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CIK: 0002055889
Total reported value
$554.9M
$554.9M
110 檔
52.6%
In Q1 2025, Moment Partners, LLC's U.S. equity holdings reached a combined market value of $554.9M, distributed across 110 disclosed stock positions.
During Q1 2025, Moment Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 17.99% | +3.02% | -1.54% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.69% | +4.02% | -1.44% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.45% | +2.91% | -3.23% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 7.73% | +3.62% | -0.75% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-Other | 6.93% | +0.62% | -1.60% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 6.36% | +1.53% | -1.11% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.72% | -4.24% | EXIT | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 4.06% | -3.91% | EXIT | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.83% | -3.68% | EXIT | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.51% | -0.85% | -2.73% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.03% | +0.01% | -3.67% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.79% | -1.91% | EXIT | |
| 13 | FVD | First Trust Value Line Dvd | ETF-Other | 1.23% | -0.50% | -0.98% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.83% | +0.02% | +5.04% | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.81% | -0.51% | EXIT | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.78% | -0.53% | EXIT | |
| 17 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.70% | +0.13% | -2.43% | |
| 18 | FTGC | First Trust Global Tactical | ETF-Other | 0.64% | -0.43% | EXIT | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | +0.01% | -0.51% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.58% | +0.10% | -1.60% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.05% | -0.63% | |
| 22 | FXH | First Trust Health Care Alph | ETF-Other | 0.33% | — | -1.04% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | +0.02% | +0.05% | |
| 24 | XLB | Ss Materials Select Sector | ETF-Other | 0.31% | -0.14% | -1.02% | |
| 25 | FXN | First Trust Energy Alphadex | ETF-Other | 0.27% | — | -1.10% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.06% | -1.93% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.03% | -1.68% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.08% | — | |
| 29 | MS | Morgan Stanley | Stock-Financials | 0.22% | +0.09% | — | |
| 30 | AXP | American Express Co | Stock-Financials | 0.21% | +0.02% | — | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.21% | +0.02% | -1.05% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.21% | +0.12% | -0.17% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.21% | -0.04% | -1.10% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.21% | +0.03% | — | |
| 35 | PAYX | Paychex Inc | Stock-Tech | 0.21% | +0.02% | -0.30% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.02% | +24.76% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | — | -0.06% | |
| 38 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.18% | +0.03% | -3.85% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.06% | -0.18% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.08% | -0.94% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.01% | -0.77% | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.15% | +0.01% | -0.38% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.15% | -0.02% | -0.40% | |
| 44 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.14% | +0.02% | — | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.13% | -0.03% | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.13% | +0.01% | -0.19% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.13% | — | -0.48% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.13% | +0.02% | -0.69% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.13% | -0.01% | -1.35% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.12% | +0.03% | +4.01% |
According to official SEC Form 13F filings, Moment Partners, LLC reported a total U.S. public equity portfolio value of $554.9M across 110 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, SPY, QQQ) accounted for 52.6% of total reported equity market value during Q1 2025.
During Q1 2025, Moment Partners, LLC's top holdings by market value included RSP (18.0%)、SPY (16.7%)、QQQ (8.4%). The largest single position, RSP, represented 18.0% of total portfolio value.
In Q1 2025, 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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