Momentum Advisors, LLC

13F Filings History

Latest 13F report
Q4 2022 - Feb 15, 2023
Value $
$98.7M
Signature - Title
Panduleni Shaduka - Financial Analyst
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Momentum Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Momentum Advisors, LLC reported 83 stock holdings with total value $98.7M as of Q4 2022. Top holdings included VOO, SPY, AAPL, VIG, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 83 $98.7M +$6.83M -$3.21M +$3.63M VOO, SPY, AAPL, VIG, VTV 13F-HR 2/14/2023, 07:08 PM
Q3 2022 72 $90.5M +$12.2M -$2.6M +$9.63M VOO, SPY, AAPL, VIG, VB 13F-HR 11/10/2022, 11:40 AM
Q2 2022 62 $89M $0 $0 VOO, SPY, AAPL, VIG, VB 13F-HR 7/22/2022, 04:07 PM