The Analysis of Momentum Wealth Planning, LLC's Holdings
Currently, Momentum Wealth Planning, LLC holds 42 types of securities in its portfolio with a total value $128.5M. In the most recent quarter, they have increased their positions in SMH (+28.2K shares, valued at $9.2M), ORCL (+8.8K shares, valued at $2.5M), KWEB (+52.1K shares, valued at $2.2M); decreased their positions in AVGO (-16.3K shares, valued at $5.4M), WMT (-33.4K shares, valued at $3.4M), GS (-2.5K shares, valued at $2.0M); initiated new positions in SMH (+28.2K shares, valued at $9.2M), ORCL (+8.8K shares, valued at $2.5M), N/A (+54 shares, valued at $805.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR51.4K shares-0.00%2025-09-302025-11-12
QQQ INVESCO QQQ TR30.4K shares3.95%2025-09-302025-11-12 SMH VANECK ETF TRUST28.2K sharesnew addition2025-09-302025-11-12 SCHO SCHWAB STRATEGIC TR279.8K shares3.68%2025-09-302025-11-12 KWEB KRANESHARES TRUST162.1K shares47.40%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS66.1K shares-3.15%2025-09-302025-11-12 TSLA TESLA INC9.6K shares-1.91%2025-09-302025-11-12 META META PLATFORMS INC5.8K shares-7.14%2025-09-302025-11-12 NVDA NVIDIA CORPORATION17.2K shares-3.24%2025-09-302025-11-12 NXST NEXSTAR MEDIA GROUP INC16.2K shares0.00%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC3.8K shares-39.33%2025-09-302025-11-12 AMZN AMAZON COM INC12.7K shares-2.17%2025-09-302025-11-12 GOOG ALPHABET INC10.5K shares5.56%2025-09-302025-11-12 ORCL ORACLE CORP8.8K sharesnew addition2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.7.7K shares25.54%2025-09-302025-11-12 MSFT MICROSOFT CORP4.4K shares814.05%2025-09-302025-11-12 BIL SPDR SERIES TRUST22.9K shares47.57%2025-09-302025-11-12 SPYM SPDR SERIES TRUST25.0K shares-7.68%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF23.6K shares22.66%2025-09-302025-11-12 BAC-PL BANK AMERICA CORP861 shares-1.26%2025-09-302025-11-12 NFLX NETFLIX INC851 shares-53.95%2025-09-302025-11-12 WFC-PL WELLS FARGO CO NEW821 shares-0.24%2025-09-302025-11-12 MELI MERCADOLIBRE INC348 shares0.00%2025-09-302025-11-12 TESLA INC TESLA INC54 sharesnew addition2025-09-302025-11-12 VOO VANGUARD INDEX FDS1.2K shares-20.47%2025-09-302025-11-12 AAPL APPLE INC2.7K shares-12.01%2025-09-302025-11-12 BABA ALIBABA GROUP HLDG LTD3.8K shares3.70%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC6.0K shares3.48%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR6.2K shares58.90%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE1.1K shares-8.59%2025-09-302025-11-12 AVGO BROADCOM INC1.2K shares-93.16%2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC63 shares0.00%2025-09-302025-11-12 INVESCO QQQ TR INVESCO QQQ TR325 sharesnew addition2025-09-302025-11-12 WMT WALMART INC2.7K shares-92.49%2025-09-302025-11-12 ANET ARISTA NETWORKS INC1.8K sharesnew addition2025-09-302025-11-12 SHOP SHOPIFY INC1.7K shares-55.62%2025-09-302025-11-12 GOOGL ALPHABET INC1.0K sharesnew addition2025-09-302025-11-12 CPRO CALAMOS ETF TR8.2K sharesnew addition2025-09-302025-11-12 APLE APPLE HOSPITALITY REIT INC16.7K shares-15.27%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available