Portfolio (Quarterly)
Guide ↗
Momentous Wealth Management, Inc.
· CIK 0002055574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | Technology | 566.0 | $653K | 0.34% | NEW | — | $1154.29 | -11.9% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | Technology | 496.0 | $288K | 0.15% | NEW | — | $580.91 | -17.8% |
| 3 | GLW | CORNING INC | Technology | 1,108.0 | $283K | 0.14% | NEW | — | $255.43 | -39.6% |
| 4 | ASML | ASML HLDG NV | Technology | 133.0 | $265K | 0.14% | NEW | — | $1989.44 | -13.8% |
| 5 | CSCO | CISCO SYS INC | Technology | 2,223.0 | $261K | 0.13% | NEW | — | $117.46 | -7.0% |
| 6 | ALK | ALASKA AIR GROUP INC | Industrials | 4,620.0 | $241K | 0.12% | NEW | — | $52.20 | -19.5% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 460.0 | $220K | 0.11% | NEW | — | $477.57 | -10.2% |
| 8 | GE | GE AEROSPACE | Industrials | 564.0 | $211K | 0.11% | NEW | — | $373.78 | -9.8% |
| 9 | VGT | VANGUARD WORLD FD | — | 1,720.0 | $206K | 0.10% | NEW | — | $119.52 | +1.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
51.6%
Industrials
11.3%
Communication Services
9.7%
Consumer Cyclical
9.3%
Healthcare
5.2%
Consumer Defensive
4.5%
Financial Services
4.5%
Energy
4.0%