Moment Partners, LLC Top Holdings and 13F Report (2025) About Moment Partners, LLCInvestment ActivityMoment Partners, LLC has $504.69 million in total holdings as of March 31, 2025.Moment Partners, LLC owns shares of 110 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.36% of the portfolio was purchased this quarter.About 1.81% of the portfolio was sold this quarter.This quarter, Moment Partners, LLC has purchased 114 new stocks and bought additional shares in 11 stocks.Moment Partners, LLC sold shares of 73 stocks and completely divested from 9 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $90,792,653SPDR S&P 500 ETF Trust $84,230,743Invesco QQQ $42,651,322Technology Select Sector SPDR Fund $39,029,557iShares Select Dividend ETF $34,965,588 Largest New Holdings this Quarter 464287150 - iShares Core S&P Total U.S. Stock Market ETF $597,117 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $266,985 HoldingM22465104 - Check Point Software Technologies $237,037 Holding464285204 - iShares Gold Trust $219,626 Holding921943858 - Vanguard FTSE Developed Markets ETF $210,894 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 16,130 shares (about $1.33M)SPDR Portfolio Intermediate Term Corporate Bond ETF 37,892 shares (about $1.26M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 12,097 shares (about $1.22M)Janus Henderson Mortgage-Backed Securities ETF 16,233 shares (about $733.73K)iShares Core S&P Total U.S. Stock Market ETF 4,894 shares (about $597.12K) Largest Sales this Quarter Invesco QQQ 3,036 shares (about $1.42M)Invesco S&P 500 Equal Weight ETF 8,213 shares (about $1.42M)SPDR S&P 500 ETF Trust 2,206 shares (about $1.23M)iShares Select Dividend ETF 4,236 shares (about $568.85K)iShares Russell 2000 ETF 1,962 shares (about $391.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$90,792,653$1,422,739 ▼-1.5%524,11618.0%ETFSPYSPDR S&P 500 ETF Trust$84,230,743$1,234,015 ▼-1.4%150,57616.7%FinanceQQQInvesco QQQ$42,651,322$1,423,633 ▼-3.2%90,9578.5%FinanceXLKTechnology Select Sector SPDR Fund$39,029,557$295,680 ▼-0.8%189,0237.7%ETFDVYiShares Select Dividend ETF$34,965,588$568,852 ▼-1.6%260,3746.9%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$32,079,205$360,769 ▼-1.1%385,1976.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$23,817,527$1,334,433 ▲5.9%287,8954.7%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$20,508,077$1,217,201 ▲6.3%203,8174.1%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$19,354,143$733,732 ▲3.9%428,1893.8%ETFQUALiShares MSCI USA Quality Factor ETF$12,662,265$355,622 ▼-2.7%74,0962.5%ETFIWMiShares Russell 2000 ETF$10,267,352$391,399 ▼-3.7%51,4682.0%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$9,053,446$1,259,530 ▲16.2%272,3661.8%ETFFVDFirst Trust Value Line Dividend Index Fund$6,199,214$61,044 ▼-1.0%139,0271.2%ETFAAPLApple$4,174,010$200,137 ▲5.0%18,7910.8%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$4,101,075$54,095 ▼-1.3%68,5340.8%ManufacturingBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,934,538$27,977 ▼-0.7%42,8930.8%ETFDSIiShares ESG MSCI KLD 400 ETF$3,516,397$87,664 ▼-2.4%34,3360.7%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$3,222,819$24,933 ▼-0.8%126,2860.6%ManufacturingMSFTMicrosoft$2,985,852$15,391 ▼-0.5%7,9540.6%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$2,911,577$47,301 ▼-1.6%23,8830.6%ManufacturingJPMJPMorgan Chase & Co.$1,899,894$12,020 ▼-0.6%7,7450.4%FinanceFXHFirst Trust Health Care AlphaDEX Fund$1,643,303$17,198 ▼-1.0%15,8620.3%ETFJNJJohnson & Johnson$1,588,250$829 ▲0.1%9,5770.3%MedicalXLBMaterials Select Sector SPDR Fund$1,549,532$15,906 ▼-1.0%18,0220.3%ETFFXNFirst Trust Energy AlphaDEX Fund$1,363,296$15,215 ▼-1.1%82,5240.3%ETFCVXChevron$1,324,435$26,097 ▼-1.9%7,9170.3%EnergyABBVAbbVie$1,190,459$20,323 ▼-1.7%5,6820.2%MedicalLLYEli Lilly and Company$1,137,2780.0%1,3770.2%MedicalMSMorgan Stanley$1,092,8480.0%9,3670.2%FinanceAXPAmerican Express$1,077,2760.0%4,0040.2%FinanceADPAutomatic Data Processing$1,063,550$11,305 ▼-1.1%3,4810.2%Business ServicesCSCOCisco Systems$1,062,646$1,790 ▼-0.2%17,2200.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$1,061,499$11,818 ▼-1.1%8,3530.2%ManufacturingRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,061,0380.0%18,1250.2%ManufacturingPAYXPaychex$1,041,853$3,086 ▼-0.3%6,7530.2%Business ServicesIVViShares Core S&P 500 ETF$1,027,715$203,970 ▲24.8%1,8290.2%ETFMETAMeta Platforms$954,468$576 ▼-0.1%1,6560.2%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$924,359$36,988 ▼-3.8%8,0470.2%ETFVGTVanguard Information Technology ETF$924,216$1,627 ▼-0.2%1,7040.2%ETFGOOGLAlphabet$833,819$7,887 ▼-0.9%5,3920.2%Computer and TechnologyWMTWalmart$818,993$6,321 ▼-0.8%9,3290.2%Retail/WholesaleITWIllinois Tool Works$775,775$2,976 ▼-0.4%3,1280.2%IndustrialsPEPPepsiCo$749,250$2,999 ▼-0.4%4,9970.1%Consumer StaplesKMBKimberly-Clark$711,1000.0%5,0000.1%Consumer StaplesNFLXNetflix$671,4220.0%7200.1%Consumer DiscretionaryXLFFinancial Select Sector SPDR Fund$670,542$1,295 ▼-0.2%13,4620.1%ETFABTAbbott Laboratories$657,148$3,184 ▼-0.5%4,9540.1%MedicalAFLAflac$652,018$4,559 ▼-0.7%5,8640.1%FinanceLOWLowe's Companies$648,613$8,863 ▼-1.3%2,7810.1%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$623,105$24,007 ▲4.0%1,1680.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$597,117$597,117 ▲New Holding4,8940.1%ETFPSXPhillips 66$594,186$3,581 ▼-0.6%4,8120.1%EnergyVOVanguard Mid-Cap ETF$590,947$292,758 ▲98.2%2,2850.1%ETFCATCaterpillar$580,4480.0%1,7600.1%IndustrialsAMZNAmazon.com$578,961$7,230 ▼-1.2%3,0430.1%Retail/WholesaleGDGeneral Dynamics$574,326$1,908 ▼-0.3%2,1070.1%AerospacePGProcter & Gamble$562,386$5,283 ▼-0.9%3,3000.1%Consumer StaplesNVDANVIDIA$551,112$16,257 ▼-2.9%5,0850.1%Computer and TechnologyBROBrown & Brown$550,346$7,091 ▼-1.3%4,4240.1%FinanceUSMViShares MSCI USA Min Vol Factor ETF$548,379$20,886 ▼-3.7%5,8550.1%ETFGOOGAlphabet$539,931$312 ▼-0.1%3,4560.1%Computer and TechnologyMCKMcKesson$538,3920.0%8000.1%MedicalVVisa$533,751$10,514 ▼-1.9%1,5230.1%Business ServicesXOMExxon Mobil$513,4210.0%4,3170.1%EnergyLHXL3Harris Technologies$509,251$1,674 ▼-0.3%2,4330.1%AerospaceIYWiShares U.S. Technology ETF$468,9290.0%3,3390.1%ManufacturingACNAccenture$462,443$3,120 ▼-0.7%1,4820.1%Computer and TechnologyIYHiShares U.S. Healthcare ETF$449,0640.0%7,3750.1%ETFLINDE PLC$446,549$6,053 ▼-1.3%9590.1%SHSADIAnalog Devices$443,674$4,638 ▼-1.0%2,2000.1%Computer and TechnologyGSThe Goldman Sachs Group$443,587$1,639 ▼-0.4%8120.1%FinanceIWFiShares Russell 1000 Growth ETF$433,1950.0%1,2000.1%ETFCLColgate-Palmolive$431,050$2,436 ▼-0.6%4,6000.1%Consumer StaplesUNHUnitedHealth Group$424,761$13,094 ▼-3.0%8110.1%MedicalBRK.BBerkshire Hathaway$421,271$2,130 ▼-0.5%7910.1%FinanceMCDMcDonald's$420,762$5,935 ▼-1.4%1,3470.1%Retail/WholesaleVUGVanguard Growth ETF$408,273$55,994 ▲15.9%1,1010.1%ETFCRMSalesforce$391,8060.0%1,4600.1%Computer and TechnologyHDHome Depot$386,6470.0%1,0550.1%Retail/WholesaleCTASCintas$382,080$6,166 ▼-1.6%1,8590.1%Business ServicesEMREmerson Electric$380,451$2,741 ▼-0.7%3,4700.1%IndustrialsZTSZoetis$375,731$2,140 ▼-0.6%2,2820.1%MedicalPIMCO ETF TR$369,8800.0%4,0000.1%ACTIVE BD ETFNSCNorfolk Southern$363,328$1,421 ▼-0.4%1,5340.1%TransportationCMSCMS Energy$362,932$1,728 ▼-0.5%4,8320.1%UtilitiesWECWEC Energy Group$362,903$872 ▼-0.2%3,3300.1%UtilitiesTSCOTractor Supply$361,346$3,416 ▼-0.9%6,5580.1%Retail/WholesaleCBChubb$361,180$3,020 ▼-0.8%1,1960.1%FinanceAPDAir Products and Chemicals$335,619$1,180 ▼-0.4%1,1380.1%Basic MaterialsCORCencora$330,371$10,289 ▼-3.0%1,1880.1%MedicalMDTMedtronic$321,250$2,426 ▼-0.7%3,5750.1%MedicalTLHiShares 10-20 Year Treasury Bond ETF$311,833$14,004 ▼-4.3%3,0060.1%ETFDRIVGlobal X Autonomous & Electric Vehicles ETF$302,217$6,152 ▼-2.0%14,2960.1%Auto/Tires/TrucksBMYBristol-Myers Squibb$282,5670.0%4,6330.1%MedicalFDSFactSet Research Systems$279,149$909 ▼-0.3%6140.1%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$266,985$266,985 ▲New Holding2,6990.1%FinanceMDYGSPDR S&P 400 Mid Cap Growth ETF$262,2180.0%3,3000.1%ETFGEGE Aerospace$253,7900.0%1,2680.1%IndustrialsPHParker-Hannifin$253,473$1,824 ▼-0.7%4170.1%IndustrialsLMBSFirst Trust Low Duration Opportunities ETF$250,519$22,958 ▼-8.4%5,0960.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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