Sponsored

The Analysis of Momentum Wealth Planning, LLC's Holdings & P&L

Currently, Momentum Wealth Planning, LLC holds 33 types of securities in its portfolio with a total value $110.6M. In the most recent quarter, they have increased their positions in SCHO (+135.3K shares, valued at $3.3M), MU (+9.2K shares, valued at $3.1M), JNJ (+10.8K shares, valued at $2.6M); decreased their positions in AAPL (-13.4K shares, valued at $3.4M), N/A (-7.4K shares, valued at $2.3M), GS (-2.3K shares, valued at $2.0M); initiated new positions in MU (+9.2K shares, valued at $3.1M), JNJ (+10.8K shares, valued at $2.6M), TNA (+59.3K shares, valued at $2.6M).

1M P&L

+5.2M+5.93%

3M P&L

+6.5M+7.54%

HY P&L

+10.6M+12.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A57.3M

68.5%

2Semiconductors5.0M

6.0%

3Internet Retail4.0M

4.7%

Top Industries by Stock Count

1N/A9 stocks

33.3%

2Internet Retail3 stocks

11.1%

3Semiconductors2 stocks

7.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T50.7K shares-0.65%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR32.4K shares1.80%2026-03-312026-05-07

SCHO SCHWAB STRATEGIC TR400.3K shares51.04%2026-03-312026-05-07

BIV VANGUARD BD INDEX FDS68.6K shares0.89%2026-03-312026-05-07

ALPHABET INC ALPHABET INC17.5K shares-14.77%2026-03-312026-05-07

TSLA TESLA INC10.4K shares2.66%2026-03-312026-05-07

BIL SPDR SERIES TRUST34.2K shares146.06%2026-03-312026-05-07

MU MICRON TECHNOLOGY INC9.2K sharesnew addition2026-03-312026-05-07

Sponsored

NXST NEXSTAR MEDIA GROUP INC16.2K shares0.00%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON10.8K sharesnew addition2026-03-312026-05-07

TNA DIREXION SHARES ETF TRUST59.3K sharesnew addition2026-03-312026-05-07

AMZN AMAZON COM INC12.5K shares-4.20%2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP11.1K sharesnew addition2026-03-312026-05-07

RDDT REDDIT INC15.3K shares203.12%2026-03-312026-05-07

NVDA NVIDIA CORPORATION11.2K shares-33.92%2026-03-312026-05-07

CAT CATERPILLAR INC1.4K sharesnew addition2026-03-312026-05-07

Sponsored

BAC-PL BANK AMERICA CORP827 shares-1.66%2026-03-312026-05-07

WFC-PL WELLS FARGO & CO841 shares0.00%2026-03-312026-05-07

LLY ELI LILLY & CO1.0K sharesnew addition2026-03-312026-05-07

META META PLATFORMS INC1.6K shares75.11%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC993 shares-70.02%2026-03-312026-05-07

GLD SPDR GOLD TR1.9K shares2.78%2026-03-312026-05-07

AAPL APPLE INC3.1K shares-81.38%2026-03-312026-05-07

BABA ALIBABA GROUP HLDG LTD6.1K shares16.50%2026-03-312026-05-07

Sponsored

HEGD LISTED FDS TR29.2K sharesnew addition2026-03-312026-05-07

NFLX NETFLIX INC.7.3K shares0.00%2026-03-312026-05-07

MELI MERCADOLIBRE INC348 shares0.00%2026-03-312026-05-07

ALPHABET INC ALPHABET INC1.0K shares0.00%2026-03-312026-05-07

BROADCOM INC BROADCOM INC908 shares-89.13%2026-03-312026-05-07

BKNG BOOKING HOLDINGS INC63 shares0.00%2026-03-312026-05-07

RKT ROCKET COS INC15.5K shares21.09%2026-03-312026-05-07

ARISTA NETWORKS INC ARISTA NETWORKS INC1.8K shares0.00%2026-03-312026-05-07

Sponsored

APLE APPLE HOSPITALITY REIT INC15.0K shares-0.18%2026-03-312026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-0.65%

Shares50.7K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

1.80%

Shares32.4K

Event2026-03-31

Filed2026-05-07

SCHO

SCHWAB STRATEGIC TR

51.04%

Shares400.3K

Event2026-03-31

Filed2026-05-07

BIV

VANGUARD BD INDEX FDS

0.89%

Shares68.6K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-14.77%

Shares17.5K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

2.66%

Shares10.4K

Event2026-03-31

Filed2026-05-07

BIL

SPDR SERIES TRUST

146.06%

Shares34.2K

Event2026-03-31

Filed2026-05-07

MICRON TECHNOLOGY INC

New

Shares9.2K

Event2026-03-31

Filed2026-05-07

NXST

NEXSTAR MEDIA GROUP INC

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

New

Shares10.8K

Event2026-03-31

Filed2026-05-07

TNA

DIREXION SHARES ETF TRUST

New

Shares59.3K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-4.20%

Shares12.5K

Event2026-03-31

Filed2026-05-07

LAM RESEARCH CORP

New

Shares11.1K

Event2026-03-31

Filed2026-05-07

RDDT

REDDIT INC

203.12%

Shares15.3K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-33.92%

Shares11.2K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-07

BAC-PL

BANK AMERICA CORP

-1.66%

Shares827

Event2026-03-31

Filed2026-05-07

WFC-PL

WELLS FARGO & CO

0.00%

Shares841

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

META

META PLATFORMS INC

75.11%

Shares1.6K

Event2026-03-31

Filed2026-05-07

GOLDMAN SACHS GROUP INC

-70.02%

Shares993

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

2.78%

Shares1.9K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-81.38%

Shares3.1K

Event2026-03-31

Filed2026-05-07

BABA

ALIBABA GROUP HLDG LTD

16.50%

Shares6.1K

Event2026-03-31

Filed2026-05-07

HEGD

LISTED FDS TR

New

Shares29.2K

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-07

MELI

MERCADOLIBRE INC

0.00%

Shares348

Event2026-03-31

Filed2026-05-07

ALPHABET INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

-89.13%

Shares908

Event2026-03-31

Filed2026-05-07

BKNG

BOOKING HOLDINGS INC

0.00%

Shares63

Event2026-03-31

Filed2026-05-07

RKT

ROCKET COS INC

21.09%

Shares15.5K

Event2026-03-31

Filed2026-05-07

ARISTA NETWORKS INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-07

APLE

APPLE HOSPITALITY REIT INC

-0.18%

Shares15.0K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR387 sharesnew addition2026-03-312026-05-07

SPY Put PutSTATE STR SPDR S&P 500 ETF T184 sharesnew addition2026-03-312026-05-07

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T278 sharesnew addition2026-03-312026-05-07

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares387

Event2026-03-31

Filed2026-05-07

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares184

Event2026-03-31

Filed2026-05-07

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares278

Event2026-03-31

Filed2026-05-07