO
Brown & Brown, Inc.

Financial Services
-57
- 1.27%
$100.54 - $124.4 $5.73K - $7.09K
4.42K $550M
ABT
Abbott Laboratories

Healthcare
-24
- 0.48%
$111.1 - $140.22 $2.67K - $3.37K
4.95K $657M
CVX
Chevron Corp

Energy
-156
- 1.93%
$146.71 - $167.97 $22.9K - $26.2K
7.92K $1.32B
ABBV
Abb Vie Inc.

Healthcare
-97
- 1.68%
$169.2 - $216.66 $16.4K - $21K
5.68K $1.19B
FTGC
First Trust Global Tactical CO

ETFs
-977
- 0.77%
$23.95 - $25.86 $23.4K - $25.3K
126K $3.22B
DVY
Ishares Tr

ETFs
-4.24K
- 1.6%
$128.58 - $138.1 $545K - $585K
260K $35B
Activity Summary
Buys All Purchases 16 New Holdings 5 Increased Positions 11 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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