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CIK: 0002055889
Total reported value
$554.9M
$554.9M
114 檔
56.0%
The Q4 2024 SEC filing reveals that Moment Partners, LLC held a total portfolio value of $554.9M, covering 114 public equity positions.
During Q4 2024, Moment Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including RSP, SPY, QQQ) accounted for 56.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 17.77% | +3.02% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.06% | +4.02% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.16% | +2.91% | — | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 8.44% | +3.62% | — | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 6.75% | +1.53% | — | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-Other | 6.62% | +0.62% | — | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.24% | -4.24% | EXIT | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.67% | -3.91% | EXIT | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.47% | -3.68% | EXIT | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.58% | -0.85% | — | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.25% | +0.01% | — | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.46% | -1.91% | EXIT | |
| 13 | FVD | First Trust Value Line Dvd | ETF-Other | 1.17% | -0.50% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.02% | — | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.79% | -0.51% | EXIT | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | -0.53% | EXIT | |
| 17 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.74% | +0.13% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | +0.01% | — | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.60% | +0.10% | — | |
| 20 | FTGC | First Trust Global Tactical | ETF-Other | 0.58% | -0.43% | EXIT | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | +0.05% | — | |
| 22 | FXH | First Trust Health Care Alph | ETF-Other | 0.32% | — | — | |
| 23 | XLB | Ss Materials Select Sector | ETF-Other | 0.29% | -0.14% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | +0.02% | — | |
| 25 | FXN | First Trust Energy Alphadex | ETF-Other | 0.26% | — | — | |
| 26 | AXP | American Express Co | Stock-Financials | 0.23% | +0.02% | — | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.22% | +0.09% | — | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.22% | -0.04% | — | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.22% | -0.06% | — | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.20% | +0.03% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.08% | — | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.20% | +0.06% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.08% | — | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.20% | +0.02% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.03% | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | +0.12% | — | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.19% | +0.03% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | — | — | |
| 39 | PAYX | Paychex Inc | Stock-Tech | 0.18% | +0.02% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.02% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.01% | — | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.15% | +0.01% | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.15% | -0.02% | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.02% | — | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.13% | -0.01% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | +0.02% | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.04% | — | |
| 48 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.12% | +0.02% | — | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.12% | +0.01% | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.12% | -0.03% | — |
According to official SEC Form 13F filings, Moment Partners, LLC reported a total U.S. public equity portfolio value of $554.9M across 114 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Moment Partners, LLC's top holdings by market value included RSP (17.8%)、SPY (17.1%)、QQQ (9.2%). The largest single position, RSP, represented 17.8% of total portfolio value.
In Q4 2024, Moment Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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