Moneco Advisors, LLC Incresed Positions in Q2 2025

Moneco Advisors, LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
146
+ 0.81%
$146.58 - $180.01 $21.4K - $26.3K
18.2K $3.22M
PPA
Invesco Exchange Traded Fd Tr

ETFs
779
+ 6.59%
$105.2 - $141.69 $82K - $110K
12.6K $1.78M
BAC
Bank Of America Corp

Financial Services
4.52K
+ 13.35%
$34.39 - $47.46 $155K - $215K
38.4K $1.82M
GE
General Electric CO

Industrials
401
+ 9.27%
$166.81 - $257.39 $66.9K - $103K
4.73K $1.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.67K
+ 47.92%
$72.02 - $73.82 $336K - $345K
14.4K $1.06M
IVV
Ishares Core S&P 500 ETF

ETFs
130
+ 3.63%
$498.8 - $620.9 $64.8K - $80.7K
3.71K $2.31M
GLDM
World Gold Trust

ETFs
1.56K
+ 3.2%
$58.96 - $67.97 $92.2K - $106K
50.4K $3.3M
SLV
I Shares Silver Trust

ETFs
6.73K
+ 28.8%
$27.08 - $33.74 $182K - $227K
30.1K $987K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.7K
+ 6.9%
N/A
166K $3.95M
AMAT
Applied Materials Inc

Technology
354
+ 7.15%
$126.95 - $183.52 $44.9K - $65K
5.3K $971K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.07K
+ 20.29%
$73.0 - $85.5 $151K - $177K
12.3K $1.03M
XOM
Exxon Mobil Corp

Energy
5.96K
+ 15.95%
$99.93 - $119.04 $595K - $709K
43.3K $4.67M
C
Citigroup Inc

Financial Services
1.57K
+ 23.65%
$58.13 - $85.12 $91.2K - $134K
8.2K $698K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.03K
+ 6.09%
$23.96 - $24.27 $192K - $195K
140K $3.39M
VEA
Vanguard Ftse Developed Market

ETFs
257
+ 0.84%
$45.65 - $57.01 $11.7K - $14.7K
30.9K $1.76M
T
At&T Inc.

Communication Services
5.39K
+ 8.13%
$26.33 - $28.94 $142K - $156K
71.6K $2.07M
COF
Capital One Financial Corp

Financial Services
729
+ 54.12%
$150.57 - $212.76 $110K - $155K
2.08K $441K
MMM
3 M CO

Industrials
1.21K
+ 41.02%
$126.09 - $154.15 $152K - $186K
4.15K $632K
INTU
Intuit Inc

Technology
21
+ 1.99%
$544.07 - $787.63 $11.4K - $16.5K
1.08K $848K
MRVL
Marvell Technology, Inc.

Technology
1.39K
+ 24.37%
$49.38 - $79.97 $68.8K - $111K
7.11K $550K
MU
Micron Technology Inc

Technology
239
+ 5.38%
$64.72 - $127.91 $15.5K - $30.6K
4.68K $577K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
68
+ 0.9%
$113.67 - $150.4 $7.73K - $10.2K
7.66K $1.15M
MP
Mp Materials Corp.

Basic Materials
1.84K
+ 13.99%
$18.77 - $37.74 $34.4K - $69.3K
14.9K $497K
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
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
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.04K
+ 11.54%
$60.34 - $74.89 $63K - $78.2K
10.1K $755K
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
SPGI
S&P Global Inc.

Financial Services
155
+ 29.87%
$438.31 - $527.29 $67.9K - $81.7K
674 $355K
CGDV
Capital Group Divid Value ETF

ETFs
1.28K
+ 11.85%
$31.93 - $39.49 $40.9K - $50.6K
12.1K $477K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.13%
$149.23 - $184.95 $746 - $925
3.83K $696K
XLU
Utilities Sector Spdr

ETFs
883
+ 14.3%
$73.09 - $82.77 $64.5K - $73.1K
7.06K $576K
DELL
Dell Technologies Inc.

Technology
130
+ 5.87%
$71.63 - $125.98 $9.31K - $16.4K
2.35K $287K
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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