Portfolio (Quarterly)
Guide ↗
Momentous Wealth Management, Inc.
· CIK 0002055574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | USD | PROSHARES TR | — | 8,485 | $446K | 0.25% | SOLD |
| 2 | GLD | SPDR GOLD TR | Financial Services | 791 | $313K | 0.18% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 1,091 | $289K | 0.16% | SOLD |
| 4 | ALK | ALASKA AIR GROUP INC | Industrials | 4,607 | $232K | 0.13% | SOLD |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 876 | $225K | 0.13% | SOLD |
| 6 | DFAU | DIMENSIONAL ETF TRUST | — | 4,698 | $220K | 0.12% | SOLD |
| 7 | QLD | PROSHARES TR | — | 3,043 | $214K | 0.12% | SOLD |
Sector Allocation
Technology
37.8%
Communication Services
15.6%
Financial Services
15.4%
Consumer Cyclical
8.9%
Industrials
8.4%
Energy
4.9%
Consumer Defensive
4.7%
Healthcare
4.4%