Moneco Advisors, LLC Purchases in Q3 2025

Moneco Advisors, LLC

  • $1.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
11K
+ 34.9%
$44.02 - $47.63 $484K - $524K
42.5K $2.02M
JPM
Jpmorgan Chase & CO

Financial Services
409
+ 2.09%
$282.78 - $316.06 $116K - $129K
20K $6.31M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
49
+ 0.2%
$50.79 - $76.4 $2.49K - $3.74K
25.1K $1.92M
CAT
Caterpillar Inc

Industrials
84
+ 1.38%
$390.92 - $477.15 $32.8K - $40.1K
6.19K $2.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
795
+ 38.41%
$567.77 - $614.76 $451K - $489K
2.87K $1.75M
PLTR
Palantir Technologies Inc.

Technology
281
+ 2.56%
$130.68 - $186.97 $36.7K - $52.5K
11.2K $2.05M
PLD
Prologis, Inc.

Real Estate
4.24K
+ 56.07%
$104.08 - $115.35 $442K - $490K
11.8K $1.35M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.11K
+ 30.46%
$100.16 - $100.7 $511K - $514K
21.9K $2.2M
SLV
I Shares Silver Trust

ETFs
5.34K
+ 17.76%
$32.73 - $42.5 $175K - $227K
35.4K $1.5M
XLK
Technology Sector Spdr

ETFs
985
+ 13.15%
$250.97 - $282.66 $247K - $278K
8.48K $2.39M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.82K
+ 14.46%
$139.82 - $155.45 $255K - $283K
14.4K $2.24M
XSMO
Invesco S&P Smallcap Momentum

ETFs
6.2K
New
$67.1 - $74.29 $416K - $461K
6.2K $456K
XLF
Financial Sector Spdr

ETFs
7.93K
+ 62.54%
$51.37 - $54.25 $407K - $430K
20.6K $1.11M
AFL
Aflac Inc

Financial Services
3.9K
New
$98.09 - $111.7 $383K - $436K
3.9K $435K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.12K
+ 15.58%
$225.11 - $247.9 $253K - $278K
8.33K $2.06M
MO
Altria Group, Inc.

Consumer Defensive
220
+ 0.41%
$57.75 - $67.68 $12.7K - $14.9K
54.1K $3.57M
AMZN
Amazon Com Inc

Consumer Cyclical
1.82K
+ 4.22%
$211.65 - $238.24 $384K - $433K
44.8K $9.84M
SPMD
Spdr Portfolio

ETFs
5.41K
+ 16.69%
$54.43 - $58.29 $294K - $315K
37.8K $2.16M
XLE
Energy Sector Spdr

ETFs
3.3K
+ 14.27%
$84.25 - $91.99 $278K - $303K
26.4K $2.36M
APP
App Lovin Corp

Technology
12
+ 1.15%
$335.1 - $718.54 $4.02K - $8.62K
1.06K $760K
CRDO
Credo Technology Group Holding LTD

Technology
2.67K
New
$87.59 - $172.31 $233K - $459K
2.67K $388K
PFE
Pfizer Inc

Healthcare
13.5K
+ 38.61%
$23.29 - $25.88 $315K - $350K
48.5K $1.24M
HD
Home Depot, Inc.

Consumer Cyclical
124
+ 1.44%
$357.4 - $423.42 $44.3K - $52.5K
8.72K $3.53M
STT
State Street Corp

Financial Services
3.22K
New
$102.01 - $117.25 $328K - $377K
3.22K $372K
GM
General Motors CO

Consumer Cyclical
5.79K
New
$48.89 - $61.24 $283K - $354K
5.79K $352K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
92
+ 1.52%
$224.68 - $282.71 $20.7K - $26K
6.13K $1.71M
BK
Bank Of New York Mellon Corp

Financial Services
3.17K
New
$90.65 - $109.75 $287K - $347K
3.17K $344K
GS
Goldman Sachs Group Inc

Financial Services
240
+ 14.1%
$696.56 - $806.32 $167K - $194K
1.94K $1.55M
GLW
Corning Inc

Technology
4.12K
New
$51.6 - $82.03 $213K - $338K
4.12K $337K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.02K
+ 3.14%
$42.26 - $47.16 $85.3K - $95.2K
66.3K $3.07M
BSMU
Invesco Exchange Self Ind Tr

ETFs
12.4K
+ 9.36%
$21.43 - $22.06 $265K - $273K
144K $3.16M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.52K
New
$43.07 - $91.37 $151K - $321K
3.52K $321K
BAC
Bank Of America Corp

Financial Services
2.97K
+ 7.73%
$44.92 - $52.42 $133K - $155K
41.3K $2.13M
IXG
Ishares Global Fin'L ETF

ETFs
2.71K
New
$109.57 - $116.94 $297K - $317K
2.71K $316K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.8K
+ 7.72%
N/A
179K $4.26M
DUK
Duke Energy Corp

Utilities
548
+ 1.44%
$116.31 - $125.93 $63.7K - $69K
38.6K $4.78M
VTV
Vanguard Value ETF

ETFs
521
+ 2.76%
$175.51 - $186.57 $91.4K - $97.2K
19.4K $3.62M
VNQ
Vanguard Specialized Funds Van

ETFs
2.48K
+ 13.48%
$88.47 - $93.24 $219K - $231K
20.9K $1.91M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
9.16K
+ 7.65%
$22.71 - $23.24 $208K - $213K
129K $2.98M
HGER
Harbor ETF Tr All Weather Infl
5.49K
+ 7.56%
$24.26 - $25.91 $133K - $142K
78.1K $2.02M
AMD
Advanced Micro Devices Inc

Technology
236
+ 2.23%
$134.8 - $184.42 $31.8K - $43.5K
10.8K $1.75M
BOTZ
Global X Fds

ETFs
7K
New
$32.14 - $35.96 $225K - $252K
7K $248K
SHOP
Shopify Inc.

Technology
146
+ 2.18%
$112.11 - $157.12 $16.4K - $22.9K
6.83K $1.02M
AZN
Astrazeneca PLC

Healthcare
2.86K
+ 85.03%
$68.72 - $82.11 $196K - $235K
6.22K $476K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.81K
New
$68.94 - $86.3 $194K - $243K
2.81K $242K
ITB
Ishares Tr

ETFs
2.27K
New
$94.18 - $117.14 $213K - $265K
2.27K $242K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2K
+ 28.45%
$94.17 - $99.95 $188K - $200K
9.03K $902K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.78K
New
$79.76 - $85.78 $222K - $239K
2.78K $235K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.18K
New
$163.62 - $210.2 $193K - $248K
1.18K $231K
Activity Summary
Buys All Purchases 277 New Holdings 49 Increased Positions 228 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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