Moneco Advisors, LLC Purchases in Q2 2025

Moneco Advisors, LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
25
+ 0.08%
$29.15 - $44.46 $729 - $1.11K
30.3K $1.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
960
+ 3.36%
$51.16 - $62.02 $49.1K - $59.5K
29.5K $1.83M
XLV
Select Sector Spdr Fund Health

ETFs
2.39K
+ 16.91%
$128.77 - $144.3 $308K - $345K
16.5K $2.22M
UBER
Uber Technologies, Inc

Technology
268
+ 4.09%
$64.62 - $93.3 $17.3K - $25K
6.82K $636K
PNC
Pnc Financial Services Group, Inc.

Financial Services
107
+ 0.9%
$149.76 - $186.42 $16K - $19.9K
12K $2.24M
DNLI
Denali Therapeutics Inc.

Healthcare
10.5K
New
$11.47 - $16.65 $120K - $174K
10.5K $146K
NOW
Service Now, Inc.

Technology
81
+ 31.27%
$721.65 - $1040.18 $58.5K - $84.3K
340 $349K
SCHX
Schwab Strategic Tr Us Large C

ETFs
702
+ 1.33%
$19.6 - $24.44 $13.8K - $17.2K
53.6K $1.31M
APP
App Lovin Corp

Technology
197
+ 23.18%
$219.37 - $417.89 $43.2K - $82.3K
1.05K $366K
XLF
Financial Sector Spdr

ETFs
2.16K
+ 20.54%
$43.92 - $52.37 $94.9K - $113K
12.7K $664K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.35K
+ 2.73%
$25.04 - $25.18 $134K - $135K
201K $5.07M
SHOP
Shopify Inc.

Technology
59
+ 0.89%
$76.89 - $115.35 $4.54K - $6.81K
6.69K $771K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.98K
+ 4.51%
$33.77 - $41.16 $66.9K - $81.6K
45.9K $1.84M
NEM
Newmont Corp

Basic Materials
214
+ 2.04%
$44.18 - $59.46 $9.45K - $12.7K
10.7K $623K
TFLO
Ishares Treasury Floating Rate

ETFs
2.25K
+ 15.29%
$50.47 - $50.66 $113K - $114K
16.9K $857K
TT
Trane Technologies PLC

Industrials
29
+ 2.93%
$315.21 - $437.41 $9.14K - $12.7K
1.02K $445K
AXP
American Express CO

Financial Services
15
+ 0.71%
$231.39 - $318.98 $3.47K - $4.78K
2.13K $680K
JCI
Johnson Controls International PLC

Industrials
268
+ 8.75%
$71.14 - $105.62 $19.1K - $28.3K
3.33K $351K
JHMM
John Hancock Multifactor Mid C

ETFs
24
+ 0.09%
$50.32 - $61.13 $1.21K - $1.47K
26.4K $1.62M
PFE
Pfizer Inc

Healthcare
5.52K
+ 18.72%
$21.59 - $24.84 $119K - $137K
35K $848K
VTV
Vanguard Value ETF

ETFs
125
+ 0.67%
$153.67 - $176.74 $19.2K - $22.1K
18.9K $3.34M
CGDV
Capital Group Divid Value ETF

ETFs
1.28K
+ 11.85%
$31.93 - $39.49 $40.9K - $50.6K
12.1K $477K
SPGI
S&P Global Inc.

Financial Services
155
+ 29.87%
$438.31 - $527.29 $67.9K - $81.7K
674 $355K
XLU
Utilities Sector Spdr

ETFs
883
+ 14.3%
$73.09 - $82.77 $64.5K - $73.1K
7.06K $576K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.13%
$149.23 - $184.95 $746 - $925
3.83K $696K
DELL
Dell Technologies Inc.

Technology
130
+ 5.87%
$71.63 - $125.98 $9.31K - $16.4K
2.35K $287K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
987
+ 4.84%
$24.57 - $29.72 $24.3K - $29.3K
21.4K $630K
EOSE
Eos Energy Enterprises, Inc.

Industrials
13.3K
New
$3.3 - $7.11 $44K - $94.7K
13.3K $68K
VNQ
Vanguard Specialized Funds Van

ETFs
1.04K
+ 6.02%
$79.79 - $91.42 $83.3K - $95.4K
18.4K $1.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
155
+ 2.73%
$166.82 - $194.23 $25.9K - $30.1K
5.82K $1.13M
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.03%
$53.39 - $66.45 $107 - $133
6.88K $456K
WFC
Wells Fargo & Company

Financial Services
15
+ 0.21%
$60.98 - $80.12 $915 - $1.2K
7.1K $568K
BNDX
Vanguard Total International B

ETFs
1.11K
+ 16.19%
$48.77 - $49.55 $54.2K - $55.1K
7.98K $395K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
635
+ 24.26%
N/A
3.25K $279K
MDLZ
Mondelez International, Inc.

Consumer Defensive
826
+ 20.72%
$63.54 - $68.5 $52.5K - $56.6K
4.81K $324K
ENVX
Enovix Corp

Industrials
1.17K
+ 8.49%
$5.46 - $10.53 $6.41K - $12.4K
15K $155K
GD
General Dynamics Corp

Industrials
48
+ 2.75%
$247.68 - $291.66 $11.9K - $14K
1.79K $522K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
22
+ 0.2%
$71.28 - $83.74 $1.57K - $1.84K
10.8K $904K
F
Ford Motor CO

Consumer Cyclical
438
+ 0.93%
$8.69 - $10.85 $3.81K - $4.75K
47.6K $516K
IVE
Ishares S&P 500 Value ETF

ETFs
175
+ 9.87%
$168.34 - $195.42 $29.5K - $34.2K
1.95K $380K
ENB
Enbridge Inc

Energy
554
+ 3.27%
$41.09 - $47.16 $22.8K - $26.1K
17.5K $793K
CMI
Cummins Inc

Industrials
44
+ 2.42%
$267.12 - $336.65 $11.8K - $14.8K
1.87K $610K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
265
+ 0.44%
$121.58 - $136.74 $32.2K - $36.2K
61.1K $8.3M
QCOM
Qualcomm Inc

Technology
56
+ 1.1%
$124.66 - $159.48 $6.98K - $8.93K
5.13K $816K
PSX
Phillips 66

Energy
597
+ 7.61%
$92.87 - $125.73 $55.4K - $75.1K
8.44K $1.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
155
+ 0.85%
$20.42 - $25.3 $3.17K - $3.92K
18.3K $462K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.09%
$281.67 - $351.0 $282 - $351
1.06K $371K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
128
+ 2.86%
$114.78 - $133.31 $14.7K - $17.1K
4.6K $612K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
49
+ 0.18%
$10.8 - $16.92 $529 - $829
26.7K $366K
Activity Summary
Buys All Purchases 238 New Holdings 34 Increased Positions 204 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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