Moment Partners, LLC Top Holdings and 13F Report (2025) About Moment Partners, LLCInvestment ActivityMoment Partners, LLC has $554.91 million in total holdings as of September 30, 2025.Moment Partners, LLC owns shares of 101 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 18.44% of the portfolio was sold this quarter.This quarter, Moment Partners, LLC has purchased 113 new stocks and bought additional shares in 42 stocks.Moment Partners, LLC sold shares of 32 stocks and completely divested from 17 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $129,807,200Invesco S&P 500 Equal Weight ETF $115,809,136Technology Select Sector SPDR Fund $67,772,319Invesco QQQ $66,345,683iShares S&P Mid-Cap 400 Growth ETF $46,578,412 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $481,574 Holding512807306 - Lam Resh Corp $368,118 Holding09260D107 - Blackstone $201,216 Holding060505104 - Bank of America $200,456 Holding92189F676 - VanEck Semiconductor ETF $200,046 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 6,922 shares (about $5.18M)Invesco S&P 500 Equal Weight ETF 22,980 shares (about $4.89M)iShares Select Dividend ETF 11,229 shares (about $1.76M)iShares S&P Mid-Cap 400 Growth ETF 14,489 shares (about $1.70M)Invesco QQQ 2,240 shares (about $1.65M) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 28,836 shares (about $6.33M)First Trust Value Line Dividend Index Fund 60,919 shares (about $2.94M)Technology Select Sector SPDR Fund 6,461 shares (about $1.23M)Materials Select Sector SPDR Fund 15,706 shares (about $798.34K)First Trust Capital Strength ETF 7,244 shares (about $680.32K) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$129,807,200$5,182,286 â–²4.2%173,38423.4%ETFRSPInvesco S&P 500 Equal Weight ETF$115,809,136$4,889,451 â–²4.4%544,29320.9%ETFXLKTechnology Select Sector SPDR Fund$67,772,319$1,230,949 â–¼-1.8%355,72312.2%ETFQQQInvesco QQQ$66,345,683$1,649,529 â–²2.5%90,09512.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$46,578,412$1,702,458 â–²3.8%396,4128.4%ETFDVYiShares Select Dividend ETF$42,209,983$1,755,096 â–²4.3%270,0577.6%ETFQUALiShares MSCI USA Quality Factor ETF$5,844,062$6,327,465 â–¼-52.0%26,6331.1%ETFDSIiShares ESG MSCI KLD 400 ETF$5,186,764$69,914 â–¼-1.3%36,4260.9%ETFAAPLApple$4,861,821$605,630 â–¼-11.1%16,8020.9%TechnologyESGUiShares ESG Aware MSCI USA ETF$4,030,374$37,971 â–¼-0.9%24,6250.7%ETFGOOGLAlphabet$2,779,991$161,532 â–¼-5.5%7,7790.5%Communication ServicesMSFTMicrosoft$2,438,872$9,326 â–²0.4%6,5380.4%TechnologyJPMJPMorgan Chase & Co.$2,436,081$24,551 â–²1.0%7,4420.4%FinanceJNJJohnson & Johnson$2,389,069$6,857 â–²0.3%9,4070.4%HealthcareMSMorgan Stanley$2,332,8720.0%11,1600.4%FinanceCATCaterpillar$1,923,2090.0%1,8060.3%IndustrialsCSCOCisco Systems$1,896,321$64,370 â–²3.5%16,1440.3%TechnologyFVDFirst Trust Value Line Dividend Index Fund$1,737,780$2,935,118 â–¼-62.8%36,0680.3%ETFLLYEli Lilly and Company$1,702,007$32,385 â–²1.9%1,4190.3%HealthcareGOOGAlphabet$1,638,038$127,199 â–¼-7.2%4,6360.3%Communication ServicesVGTVanguard Information Technology ETF$1,486,829$1,284,721 â–²635.7%12,4400.3%ETFAXPAmerican Express$1,353,0000.0%4,0000.2%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$1,324,277$101,649 â–¼-7.1%16,3370.2%ETFABBVAbbVie$1,301,219$18,873 â–²1.5%5,1710.2%HealthcareCVXChevron$1,241,894$30,832 â–¼-2.4%7,4920.2%EnergyMDYSPDR S&P MidCap 400 ETF Trust$1,218,0990.0%1,7280.2%ETFSUSAiShares MSCI USA ESG Select ETF$1,176,075$22,065 â–¼-1.8%7,6220.2%ETFIUSGiShares Core S&P U.S. Growth ETF$1,010,608$517,060 â–¼-33.8%5,3730.2%ETFNVDANVIDIA$975,281$82,040 â–¼-7.8%4,8740.2%TechnologyWalMart Inc$958,046$30,353 â–²3.3%8,4590.2%Common StockMETAMeta Platforms$956,4820.0%1,6980.2%Communication ServicesAMZNAmazon.com$927,858$57,202 â–¼-5.8%3,8930.2%Consumer DiscretionaryIVViShares Core S&P 500 ETF$909,901$7,489 â–¼-0.8%1,2150.2%ETFGSThe Goldman Sachs Group$859,6650.0%8500.2%FinanceIYWiShares U.S. Technology ETF$842,1960.0%3,3390.2%ETFVVisa$822,928$8,576 â–²1.1%2,3990.1%FinanceADIAnalog Devices$784,709$13,502 â–²1.8%1,9760.1%TechnologyPSXPhillips 66$731,510$13,525 â–²1.9%4,3270.1%EnergyADPAutomatic Data Processing$731,170$29,111 â–²4.1%3,2400.1%IndustrialsGDGeneral Dynamics$718,031$12,044 â–²1.7%2,0270.1%IndustrialsXLFFinancial Select Sector SPDR Fund$715,908$2,788 â–¼-0.4%13,3540.1%ETFAMATApplied Materials$703,479$1,446 â–¼-0.2%9730.1%TechnologyBRK.BBerkshire Hathaway$688,5370.0%1,3760.1%FinanceITWIllinois Tool Works$687,289$24,488 â–²3.7%2,5260.1%IndustrialsLHXL3Harris Technologies$664,203$11,622 â–²1.8%2,2860.1%IndustrialsAFLAflac$646,679$21,106 â–²3.4%5,5150.1%FinancePAYXPaychex$643,479$25,468 â–²4.1%6,5440.1%IndustrialsPEPPepsiCo$627,669$1,760 â–¼-0.3%4,6360.1%Consumer StaplesMCKMcKesson$605,1360.0%8000.1%HealthcareLOWLowe's Companies$580,787$25,578 â–²4.6%2,6340.1%Consumer DiscretionaryIWMiShares Russell 2000 ETF$575,963$18,327 â–¼-3.1%1,9170.1%ETFIWFiShares Russell 1000 Growth ETF$563,576$414,580 â–²278.3%4,5390.1%ETFXOMExxonMobil$556,314$13,672 â–¼-2.4%4,0690.1%EnergyDRIVGlobal X Autonomous & Electric Vehicles ETF$528,216$1,851 â–¼-0.3%13,6950.1%ETFKimberly-Clark Corp$527,4880.0%4,7500.1%Common StockIYHiShares U.S. Healthcare ETF$494,1990.0%7,3750.1%ETFVUGVanguard Growth ETF$490,998$409,165 â–²500.0%5,7000.1%ETFAMDAdvanced Micro Devices$481,574$481,574 â–²New Holding8290.1%TechnologyPGProcter & Gamble$480,979$733 â–¼-0.2%3,2800.1%Consumer StaplesGEGE Aerospace$473,8900.0%1,2680.1%IndustrialsNFLXNetflix$464,1000.0%6,5000.1%Communication ServicesNSCNorfolk Southern$458,737$17,934 â–²4.1%1,4580.1%IndustrialsEMREmerson Electric$457,578$20,903 â–²4.8%3,1960.1%IndustrialsLinde PLC New$439,135$13,496 â–²3.2%8460.1%Common StockPHParker-Hannifin$432,545$25,444 â–²6.3%4420.1%IndustrialsVRTVertiv$428,911$23,103 â–²5.7%1,2810.1%IndustrialsABTAbbott Laboratories$424,292$13,701 â–²3.3%4,6760.1%HealthcareMRKMerck & Co., Inc.$412,7560.0%3,1910.1%HealthcareUSMViShares MSCI USA Min Vol Factor ETF$402,431$69,065 â–¼-14.6%4,1720.1%ETFCLColgate-Palmolive$401,378$12,377 â–²3.2%4,3780.1%Consumer StaplesVOVanguard Mid-Cap ETF$376,745$282,559 â–²300.0%4,6760.1%ETFWECWEC Energy Group$374,481$30,243 â–²8.8%3,2070.1%UtilitiesMDYGSPDR S&P 400 Mid Cap Growth ETF$369,8970.0%3,3000.1%ETFCBChubb$368,427$10,225 â–²2.9%1,0810.1%FinanceLam Resh Corp$368,118$368,118 â–²New Holding8490.1%Common StockCMSCMS Energy$350,323$27,389 â–²8.5%4,5790.1%UtilitiesXLBMaterials Select Sector SPDR Fund$337,664$798,337 â–¼-70.3%6,6430.1%ETFMCDMcDonald's$335,574$1,893 â–²0.6%1,2410.1%Consumer DiscretionaryHDHome Depot$332,930$31,389 â–¼-8.6%9440.1%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$316,2770.0%2,1330.1%ETFAPDAir Products and Chemicals$309,516$20,517 â–²7.1%1,0560.1%MaterialsAVGOBroadcom$306,770$4,534 â–¼-1.5%8120.1%TechnologyCRMSalesforce$289,8500.0%1,8450.1%TechnologyMDTMedtronic$287,394$7,185 â–²2.6%3,6400.1%HealthcareEchostar Holding$285,215$107,590 â–¼-27.4%2,8100.1%Common StockKEYSKeysight Technologies$284,6070.0%8130.1%TechnologyMPCMarathon Petroleum$271,0100.0%1,0600.0%EnergyCTASCintas$264,198$13,610 â–²5.4%1,5530.0%IndustrialsFTCSFirst Trust Capital Strength ETF$258,925$680,324 â–¼-72.4%2,7570.0%ETFBROBrown & Brown$251,022$11,611 â–²4.8%3,9130.0%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$248,135$14,105 â–¼-5.4%4750.0%ETFCORCencora$245,344$849 â–¼-0.3%8670.0%HealthcareTSLATesla$243,1070.0%5780.0%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$242,4320.0%1,5280.0%ETFBMYBristol Myers Squibb$230,480$36,473 â–¼-13.7%4,0000.0%HealthcareNEENextEra Energy$222,637$176 â–²0.1%2,5370.0%UtilitiesGILDGilead Sciences$218,0490.0%1,7260.0%HealthcareCEGConstellation Energy$211,420$20,620 â–¼-8.9%8510.0%UtilitiesBXBlackstone$201,216$201,216 â–²New Holding1,7100.0%FinanceBACBank of America$200,456$200,456 â–²New Holding3,5180.0%FinanceShowing largest 100 holdings. 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