Momentum Wealth Planning, LLC New Holdings in Q2 2025

Momentum Wealth Planning, LLC

  • $117 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
51.4K
New
$496.48 - $617.85 $25.5M - $31.8M
51.4K $31.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
29.2K
New
$416.06 - $551.64 $12.2M - $16.1M
29.2K $16.1B
SCHO
Schwab Short Term Us Treasury

ETFs
270K
New
$24.19 - $24.45 $6.53M - $6.6M
270K $6.58B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
68.2K
New
$75.05 - $77.34 $5.12M - $5.28M
68.2K $5.28B
AVGO
Broadcom Inc.

Technology
17.5K
New
$146.29 - $275.65 $2.56M - $4.82M
17.5K $4.82B
META
Meta Platforms, Inc.

Communication Services
6.21K
New
$484.66 - $738.09 $3.01M - $4.58M
6.21K $4.58B
GS
Goldman Sachs Group Inc

Financial Services
6.27K
New
$462.22 - $707.75 $2.9M - $4.44M
6.27K $4.44B
KWEB
Kraneshares Tr Csi China Inter

ETFs
110K
New
$28.28 - $35.22 $3.11M - $3.87M
110K $3.78B
WMT
Walmart Inc.

Consumer Defensive
36.2K
New
$81.79 - $99.98 $2.96M - $3.61M
36.2K $3.53B
FCX
Freeport Mcmoran Inc

Basic Materials
79.8K
New
$29.15 - $44.46 $2.33M - $3.55M
79.8K $3.46B
AMZN
Amazon Com Inc

Consumer Cyclical
13K
New
$167.32 - $223.3 $2.17M - $2.89M
13K $2.84B
NVDA
Nvidia Corp

Technology
17.8K
New
$94.31 - $157.99 $1.68M - $2.82M
17.8K $2.82B
NXST
Nexstar Media Group, Inc.

Communication Services
16.2K
New
$144.68 - $181.86 $2.34M - $2.94M
16.2K $2.8B
NFLX
Netflix Inc

Communication Services
1.85K
New
$855.86 - $1339.13 $1.58M - $2.47M
1.85K $2.47B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27K
New
$58.41 - $72.69 $1.58M - $1.97M
27K $1.97B
JPM
Jpmorgan Chase & CO

Financial Services
6.1K
New
$210.28 - $289.91 $1.28M - $1.77M
6.1K $1.77B
GOOG
Alphabet Inc.

Communication Services
9.96K
New
$146.58 - $180.01 $1.46M - $1.79M
9.96K $1.77B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.5K
New
$91.43 - $91.74 $1.42M - $1.43M
15.5K $1.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.8K
New
$483.48 - $539.8 $1.35M - $1.51M
2.8K $1.36B
Ishares Bitcoin Trust ETF
19.2K
New
N/A
19.2K $1.18B
Bank America Corp
872
New
N/A
872 $1.06B
Wells Fargo CO New
823
New
N/A
823 $966M
RKT
Rocket Companies, Inc.

Financial Services
65.4K
New
$11.11 - $15.4 $726K - $1.01M
65.4K $927M
MELI
Mercadolibre Inc

Consumer Cyclical
348
New
$1794.73 - $2613.63 $625K - $910K
348 $910M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.56K
New
$456.74 - $568.03 $712K - $885K
1.56K $888M
AAPL
Apple Inc.

Technology
3.09K
New
$172.42 - $223.89 $533K - $692K
3.09K $634M
UBER
Uber Technologies, Inc

Technology
5.83K
New
$64.62 - $93.3 $377K - $544K
5.83K $544M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.16K
New
$376.48 - $440.65 $438K - $513K
1.16K $514M
SHOP
Shopify Inc.

Technology
3.78K
New
$76.89 - $115.35 $291K - $436K
3.78K $436M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.62K
New
$99.37 - $134.05 $359K - $485K
3.62K $421M
BKNG
Booking Holdings Inc.

Consumer Cyclical
63
New
$4164.15 - $5789.24 $262K - $365K
63 $365M
XLE
Energy Sector Spdr

ETFs
3.91K
New
$76.44 - $94.13 $298K - $368K
3.91K $331M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.91K
New
$93.5 - $113.21 $272K - $329K
2.91K $329M
CEG
Constellation Energy Corp

Utilities
761
New
$170.96 - $322.76 $130K - $246K
761 $246M
MSFT
Microsoft Corp

Technology
477
New
$354.56 - $497.45 $169K - $237K
477 $237M
APLE
Apple Hospitality Reit, Inc.

Real Estate
19.7K
New
$10.66 - $12.92 $209K - $254K
19.7K $231M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
878
New
$180.84 - $240.32 $159K - $211K
878 $211M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.75K
New
$45.98 - $56.15 $172K - $211K
3.75K $211M
Activity Summary
Buys All Purchases 39 New Holdings 39 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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