Momentum Wealth Planning, LLC | 13F Holdings | BadatCrypto

Momentum Wealth Planning, LLC

CIK: 0002087652

35

Signals (30d)

35

Buys (30d)

0

Sells (30d)

41

Current Positions

⏱ Historical Data Pending

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 41 of 41 positions

SPDR S&P 500 ETF TRUST

51,051 shares

$34.9M

27.53%

INVESCO QQQ TRUST, SERIES 1

31,487 shares

$19.3M

15.25%

Vanguard Value ETF

34,840 shares

$6.7M

5.25%

265,055 shares

$6.5M

5.09%

Alphabet Inc.

20,529 shares

$6.4M

5.08%

Vanguard Intermediate-Term Bond ETF

68,017 shares

$5.3M

4.18%

Tesla, Inc.

10,095 shares

$4.5M

3.58%

Apple Inc.

16,443 shares

$4.5M

3.52%

NEXSTAR MEDIA GROUP, INC.

16,179 shares

$3.3M

2.59%

NVIDIA CORP

16,908 shares

$3.2M

2.49%

AMAZON COM INC

13,029 shares

$3.0M

2.37%

GOLDMAN SACHS GROUP INC

3,312 shares

$2.9M

2.30%

Broadcom Inc.

8,354 shares

$2.9M

2.28%

33,961 shares

$2.2M

1.77%

JPMORGAN CHASE & CO

6,565 shares

$2.1M

1.67%

60,575 shares

$2.1M

1.63%

SPDR Portfolio S&P 500 Growth ETF

24,064 shares

$1.9M

1.52%

ORACLE CORP

7,912 shares

$1.5M

1.22%

SPDR Bloomberg 1-3 Month T-Bill ETF

13,919 shares

$1.3M

1.00%

Reddit, Inc.

5,020 shares

$1.2M

0.91%

BANK OF AMERICA CORP /DE/

841 shares

$1.1M

0.84%

WELLS FARGO & COMPANY/MN

841 shares

$1.0M

0.80%

SHOPIFY INC.

5,815 shares

$0.9M

0.74%

Vanguard S&P 500 ETF

1,239 shares

$0.8M

0.61%

Alibaba Group Holding Ltd

5,262 shares

$0.8M

0.61%

SPDR GOLD TRUST

1,800 shares

$0.7M

0.56%

MERCADOLIBRE INC

348 shares

$0.7M

0.55%

NETFLIX INC

7,330 shares

$0.7M

0.54%

Meta Platforms, Inc.

936 shares

$0.6M

0.49%

Uber Technologies, Inc

6,288 shares

$0.5M

0.41%

iShares Bitcoin Trust ETF

7,761 shares

$0.4M

0.30%

GE Vernova Inc.

563 shares

$0.4M

0.29%

Energy Select Sector SPDR Fund

8,010 shares

$0.4M

0.28%

27 shares

$0.4M

0.28%

Astera Labs, Inc.

2,098 shares

$0.3M

0.28%

Booking Holdings Inc.

63 shares

$0.3M

0.27%

Alphabet Inc.

1,000 shares

$0.3M

0.25%

Rocket Companies, Inc.

12,800 shares

$0.2M

0.20%

Arista Networks, Inc.

1,760 shares

$0.2M

0.18%

MICROSOFT CORP

476 shares

$0.2M

0.18%

Apple Hospitality REIT, Inc.

15,051 shares

$0.2M

0.14%

Most Active Tickers

SPDR S&P 500 ETF TRUST

2 signals

INVESCO QQQ TRUST, SERIES 1

2 signals

2 signals

Alphabet Inc.

2 signals

Vanguard Intermediate-Term Bond ETF

2 signals

Tesla, Inc.

2 signals

NEXSTAR MEDIA GROUP, INC.

2 signals

AMAZON COM INC

2 signals

Apple Inc.

2 signals

Activity (Last 7 Days)

May 7, 2026

+35-0

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