Moneco Advisors, LLC Purchases in Q2 2025

Moneco Advisors, LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
109
+ 1.14%
$70.7 - $82.14 $7.71K - $8.95K
9.71K $797K
JPEM
Jp Morgan Diversified Return

ETFs
65
+ 0.78%
$48.41 - $56.7 $3.15K - $3.69K
8.38K $472K
LOW
Lowes Companies Inc

Consumer Cyclical
320
+ 9.11%
$210.83 - $235.28 $67.5K - $75.3K
3.83K $850K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.19%
$206.34 - $257.46 $619 - $772
1.57K $402K
CMCSA
Comcast Corp

Communication Services
1.11K
+ 14.54%
$32.84 - $36.72 $36.4K - $40.7K
8.73K $311K
MBB
Ishares Tr

ETFs
314
+ 6.5%
$91.41 - $94.22 $28.7K - $29.6K
5.15K $483K
SWK
Stanley Black & Decker, Inc.

Industrials
875
+ 26.24%
$55.86 - $76.98 $48.9K - $67.4K
4.21K $285K
NVS
Novartis Ag

Healthcare
32
+ 1.23%
$101.96 - $121.01 $3.26K - $3.87K
2.64K $318K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
331
+ 0.33%
$22.7 - $23.33 $7.51K - $7.72K
99.4K $2.32M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
453
+ 7.29%
$43.28 - $50.37 $19.6K - $22.8K
6.66K $333K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
1.22K
+ 3.92%
$23.96 - $24.41 $29.3K - $29.8K
32.4K $784K
ICE
Intercontinental Exchange, Inc.

Financial Services
35
+ 2.07%
$151.62 - $183.47 $5.31K - $6.42K
1.72K $315K
OHI
Omega Healthcare Investors Inc

Real Estate
800
+ 14.66%
$35.55 - $39.05 $28.4K - $31.2K
6.26K $229K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
52
+ 0.58%
$56.84 - $65.5 $2.96K - $3.41K
8.97K $587K
ADBE
Adobe Inc.

Technology
46
+ 7.09%
$340.0 - $420.68 $15.6K - $19.4K
695 $268K
XYL
Xylem Inc.

Industrials
3
+ 0.15%
$102.86 - $129.5 $309 - $389
1.94K $251K
CRDL
Cardiol Therapeutics Inc.

Healthcare
15K
New
$0.81 - $1.47 $12.2K - $22.1K
15K $20K
EQT
Eqt Corp

Energy
22
+ 0.58%
$46.11 - $60.44 $1.01K - $1.33K
3.83K $223K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1
+ 0.06%
$144.63 - $179.53 $145 - $180
1.6K $263K
RSG
Republic Services, Inc.

Industrials
49
+ 3.3%
$227.2 - $258.07 $11.1K - $12.6K
1.53K $378K
KMB
Kimberly Clark Corp

Consumer Defensive
300
+ 19.0%
$126.84 - $145.22 $38.1K - $43.6K
1.88K $242K
HES
Hess Corp

Energy
836
+ 18.07%
$126.32 - $161.29 $106K - $135K
5.46K $756K
PEG
Public Service Enterprise Group Inc

Utilities
125
+ 3.98%
$77.13 - $84.18 $9.64K - $10.5K
3.27K $275K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
91
+ 2.97%
$107.61 - $119.09 $9.79K - $10.8K
3.16K $374K
MCD
Mcdonalds Corp

Consumer Cyclical
397
+ 8.06%
$285.55 - $321.23 $113K - $128K
5.32K $1.55M
ES
Eversource Energy

Utilities
38
+ 0.5%
$54.25 - $65.89 $2.06K - $2.5K
7.69K $488K
FISV
Fiserv Inc

Technology
113
+ 2.88%
N/A
4.04K $505K
ET
Energy Transfer LP

Energy
1.98K
+ 4.02%
$15.65 - $18.93 $31K - $37.5K
51.3K $930K
AQST
Aquestive Therapeutics, Inc.

Healthcare
1.97K
+ 11.98%
$2.22 - $3.58 $4.36K - $7.03K
18.4K $60K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
118
+ 1.12%
$49.57 - $50.27 $5.85K - $5.93K
10.6K $534K
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.09%
$233.83 - $276.34 $468 - $553
2.33K $622K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
117
+ 0.45%
$17.83 - $18.22 $2.09K - $2.13K
26.2K $476K
CBOE
Cboe Global Markets, Inc.

Financial Services
1
+ 0.1%
$205.81 - $234.23 $206 - $234
978 $228K
KO
Coca Cola CO

Consumer Defensive
324
+ 1.76%
$68.37 - $73.9 $22.2K - $23.9K
18.8K $1.33M
DJP
Barclays Bank PLC

ETFs
215
+ 0.79%
N/A
27.5K $888K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
67
+ 0.5%
$21.85 - $22.76 $1.46K - $1.52K
13.4K $305K
CI
Cigna Corp

Healthcare
6
+ 0.72%
$301.89 - $340.04 $1.81K - $2.04K
842 $278K
BGT
Blackrock Floating Rate Income Trust

Financial Services
83
+ 0.36%
$10.95 - $12.62 $909 - $1.05K
23.2K $290K
RIO
Rio Tinto PLC

Basic Materials
143
+ 3.92%
$52.32 - $62.75 $7.48K - $8.97K
3.8K $221K
PFF
Ishares Trust Ishares Pfd And

ETFs
69
+ 0.37%
$29.0 - $30.68 $2K - $2.12K
18.9K $579K
DNP
Dnp Select Income Fund Inc

Financial Services
237
+ 2.11%
$8.89 - $9.88 $2.11K - $2.34K
11.5K $112K
Wisdomtree Tr
134K
New
N/A
134K $0
Ge Vernova Inc
8
+ 0.94%
N/A
859 $0
Super Micro Computer Inc
4.6K
New
N/A
4.6K $0
J P Morgan Exchange Traded F
73.1K
+ 247.06%
N/A
103K $0
SHW
Sherwin Williams CO

Basic Materials
11
+ 1.47%
$313.51 - $363.51 $3.45K - $4K
761 $261K
J P Morgan Exchange Traded F
2.26K
+ 3.35%
N/A
69.7K $0
Invesco Exch Trd Slf Idx Fd
16.8K
New
N/A
16.8K $0
Fidelity Wise Origin Bitcoin
118
+ 3.02%
N/A
4.02K $0
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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