Moneco Advisors, LLC Purchases in Q4 2024

Moneco Advisors, LLC

  • $912 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
863
+ 26.66%
$727.2 - $932.06 $628K - $804K
4.1K $3.17M
NOW
Service Now, Inc.

Technology
280
New
$867.18 - $1148.42 $243K - $322K
280 $296K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
14.5K
+ 60.11%
$20.78 - $21.38 $301K - $309K
38.5K $806K
CEG
Constellation Energy Corp

Utilities
1.29K
New
$224.28 - $285.52 $289K - $368K
1.29K $289K
HUBB
Hubbell Inc

Industrials
672
New
$418.89 - $472.12 $281K - $317K
672 $281K
APP
App Lovin Corp

Technology
867
New
$130.67 - $401.5 $113K - $348K
867 $280K
TPL
Texas Pacific Land Corp

Energy
189
+ 62.38%
$915.49 - $1730.0 $173K - $327K
492 $544K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.07K
+ 64.31%
$71.75 - $75.11 $292K - $306K
10.4K $747K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
957
+ 4.06%
$442.29 - $483.08 $423K - $462K
24.5K $11.1M
RECS
Columbia ETF Tr I

ETFs
7.74K
New
$33.61 - $36.42 $260K - $282K
7.74K $268K
HON
Honeywell International Inc

Industrials
748
+ 14.88%
$202.84 - $236.0 $152K - $177K
5.78K $1.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.77K
New
$148.29 - $166.93 $262K - $295K
1.77K $263K
DVY
Ishares Tr

ETFs
1.94K
New
$129.55 - $143.41 $251K - $277K
1.94K $254K
SUM
Summit Materials, Inc.

Basic Materials
4.92K
New
$36.82 - $51.66 $181K - $254K
4.92K $248K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.14K
+ 28.34%
$113.79 - $124.5 $244K - $267K
9.7K $1.11M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.32K
New
$170.03 - $192.78 $225K - $255K
1.32K $244K
IWF
Ishares Russell 1000 Gr ETF

ETFs
151
+ 2.16%
$370.24 - $418.94 $55.9K - $63.3K
7.13K $2.86M
IONQ
Ion Q, Inc.

Technology
5.83K
New
$8.17 - $48.24 $47.6K - $281K
5.83K $243K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.15K
New
$152.04 - $211.12 $175K - $243K
1.15K $233K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.82K
New
$110.69 - $154.48 $202K - $282K
1.82K $231K
IBM
International Business Machines Corp

Technology
1.11K
+ 9.27%
$204.9 - $238.04 $227K - $264K
13.1K $2.88M
ET
Energy Transfer LP

Energy
4.5K
+ 11.27%
$16.05 - $19.86 $72.3K - $89.4K
44.4K $870K
XLU
Utilities Sector Spdr

ETFs
4.03K
+ 26.48%
$74.89 - $82.93 $302K - $334K
19.3K $1.46M
FLEX
Flex Ltd.

Technology
5.91K
New
$32.52 - $41.3 $192K - $244K
5.91K $226K
PANW
Palo Alto Networks Inc

Technology
1.94K
+ 244.75%
$181.96 - $405.9 $352K - $786K
2.73K $496K
DEO
Diageo PLC

Consumer Defensive
1.77K
New
$118.0 - $139.88 $209K - $247K
1.77K $224K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.97K
New
$62.74 - $97.24 $186K - $289K
2.97K $222K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.65K
+ 25.75%
$86.65 - $94.9 $229K - $251K
12.9K $1.12M
UL
Unilever PLC

Consumer Defensive
3.9K
New
$56.7 - $64.64 $221K - $252K
3.9K $221K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.91K
+ 50.83%
$69.3 - $74.3 $202K - $216K
8.64K $617K
SNPS
Synopsys Inc

Technology
446
New
$485.36 - $588.0 $216K - $262K
446 $216K
MAR
Marriott International Inc

Consumer Cyclical
775
New
$246.06 - $292.59 $191K - $227K
775 $216K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
2.26K
+ 3.62%
$72.62 - $77.83 $164K - $176K
64.6K $4.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.61K
New
$80.13 - $83.77 $209K - $219K
2.61K $209K
CVX
Chevron Corp

Energy
1.72K
+ 9.17%
$141.15 - $162.53 $243K - $280K
20.5K $2.97M
BIIB
Biogen Inc.

Healthcare
1.34K
New
$146.47 - $191.55 $196K - $257K
1.34K $205K
CAT
Caterpillar Inc

Industrials
919
+ 20.16%
$360.37 - $416.88 $331K - $383K
5.48K $1.99M
ADP
Automatic Data Processing Inc

Industrials
65
+ 0.57%
$280.08 - $307.97 $18.2K - $20K
11.5K $3.36M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.53K
New
$55.86 - $60.21 $197K - $213K
3.53K $202K
CME
Cme Group Inc.

Financial Services
815
+ 82.57%
$221.17 - $246.02 $180K - $201K
1.8K $418K
ARLP
Alliance Resource Partners LP

Energy
7.65K
New
$24.84 - $28.58 $190K - $219K
7.65K $201K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.85K
New
$104.59 - $118.05 $194K - $219K
1.85K $201K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
471
New
$417.69 - $450.94 $197K - $212K
471 $200K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
525
+ 14.37%
$172.07 - $207.36 $90.3K - $109K
4.18K $825K
AXP
American Express CO

Financial Services
484
+ 30.4%
$267.35 - $305.57 $129K - $148K
2.08K $616K
TJX
Tjx Companies Inc

Consumer Cyclical
1.39K
+ 28.87%
$112.15 - $127.2 $156K - $177K
6.21K $749K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.67K
+ 78.66%
$108.6 - $115.42 $182K - $193K
3.8K $414K
PNC
Pnc Financial Services Group, Inc.

Financial Services
395
+ 3.43%
$178.39 - $215.0 $70.5K - $84.9K
11.9K $2.3M
MRVL
Marvell Technology, Inc.

Technology
155
+ 3.92%
$70.31 - $124.78 $10.9K - $19.3K
4.11K $453K
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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