Moneco Advisors, LLC Purchases in Q1 2025

Moneco Advisors, LLC

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
1.84K
+ 2.86%
$21.56 - $28.28 $39.7K - $52.1K
66.2K $1.87M
XSMO
Invesco S&P Smallcap Momentum

ETFs
6.25K
New
$59.97 - $70.03 $375K - $437K
6.25K $391K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
611
+ 2.17%
$34.58 - $45.97 $21.1K - $28.1K
28.7K $1.32M
IBHE
Ishares Ibonds 2025 Term High

ETFs
15.8K
New
$23.16 - $23.32 $365K - $368K
15.8K $366K
UPS
United Parcel Service Inc

Industrials
3.25K
New
$109.66 - $136.26 $357K - $443K
3.25K $357K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
26.6K
New
$10.61 - $16.49 $282K - $439K
26.6K $331K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
14.1K
New
$23.13 - $23.41 $326K - $330K
14.1K $327K
IGF
Ishares Global Infrastructure

ETFs
5.94K
New
$51.96 - $54.84 $309K - $326K
5.94K $324K
SLV
I Shares Silver Trust

ETFs
8.08K
+ 52.89%
$26.93 - $31.32 $218K - $253K
23.4K $724K
O
Realty Income Corp

Real Estate
5.53K
New
$51.67 - $58.49 $286K - $323K
5.53K $320K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.52K
+ 49.04%
$73.27 - $96.21 $404K - $531K
16.8K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
877
+ 5.13%
$225.19 - $279.95 $197K - $246K
18K $4.41M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
607
New
$402.49 - $513.76 $244K - $312K
607 $294K
NVS
Novartis Ag

Healthcare
2.6K
New
$97.14 - $115.57 $253K - $301K
2.6K $290K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.9K
New
$22.11 - $22.43 $286K - $290K
12.9K $290K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.6K
New
$22.77 - $22.94 $287K - $289K
12.6K $288K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12.3K
New
$23.29 - $23.38 $287K - $288K
12.3K $287K
CI
Cigna Corp

Healthcare
836
New
$274.49 - $329.0 $229K - $275K
836 $275K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.71K
+ 36.29%
$69.81 - $78.9 $189K - $214K
10.2K $793K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.33K
New
$110.9 - $132.93 $259K - $310K
2.33K $265K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.11K
+ 21.78%
$113.59 - $123.29 $240K - $261K
11.8K $1.38M
HGER
Harbor ETF Tr All Weather Infl
5.34K
+ 7.75%
$22.23 - $24.05 $119K - $128K
74.3K $1.79M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 1.94%
$96.9 - $104.39 $141K - $152K
76.8K $7.63M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.5K
+ 4.53%
$53.6 - $58.97 $779K - $858K
335K $18.4M
LLY
Eli Lilly & CO

Healthcare
23
+ 0.56%
$725.72 - $929.72 $16.7K - $21.4K
4.12K $3.41M
MA
Mastercard Inc

Financial Services
307
+ 10.58%
$504.67 - $576.31 $155K - $177K
3.21K $1.76M
KO
Coca Cola CO

Consumer Defensive
760
+ 4.3%
$60.81 - $72.32 $46.2K - $55K
18.5K $1.32M
KLAC
Kla Corp

Technology
325
New
$636.62 - $777.63 $207K - $253K
325 $220K
XLK
Technology Sector Spdr

ETFs
2.95K
+ 19.72%
$206.38 - $242.18 $610K - $715K
17.9K $3.7M
SUN
Sunoco LP

Energy
3.8K
New
$51.29 - $59.25 $195K - $225K
3.8K $220K
RIO
Rio Tinto PLC

Basic Materials
3.65K
New
$58.19 - $64.29 $213K - $235K
3.65K $219K
GPC
Genuine Parts CO

Consumer Cyclical
1.8K
New
$115.91 - $129.02 $208K - $232K
1.8K $213K
SNY
Sanofi

Healthcare
3.85K
New
$48.15 - $59.42 $185K - $229K
3.85K $213K
AZO
Autozone Inc

Consumer Cyclical
56
New
$3193.96 - $3828.11 $179K - $214K
56 $213K
ARCC
Ares Capital Corp

Financial Services
9.24K
+ 69.03%
$21.28 - $23.81 $197K - $220K
22.6K $501K
OHI
Omega Healthcare Investors Inc

Real Estate
5.46K
New
$35.7 - $38.33 $195K - $209K
5.46K $207K
CRWD
Crowd Strike Holdings, Inc.

Technology
584
New
$308.86 - $455.36 $180K - $266K
584 $205K
LNG
Cheniere Energy, Inc.

Energy
878
New
$209.32 - $253.66 $184K - $223K
878 $203K
EQT
Eqt Corp

Energy
3.81K
New
$46.16 - $54.25 $176K - $207K
3.81K $203K
GUNR
Flexshares Tr Morningstar Glob

ETFs
2.56K
+ 6.2%
$36.6 - $39.56 $93.8K - $101K
43.9K $1.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.08K
+ 2.27%
$24.79 - $25.26 $101K - $103K
184K $4.64M
CSCO
Cisco Systems, Inc.

Technology
284
+ 0.49%
$58.74 - $64.87 $16.7K - $18.4K
58.2K $3.59M
GE
General Electric CO

Industrials
107
+ 2.54%
$168.59 - $212.13 $18K - $22.7K
4.33K $865K
PLTR
Palantir Technologies Inc.

Technology
996
+ 11.57%
$64.98 - $124.62 $64.7K - $124K
9.61K $810K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.56K
+ 37.22%
$100.32 - $100.76 $156K - $157K
5.73K $576K
PSX
Phillips 66

Energy
687
+ 9.6%
$113.93 - $131.55 $78.3K - $90.4K
7.84K $968K
UBER
Uber Technologies, Inc

Technology
1.2K
+ 22.31%
$63.17 - $81.49 $75.5K - $97.4K
6.55K $477K
NSC
Norfolk Southern Corp

Industrials
638
+ 68.53%
$227.69 - $259.76 $145K - $166K
1.57K $371K
COP
Conocophillips

Energy
1.12K
+ 20.53%
$88.6 - $105.85 $99.3K - $119K
6.58K $691K
Activity Summary
Buys All Purchases 252 New Holdings 36 Increased Positions 216 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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