Momentum Advisors, LLC Reduced Holdings in Q4 2022

Momentum Advisors, LLC

  • $96.6 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-552
- 8.82%
$109.1 - $249.44 $60.2K - $138K
5.71K $702K
META
Meta Platforms, Inc.

Communication Services
-3.39K
- 17.93%
$88.91 - $140.28 $301K - $475K
15.5K $1.87M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.24K
- 8.28%
$81.82 - $121.09 $101K - $150K
13.7K $1.15M
AAPL
Apple Inc.

Technology
-1.52K
- 4.44%
$126.04 - $155.74 $192K - $237K
32.8K $4.26M
SPYG
Spdr Portfolio

ETFs
-9.72K
- 16.12%
$49.14 - $55.07 $478K - $536K
50.6K $2.56M
ABNB
Airbnb, Inc.

Consumer Cyclical
-621
- 18.48%
$82.49 - $119.95 $51.2K - $74.5K
2.74K $234K
GOOG
Alphabet Inc.

Communication Services
-74
- 0.62%
$85.08 - $104.93 $6.3K - $7.76K
11.9K $1.06M
REZ
Ishares Tr Residential And Mul

ETFs
-572
- 3.87%
$66.83 - $73.54 $38.2K - $42.1K
14.2K $970K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-441
- 34.97%
$288.78 - $385.99 $127K - $170K
820 $262K
VVR
Invesco Senior Income Trust

Financial Services
-24.1K
- 65.75%
$3.69 - $3.94 $89K - $95K
12.6K $48K
EPAM
Epam Systems, Inc.

Technology
-1
- 0.09%
$299.77 - $388.76 $300 - $389
1.07K $351K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2
- 0.69%
$1375.82 - $1626.6 $2.75K - $3.25K
287 $397K
VZ
Verizon Communications Inc

Communication Services
-1.04K
- 11.87%
$35.35 - $39.81 $36.6K - $41.2K
7.69K $302K
RMD
Resmed Inc

Healthcare
-2
- 0.11%
$205.77 - $233.97 $412 - $468
1.81K $376K
TGT
Target Corp

Consumer Defensive
-118
- 6.57%
$141.36 - $178.98 $16.7K - $21.1K
1.68K $250K
EEM
Ishares Msci Emerging Markets

ETFs
-797
- 12.42%
$33.93 - $39.54 $27K - $31.5K
5.62K $213K
VUG
Vanguard Growth ETF

ETFs
-11
- 0.59%
$208.44 - $233.81 $2.29K - $2.57K
1.86K $395K
ASML
Asml Holding Nv

Technology
-265
- 24.2%
$379.13 - $628.27 $100K - $166K
830 $453K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.98K
- 6.6%
$357.63 - $407.42 $708K - $806K
28K $10.7M
JNJ
Johnson & Johnson

Healthcare
-147
- 7.68%
$160.2 - $179.79 $23.5K - $26.4K
1.77K $312K
INTU
Intuit Inc

Technology
-1
- 0.18%
$356.47 - $432.08 $356 - $432
561 $218K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.02K
- 5.8%
$41.94 - $47.81 $42.8K - $48.8K
16.6K $741K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
-1.34K
- 1.79%
$25.75 - $29.28 $34.5K - $39.3K
73.4K $1.95M
ACN
Accenture PLC

Technology
-15
- 0.95%
$252.72 - $302.91 $3.79K - $4.54K
1.57K $419K
HBAN
Huntington Bancshares Inc

Financial Services
-38
- 0.28%
$12.98 - $15.59 $493 - $592
13.5K $190K
ICLR
Icon PLC

Healthcare
-23
- 1.23%
$173.9 - $224.8 $4K - $5.17K
1.84K $357K
CFG
Citizens Financial Group Inc

Financial Services
-378
- 6.14%
$34.22 - $42.36 $12.9K - $16K
5.78K $227K
MSFT
Microsoft Corp

Technology
-109
- 1.65%
$214.25 - $257.22 $23.4K - $28K
6.48K $1.55M
STE
Steris PLC

Healthcare
-5
- 0.27%
$160.98 - $199.08 $805 - $995
1.84K $339K
PRU
Prudential Financial Inc

Financial Services
-34
- 1.06%
$89.19 - $110.21 $3.03K - $3.75K
3.18K $316K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-113
- 2.52%
$112.65 - $131.57 $12.7K - $14.9K
4.38K $547K
AON
Aon PLC

Financial Services
-21
- 1.26%
$270.81 - $310.02 $5.69K - $6.51K
1.65K $495K
RACE
Ferrari N.V.

Consumer Cyclical
-29
- 1.39%
$180.63 - $228.09 $5.24K - $6.61K
2.06K $441K
CP
Canadian Pacific Railway LTD

Industrials
-102
- 1.21%
$67.04 - $82.51 $6.84K - $8.42K
8.36K $623K
MTD
Mettler Toledo International Inc

Healthcare
-1
- 0.47%
$1110.48 - $1514.38 $1.11K - $1.51K
210 $303K
GS
Goldman Sachs Group Inc

Financial Services
-5
- 0.33%
$293.4 - $388.86 $1.47K - $1.94K
1.53K $525K
AZN
Astrazeneca PLC

Healthcare
-2
- 0.03%
$54.21 - $70.44 $108 - $141
6.07K $411K
VEGI
Ishares Inc Msci Global Agricu

ETFs
-604
- 1.58%
$39.97 - $45.62 $24.1K - $27.6K
37.6K $1.61M
NFLX
Netflix Inc

Communication Services
-264
- 7.93%
$214.29 - $320.41 $56.6K - $84.6K
3.07K $904K
JPM
Jpmorgan Chase & CO

Financial Services
-200
- 3.91%
$101.96 - $137.84 $20.4K - $27.6K
4.92K $659K
NVO
Novo Nordisk A S

Healthcare
-61
- 1.42%
$102.55 - $135.33 $6.26K - $8.26K
4.25K $574K
GLD
Spdr Gold Trust

ETFs
-41
- 0.3%
$151.45 - $169.67 $6.21K - $6.96K
13.8K $2.35M
VB
Vanguard Small Cap ETF

ETFs
-9
- 0.05%
$172.82 - $196.57 $1.56K - $1.77K
19.9K $3.66M
VIG
Vanguard Dividend Appreciation

ETFs
-236
- 0.84%
$144.84 - $158.71 $34.2K - $37.5K
27.7K $4.21M
MRNA
Moderna, Inc.

Healthcare
-28
- 0.32%
$118.38 - $210.04 $3.31K - $5.88K
8.66K $1.56M
Activity Summary
Buys All Purchases 33 New Holdings 12 Increased Positions 21 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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