Moneco Advisors, LLC Purchases in Q3 2025

Moneco Advisors, LLC

  • $1.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
21
+ 2.08%
$404.94 - $499.99 $8.5K - $10.5K
1.03K $500K
BP
Bp PLC

Energy
534
+ 3.62%
$30.25 - $35.69 $16.2K - $19.1K
15.3K $526K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.99K
+ 2.3%
$23.48 - $23.7 $70.3K - $71K
133K $3.14M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
926
+ 15.6%
$82.38 - $83.0 $76.3K - $76.9K
6.86K $569K
CGDV
Capital Group Divid Value ETF

ETFs
1.1K
+ 9.07%
$39.59 - $42.21 $43.4K - $46.3K
13.2K $554K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.56K
+ 2.57%
$23.13 - $23.54 $59.2K - $60.2K
102K $2.39M
D
Dominion Energy, Inc

Utilities
371
+ 3.49%
$56.32 - $62.1 $20.9K - $23K
11K $672K
BSX
Boston Scientific Corp

Healthcare
1.08K
+ 28.62%
$97.03 - $108.14 $105K - $117K
4.85K $473K
QCOM
Qualcomm Inc

Technology
190
+ 3.71%
$145.84 - $173.55 $27.7K - $33K
5.32K $884K
MRK
Merck & Co., Inc.

Healthcare
99
+ 0.81%
$77.6 - $87.37 $7.68K - $8.65K
12.3K $1.03M
VZ
Verizon Communications Inc

Communication Services
749
+ 1.63%
$40.84 - $45.06 $30.6K - $33.7K
46.8K $2.06M
PH
Parker Hannifin Corp

Industrials
46
+ 9.13%
$697.13 - $769.67 $32.1K - $35.4K
550 $416K
UBER
Uber Technologies, Inc

Technology
329
+ 4.82%
$86.91 - $99.57 $28.6K - $32.8K
7.15K $700K
AXP
American Express CO

Financial Services
104
+ 4.88%
$294.27 - $342.31 $30.6K - $35.6K
2.24K $743K
HWM
Howmet Aerospace Inc.

Industrials
192
+ 7.78%
$171.0 - $196.23 $32.8K - $37.7K
2.66K $521K
ES
Eversource Energy

Utilities
50
+ 0.65%
$62.86 - $71.14 $3.14K - $3.56K
7.74K $550K
ASML
Asml Holding Nv

Technology
5
+ 1.46%
$689.63 - $968.09 $3.45K - $4.84K
347 $335K
MSI
Motorola Solutions, Inc.

Technology
75
+ 11.11%
$408.73 - $490.3 $30.7K - $36.8K
750 $342K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
19
+ 0.18%
$84.28 - $89.46 $1.6K - $1.7K
10.8K $962K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.19%
$339.37 - $366.46 $1.36K - $1.47K
2.12K $774K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.89K
+ 19.06%
$29.81 - $34.07 $56.3K - $64.4K
11.8K $388K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.24K
+ 25.74%
$60.9 - $70.75 $75.5K - $87.7K
6.05K $378K
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 1.2%
$252.18 - $305.41 $2.77K - $3.36K
926 $282K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
101
+ 1.64%
$98.53 - $107.1 $9.95K - $10.8K
6.27K $658K
OHI
Omega Healthcare Investors Inc

Real Estate
403
+ 6.44%
$36.29 - $43.34 $14.6K - $17.5K
6.66K $281K
MA
Mastercard Inc

Financial Services
9
+ 0.14%
$550.18 - $598.96 $4.95K - $5.39K
6.65K $3.78M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
12
+ 0.12%
$82.42 - $87.03 $989 - $1.04K
9.72K $846K
JPEM
Jp Morgan Diversified Return

ETFs
465
+ 5.55%
$56.25 - $59.87 $26.2K - $27.8K
8.84K $521K
XLU
Utilities Sector Spdr

ETFs
109
+ 1.54%
$81.14 - $87.32 $8.84K - $9.52K
7.17K $625K
ROK
Rockwell Automation, Inc

Industrials
11
+ 0.46%
$328.67 - $358.52 $3.62K - $3.94K
2.41K $841K
PANW
Palo Alto Networks Inc

Technology
242
+ 8.65%
$167.06 - $208.19 $40.4K - $50.4K
3.04K $618K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27
+ 0.29%
$49.43 - $54.52 $1.33K - $1.47K
9.35K $506K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
190
+ 2.12%
$64.75 - $69.05 $12.3K - $13.1K
9.16K $631K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
63
+ 1.37%
$132.9 - $142.03 $8.37K - $8.95K
4.66K $656K
OMFL
Invesco Exchange Traded Self I

ETFs
3
+ 0.02%
$57.41 - $60.45 $172 - $181
17.1K $1.03M
CEG
Constellation Energy Corp

Utilities
98
+ 7.0%
$298.82 - $354.89 $29.3K - $34.8K
1.5K $492K
HIG
Hartford Financial Services Group, Inc.

Financial Services
187
+ 8.39%
$119.73 - $134.7 $22.4K - $25.2K
2.42K $322K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
54
+ 8.77%
$435.72 - $463.74 $23.5K - $25K
670 $310K
XYL
Xylem Inc.

Industrials
16
+ 0.82%
$129.67 - $147.5 $2.07K - $2.36K
1.96K $288K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.31%
$252.31 - $269.41 $2.02K - $2.16K
2.58K $671K
EXEL
Exelixis, Inc.

Healthcare
1.23K
+ 24.97%
$36.22 - $46.25 $44.5K - $56.8K
6.15K $253K
BA
Boeing CO

Industrials
19
+ 0.38%
$209.79 - $237.38 $3.99K - $4.51K
5.06K $1.09M
DNLI
Denali Therapeutics Inc.

Healthcare
2K
+ 19.09%
$12.75 - $15.65 $25.5K - $31.3K
12.5K $181K
BDX
Becton Dickinson & CO

Healthcare
23
+ 1.14%
$172.41 - $199.66 $3.97K - $4.59K
2.04K $381K
T
At&T Inc.

Communication Services
3K
+ 4.18%
$26.94 - $29.62 $80.7K - $88.7K
74.6K $2.11M
WFC
Wells Fargo & Company

Financial Services
84
+ 1.18%
$77.05 - $85.16 $6.47K - $7.15K
7.18K $602K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
601
+ 12.01%
$50.85 - $51.35 $30.6K - $30.9K
5.61K $287K
FLRN
Spdr Bloomberg Investment Grad

ETFs
896
+ 0.76%
$30.71 - $30.86 $27.5K - $27.7K
119K $3.66M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.09%
$351.04 - $379.81 $351 - $380
1.06K $400K
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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