Moneco Advisors, LLC Incresed Positions in Q3 2025

Moneco Advisors, LLC

  • $1.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
7.93K
+ 62.54%
$51.37 - $54.25 $407K - $430K
20.6K $1.11M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.12K
+ 15.58%
$225.11 - $247.9 $253K - $278K
8.33K $2.06M
MO
Altria Group, Inc.

Consumer Defensive
220
+ 0.41%
$57.75 - $67.68 $12.7K - $14.9K
54.1K $3.57M
AMZN
Amazon Com Inc

Consumer Cyclical
1.82K
+ 4.22%
$211.65 - $238.24 $384K - $433K
44.8K $9.84M
SPMD
Spdr Portfolio

ETFs
5.41K
+ 16.69%
$54.43 - $58.29 $294K - $315K
37.8K $2.16M
XLE
Energy Sector Spdr

ETFs
3.3K
+ 14.27%
$84.25 - $91.99 $278K - $303K
26.4K $2.36M
APP
App Lovin Corp

Technology
12
+ 1.15%
$335.1 - $718.54 $4.02K - $8.62K
1.06K $760K
PFE
Pfizer Inc

Healthcare
13.5K
+ 38.61%
$23.29 - $25.88 $315K - $350K
48.5K $1.24M
HD
Home Depot, Inc.

Consumer Cyclical
124
+ 1.44%
$357.4 - $423.42 $44.3K - $52.5K
8.72K $3.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
92
+ 1.52%
$224.68 - $282.71 $20.7K - $26K
6.13K $1.71M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.02K
+ 3.14%
$42.26 - $47.16 $85.3K - $95.2K
66.3K $3.07M
BSMU
Invesco Exchange Self Ind Tr

ETFs
12.4K
+ 9.36%
$21.43 - $22.06 $265K - $273K
144K $3.16M
BAC
Bank Of America Corp

Financial Services
2.97K
+ 7.73%
$44.92 - $52.42 $133K - $155K
41.3K $2.13M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.8K
+ 7.72%
N/A
179K $4.26M
DUK
Duke Energy Corp

Utilities
548
+ 1.44%
$116.31 - $125.93 $63.7K - $69K
38.6K $4.78M
VTV
Vanguard Value ETF

ETFs
521
+ 2.76%
$175.51 - $186.57 $91.4K - $97.2K
19.4K $3.62M
VNQ
Vanguard Specialized Funds Van

ETFs
2.48K
+ 13.48%
$88.47 - $93.24 $219K - $231K
20.9K $1.91M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
9.16K
+ 7.65%
$22.71 - $23.24 $208K - $213K
129K $2.98M
HGER
Harbor ETF Tr All Weather Infl
5.49K
+ 7.56%
$24.26 - $25.91 $133K - $142K
78.1K $2.02M
AMD
Advanced Micro Devices Inc

Technology
236
+ 2.23%
$134.8 - $184.42 $31.8K - $43.5K
10.8K $1.75M
SHOP
Shopify Inc.

Technology
146
+ 2.18%
$112.11 - $157.12 $16.4K - $22.9K
6.83K $1.02M
AZN
Astrazeneca PLC

Healthcare
2.86K
+ 85.03%
$68.72 - $82.11 $196K - $235K
6.22K $476K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2K
+ 28.45%
$94.17 - $99.95 $188K - $200K
9.03K $902K
GE
General Electric CO

Industrials
8
+ 0.17%
$244.75 - $305.63 $1.96K - $2.45K
4.74K $1.42M
JHMM
John Hancock Multifactor Mid C

ETFs
1.63K
+ 6.16%
$61.22 - $65.26 $99.6K - $106K
28K $1.81M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
7.44K
+ 7.33%
$20.52 - $21.16 $153K - $158K
109K $2.29M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
7.28K
+ 6.04%
$23.46 - $23.77 $171K - $173K
128K $3.02M
IONQ
Ion Q, Inc.

Technology
803
+ 10.7%
$36.79 - $75.14 $29.5K - $60.3K
8.31K $510K
SO
Southern CO

Utilities
1.69K
+ 18.0%
$90.83 - $96.0 $154K - $163K
11.1K $1.05M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.05%
$620.67 - $670.08 $1.24K - $1.34K
3.72K $2.49M
VBK
Vanguard Small Cap Growth ETF

ETFs
125
+ 1.81%
$276.51 - $305.12 $34.6K - $38.1K
7.04K $2.09M
GUNR
Flexshares Tr Morningstar Glob

ETFs
273
+ 0.6%
$40.15 - $43.86 $11K - $12K
46.2K $2.02M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
417
+ 5.45%
$148.97 - $165.88 $62.1K - $69.2K
8.07K $1.33M
UNH
Unitedhealth Group Inc

Healthcare
110
+ 2.74%
$237.77 - $353.61 $26.2K - $38.9K
4.13K $1.43M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
6.35K
+ 5.08%
$23.12 - $23.59 $147K - $150K
131K $3.08M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.37K
+ 13.54%
$74.93 - $80.73 $102K - $110K
11.5K $924K
VBR
Vanguard Small Cap Value ETF

ETFs
158
+ 1.58%
$195.41 - $212.37 $30.9K - $33.6K
10.1K $2.12M
AMGN
Amgen Inc

Healthcare
540
+ 15.71%
$271.18 - $309.22 $146K - $167K
3.98K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
1.15K
+ 3.72%
$56.02 - $60.3 $64.4K - $69.3K
32.1K $1.92M
GD
General Dynamics Corp

Industrials
186
+ 10.39%
$293.92 - $341.0 $54.7K - $63.4K
1.98K $674K
AQST
Aquestive Therapeutics, Inc.

Healthcare
19.5K
+ 106.18%
$3.4 - $5.99 $66.3K - $117K
37.9K $211K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
43
+ 0.03%
$20.22 - $21.71 $869 - $934
132K $2.84M
INTC
Intel Corp

Technology
656
+ 5.9%
$19.31 - $35.5 $12.7K - $23.3K
11.8K $395K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
403
+ 7.27%
$89.32 - $107.82 $36K - $43.5K
5.94K $640K
ENB
Enbridge Inc

Energy
933
+ 5.33%
$43.79 - $50.46 $40.9K - $47.1K
18.5K $931K
TJX
Tjx Companies Inc

Consumer Cyclical
54
+ 0.89%
$121.35 - $144.54 $6.55K - $7.81K
6.16K $889K
UNP
Union Pacific Corp

Industrials
425
+ 9.56%
$214.91 - $237.16 $91.3K - $101K
4.87K $1.15M
MDT
Medtronic PLC

Healthcare
808
+ 13.41%
$87.67 - $95.74 $70.8K - $77.4K
6.84K $650K
F
Ford Motor CO

Consumer Cyclical
5.56K
+ 11.67%
$10.82 - $12.09 $60.1K - $67.2K
53.2K $636K
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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