Moneco Advisors, LLC Purchases in Q4 2024

Moneco Advisors, LLC

  • $912 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
316
+ 3.23%
$23.29 - $23.93 $7.36K - $7.56K
10.1K $237K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
17
+ 0.77%
N/A
2.24K $191K
Smurfit Westrock PLC
161
+ 2.19%
N/A
7.5K $0
Fidelity Wise Origin Bitcoin
3.68K
New
N/A
3.68K $0
CTAS
Cintas Corp

Industrials
355
+ 12.63%
$182.7 - $226.47 $64.9K - $80.4K
3.17K $578K
Te Connectivity PLC
641
+ 33.23%
N/A
2.57K $0
Arista Networks Inc
1.87K
New
N/A
1.87K $0
Linde PLC
174
+ 19.0%
N/A
1.09K $0
Lam Research Corp
3.66K
New
N/A
3.66K $0
Ge Vernova Inc
864
New
N/A
864 $0
J P Morgan Exchange Traded F
8.11K
+ 101.64%
N/A
16.1K $0
Blackrock ETF Trust
145K
New
N/A
145K $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
26
+ 0.43%
$50.53 - $55.55 $1.31K - $1.44K
6.07K $309K
Ge Healthcare Technologies I
3.13K
New
N/A
3.13K $0
J P Morgan Exchange Traded F
50.8K
+ 53.5%
N/A
146K $0
Blackrock Inc
2.08K
New
N/A
2.08K $0
HEIA
Heico Crp Cl A
1.15K
New
N/A
1.15K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
340
+ 1.33%
N/A
26K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
13
+ 0.19%
N/A
7K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
500
+ 2.32%
N/A
22.1K $0
Invesco Exch Trd Slf Idx Fd
12.1K
+ 54.92%
N/A
34K $0
Invesco Exch Trd Slf Idx Fd
27.7K
New
N/A
27.7K $0
CBOE
Cboe Global Markets, Inc.

Financial Services
38
+ 3.66%
$191.61 - $217.84 $7.28K - $8.28K
1.08K $210K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
101
+ 0.44%
$23.25 - $23.56 $2.35K - $2.38K
23.3K $541K
SPGI
S&P Global Inc.

Financial Services
11
+ 2.31%
$480.36 - $529.17 $5.28K - $5.82K
487 $242K
PBA
Pembina Pipeline Corp

Energy
537
+ 9.91%
$35.89 - $43.35 $19.3K - $23.3K
5.95K $220K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
250
+ 2.0%
$69.58 - $74.87 $17.4K - $18.7K
12.8K $893K
IVE
Ishares S&P 500 Value ETF

ETFs
32
+ 1.82%
$189.5 - $206.17 $6.06K - $6.6K
1.79K $342K
PEG
Public Service Enterprise Group Inc

Utilities
94
+ 3.12%
$81.87 - $94.51 $7.7K - $8.88K
3.1K $262K
NSC
Norfolk Southern Corp

Industrials
21
+ 2.31%
$230.6 - $277.0 $4.84K - $5.82K
931 $218K
ADBE
Adobe Inc.

Technology
102
+ 13.97%
$437.39 - $552.96 $44.6K - $56.4K
832 $369K
ES
Eversource Energy

Utilities
1.07K
+ 16.31%
$55.9 - $67.73 $60K - $72.7K
7.65K $439K
IBDV
Ishares Tr

Technology
802
+ 2.47%
$21.24 - $22.15 $17K - $17.8K
33.3K $711K
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.75K
+ 200.89%
$25.79 - $80.4 $251K - $784K
14.6K $380K
COP
Conocophillips

Energy
209
+ 3.98%
$95.12 - $114.72 $19.9K - $24K
5.46K $541K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.69K
+ 101.41%
$22.02 - $46.16 $147K - $309K
13.3K $293K
WTRG
Essential Utilities, Inc.

Utilities
79
+ 1.28%
$36.18 - $40.55 $2.86K - $3.2K
6.27K $227K
SGOL
Abrdn Gold ETF Trust

ETFs
96
+ 0.06%
$24.46 - $26.62 $2.35K - $2.56K
152K $3.8M
SHW
Sherwin Williams CO

Basic Materials
73
+ 8.33%
$338.75 - $399.71 $24.7K - $29.2K
949 $322K
ITW
Illinois Tool Works Inc

Industrials
36
+ 1.42%
$253.56 - $278.5 $9.13K - $10K
2.57K $650K
NOC
Northrop Grumman Corp

Industrials
27
+ 5.91%
$466.52 - $543.88 $12.6K - $14.7K
484 $227K
SHEL
Shell PLC

Energy
129
+ 1.76%
$60.63 - $70.23 $7.82K - $9.06K
7.45K $467K
MDLZ
Mondelez International, Inc.

Consumer Defensive
662
+ 16.87%
$59.25 - $72.99 $39.2K - $48.3K
4.59K $273K
IJK
Ishares S&P Midcap 400 Growth

ETFs
20
+ 0.11%
$90.66 - $99.46 $1.81K - $1.99K
18.3K $1.67M
WM
Waste Management Inc

Industrials
54
+ 1.13%
$201.79 - $228.46 $10.9K - $12.3K
4.81K $971K
HEI
Heico Corp

Industrials
13
+ 1.44%
$237.06 - $279.02 $3.08K - $3.63K
918 $218K
RTX
Raytheon Technologies Corp

Industrials
394
+ 3.34%
$114.45 - $127.21 $45.1K - $50.1K
12.2K $1.41M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1
+ 0.01%
$24.04 - $26.75 $24 - $26.8
8.51K $206K
DHR
Danaher Corp

Healthcare
179
+ 13.53%
$226.16 - $274.52 $40.5K - $49.1K
1.5K $344K
Activity Summary
Buys All Purchases 334 New Holdings 62 Increased Positions 272 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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