Momentum Advisors is an investment fund managing more than $89.5 million ran by Panduleni Shaduka. There are currently 53 companies in Shaduka’s portfolio. The largest investments include Vanguard Index Fds and Spdr Sp 500 Etf Tr, together worth $35.2 million.
As of 3rd November 2022, Momentum Advisors’s top holding is 98,777 shares of Vanguard Index Fds currently worth over $24.5 million and making up 27.3% of the portfolio value.
In addition, the fund holds 29,980 shares of Spdr Sp 500 Etf Tr worth $10.7 million.
The third-largest holding is Apple Inc worth $4.74 million and the next is Vanguard Specialized Funds worth $3.78 million, with 27,933 shares owned.
Currently, Momentum Advisors's portfolio is worth at least $89.5 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Momentum Advisors office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Panduleni Shaduka serves as the Financial Analyst at Momentum Advisors.
In the most recent 13F filing, Momentum Advisors revealed that it had opened a new position in
Canadian Pac Ry Ltd and bought 8,462 shares worth $565 thousand.
The investment fund also strengthened its position in Vanguard Index Fds by buying
3,724 additional shares.
This makes their stake in Vanguard Index Fds total 98,777 shares worth $24.5 million.
On the other hand, there are companies that Momentum Advisors is getting rid of from its portfolio.
Momentum Advisors closed its position in Fedex Corp on 10th November 2022.
It sold the previously owned 1,268 shares for $287 thousand.
Panduleni Shaduka also disclosed a decreased stake in Spdr Sp 500 Etf Tr by approximately 0.1%.
This leaves the value of the investment at $10.7 million and 29,980 shares.
The two most similar investment funds to Momentum Advisors are Carson Advisory and Ern. They manage $89.6 million and $89.5 million respectively.
Momentum Advisors’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 10.7% of
the total portfolio value.
The fund focuses on investments in the United States as
39.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
49% of the total holdings value.
On the other hand, small-cap stocks make up only 1.9% of the portfolio.
The average market cap of the portfolio companies is close to $326 billion.
These positions were updated on November 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
3.92%
98,777
|
$24,457,000 | 27.32% |
| Spdr Sp 500 Etf Tr |
0.99%
29,980
|
$10,708,000 | 11.96% |
| Apple Inc |
5.10%
34,327
|
$4,744,000 | 5.30% |
| Vanguard Specialized Funds |
1.59%
27,933
|
$3,775,000 | 4.22% |
| Spdr Ser Tr |
0.06%
64,833
|
$3,524,000 | 3.94% |
| Meta Platforms Inc |
6.74%
18,889
|
$2,563,000 | 2.86% |
| Spdr Gold Tr |
0.47%
13,868
|
$2,145,000 | 2.40% |
| Impact Shs Tr I |
1.89%
74,772
|
$1,940,000 | 2.17% |
| Amazon.com Inc. |
7.55%
14,954
|
$1,690,000 | 1.89% |
| Tesla Inc |
295.33%
6,258
|
$1,660,000 | 1.85% |
| Flexshares Tr |
11.52%
19,092
|
$1,640,000 | 1.83% |
| Etf Ser Solutions |
7.03%
60,881
|
$1,546,000 | 1.73% |
| Select Sector Spdr Tr |
5.69%
21,373
|
$1,539,000 | 1.72% |
| Microsoft Corporation |
2.84%
6,590
|
$1,535,000 | 1.71% |
| United Parcel Service, Inc. |
0.05%
9,299
|
$1,502,000 | 1.68% |
| Ishares Inc |
4.82%
52,650
|
$2,116,000 | 2.36% |
| Schwab Strategic Tr |
5.00%
58,610
|
$3,066,000 | 3.42% |
| Alphabet Inc |
1,665.31%
23,002
|
$2,206,000 | 2.46% |
| Ishares Tr |
0.68%
65,450
|
$3,923,000 | 4.38% |
| Moderna Inc |
2.59%
8,690
|
$1,028,000 | 1.15% |
| Zoom Video Communications In |
6.42%
10,991
|
$809,000 | 0.90% |
| Netflix Inc. |
12.27%
3,330
|
$784,000 | 0.88% |
| Canadian Pac Ry Ltd |
Opened
8,462
|
$565,000 | 0.63% |
| Jpmorgan Chase Co |
2.69%
5,119
|
$535,000 | 0.60% |
| Bristol-Myers Squibb Co. |
1.52%
6,964
|
$495,000 | 0.55% |
| Asml Holding N V |
Opened
1,095
|
$455,000 | 0.51% |
| Goldman Sachs Group, Inc. |
2.97%
1,534
|
$449,000 | 0.50% |
| Aon plc. |
Opened
1,671
|
$448,000 | 0.50% |
| Chipotle Mexican Grill |
Opened
289
|
$434,000 | 0.48% |
| Golub Cap Bdc Inc |
3.98%
34,630
|
$429,000 | 0.48% |
| Novo-nordisk A S |
Opened
4,307
|
$429,000 | 0.48% |
| Accenture Plc Ireland |
Opened
1,587
|
$408,000 | 0.46% |
| Resmed Inc. |
Opened
1,813
|
$396,000 | 0.44% |
| Dimensional Etf Trust |
Opened
10,074
|
$393,000 | 0.44% |
| Epam Sys Inc |
Opened
1,073
|
$389,000 | 0.43% |
| Ferrari N.V. |
Opened
2,090
|
$387,000 | 0.43% |
| Lululemon Athletica inc. |
Opened
1,261
|
$353,000 | 0.39% |
| Airbnb, Inc. |
Opened
3,360
|
$353,000 | 0.39% |
| Icon Plc |
Opened
1,865
|
$343,000 | 0.38% |
| Astrazeneca plc |
Opened
6,073
|
$333,000 | 0.37% |
| Verizon Communications Inc |
7.84%
8,720
|
$331,000 | 0.37% |
| Johnson Johnson |
3.79%
1,915
|
$313,000 | 0.35% |
| Steris Plc |
Opened
1,845
|
$307,000 | 0.34% |
| Home Depot, Inc. |
7.03%
1,066
|
$294,000 | 0.33% |
| Fedex Corp |
Closed
1,268
|
$287,000 | |
| Prudential Finl Inc |
0.69%
3,217
|
$276,000 | 0.31% |
| Procter And Gamble Co |
11.44%
2,133
|
$269,000 | 0.30% |
| Target Corp |
Opened
1,797
|
$267,000 | 0.30% |
| Comcast Corp New |
Closed
6,353
|
$249,000 | |
| Ishares Tr |
Closed
3,570
|
$442,000 | |
| Vanguard Index Fds |
Closed
2,541
|
$232,000 | |
| Mettler-Toledo International, Inc. |
Opened
211
|
$229,000 | 0.26% |
| Intuit Inc |
Opened
562
|
$218,000 | 0.24% |
| Ssga Active Etf Tr |
Closed
5,069
|
$214,000 | |
| Citizens Finl Group Inc |
3.15%
6,161
|
$212,000 | 0.24% |
| Vanguard Bd Index Fds |
Closed
2,725
|
$209,000 | |
| Select Sector Spdr Tr |
Closed
1,612
|
$207,000 | |
| Huntington Bancshares, Inc. |
0.72%
13,560
|
$179,000 | 0.20% |
| Invesco Sr Income Tr |
No change
36,676
|
$136,000 | 0.15% |
| Seachange International Inc. |
No change
13,195
|
$6,000 | 0.01% |
| No transactions found | |||
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