Moment Partners, LLC Portfolio Holdings

Moment Partners, LLC

  • $505 Billion
  • Q1 2025

Moment Partners, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $505 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $90.8B, Spdr S&P 500 ETF Trust with a value of $84.2B, Invesco Qqq Trust, Series 1 with a value of $42.7B, Technology Sector Spdr with a value of $39B, and Ishares Tr with a value of $35B.

Examining the 13F form we can see an decrease of $20.2B in the current position value, from $525B to 505B.

Moment Partners, LLC is based out at San Francisco, CA

Below you can find more details about Moment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $505 Billion
ETFs: $461 Billion
Technology: $10.5 Billion
Financial Services: $7.31 Billion
Healthcare: $7.09 Billion
Industrials: $6.18 Billion
Consumer Defensive: $3.51 Billion
Communication Services: $3 Billion
Energy: $2.43 Billion
Other: $3.46 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$200B
$242 Million 0.05% of portfolio
2,699
Q4 2024 New
$0
$251 Million 0.05% of portfolio
5,096
Q1 2025 Reduced 8.39%
$90B
$253 Million 0.05% of portfolio
417
Q1 2025 Reduced 0.71%
$0
$262 Million 0.05% of portfolio
3,300
Q4 2024 New
$278B
$254 Million 0.05% of portfolio
1,268
Q4 2024 New
$0
$209 Million 0.04% of portfolio
3,707
Q1 2025 Reduced 0.8%
$52.3B
$220 Million 0.04% of portfolio
3,725
Q1 2025 New
$0
$222 Million 0.04% of portfolio
529
Q1 2025 Reduced 5.03%
$0
$223 Million 0.04% of portfolio
1,528
Q4 2024 New
$0
$211 Million 0.04% of portfolio
4,149
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $505 Billion
  • Prior Value $525 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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