Moneco Advisors, LLC Purchases in Q1 2025

Moneco Advisors, LLC

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
2.99K
+ 4.43%
$21.04 - $21.64 $62.8K - $64.6K
70.5K $1.49M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
616
+ 10.27%
$117.4 - $131.02 $72.3K - $80.7K
6.61K $791K
VEU
Vanguard Ftse All World Ex Us

ETFs
275
+ 4.4%
$56.51 - $62.98 $15.5K - $17.3K
6.52K $395K
AB
Alliancebernstein Holding L.P.

Financial Services
612
+ 5.67%
$35.0 - $40.73 $21.4K - $24.9K
11.4K $437K
VOE
Vanguard Mid Cap Value Index F

ETFs
293
+ 3.51%
$156.61 - $168.02 $45.9K - $49.2K
8.64K $1.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
683
+ 7.37%
$56.17 - $59.71 $38.4K - $40.8K
9.95K $568K
NEE
Nextera Energy Inc

Utilities
628
+ 4.94%
$66.96 - $76.16 $42.1K - $47.8K
13.3K $946K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
383
+ 17.14%
N/A
2.62K $224K
TFLO
Ishares Treasury Floating Rate

ETFs
597
+ 4.24%
$50.48 - $50.68 $30.1K - $30.3K
14.7K $744K
CGDV
Capital Group Divid Value ETF

ETFs
750
+ 7.46%
$34.95 - $37.36 $26.2K - $28K
10.8K $385K
FDVV
Fidelity High Dividend ETF

ETFs
634
+ 8.43%
$48.86 - $52.28 $31K - $33.1K
8.15K $404K
CL
Colgate Palmolive CO

Consumer Defensive
133
+ 2.25%
$85.68 - $97.5 $11.4K - $13K
6.05K $566K
HEI
Heico Corp

Industrials
2
+ 0.22%
$219.6 - $270.85 $439 - $542
920 $245K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
5
+ 0.02%
$23.61 - $24.38 $118 - $122
31.1K $759K
VHT
Vanguard Health Care ETF

ETFs
42
+ 3.19%
$254.06 - $273.83 $10.7K - $11.5K
1.36K $359K
SPMD
Spdr Portfolio

ETFs
2.01K
+ 8.96%
$50.21 - $57.73 $101K - $116K
24.4K $1.25M
IWD
Ishares Russell 1000 Val ETF

ETFs
30
+ 0.53%
$182.82 - $196.21 $5.48K - $5.89K
5.67K $1.07M
SPGI
S&P Global Inc.

Financial Services
32
+ 6.57%
$478.26 - $543.77 $15.3K - $17.4K
519 $263K
PBA
Pembina Pipeline Corp

Energy
60
+ 1.01%
$35.13 - $40.12 $2.11K - $2.41K
6.01K $240K
STZ
Constellation Brands, Inc.

Consumer Defensive
399
+ 27.69%
$161.05 - $222.93 $64.3K - $88.9K
1.84K $337K
SCHW
Schwab Charles Corp

Financial Services
29
+ 0.86%
$71.24 - $83.64 $2.07K - $2.43K
3.4K $266K
VRT
Vertiv Holdings CO

Industrials
200
+ 4.55%
N/A
4.6K $398K
WMT
Walmart Inc.

Consumer Defensive
675
+ 4.12%
$84.5 - $105.05 $57K - $70.9K
17.1K $1.5M
WFC
Wells Fargo & Company

Financial Services
67
+ 0.95%
$66.78 - $81.42 $4.47K - $5.46K
7.09K $508K
C
Citigroup Inc

Financial Services
91
+ 1.39%
$67.23 - $84.63 $6.12K - $7.7K
6.64K $471K
DJP
Barclays Bank PLC

ETFs
282
+ 1.04%
N/A
27.3K $881K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
118
+ 0.46%
$17.57 - $18.05 $2.07K - $2.13K
26K $469K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
39
+ 0.29%
$21.77 - $22.56 $849 - $880
13.3K $299K
DHR
Danaher Corp

Healthcare
200
+ 13.32%
$201.62 - $250.59 $40.3K - $50.1K
1.7K $348K
FISV
Fiserv Inc

Technology
29
+ 0.74%
N/A
3.93K $491K
PANW
Palo Alto Networks Inc

Technology
207
+ 7.59%
$167.82 - $208.28 $34.7K - $43.1K
2.93K $500K
CARR
Carrier Global Corp

Industrials
327
+ 9.17%
$62.07 - $70.55 $20.3K - $23.1K
3.89K $246K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
199
+ 0.86%
$23.19 - $23.5 $4.61K - $4.68K
23.5K $544K
JHMM
John Hancock Multifactor Mid C

ETFs
1.1K
+ 4.36%
$55.69 - $63.12 $61.4K - $69.6K
26.4K $1.51M
COF
Capital One Financial Corp

Financial Services
5
+ 0.37%
$163.87 - $209.82 $819 - $1.05K
1.35K $241K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
2.76K
+ 4.27%
$70.83 - $76.62 $195K - $211K
67.3K $4.78M
Amplify ETF Tr
354
+ 10.38%
N/A
3.76K $0
Te Connectivity PLC
33
+ 1.28%
N/A
2.6K $0
Tss Inc Del
10.4K
New
N/A
10.4K $0
J P Morgan Exchange Traded F
61.7K
+ 42.32%
N/A
207K $0
UTES
Virtus Reaves Utilities ETF
18K
New
N/A
18K $0
Fidelity Wise Origin Bitcoin
223
+ 6.06%
N/A
3.9K $0
J P Morgan Exchange Traded F
13.5K
+ 83.95%
N/A
29.6K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
4.32K
+ 16.65%
N/A
30.3K $0
Invesco Exch Trd Slf Idx Fd
4.02K
+ 11.81%
N/A
38K $0
Invesco Exch Trd Slf Idx Fd
10.6K
New
N/A
10.6K $0
Bowhead Specialty Hldgs Inc
19.5K
New
N/A
19.5K $0
Invesco Exch Trd Slf Idx Fd
8.01K
+ 28.94%
N/A
35.7K $0
Qxo Inc
26.3K
New
N/A
26.3K $0
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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