Momentous-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABSI",
  "CVBF",
  "ABBV",
  "GOOGL",
  "AVGO",
  "SAN",
  null,
  "RUM",
  null,
  "GD",
  "HD",
  null,
  null,
  null,
  null,
  "META",
  "MA",
  "MSFT",
  "AAPL",
  "NVDA",
  "PG",
  "GLD",
  "TJX",
  null,
  "TEF",
  "POWW",
  "AMZN",
  "ESGV",
  "BND",
  null,
  "V",
  "WMT",
  null,
  "SCHF",
  "CRM",
  "ADP",
  "BRK-A",
  "BRK-B",
  "COST",
  "DFAX",
  "DFAC",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 49
Total Value: 141267828
Accession Number: 0002055574-25-000002
Form Type: 13F-HR
CIK: momentous-wealth-management
Manager Name: Momentous-Wealth-Management

Data Enrichment

82% identified

40 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $141.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.8K

Value:$218.7K

% of Portfolio:0.2% ($218.7K/$141.3M)

Mastercard Inc

MA|57636Q104

Shares:393

Value:$215.4K

% of Portfolio:0.2% ($215.4K/$141.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$211.5K

% of Portfolio:0.1% ($211.5K/$141.3M)

25434V104

Shares:5.4K

Value:$209.2K

% of Portfolio:0.1% ($209.2K/$141.3M)

Rumble Inc.

RUM|78137L105

Shares:14.0K

Value:$99.0K

% of Portfolio:0.1% ($99.0K/$141.3M)

Banco Santander, S.A.

SAN|05964H105

Shares:13.3K

Value:$89.2K

% of Portfolio:0.1% ($89.2K/$141.3M)

Absci Corp

ABSI|00091E109

Shares:32.7K

Value:$82.0K

% of Portfolio:0.1% ($82.0K/$141.3M)

TELEFONICA S A

TEF|879382208

Shares:10.7K

Value:$49.7K

% of Portfolio:0.0% ($49.7K/$141.3M)

AMMO, INC.

POWW|00175J107

Shares:12.6K

Value:$17.4K

% of Portfolio:0.0% ($17.4K/$141.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.8K	QoQ +0.78% (+14) YoY-	All Managers (Combined)	$218.7K	0.2% ($218.7K/$141.3M)	QoQ +1.61% (+$3.5K) YoY-
Mastercard Inc(MAcusip57636Q104)	393	QoQ +0.76% (+3) YoY-	All Managers (Combined)	$215.4K	0.2% ($215.4K/$141.3M)	QoQ +4.89% (+$10.0K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$211.5K	0.1% ($211.5K/$141.3M)	QoQ NEW(+$211.5K) YoY-
(cusip25434V104)✕	5.4K	QoQ -11.31% (-694) YoY-	All Managers (Combined)	$209.2K	0.1% ($209.2K/$141.3M)	QoQ -15.80% (-$39.3K) YoY-
Rumble Inc.(RUMcusip78137L105)	14.0K	QoQ +1.00% (-139) YoY-	All Managers (Combined)	$99.0K	0.1% ($99.0K/$141.3M)	QoQ -45.11% (-$81.4K) YoY-
Banco Santander, S.A.(SANcusip05964H105)	13.3K	QoQ NEW(+13.3K) YoY-	All Managers (Combined)	$89.2K	0.1% ($89.2K/$141.3M)	QoQ NEW(+$89.2K) YoY-
Absci Corp(ABSIcusip00091E109)	32.7K	QoQ NEW(+32.7K) YoY-	All Managers (Combined)	$82.0K	0.1% ($82.0K/$141.3M)	QoQ NEW(+$82.0K) YoY-
TELEFONICA S A(TEFcusip879382208)	10.7K	QoQ NEW(+10.7K) YoY-	All Managers (Combined)	$49.7K	0.0% ($49.7K/$141.3M)	QoQ NEW(+$49.7K) YoY-
AMMO, INC.(POWWcusip00175J107)	12.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$17.4K	0.0% ($17.4K/$141.3M)	QoQ +25.45% (+$3.5K) YoY-