Momentum Wealth Planning, LLC Purchases and Sells in Q3 2025

Momentum Wealth Planning, LLC

$129 Billion
Q3 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KWEB	52.1K + 47.4%	$33.63 - $42.59 $1.75M - $2.22M	162K $6.81B
QQQ	1.16K + 3.95%	$546.99 - $602.2 $632K - $696K	30.4K $18.3B
MSFT	3.88K + 814.05%	$491.09 - $535.64 $1.91M - $2.08M	4.36K $2.26B
GOOG	554 + 5.56%	$175.16 - $255.24 $97K - $141K	10.5K $2.56B
BIL	7.39K + 47.57%	$91.44 - $91.77 $676K - $678K	22.9K $2.1B
JPM	1.56K + 25.54%	$282.78 - $316.06 $440K - $492K	7.65K $2.41B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMH	28.2K New	$275.84 - $326.36 $7.78M - $9.21M	28.2K $9.21B
ORCL	8.8K New	$218.96 - $328.33 $1.93M - $2.89M	8.8K $2.47B
TESLA INC	54 New	N/A	54 $805M
ALIBABA GROUP HLDG LTD	48 New	N/A	48 $363M
INVESCO QQQ TR	325 New	N/A	325 $328M
ARISTA NETWORKS INC	1.76K New	N/A	1.76K $256M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-16.3K - 93.16%	$264.74 - $369.57 $4.31M - $6.02M	1.2K $395M
WMT	-33.4K - 92.49%	$94.4 - $104.27 $3.16M - $3.49M	2.72K $280M
NFLX	-997 - 53.95%	$1147.87 - $1297.18 $1.14M - $1.29M	851 $1.02B
GS	-2.47K - 39.33%	$696.56 - $806.32 $1.72M - $1.99M	3.81K $3.03B
META	-443 - 7.14%	$695.21 - $791.73 $308K - $351K	5.76K $4.23B
SHOP	-2.1K - 55.62%	$112.11 - $157.12 $236K - $331K	1.68K $250M

Activity Summary All Purchases 21 New Holdings 10 Increased Positions 11 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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