# EDGAR Filing Document

**Accession Number:** 0001932998
**File Stem:** 0001085146-23-001391
**Filing Date:** 2023-2
**Character Count:** 11661
**Document Hash:** f3f1edd4a347b00a683d9c65d0af2899
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-001391.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001085146-23-001391

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230215

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230215

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Momentum Advisors, LLC
- **CENTRAL INDEX KEY:** 0001932998
- **IRS NUMBER:** 272586478
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22574
- **FILM NUMBER:** 23632784

**BUSINESS ADDRESS:**
- **STREET 1:** 1120 AVENUE OF AMERICAS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10036
- **BUSINESS PHONE:** 9179974297

**MAIL ADDRESS:**
- **STREET 1:** 1120 AVENUE OF AMERICAS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10036

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Momentum Advisors LLC<br>**Address:** 1120 AVENUE OF AMERICAS<br>NEW YORK, NY 10036

**Form 13F File Number:** 028-22574

**CRD Number (if applicable):** 000159574

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Panduleni Shaduka<br>**Title:** Financial Analyst<br>**Phone:** 929-210-4690

**Signature, Place, and Date of Signing:**

/s/Panduleni Shaduka  New York, NY  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 83

**Form 13F Information Table Value Total:** $98699136

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 203829 | 1261 | SH |  | SOLE |  | 1261 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 419472 | 1572 | SH |  | SOLE |  | 1572 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 234185 | 2739 | SH |  | SOLE |  | 2739 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 970971 | 11005 | SH |  | SOLE |  | 11005 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1058129 | 11925 | SH |  | SOLE |  | 11925 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1152142 | 13716 | SH |  | SOLE |  | 13716 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 495231 | 1650 | SH |  | SOLE |  | 1650 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4262190 | 32804 | SH |  | SOLE |  | 32804 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 453512 | 830 | SH |  | SOLE |  | 830 | 0 | 0 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 411614 | 6071 | SH |  | SOLE |  | 6071 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 327233 | 2543 | SH |  | SOLE |  | 2543 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 502408 | 6983 | SH |  | SOLE |  | 6983 | 0 | 0 |
| CANADIAN PAC RY LTD | COM | 13645T100 |  | 623572 | 8360 | SH |  | SOLE |  | 8360 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 398210 | 287 | SH |  | SOLE |  | 287 | 0 | 0 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 227669 | 5783 | SH |  | SOLE |  | 5783 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 820854 | 18677 | SH |  | SOLE |  | 18677 | 0 | 0 |
| EPAM SYS INC | COM | 29414B104 |  | 351337 | 1072 | SH |  | SOLE |  | 1072 | 0 | 0 |
| ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 |  | 1722901 | 67301 | SH |  | SOLE |  | 67301 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 215805 | 1246 | SH |  | SOLE |  | 1246 | 0 | 0 |
| FERRARI N V | COM | N3167Y103 |  | 441507 | 2061 | SH |  | SOLE |  | 2061 | 0 | 0 |
| FLEXSHARES TR | STOX US ESG SLCT | 33939L696 |  | 1760436 | 19171 | SH |  | SOLE |  | 19171 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 524859 | 1529 | SH |  | SOLE |  | 1529 | 0 | 0 |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | 38150K103 |  | 825031 | 45607 | SH |  | SOLE |  | 45607 | 0 | 0 |
| GOLUB CAP BDC INC | COM | 38173M102 |  | 456473 | 34686 | SH |  | SOLE |  | 34686 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 336971 | 1067 | SH |  | SOLE |  | 1067 | 0 | 0 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 190660 | 13522 | SH |  | SOLE |  | 13522 | 0 | 0 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 239914 | 10960 | SH |  | SOLE |  | 10960 | 0 | 0 |
| ICON PLC | SHS | G4705A100 |  | 357809 | 1842 | SH |  | SOLE |  | 1842 | 0 | 0 |
| IMPACT SHS TR I | NAACP MINO ETF | 45259A209 |  | 1950150 | 73431 | SH |  | SOLE |  | 73431 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 218483 | 561 | SH |  | SOLE |  | 561 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 230209 | 865 | SH |  | SOLE |  | 865 | 0 | 0 |
| INVESCO SR INCOME TR | COM | 46131H107 |  | 48105 | 12560 | SH |  | SOLE |  | 12560 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 748317 | 16024 | SH |  | SOLE |  | 16024 | 0 | 0 |
| ISHARES INC | MSCI AGRICULTURE | 464286350 |  | 1609012 | 37550 | SH |  | SOLE |  | 37550 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 474230 | 5842 | SH |  | SOLE |  | 5842 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 483238 | 7840 | SH |  | SOLE |  | 7840 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 237943 | 619 | SH |  | SOLE |  | 619 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 380072 | 3919 | SH |  | SOLE |  | 3919 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 231848 | 3149 | SH |  | SOLE |  | 3149 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1349427 | 20558 | SH |  | SOLE |  | 20558 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 213044 | 5621 | SH |  | SOLE |  | 5621 | 0 | 0 |
| ISHARES TR | MSCI KLD400 SOC | 464288570 |  | 423142 | 5894 | SH |  | SOLE |  | 5894 | 0 | 0 |
| ISHARES TR | RESIDENTIAL MULT | 464288562 |  | 971001 | 14208 | SH |  | SOLE |  | 14208 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 207761 | 1370 | SH |  | SOLE |  | 1370 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 219586 | 2608 | SH |  | SOLE |  | 2608 | 0 | 0 |
| ISHARES TR | US HOME CONS ETF | 464288752 |  | 250723 | 4137 | SH |  | SOLE |  | 4137 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 312374 | 1768 | SH |  | SOLE |  | 1768 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 659686 | 4919 | SH |  | SOLE |  | 4919 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 262712 | 820 | SH |  | SOLE |  | 820 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 222159 | 2002 | SH |  | SOLE |  | 2002 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1865631 | 15503 | SH |  | SOLE |  | 15503 | 0 | 0 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 303545 | 210 | SH |  | SOLE |  | 210 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1554299 | 6481 | SH |  | SOLE |  | 6481 | 0 | 0 |
| MODERNA INC | COM | 60770K107 |  | 1555890 | 8662 | SH |  | SOLE |  | 8662 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 904102 | 3066 | SH |  | SOLE |  | 3066 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 574654 | 4246 | SH |  | SOLE |  | 4246 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 324021 | 2138 | SH |  | SOLE |  | 2138 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 316603 | 3183 | SH |  | SOLE |  | 3183 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 376923 | 1811 | SH |  | SOLE |  | 1811 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 1131295 | 24782 | SH |  | SOLE |  | 24782 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 741849 | 16555 | SH |  | SOLE |  | 16555 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 2761170 | 36552 | SH |  | SOLE |  | 36552 | 0 | 0 |
| SEACHANGE INTL INC | COM | 811699107 |  | 6216 | 13195 | SH |  | SOLE |  | 13195 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 1917018 | 21916 | SH |  | SOLE |  | 21916 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 252642 | 1860 | SH |  | SOLE |  | 1860 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2345612 | 13827 | SH |  | SOLE |  | 13827 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 10708605 | 28001 | SH |  | SOLE |  | 28001 | 0 | 0 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 2564713 | 50616 | SH |  | SOLE |  | 50616 | 0 | 0 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 547959 | 4380 | SH |  | SOLE |  | 4380 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 |  | 339830 | 1840 | SH |  | SOLE |  | 1840 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 250278 | 1679 | SH |  | SOLE |  | 1679 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 702836 | 5706 | SH |  | SOLE |  | 5706 | 0 | 0 |
| THOMSON REUTERS CORP. | COM NEW | 884903709 |  | 268521 | 2354 | SH |  | SOLE |  | 2354 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1617251 | 9303 | SH |  | SOLE |  | 9303 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 395741 | 1857 | SH |  | SOLE |  | 1857 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 19160077 | 54534 | SH |  | SOLE |  | 54534 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 272562 | 1716 | SH |  | SOLE |  | 1716 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3657952 | 19930 | SH |  | SOLE |  | 19930 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 4107199 | 29260 | SH |  | SOLE |  | 29260 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 4205857 | 27697 | SH |  | SOLE |  | 27697 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 302788 | 7685 | SH |  | SOLE |  | 7685 | 0 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 242982 | 1833 | SH |  | SOLE |  | 1833 | 0 | 0 |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 |  | 734369 | 10841 | SH |  | SOLE |  | 10841 | 0 | 0 |

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