Moneco Advisors, LLC Purchases in Q1 2025

Moneco Advisors, LLC

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.62K
+ 33.21%
$48.43 - $49.9 $127K - $131K
10.5K $524K
OKE
Oneok Inc

Energy
1.5K
+ 25.27%
$89.57 - $109.85 $134K - $164K
7.42K $735K
TRV
Travelers Companies, Inc.

Financial Services
344
+ 17.36%
$232.43 - $265.13 $80K - $91.2K
2.33K $614K
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.12K
+ 3.54%
$30.71 - $30.87 $126K - $127K
120K $3.7M
EFG
Msci Eafe Growth ETF

ETFs
1.17K
+ 21.04%
$96.1 - $106.37 $113K - $125K
6.75K $674K
SO
Southern CO

Utilities
539
+ 6.05%
$80.96 - $92.96 $43.6K - $50.1K
9.45K $868K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.96K
+ 13.12%
$80.73 - $94.96 $401K - $471K
42.8K $3.55M
MP
Mp Materials Corp.

Basic Materials
1.03K
+ 8.48%
$16.39 - $26.93 $16.8K - $27.6K
13.1K $320K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.41%
$279.74 - $321.29 $5.59K - $6.43K
4.92K $1.54M
QCOM
Qualcomm Inc

Technology
743
+ 17.17%
$151.94 - $175.86 $113K - $131K
5.07K $778K
TPL
Texas Pacific Land Corp

Energy
3
+ 0.61%
$1180.08 - $1431.01 $3.54K - $4.29K
495 $655K
DNP
Dnp Select Income Fund Inc

Financial Services
11.2K
New
$8.93 - $9.92 $100K - $112K
11.2K $111K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.83K
+ 21.1%
$20.1 - $20.8 $97K - $100K
27.7K $574K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
2.79K
+ 15.86%
$25.98 - $28.41 $72.5K - $79.3K
20.4K $561K
D
Dominion Energy, Inc

Utilities
386
+ 1.05%
$52.85 - $57.43 $20.4K - $22.2K
37.2K $2.09M
BMY
Bristol Myers Squibb CO

Healthcare
431
+ 2.56%
$53.9 - $63.11 $23.2K - $27.2K
17.3K $1.05M
TTE
Total Energies Se

Energy
1.46K
+ 25.73%
N/A
7.13K $489K
MMM
3 M CO

Industrials
362
+ 14.01%
$129.7 - $155.12 $47K - $56.2K
2.95K $432K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
9.04K
+ 4.91%
$50.25 - $55.9 $454K - $505K
193K $9.93M
CTRA
Coterra Energy Inc.

Energy
1.23K
+ 6.8%
$25.51 - $29.83 $31.4K - $36.7K
19.3K $558K
CEG
Constellation Energy Corp

Utilities
621
+ 48.21%
$201.63 - $347.44 $125K - $216K
1.91K $384K
DE
Deere & CO

Industrials
107
+ 11.44%
$408.57 - $509.27 $43.7K - $54.5K
1.04K $489K
VTV
Vanguard Value ETF

ETFs
141
+ 0.76%
$167.73 - $179.21 $23.6K - $25.3K
18.8K $3.24M
SHEL
Shell PLC

Energy
134
+ 1.8%
$62.84 - $73.29 $8.42K - $9.82K
7.58K $555K
PAVE
Global X Fds Us Infrastructure

ETFs
4.31K
+ 15.65%
$37.31 - $43.82 $161K - $189K
31.8K $1.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.32K
+ 17.3%
$61.9 - $66.89 $81.4K - $88K
8.92K $566K
ACHR
Archer Aviation Inc.

Industrials
10.7K
New
$6.8 - $11.51 $72.7K - $123K
10.7K $76K
ENB
Enbridge Inc

Energy
1.04K
+ 6.54%
$41.54 - $45.45 $43.3K - $47.4K
17K $751K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.67K
+ 1.72%
$22.61 - $23.14 $37.8K - $38.7K
99K $2.29M
SYK
Stryker Corp

Healthcare
121
+ 5.95%
$355.18 - $399.9 $43K - $48.4K
2.16K $802K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
106
+ 0.83%
$68.32 - $75.06 $7.24K - $7.96K
12.9K $961K
GD
General Dynamics Corp

Industrials
173
+ 11.02%
$241.94 - $272.58 $41.9K - $47.2K
1.74K $475K
CB
Chubb LTD

Financial Services
56
+ 3.19%
$257.71 - $301.99 $14.4K - $16.9K
1.81K $547K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.3K
+ 3.6%
$65.27 - $71.18 $84.7K - $92.3K
37.3K $2.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
238
+ 9.32%
$507.05 - $563.67 $121K - $134K
2.79K $1.44M
BDX
Becton Dickinson & CO

Healthcare
245
+ 16.43%
$222.79 - $249.08 $54.6K - $61K
1.74K $397K
MBB
Ishares Tr

ETFs
526
+ 12.21%
$90.37 - $94.08 $47.5K - $49.5K
4.83K $453K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.37K
+ 4.81%
$23.18 - $24.68 $31.8K - $33.8K
29.9K $724K
XLF
Financial Sector Spdr

ETFs
813
+ 8.37%
$47.32 - $52.19 $38.5K - $42.4K
10.5K $524K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.12K
+ 26.78%
$165.25 - $224.62 $185K - $251K
5.3K $879K
PLD
Prologis, Inc.

Real Estate
11
+ 0.13%
$103.59 - $124.04 $1.14K - $1.36K
8.67K $969K
PFE
Pfizer Inc

Healthcare
3.31K
+ 12.64%
$25.01 - $27.13 $82.7K - $89.7K
29.5K $747K
IBDV
Ishares Tr

Technology
1.87K
+ 5.63%
$21.11 - $21.73 $39.6K - $40.7K
35.2K $764K
F
Ford Motor CO

Consumer Cyclical
4.35K
+ 10.15%
$9.12 - $10.43 $39.7K - $45.4K
47.2K $473K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
414
+ 4.51%
$76.77 - $82.22 $31.8K - $34K
9.6K $762K
ET
Energy Transfer LP

Energy
4.89K
+ 11.01%
$17.26 - $21.08 $84.5K - $103K
49.3K $917K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
422
+ 0.79%
$8.69 - $9.43 $3.67K - $3.98K
53.8K $501K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
159
+ 0.63%
$27.51 - $30.68 $4.37K - $4.88K
25.3K $742K
SRLN
Ssga Active Trust

ETFs
1.2K
+ 12.96%
$41.02 - $41.99 $49.2K - $50.4K
10.5K $430K
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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