MOMENTUM ADVISORS, LLC Holdings

MOMENTUM ADVISORS, LLC is an investment fund managing more than 90.46M US dollars. The largest holdings include Vanguard 500 Index Fund, SPDR S&P 500 ETF Trust and Apple. In Q3 2022 the fund bought assets of total value of 6.25M US dollars and sold assets of total value of 4.61M US dollars.

$90.46M

portfolio value

-42.27%

quarter

MOMENTUM ADVISORS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q3 2022	6251000	4607000

MOMENTUM ADVISORS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Vanguard 500 Index Fund Portfolio share: 19.69% Portfolio value: 17.80M Avg. open price: $346.88 Current price: $367.34 P/L: +5.90% Bought +2.91% shares Q3 2022	share	19.69%	17.80M	$346.88	$367.34	+5.90%	Bought +2.91% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 11.84% Portfolio value: 10.70M Avg. open price: N/A Current price: $400.01 P/L: N/A Sold -0.99% shares Q3 2022	share	11.84%	10.70M	N/A	$400.01	N/A	Sold -0.99% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 5.24% Portfolio value: 4.74M Avg. open price: N/A Current price: $146.61 P/L: N/A Sold -5.10% shares Q3 2022	share	5.24%	4.74M	N/A	$146.61	N/A	Sold -5.10% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 4.17% Portfolio value: 3.77M Avg. open price: N/A Current price: $156.13 P/L: N/A Sold -1.59% shares Q3 2022	share	4.17%	3.77M	N/A	$156.13	N/A	Sold -1.59% shares Q3 2022
Vanguard Small Cap Index Fund Portfolio share: 3.77% Portfolio value: 3.40M Avg. open price: N/A Current price: $191.4 P/L: N/A N/A Q2 2022	share	3.77%	3.40M	N/A	$191.4	N/A	N/A Q2 2022
SPDR Portfolio S&P 500 Growth ETF Portfolio share: 3.34% Portfolio value: 3.02M Avg. open price: $52.28 Current price: $53.84 P/L: +2.98% Bought +0.22% shares Q3 2022	share	3.34%	3.02M	$52.28	$53.84	+2.98%	Bought +0.22% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 2.87% Portfolio value: 2.59M Avg. open price: $131.88 Current price: $143.56 P/L: +8.86% Bought +11.79% shares Q3 2022	share	2.87%	2.59M	$131.88	$143.56	+8.86%	Bought +11.79% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 2.83% Portfolio value: 2.56M Avg. open price: $161.25 Current price: $122.43 P/L: -24.07% Bought +6.74% shares Q3 2022	share	2.83%	2.56M	$161.25	$122.43	-24.07%	Bought +6.74% shares Q3 2022
SPDR Gold Shares Portfolio share: 2.37% Portfolio value: 2.14M Avg. open price: N/A Current price: $164.39 P/L: N/A Sold -0.47% shares Q3 2022	share	2.37%	2.14M	N/A	$164.39	N/A	Sold -0.47% shares Q3 2022
Impact Shares NAACP Minority Empowerment ETF Portfolio share: 2.14% Portfolio value: 1.94M Avg. open price: $27.7 Current price: $29.2 P/L: +5.40% Bought +1.89% shares Q3 2022	share	2.14%	1.94M	$27.7	$29.2	+5.40%	Bought +1.89% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 1.87% Portfolio value: 1.69M Avg. open price: $106.21 Current price: $91.02 P/L: -14.30% Bought +7.55% shares Q3 2022	share	1.87%	1.69M	$106.21	$91.02	-14.30%	Bought +7.55% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 1.83% Portfolio value: 1.66M Avg. open price: $673.42 Current price: $182.45 P/L: -72.91% Bought +31.78% shares Q3 2022	share	1.83%	1.66M	$673.42	$182.45	-72.91%	Bought +31.78% shares Q3 2022
FlexShares STOXX US ESG Select Index Fund Portfolio share: 1.81% Portfolio value: 1.64M Avg. open price: $89.66 Current price: $96.01 P/L: +7.08% Bought +11.52% shares Q3 2022	share	1.81%	1.64M	$89.66	$96.01	+7.08%	Bought +11.52% shares Q3 2022
Aptus Defined Risk ETF Portfolio share: 1.71% Portfolio value: 1.54M Avg. open price: $26.29 Current price: $26.02 P/L: -1.03% Bought +7.03% shares Q3 2022	share	1.71%	1.54M	$26.29	$26.02	-1.03%	Bought +7.03% shares Q3 2022
Energy Select Sector SPDR Fund Portfolio share: 1.70% Portfolio value: 1.53M Avg. open price: $71.51 Current price: $87.63 P/L: +22.54% Bought +5.69% shares Q3 2022	share	1.70%	1.53M	$71.51	$87.63	+22.54%	Bought +5.69% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.70% Portfolio value: 1.53M Avg. open price: $256.83 Current price: $250.2 P/L: -2.58% Bought +2.84% shares Q3 2022	share	1.70%	1.53M	$256.83	$250.2	-2.58%	Bought +2.84% shares Q3 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 1.66% Portfolio value: 1.50M Avg. open price: N/A Current price: $181.16 P/L: N/A Sold -0.05% shares Q3 2022	share	1.66%	1.50M	N/A	$181.16	N/A	Sold -0.05% shares Q3 2022
iShares MSCI Global Agriculture Producers ETF Portfolio share: 1.65% Portfolio value: 1.49M Avg. open price: $39.19 Current price: $44.32 P/L: +13.09% Bought +2.05% shares Q3 2022	share	1.65%	1.49M	$39.19	$44.32	+13.09%	Bought +2.05% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 1.63% Portfolio value: 1.47M Avg. open price: $71.63 Current price: $77.65 P/L: +8.40% Bought +4.13% shares Q3 2022	share	1.63%	1.47M	$71.63	$77.65	+8.40%	Bought +4.13% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 1.28% Portfolio value: 1.15M Avg. open price: N/A Current price: $99.87 P/L: N/A Sold -14.05% shares Q3 2022	share	1.28%	1.15M	N/A	$99.87	N/A	Sold -14.05% shares Q3 2022
iShares Residential and Multisector Real Estate ETF Portfolio share: 1.17% Portfolio value: 1.06M Avg. open price: $79.99 Current price: $71.9 P/L: -10.11% Bought +7.73% shares Q3 2022	share	1.17%	1.06M	$79.99	$71.9	-10.11%	Bought +7.73% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 1.16% Portfolio value: 1.05M Avg. open price: N/A Current price: $99.48 P/L: N/A Sold -9.07% shares Q3 2022	share	1.16%	1.05M	N/A	$99.48	N/A	Sold -9.07% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 1.15% Portfolio value: 1.03M Avg. open price: $62.49 Current price: $66.83 P/L: +6.95% Bought +5.56% shares Q3 2022	share	1.15%	1.03M	$62.49	$66.83	+6.95%	Bought +5.56% shares Q3 2022
Biotechnology Moderna, Inc. Portfolio share: 1.14% Portfolio value: 1.02M Avg. open price: $142.85 Current price: $175.93 P/L: +23.16% Bought +2.59% shares Q3 2022	share	1.14%	1.02M	$142.85	$175.93	+23.16%	Bought +2.59% shares Q3 2022
Schwab U.S. Aggregate Bond ETF Portfolio share: 0.94% Portfolio value: 853K Avg. open price: $47.87 Current price: $46.39 P/L: -3.09% Bought +4.93% shares Q3 2022	share	0.94%	853K	$47.87	$46.39	-3.09%	Bought +4.93% shares Q3 2022
Software—Application Zoom Video Communications, Inc. Portfolio share: 0.89% Portfolio value: 809K Avg. open price: $107.97 Current price: $72.91 P/L: -32.47% Bought +6.42% shares Q3 2022	share	0.89%	809K	$107.97	$72.91	-32.47%	Bought +6.42% shares Q3 2022
Entertainment Netflix, Inc. Portfolio share: 0.87% Portfolio value: 784K Avg. open price: $174.87 Current price: $312.59 P/L: +78.76% Bought +12.27% shares Q3 2022	share	0.87%	784K	$174.87	$312.59	+78.76%	Bought +12.27% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 0.82% Portfolio value: 738K Avg. open price: $44.19 Current price: $46.84 P/L: +6.00% Bought +6.20% shares Q3 2022	share	0.82%	738K	$44.19	$46.84	+6.00%	Bought +6.20% shares Q3 2022
Goldman Sachs Physical Gold ETF Portfolio share: 0.77% Portfolio value: 699K Avg. open price: $17.94 Current price: $17.53 P/L: -2.29% Bought +5.64% shares Q3 2022	share	0.77%	699K	$17.94	$17.53	-2.29%	Bought +5.64% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.69% Portfolio value: 623K Avg. open price: $49.06 Current price: $48.11 P/L: -1.94% Bought +12.91% shares Q3 2022	share	0.69%	623K	$49.06	$48.11	-1.94%	Bought +12.91% shares Q3 2022
Railroads Canadian Pacific Railway Limited Portfolio share: 0.62% Portfolio value: 565K Avg. open price: N/A Current price: $80.19 P/L: N/A N/A Q3 2022	share	0.62%	565K	N/A	$80.19	N/A	N/A Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.59% Portfolio value: 535K Avg. open price: $112.61 Current price: $131.37 P/L: +16.66% Bought +2.69% shares Q3 2022	share	0.59%	535K	$112.61	$131.37	+16.66%	Bought +2.69% shares Q3 2022
SPDR S&P Dividend ETF Portfolio share: 0.55% Portfolio value: 501K Avg. open price: N/A Current price: $129.22 P/L: N/A Sold -1.94% shares Q3 2022	share	0.55%	501K	N/A	$129.22	N/A	Sold -1.94% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.55% Portfolio value: 495K Avg. open price: $77 Current price: $80.7 P/L: +4.81% Bought +1.52% shares Q3 2022	share	0.55%	495K	$77	$80.7	+4.81%	Bought +1.52% shares Q3 2022
Semiconductor Equipment & Materials ASML Holding N.V. Portfolio share: 0.50% Portfolio value: 455K Avg. open price: N/A Current price: $601.13 P/L: N/A N/A Q3 2022	share	0.50%	455K	N/A	$601.13	N/A	N/A Q3 2022
Capital Markets The Goldman Sachs Group, Inc. Portfolio share: 0.50% Portfolio value: 449K Avg. open price: N/A Current price: $371.54 P/L: N/A Sold -2.97% shares Q3 2022	share	0.50%	449K	N/A	$371.54	N/A	Sold -2.97% shares Q3 2022
Insurance Brokers Aon plc Portfolio share: 0.50% Portfolio value: 448K Avg. open price: N/A Current price: $308.89 P/L: N/A N/A Q3 2022	share	0.50%	448K	N/A	$308.89	N/A	N/A Q3 2022
Restaurants Chipotle Mexican Grill, Inc. Portfolio share: 0.48% Portfolio value: 434K Avg. open price: N/A Current price: $1,570.61 P/L: N/A N/A Q3 2022	share	0.48%	434K	N/A	$1,570.61	N/A	N/A Q3 2022
Biotechnology Novo Nordisk A/S Portfolio share: 0.47% Portfolio value: 429K Avg. open price: N/A Current price: $127.08 P/L: N/A N/A Q3 2022	share	0.47%	429K	N/A	$127.08	N/A	N/A Q3 2022
Asset Management Golub Capital BDC, Inc. Portfolio share: 0.47% Portfolio value: 429K Avg. open price: $12.96 Current price: $13.77 P/L: +6.25% Bought +3.98% shares Q3 2022	share	0.47%	429K	$12.96	$13.77	+6.25%	Bought +3.98% shares Q3 2022
Information Technology Services Accenture plc Portfolio share: 0.45% Portfolio value: 408K Avg. open price: N/A Current price: $292.93 P/L: N/A N/A Q3 2022	share	0.45%	408K	N/A	$292.93	N/A	N/A Q3 2022
Vanguard Growth Index Fund Portfolio share: 0.44% Portfolio value: 400K Avg. open price: N/A Current price: $228.45 P/L: N/A Sold -0.95% shares Q3 2022	share	0.44%	400K	N/A	$228.45	N/A	Sold -0.95% shares Q3 2022
Medical Instruments & Supplies ResMed Inc. Portfolio share: 0.44% Portfolio value: 396K Avg. open price: N/A Current price: $219.35 P/L: N/A N/A Q3 2022	share	0.44%	396K	N/A	$219.35	N/A	N/A Q3 2022
iShares MSCI KLD 400 Social ETF Portfolio share: 0.44% Portfolio value: 395K Avg. open price: N/A Current price: $75.28 P/L: N/A N/A Q2 2022	share	0.44%	395K	N/A	$75.28	N/A	N/A Q2 2022
Dimensional U.S. Targeted Value ETF Portfolio share: 0.43% Portfolio value: 393K Avg. open price: N/A Current price: $45.42 P/L: N/A N/A Q3 2022	share	0.43%	393K	N/A	$45.42	N/A	N/A Q3 2022
Information Technology Services EPAM Systems, Inc. Portfolio share: 0.43% Portfolio value: 389K Avg. open price: N/A Current price: $347.52 P/L: N/A N/A Q3 2022	share	0.43%	389K	N/A	$347.52	N/A	N/A Q3 2022
Auto Manufacturers Ferrari N.V. Portfolio share: 0.43% Portfolio value: 387K Avg. open price: N/A Current price: $223.68 P/L: N/A N/A Q3 2022	share	0.43%	387K	N/A	$223.68	N/A	N/A Q3 2022
Apparel Retail Lululemon Athletica Inc. Portfolio share: 0.39% Portfolio value: 353K Avg. open price: N/A Current price: $381.13 P/L: N/A N/A Q3 2022	share	0.39%	353K	N/A	$381.13	N/A	N/A Q3 2022
Travel Services Airbnb, Inc. Portfolio share: 0.39% Portfolio value: 353K Avg. open price: N/A Current price: $98.51 P/L: N/A N/A Q3 2022	share	0.39%	353K	N/A	$98.51	N/A	N/A Q3 2022
Diagnostics & Research ICON Public Limited Company Portfolio share: 0.38% Portfolio value: 343K Avg. open price: N/A Current price: $204.76 P/L: N/A N/A Q3 2022	share	0.38%	343K	N/A	$204.76	N/A	N/A Q3 2022
Drug Manufacturers—General AstraZeneca PLC Portfolio share: 0.37% Portfolio value: 333K Avg. open price: N/A Current price: $68.42 P/L: N/A N/A Q3 2022	share	0.37%	333K	N/A	$68.42	N/A	N/A Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.37% Portfolio value: 331K Avg. open price: $50.75 Current price: $37.07 P/L: -26.96% Bought +7.84% shares Q3 2022	share	0.37%	331K	$50.75	$37.07	-26.96%	Bought +7.84% shares Q3 2022
ISHARES TR Portfolio share: 0.36% Portfolio value: 324K Avg. open price: N/A Current price: N/A P/L: N/A Sold -1.63% shares Q3 2022	share	0.36%	324K	N/A	N/A	N/A	Sold -1.63% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.35% Portfolio value: 313K Avg. open price: $177.51 Current price: $178.78 P/L: +0.72% Bought +3.79% shares Q3 2022	share	0.35%	313K	$177.51	$178.78	+0.72%	Bought +3.79% shares Q3 2022
Medical Devices STERIS plc Portfolio share: 0.34% Portfolio value: 307K Avg. open price: N/A Current price: $185.47 P/L: N/A N/A Q3 2022	share	0.34%	307K	N/A	$185.47	N/A	N/A Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.33% Portfolio value: 294K Avg. open price: $274.27 Current price: $320.08 P/L: +16.70% Bought +7.03% shares Q3 2022	share	0.33%	294K	$274.27	$320.08	+16.70%	Bought +7.03% shares Q3 2022
Insurance—Life Prudential Financial, Inc. Portfolio share: 0.31% Portfolio value: 276K Avg. open price: $95.68 Current price: $104.74 P/L: +9.47% Bought +0.69% shares Q3 2022	share	0.31%	276K	$95.68	$104.74	+9.47%	Bought +0.69% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.30% Portfolio value: 269K Avg. open price: $143.79 Current price: $149.09 P/L: +3.69% Bought +11.44% shares Q3 2022	share	0.30%	269K	$143.79	$149.09	+3.69%	Bought +11.44% shares Q3 2022
Discount Stores Target Corporation Portfolio share: 0.30% Portfolio value: 267K Avg. open price: N/A Current price: $154.93 P/L: N/A N/A Q3 2022	share	0.30%	267K	N/A	$154.93	N/A	N/A Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 0.27% Portfolio value: 246K Avg. open price: N/A Current price: $164.85 P/L: N/A Sold -0.52% shares Q3 2022	share	0.27%	246K	N/A	$164.85	N/A	Sold -0.52% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.26% Portfolio value: 233K Avg. open price: N/A Current price: $98.54 P/L: N/A Sold -26.44% shares Q3 2022	share	0.26%	233K	N/A	$98.54	N/A	Sold -26.44% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.26% Portfolio value: 231K Avg. open price: N/A Current price: $287.73 P/L: N/A Sold -39.01% shares Q3 2022	share	0.26%	231K	N/A	$287.73	N/A	Sold -39.01% shares Q3 2022
Diagnostics & Research Mettler-Toledo International Inc. Portfolio share: 0.25% Portfolio value: 229K Avg. open price: N/A Current price: $1,454.37 P/L: N/A N/A Q3 2022	share	0.25%	229K	N/A	$1,454.37	N/A	N/A Q3 2022
Closed-End Fund - Foreign iShares MSCI Emerging Markets ETF Portfolio share: 0.25% Portfolio value: 224K Avg. open price: N/A Current price: $39.09 P/L: N/A Sold -1.06% shares Q3 2022	share	0.25%	224K	N/A	$39.09	N/A	Sold -1.06% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.25% Portfolio value: 222K Avg. open price: $379.15 Current price: $401.35 P/L: +5.86% Bought +1.48% shares Q3 2022	share	0.25%	222K	$379.15	$401.35	+5.86%	Bought +1.48% shares Q3 2022
Software—Application Intuit Inc. Portfolio share: 0.24% Portfolio value: 218K Avg. open price: N/A Current price: $395.14 P/L: N/A N/A Q3 2022	share	0.24%	218K	N/A	$395.14	N/A	N/A Q3 2022
ISHARES TR Portfolio share: 0.24% Portfolio value: 215K Avg. open price: N/A Current price: N/A P/L: N/A Sold -10.69% shares Q3 2022	share	0.24%	215K	N/A	N/A	N/A	Sold -10.69% shares Q3 2022
Banks—Regional Citizens Financial Group, Inc. Portfolio share: 0.23% Portfolio value: 212K Avg. open price: $35.69 Current price: $39.48 P/L: +10.62% Bought +3.15% shares Q3 2022	share	0.23%	212K	$35.69	$39.48	+10.62%	Bought +3.15% shares Q3 2022
iShares U.S. Infrastructure ETF Portfolio share: 0.23% Portfolio value: 209K Avg. open price: N/A Current price: $37.44 P/L: N/A Sold -12.87% shares Q3 2022	share	0.23%	209K	N/A	$37.44	N/A	Sold -12.87% shares Q3 2022
Banks—Regional Huntington Bancshares Incorporated Portfolio share: 0.20% Portfolio value: 179K Avg. open price: $12.03 Current price: $14.89 P/L: +23.77% Bought +0.72% shares Q3 2022	share	0.20%	179K	$12.03	$14.89	+23.77%	Bought +0.72% shares Q3 2022
Asset Management Invesco Senior Income Trust Portfolio share: 0.15% Portfolio value: 136K Avg. open price: N/A Current price: $3.86 P/L: N/A N/A Q2 2022	share	0.15%	136K	N/A	$3.86	N/A	N/A Q2 2022
Software—Application SeaChange International, Inc. Portfolio share: 0.01% Portfolio value: 6K Avg. open price: N/A Current price: $0.4 P/L: N/A N/A Q2 2022	share	0.01%	6K	N/A	$0.4	N/A	N/A Q2 2022
Vanguard Real Estate Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $86.03 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$86.03	N/A	Sold -100.00% shares Q3 2022
Health Care Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $138.43 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$138.43	N/A	Sold -100.00% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $155.77 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$155.77	N/A	Sold -100.00% shares Q3 2022
iShares iBoxx $ Investment Grade Corporate Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $108.49 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$108.49	N/A	Sold -100.00% shares Q3 2022
Vanguard Short-Term Bond Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $75.4 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$75.4	N/A	Sold -100.00% shares Q3 2022
SPDR DoubleLine Total Return Tactical ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $40.7 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$40.7	N/A	Sold -100.00% shares Q3 2022
Integrated Freight & Logistics FedEx Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $176.6 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$176.6	N/A	Sold -100.00% shares Q3 2022
Telecom Services Comcast Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $35.15 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$35.15	N/A	Sold -100.00% shares Q3 2022

Showing TOP 80 MOMENTUM ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of MOMENTUM ADVISORS, LLC?

The biggest position of the MOMENTUM ADVISORS, LLC is Vanguard 500 Index Fund (VOO) with 19.69% portfolio share worth of 17.81M US dollars.

Top 5 MOMENTUM ADVISORS's holdings represent 44.71% of the portfolio:

Vanguard 500 Index Fund (VOO) – 19.69%
SPDR S&P 500 ETF Trust (SPY) – 11.84%
Apple Inc. (AAPL) – 5.24%
Vanguard Dividend Appreciation Index Fund (VIG) – 4.17%
Vanguard Small Cap Index Fund (VB) – 3.77%

Who is the portfolio manager of MOMENTUM ADVISORS, LLC?

The portfolio manager of the MOMENTUM ADVISORS, LLC is .

What is the total asset value of the MOMENTUM ADVISORS, LLC portfolio?

MOMENTUM ADVISORS, LLC total asset value (portfolio value) is 90.46M US dollars.

Who is ?

is the portfolio manager of the MOMENTUM ADVISORS, LLC.

What is (MOMENTUM ADVISORS, LLC) fund performance?

MOMENTUM ADVISORS's quarterly performance is -42.27%, annualy 0.00%.

What is the MOMENTUM ADVISORS, LLC CIK?

MOMENTUM ADVISORS's Central Index Key is 0001932998 .