Moneco Advisors, LLC Purchases in Q3 2025

Moneco Advisors, LLC

  • $1.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDX
Fedex Corp

Industrials
932
New
$217.1 - $243.2 $202K - $227K
932 $219K
SRE
Sempra Energy

Utilities
2.41K
New
$74.14 - $89.98 $179K - $217K
2.41K $216K
MUB
Ishares National Muni Bond ETF

ETFs
2.02K
New
$103.24 - $106.68 $209K - $215K
2.02K $215K
SNPS
Synopsys Inc

Technology
432
New
$387.78 - $645.35 $168K - $279K
432 $213K
MPC
Marathon Petroleum Corp

Energy
1.11K
New
$158.59 - $198.69 $176K - $221K
1.11K $213K
WTRG
Essential Utilities, Inc.

Utilities
5.32K
New
$36.73 - $39.9 $195K - $212K
5.32K $212K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.05K
New
$102.4 - $103.88 $210K - $213K
2.05K $211K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.86K
New
$86.72 - $111.84 $162K - $208K
1.86K $208K
GE
General Electric CO

Industrials
8
+ 0.17%
$244.75 - $305.63 $1.96K - $2.45K
4.74K $1.42M
JHMD
John Hancock ETF Tr Multifacto

ETFs
5.17K
New
$37.65 - $40.3 $195K - $208K
5.17K $206K
AZO
Autozone Inc

Consumer Cyclical
48
New
$3649.42 - $4354.54 $175K - $209K
48 $205K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
7.4K
New
$26.52 - $27.64 $196K - $205K
7.4K $204K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
5.37K
New
$34.31 - $38.09 $184K - $205K
5.37K $203K
FCNCA
First Citizens Bancshares Inc

Financial Services
114
New
$1789.16 - $2158.23 $204K - $246K
114 $203K
URI
United Rentals, Inc.

Industrials
213
New
$774.14 - $975.23 $165K - $208K
213 $203K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6K
New
$33.26 - $34.01 $199K - $204K
6K $203K
SPXC
Spx Corp

Industrials
1.08K
New
$168.95 - $204.31 $182K - $220K
1.08K $201K
JHMM
John Hancock Multifactor Mid C

ETFs
1.63K
+ 6.16%
$61.22 - $65.26 $99.6K - $106K
28K $1.81M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
7.44K
+ 7.33%
$20.52 - $21.16 $153K - $158K
109K $2.29M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
7.28K
+ 6.04%
$23.46 - $23.77 $171K - $173K
128K $3.02M
SO
Southern CO

Utilities
1.69K
+ 18.0%
$90.83 - $96.0 $154K - $163K
11.1K $1.05M
IONQ
Ion Q, Inc.

Technology
803
+ 10.7%
$36.79 - $75.14 $29.5K - $60.3K
8.31K $510K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.05%
$620.67 - $670.08 $1.24K - $1.34K
3.72K $2.49M
GUNR
Flexshares Tr Morningstar Glob

ETFs
273
+ 0.6%
$40.15 - $43.86 $11K - $12K
46.2K $2.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
125
+ 1.81%
$276.51 - $305.12 $34.6K - $38.1K
7.04K $2.09M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
417
+ 5.45%
$148.97 - $165.88 $62.1K - $69.2K
8.07K $1.33M
UNH
Unitedhealth Group Inc

Healthcare
110
+ 2.74%
$237.77 - $353.61 $26.2K - $38.9K
4.13K $1.43M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
6.35K
+ 5.08%
$23.12 - $23.59 $147K - $150K
131K $3.08M
VBR
Vanguard Small Cap Value ETF

ETFs
158
+ 1.58%
$195.41 - $212.37 $30.9K - $33.6K
10.1K $2.12M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.37K
+ 13.54%
$74.93 - $80.73 $102K - $110K
11.5K $924K
AMGN
Amgen Inc

Healthcare
540
+ 15.71%
$271.18 - $309.22 $146K - $167K
3.98K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
1.15K
+ 3.72%
$56.02 - $60.3 $64.4K - $69.3K
32.1K $1.92M
GD
General Dynamics Corp

Industrials
186
+ 10.39%
$293.92 - $341.0 $54.7K - $63.4K
1.98K $674K
AQST
Aquestive Therapeutics, Inc.

Healthcare
19.5K
+ 106.18%
$3.4 - $5.99 $66.3K - $117K
37.9K $211K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
43
+ 0.03%
$20.22 - $21.71 $869 - $934
132K $2.84M
INTC
Intel Corp

Technology
656
+ 5.9%
$19.31 - $35.5 $12.7K - $23.3K
11.8K $395K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
403
+ 7.27%
$89.32 - $107.82 $36K - $43.5K
5.94K $640K
ENB
Enbridge Inc

Energy
933
+ 5.33%
$43.79 - $50.46 $40.9K - $47.1K
18.5K $931K
TJX
Tjx Companies Inc

Consumer Cyclical
54
+ 0.89%
$121.35 - $144.54 $6.55K - $7.81K
6.16K $889K
UNP
Union Pacific Corp

Industrials
425
+ 9.56%
$214.91 - $237.16 $91.3K - $101K
4.87K $1.15M
MDT
Medtronic PLC

Healthcare
808
+ 13.41%
$87.67 - $95.74 $70.8K - $77.4K
6.84K $650K
F
Ford Motor CO

Consumer Cyclical
5.56K
+ 11.67%
$10.82 - $12.09 $60.1K - $67.2K
53.2K $636K
ADI
Analog Devices Inc

Technology
417
+ 22.59%
$220.68 - $255.63 $92K - $107K
2.26K $556K
VOE
Vanguard Mid Cap Value Index F

ETFs
159
+ 1.89%
$164.63 - $174.58 $26.2K - $27.8K
8.57K $1.5M
KLAC
Kla Corp

Technology
58
+ 21.17%
$843.9 - $1078.6 $48.9K - $62.6K
332 $358K
COP
Conocophillips

Energy
709
+ 9.34%
$91.0 - $98.99 $64.5K - $70.2K
8.3K $785K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.77K
+ 2.7%
$24.14 - $24.34 $91K - $91.8K
144K $3.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
80
+ 0.27%
$62.09 - $66.51 $4.97K - $5.32K
29.6K $1.93M
DJP
Barclays Bank PLC

ETFs
3.1K
+ 11.29%
N/A
30.6K $988K
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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