Moneco Advisors, LLC Purchases in Q4 2024

Moneco Advisors, LLC

  • $912 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SQ
Block, Inc.

Technology
9.86K
New
$65.06 - $98.92 $642K - $976K
9.86K $838K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.7K
+ 64.66%
$50.37 - $50.6 $789K - $793K
39.9K $2.01M
META
Meta Platforms, Inc.

Communication Services
1.11K
+ 19.08%
$554.08 - $632.68 $613K - $700K
6.91K $4.08M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
9.19K
New
$77.23 - $82.11 $710K - $754K
9.19K $714K
EME
Emcor Group, Inc.

Industrials
1.54K
New
$427.96 - $526.95 $661K - $814K
1.54K $700K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.2K
New
$22.39 - $23.45 $677K - $709K
30.2K $695K
MA
Mastercard Inc

Financial Services
1.21K
+ 71.47%
$491.3 - $536.15 $594K - $649K
2.9K $1.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
957
+ 11.84%
$481.22 - $538.17 $461K - $515K
9.04K $4.62M
GLD
Spdr Gold Trust

ETFs
2.84K
+ 12.94%
$236.59 - $257.5 $672K - $731K
24.8K $6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.08K
New
$91.94 - $100.02 $651K - $708K
7.08K $655K
IEFA
Ishares Tr

ETFs
12.4K
+ 38.97%
$70.06 - $77.43 $868K - $960K
44.2K $3.11M
BAC
Bank Of America Corp

Financial Services
10.9K
+ 49.65%
$39.22 - $47.77 $429K - $523K
33K $1.45M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.1K
New
$38.37 - $42.82 $539K - $602K
14.1K $539K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.31K
+ 33.38%
$238.25 - $261.28 $550K - $604K
9.23K $2.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.71K
+ 88.95%
$113.92 - $127.38 $537K - $600K
10K $1.15M
NFLX
Netflix Inc

Communication Services
191
+ 9.67%
$687.65 - $936.56 $131K - $179K
2.17K $1.93M
PAVE
Global X Fds Us Infrastructure

ETFs
13.3K
+ 93.83%
$40.41 - $45.95 $538K - $612K
27.5K $1.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
916
+ 55.89%
$521.84 - $558.82 $478K - $512K
2.56K $1.38M
BMY
Bristol Myers Squibb CO

Healthcare
8.31K
+ 97.64%
$51.92 - $59.94 $432K - $498K
16.8K $951K
T
At&T Inc.

Communication Services
20.3K
+ 45.97%
$21.22 - $23.88 $430K - $484K
64.4K $1.47M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30K
+ 671.39%
$25.93 - $105.3 $777K - $3.16M
34.4K $959K
IVV
Ishares Core S&P 500 ETF

ETFs
741
+ 18.64%
$570.51 - $610.59 $423K - $452K
4.72K $2.78M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
19.5K
+ 41.01%
$24.45 - $24.62 $477K - $481K
67.1K $1.65M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
17.6K
New
$25.79 - $27.56 $454K - $485K
17.6K $458K
HD
Home Depot, Inc.

Consumer Cyclical
1.29K
+ 28.05%
$385.02 - $431.37 $497K - $556K
5.89K $2.29M
WMT
Walmart Inc.

Consumer Defensive
3.25K
+ 24.77%
$79.1 - $95.7 $257K - $311K
16.4K $1.48M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
17.8K
+ 46.03%
$23.55 - $23.9 $418K - $424K
56.3K $1.33M
JPEM
Jp Morgan Diversified Return

ETFs
7.88K
New
$51.88 - $57.84 $409K - $456K
7.88K $408K
SCHX
Schwab Strategic Tr Us Large C

ETFs
41K
+ 337.01%
$22.4 - $68.28 $919K - $2.8M
53.2K $1.23M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
17.6K
+ 39.5%
$23.48 - $23.73 $413K - $417K
62.1K $1.46M
AB
Alliancebernstein Holding L.P.

Financial Services
10.8K
New
$34.59 - $38.68 $374K - $418K
10.8K $400K
MBB
Ishares Tr

ETFs
4.31K
New
$91.26 - $95.82 $393K - $413K
4.31K $394K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
13.9K
New
$27.88 - $30.51 $387K - $424K
13.9K $387K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.38K
+ 57.15%
$84.34 - $95.14 $370K - $417K
12.1K $1.05M
SPMD
Spdr Portfolio

ETFs
6.77K
+ 43.34%
$54.13 - $59.56 $366K - $403K
22.4K $1.22M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
16.6K
+ 40.35%
$22.83 - $23.36 $379K - $388K
57.7K $1.32M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
15.8K
+ 33.15%
$23.26 - $23.6 $367K - $372K
63.4K $1.48M
IWM
Ishares Russell 2000 ETF

ETFs
1.61K
+ 20.91%
$216.13 - $242.4 $348K - $390K
9.3K $2.06M
BX
Blackstone Inc.

Financial Services
1.35K
+ 23.66%
$148.45 - $199.05 $200K - $269K
7.06K $1.22M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.8K
+ 16.07%
$23.88 - $24.32 $376K - $383K
114K $2.73M
BSMU
Invesco Exchange Self Ind Tr

ETFs
16.2K
+ 36.72%
$21.63 - $22.25 $351K - $361K
60.4K $1.31M
BA
Boeing CO

Industrials
1.23K
+ 28.6%
$138.14 - $180.72 $170K - $223K
5.55K $981K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.6K
+ 14.35%
N/A
109K $2.58M
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.36K
+ 4.67%
$97.11 - $104.1 $327K - $350K
75.4K $7.38M
GS
Goldman Sachs Group Inc

Financial Services
430
+ 46.34%
$486.1 - $608.57 $209K - $262K
1.36K $777K
CLOI
Vaneck ETF Tr

ETFs
5.93K
New
$52.7 - $53.15 $313K - $315K
5.93K $313K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
12.8K
+ 7.65%
$25.0 - $25.11 $319K - $320K
180K $4.5M
OGE
Oge Energy Corp.

Utilities
7.52K
New
$39.65 - $44.08 $298K - $332K
7.52K $310K
EPD
Enterprise Products Partners L.P.

Energy
804
+ 0.66%
$28.66 - $34.43 $23K - $27.7K
122K $3.82M
Activity Summary
Buys All Purchases 334 New Holdings 62 Increased Positions 272 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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