Momentous Wealth Management, Inc. Purchases and Sells in Q2 2025

Momentous Wealth Management, Inc.

13 operations

Stock	Shares change	Price Range	Shares Held
DFAC	33.5K + 4.15%	$29.12 - $35.84 $975K - $1.2M	840K $30.1B
DFAX	24.8K + 3.43%	$23.37 - $29.39 $580K - $730K	749K $22B
VANGUARD MALVERN FDS	26K + 8.62%	N/A	328K $25.4B
DFCF	31.3K + 8.47%	$41.1 - $42.37 $1.29M - $1.33M	401K $16.9B
DFSU	18.7K + 12.53%	N/A	168K $6.6B
DFSB	11.5K + 7.88%	N/A	158K $8.26B

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ALK	4.64K New	$41.01 - $54.88 $190K - $254K	4.64K $229M

27 operations

Stock	Shares change	Price Range	Shares Held
PH	-3.01K - 74.79%	$517.23 - $700.54 $1.56M - $2.11M	1.02K $710M
AAPL	-366 - 2.84%	$172.42 - $223.89 $63.1K - $81.9K	12.5K $2.57B
BRK-B	-73 - 4.76%	$483.48 - $539.8 $35.3K - $39.4K	1.46K $710M
XOM	-181 - 2.8%	$99.93 - $119.04 $18.1K - $21.5K	6.27K $676M
COST	-119 - 14.55%	$908.13 - $1056.85 $108K - $126K	699 $692M
JNJ	-104 - 6.83%	$146.36 - $159.82 $15.2K - $16.6K	1.42K $217M

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