Momentous Wealth Management, Inc. Purchases and Sells in Q1 2025

Momentous Wealth Management, Inc.

  • $141 Billion
  • Q1 2025

Top Buys

Incresed Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MALVERN FDS
54.3K
+ 21.94%
N/A
302K $23.4B
112K
+ 18.22%
$24.45 - $27.2 $2.73M - $3.03M
724K $19B
63.5K
+ 20.77%
$40.79 - $42.32 $2.59M - $2.69M
369K $15.5B
72.1K
+ 9.81%
$32.42 - $36.13 $2.34M - $2.6M
807K $26.6B
14.2K
+ 2.25%
$18.36 - $20.51 $261K - $292K
645K $12.8B
DIMENSIONAL ETF TRUST
16.7K
+ 9.53%
N/A
192K $5.86B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
117K
New
$18.42 - $21.2 $2.16M - $2.49M
117K $2.17B
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
961
New
$347.25 - $424.87 $334K - $408K
961 $352M
1.34K
New
$169.2 - $216.66 $226K - $290K
1.34K $280M
882
New
$286.85 - $318.64 $253K - $281K
882 $269M
1.52K
New
$142.06 - $167.7 $216K - $255K
1.52K $253M
View all

Top Sells

Reduced Positions

5 operations
Stock Shares change Price Range Shares Held Trade History
-49
- 1.32%
$156.06 - $207.71 $7.65K - $10.2K
3.67K $573M
-324
- 25.57%
$243.2 - $272.04 $78.8K - $88.1K
943 $233M
-759
- 18.69%
$71.17 - $73.66 $54K - $55.9K
3.3K $242M
-694
- 11.31%
$37.84 - $42.29 $26.3K - $29.3K
5.44K $209M
-161
- 5.39%
$96.93 - $109.51 $15.6K - $17.6K
2.83K $277M
Activity Summary
Buys All Purchases 43 New Holdings 12 Increased Positions 31 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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