The Analysis of Momentum Wealth Planning, LLC's Holdings
Currently, Momentum Wealth Planning, LLC holds 41 types of securities in its portfolio with a total value $128.2M. In the most recent quarter, they have increased their positions in VTV (+34.8K shares, valued at $6.7M), AAPL (+13.7K shares, valued at $3.7M), N/A (+10.0K shares, valued at $3.1M); decreased their positions in KWEB (-101.5K shares, valued at $3.5M), META (-4.8K shares, valued at $3.2M), MSFT (-3.9K shares, valued at $1.9M); initiated new positions in VTV (+34.8K shares, valued at $6.7M), MAGS (+34.0K shares, valued at $2.2M), RDDT (+5.1K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR51.1K shares-0.75%2025-12-312026-01-28
VTV VANGUARD INDEX FDS34.8K sharesnew addition2025-12-312026-01-28 SCHO SCHWAB STRATEGIC TR265.1K shares-5.26%2025-12-312026-01-28 ALPHABET INC ALPHABET INC20.5K shares95.24%2025-12-312026-01-28 BIV VANGUARD BD INDEX FDS68.0K shares2.94%2025-12-312026-01-28 TSLA TESLA INC10.1K shares4.99%2025-12-312026-01-28 AAPL APPLE INC16.4K shares504.74%2025-12-312026-01-28 NXST NEXSTAR MEDIA GROUP INC16.2K shares0.00%2025-12-312026-01-28 NVDA NVIDIA CORPORATION16.9K shares-1.95%2025-12-312026-01-28 AMZN AMAZON COM INC13.0K shares2.74%2025-12-312026-01-28 GS GOLDMAN SACHS GROUP INC3.3K shares-12.96%2025-12-312026-01-28 BROADCOM INC BROADCOM INC8.4K shares597.91%2025-12-312026-01-28 MAGS LISTED FDS TR34.0K sharesnew addition2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.6.6K shares-14.22%2025-12-312026-01-28 KWEB KRANESHARES TRUST60.6K shares-62.63%2025-12-312026-01-28 SPYM SPDR SERIES TRUST24.1K shares-3.61%2025-12-312026-01-28 ORCL ORACLE CORP7.9K shares-10.08%2025-12-312026-01-28 RDDT REDDIT INC5.1K sharesnew addition2025-12-312026-01-28 BIL SPDR SERIES TRUST13.9K shares-39.31%2025-12-312026-01-28 SHOP SHOPIFY INC5.9K shares251.28%2025-12-312026-01-28 BAC-PL BANK AMERICA CORP841 shares-2.32%2025-12-312026-01-28 WFC-PL WELLS FARGO CO NEW841 shares2.44%2025-12-312026-01-28 BABA ALIBABA GROUP HLDG LTD5.3K shares40.28%2025-12-312026-01-28 GLD SPDR GOLD TR1.8K sharesnew addition2025-12-312026-01-28 MELI MERCADOLIBRE INC348 shares0.00%2025-12-312026-01-28 NFLX NETFLIX INC7.3K shares761.34%2025-12-312026-01-28 META META PLATFORMS INC936 shares-83.76%2025-12-312026-01-28 UBER UBER TECHNOLOGIES INC6.3K shares4.24%2025-12-312026-01-28 IBIT ISHARES BITCOIN TRUST ETF7.8K shares-67.04%2025-12-312026-01-28 GEV GE VERNOVA INC563 sharesnew addition2025-12-312026-01-28 XLE SELECT SECTOR SPDR TR8.0K shares29.09%2025-12-312026-01-28 TESLA INC TESLA INC27 shares-50.00%2025-12-312026-01-28 ALAB ASTERA LABS INC2.1K sharesnew addition2025-12-312026-01-28 BKNG BOOKING HOLDINGS INC63 shares0.00%2025-12-312026-01-28 ALPHABET INC ALPHABET INC1.0K shares0.00%2025-12-312026-01-28 RKT ROCKET COS INC12.8K sharesnew addition2025-12-312026-01-28 MSFT MICROSOFT CORP476 shares-89.08%2025-12-312026-01-28 APLE APPLE HOSPITALITY REIT INC15.1K shares-9.61%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available