Moment Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Moment Partners, LLC held in its portfolio 103 assets valued at $486,000,122 (i.e. $486.00M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF Trust ($113.16M), Invesco S&P 500 Equal Weight ETF ($99.51M), and Invesco QQQ ETF ($54.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 103 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Moment Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF Trust | 165463 | 113163238 | ETF |
| Invesco S&P 500 Equal Weight ETF | 519455 | 99506740 | ETF |
| Invesco QQQ ETF | 87997 | 54057497 | ETF |
| Technology Select Sector SPDR Fund | 363087 | 52273606 | ETF |
| iShares S&P Mid-Cap 400 Growth ETF | 380677 | 36879977 | ETF |
| iShares Select Dividend ETF | 257281 | 36312638 | ETF |
| iShares MSCI USA Quality Factor ETF | 60390 | 11994573 | ETF |
| First Trust Value Line Dividend Index Fund | 110498 | 5091727 | ETF |
| iShares MSCI USA ESG Select ETF | 32751 | 4804062 | ETF |
| iShares MSCI KLD 400 Social ETF | 37063 | 4774886 | ETF |
| Apple Inc | 17342 | 4714689 | Common Stock |
| Microsoft Corp | 6647 | 3214413 | Common Stock |
| Alphabet Inc Voting | 7986 | 2499618 | Common Stock |
| JPMorgan Chase & Co | 7499 | 2416208 | Common Stock |
| Morgan Stanley & Co | 11160 | 1981222 | Common Stock |
| Johnson & Johnson | 9383 | 1941816 | Common Stock |
| American Express Company | 4000 | 1479800 | Common Stock |
| Vanguard Information Technology ETF | 1957 | 1475147 | ETF |
| Eli Lilly & Co | 1369 | 1471237 | Common Stock |
| Alphabet Inc Non Voting | 4496 | 1410845 | Common Stock |
| iShares Core S&P U.S. Growth ETF | 8130 | 1365352 | ETF |
| Cisco Systems Inc | 17080 | 1315697 | Common Stock |
| Abbvie Inc | 5351 | 1222573 | Common Stock |
| First Trust Rising Dividend Achievers ETF | 17591 | 1222047 | ETF |
| Chevron Corporation | 7688 | 1171775 | Common Stock |
| Materials Select Sector SPDR Fund | 25329 | 1148657 | ETF |
| Meta Platforms Inc | 1698 | 1120851 | Common Stock |
| First Trust Capital Strength ETF | 11404 | 1054987 | ETF |
| SPDR S&P Mid-Cap 400 ETF | 1728 | 1046058 | ETF |
| Caterpillar Inc | 1806 | 1034603 | Common Stock |
| Nvidia Corp | 5321 | 992368 | Common Stock |
| Amazon Com Inc | 4220 | 974060 | Common Stock |
| WalMart Inc | 8221 | 917780 | Common Stock |
| iShares Core S&P 500 ETF | 1231 | 843161 | ETF |
| Visa Inc Class A | 2375 | 833073 | Common Stock |
| Automatic Data | 3120 | 807790 | Common Stock |
| Financial Select Sector SPDR Fund | 14378 | 787483 | ETF |
| Goldman Sachs Group Inc | 850 | 747150 | Common Stock |
| Illinois Tool Works Inc | 2909 | 721143 | Common Stock |
| Paychex Inc | 6296 | 706289 | Common Stock |
| Berkshire Hathaway Inc | 1376 | 691646 | Common Stock |
| Pepsico Incorporated | 4650 | 674103 | Common Stock |
| Genl Dynamics Corp | 1998 | 672800 | Common Stock |
| iShares U.S. Technology ETF | 3339 | 666732 | ETF |
| L3harris Technologies | 2255 | 662005 | Common Stock |
| Mckesson Corporation | 800 | 656888 | Common Stock |
| Echostar Holding | 5850 | 635895 | Common Stock |
| Lowes Companies Inc | 2530 | 610241 | Common Stock |
| Netflix.Com Inc | 6500 | 609440 | Common Stock |
| Aflac Inc | 5354 | 590401 | Common Stock |
| Abbott Laboratories | 4542 | 569056 | Common Stock |
| iShares Russell 1000 Growth ETF | 1200 | 567811 | ETF |
| Phillips 66 | 4261 | 549885 | Common Stock |
| Analog Devices Inc | 1952 | 529412 | Common Stock |
| Exxon Mobil Corp | 4169 | 501697 | Common Stock |
| iShares Russell 2000 ETF | 1976 | 486412 | ETF |
| Kimberly-Clark Corp | 4750 | 485213 | Common Stock |
| Salesforce Inc | 1827 | 484751 | Common Stock |
| iShares U.S. Healthcare ETF | 7375 | 480113 | ETF |
| Procter & Gamble Co | 3288 | 471203 | Common Stock |
| Vanguard Growth ETF | 950 | 463467 | ETF |
| iShares MSCI USA Min. Vol. Factor ETF | 4888 | 460254 | ETF |
| Global X Autonomous & Electric Vehicles ETF | 13743 | 408556 | ETF |
| Emerson Electric Co | 3066 | 406885 | Common Stock |
| Norfolk Southern Corp | 1409 | 406687 | Common Stock |
| GE Aerospace New | 1268 | 391039 | Common Stock |
| Mcdonald S Corp | 1242 | 379520 | Common Stock |
| Parker-Hannifin Corp | 420 | 369269 | Common Stock |
| Home Depot Inc | 1033 | 355455 | Common Stock |
| Linde PLC New | 828 | 353097 | Common Stock |
| Medtronic PLC | 3567 | 345137 | Common Stock |
| Vanguard Mid-Cap ETF | 1169 | 339267 | ETF |
| Colgate-Palmolive Co | 4257 | 336392 | Common Stock |
| Chubb LTD | 1058 | 331280 | Common Stock |
| Constellation Energy | 925 | 326775 | Common Stock |
| Accenture PLC Ireland | 1203 | 322867 | Common Stock |
| Tesla | 698 | 313905 | Common Stock |
| Wec Energy Group Inc | 2959 | 312092 | Common Stock |
| SPDR S&P 400 Mid-Cap Growth ETF | 3300 | 305019 | ETF |
| Health Care Select Sector SPDR Fund | 1940 | 300312 | ETF |
| Brown And Brown Inc Com | 3752 | 299061 | Common Stock |
| Cencora Inc | 879 | 296882 | Common Stock |
| CMS Energy Corp | 4241 | 296574 | Common Stock |
| Tractor Supply Company | 5720 | 286077 | Common Stock |
| Merck & Co Inc New | 2691 | 285542 | Common Stock |
| Broadcom Inc | 812 | 281044 | Common Stock |
| Cintas Corp | 1484 | 279128 | Common Stock |
| iShares Core S&P Small-Cap ETF | 2133 | 256288 | ETF |
| Applied Materials Inc | 983 | 252621 | Common Stock |
| Bristol Myers Squibb | 4633 | 249904 | Common Stock |
| SPDR S&P Homebuilders ETF | 2386 | 245663 | ETF |
| Air Products & Chemicals | 993 | 245357 | Common Stock |
| SPDR Dow Jones Industrial Average ETF Trust | 502 | 241770 | ETF |
| First Trust Dow Jones Internet Index Fund | 878 | 236340 | ETF |
| Vertiv Holdings LLC | 1449 | 234752 | Common Stock |
| Dollar Tree Stores Inc | 1800 | 221418 | Common Stock |
| VanEck Semiconductor ETF | 610 | 219679 | ETF |
| VanEck Gold Miners ETF | 2503 | 214724 | ETF |
| Gilead Sciences Inc | 1726 | 211836 | Common Stock |
| Bank Of America Corp | 3826 | 210430 | Common Stock |
| GE Vernova LLC | 316 | 206528 | Common Stock |
| RTX Corp | 1119 | 205225 | Common Stock |
| Nextera Energy Inc | 2534 | 203464 | Common Stock |
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