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CIK: 0002055889
Total reported value
$554.9M
$554.9M
119 檔
61.8%
At the close of Q3 2025, Moment Partners, LLC disclosed equity holdings valued at approximately $554.9M, spread across 119 reported holdings.
In Q3 2025, Moment Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 54 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, QQQ) accounted for 61.8% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 19.05% | +4.02% | -0.76% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 16.93% | +3.02% | -1.13% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.21% | +2.91% | -1.61% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 9.12% | +3.62% | -0.97% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-Other | 6.29% | +0.62% | -1.00% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 6.28% | +1.53% | -1.25% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.15% | -4.24% | EXIT | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.64% | -3.91% | EXIT | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.43% | -3.68% | EXIT | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.71% | -0.85% | -1.06% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.65% | -1.91% | EXIT | |
| 12 | FVD | First Trust Value Line Dvd | ETF-Other | 1.15% | -0.50% | +0.65% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.02% | +5.85% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.83% | +0.13% | -2.15% | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.71% | -0.51% | EXIT | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | +0.01% | +4.02% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | -0.53% | EXIT | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.60% | +0.10% | -1.87% | |
| 19 | FTGC | First Trust Global Tactical | ETF-Other | 0.55% | -0.43% | EXIT | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.05% | +1.68% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.08% | +40.37% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | +0.02% | +0.99% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 0.31% | +0.09% | +19.14% | |
| 24 | XLB | Ss Materials Select Sector | ETF-Other | 0.27% | -0.14% | +0.73% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.02% | +14.72% | |
| 26 | FTCS | First Trust Capital Strength | ETF-Other | 0.25% | -0.12% | +1.03% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.03% | -0.39% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.23% | +0.02% | -0.10% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.23% | -0.04% | -3.56% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.22% | +0.06% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | — | +3.71% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.22% | -0.06% | +0.21% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.21% | +0.12% | +1.17% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.02% | -0.50% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-Other | 0.21% | +0.03% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.04% | +31.83% | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.19% | +0.03% | -1.11% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.08% | -0.87% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.18% | +0.02% | +1.38% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.18% | +0.03% | +47.95% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.01% | -0.92% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.15% | +0.02% | +1.44% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | +0.02% | +67.85% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.02% | +0.20% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.12% | +3.18% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.15% | +0.01% | -0.16% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.14% | -0.03% | — | |
| 48 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.14% | -0.02% | +1.63% | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.13% | +0.01% | +1.37% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.13% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.4% | -0.76% | Add |
| 2 | XLK | Ss Technology Select Sector | +1.4% | -0.97% | Trim |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | -1.61% | Trim |
| 4 | QUAL | Ishares Msci USA Quality Fac | +0.2% | -1.06% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +40.37% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +14.72% | Add |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | -2.15% | Add |
| 8 | MSFT | Microsoft CORP | +0.1% | +4.02% | Trim |
| 9 | MS | Morgan Stanley | +0.1% | +19.14% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +31.83% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +1.68% | Add |
| 12 | MDY | State Street Spdr S&p Midcap | +0.1% | +47.95% | Add |
| 13 | IAU | Ishares Gold Trust | +0.1% | +86.79% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +80.28% | Add |
| 15 | VGT | Vanguard Info Tech ETF | 0% | — | Trim |
| 16 | V | Visa Inc-class A Shares | 0% | +67.85% | Add |
| 17 | AMZN | Amazon.com Inc | 0% | +0.20% | Add |
| 18 | LHX | L3harris Technologies Inc | 0% | +1.63% | Add |
| 19 | META | Meta Platforms Inc-class A | 0% | +3.71% | Add |
| 20 | CAT | Caterpillar Inc | 0% | +3.18% | Add |
| 21 | AXP | American Express Co | 0% | -0.10% | Trim |
| 22 | GS | Goldman Sachs Group Inc | 0% | +5.71% | Add |
| 23 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 24 | AAPL | Apple Inc | 0% | +5.85% | Add |
| 25 | ESGU | Ishares Esg Aware Msci USA | 0% | -1.87% | Trim |
| 26 | IUSG | Ishares Core S&p U.s. Growth | 0% | -3.56% | Trim |
| 27 | GD | General Dynamics CORP | 0% | +1.37% | Add |
| 28 | GE | General Electric | 0% | — | Unchanged |
| 29 | NSC | Norfolk Southern CORP | 0% | +1.38% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | +0.99% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | -0.50% | Trim |
| 32 | WMT | Walmart Inc | 0% | -0.92% | Add |
| 33 | SUSA | Ishares Esg Optimized Msci U | 0% | -1.11% | Trim |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 35 | NFLX | Netflix Inc | 0% | — | Trim |
| 36 | PH | Parker Hannifin CORP | 0% | +4.86% | Add |
| 37 | ADI | Analog Devices Inc | 0% | -0.93% | Add |
| 38 | DRIV | Global X Autonomous&elec-etf | 0% | +0.48% | Trim |
| 39 | MDT | Medtronic plc | 0% | +11.29% | Add |
| 40 | ABBV | Abbvie Inc | — | -0.39% | Add |
| 41 | CSCO | Cisco Systems Inc | — | +1.17% | Add |
| 42 | RDVY | First Trust Rising Dividend | — | — | Trim |
| 43 | EMR | Emerson Electric Co | — | -0.64% | Add |
| 44 | PSX | Phillips 66 | — | +1.03% | Add |
| 45 | MCK | Mckesson CORP | — | — | Unchanged |
| 46 | LOW | Lowe's Cos Inc | — | -0.21% | Add |
| 47 | ITW | Illinois Tool Works | — | -0.16% | Add |
| 48 | WEC | Wec Energy Group Inc | — | +5.31% | Add |
| 49 | XLF | Ss Financial Select Sector | — | — | Trim |
| 50 | VUG | Vanguard Growth ETF | — | -13.71% | Trim |
According to official SEC Form 13F filings, Moment Partners, LLC reported a total U.S. public equity portfolio value of $554.9M across 119 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
FTCS
市值: $1.4M
Top Position Liquidated / Trimmed
FXH
前期市值: $1.6M
During Q3 2025, Moment Partners, LLC's top holdings by market value included SPY (19.1%)、RSP (16.9%)、QQQ (9.2%). The largest single position, SPY, represented 19.1% of total portfolio value.
In Q3 2025, Moment Partners, LLC made 113 total portfolio adjustments, initiating 13 new buys, adding to 54 positions, trimming 42 holdings, and fully liquidating 4 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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