Moneco Advisors, LLC Incresed Positions in Q4 2024

Moneco Advisors, LLC

  • $912 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
20.3K
+ 45.97%
$21.22 - $23.88 $430K - $484K
64.4K $1.47M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30K
+ 671.39%
$25.93 - $105.3 $777K - $3.16M
34.4K $959K
IVV
Ishares Core S&P 500 ETF

ETFs
741
+ 18.64%
$570.51 - $610.59 $423K - $452K
4.72K $2.78M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
19.5K
+ 41.01%
$24.45 - $24.62 $477K - $481K
67.1K $1.65M
HD
Home Depot, Inc.

Consumer Cyclical
1.29K
+ 28.05%
$385.02 - $431.37 $497K - $556K
5.89K $2.29M
WMT
Walmart Inc.

Consumer Defensive
3.25K
+ 24.77%
$79.1 - $95.7 $257K - $311K
16.4K $1.48M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
17.8K
+ 46.03%
$23.55 - $23.9 $418K - $424K
56.3K $1.33M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
17.6K
+ 39.5%
$23.48 - $23.73 $413K - $417K
62.1K $1.46M
SCHX
Schwab Strategic Tr Us Large C

ETFs
41K
+ 337.01%
$22.4 - $68.28 $919K - $2.8M
53.2K $1.23M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.38K
+ 57.15%
$84.34 - $95.14 $370K - $417K
12.1K $1.05M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
16.6K
+ 40.35%
$22.83 - $23.36 $379K - $388K
57.7K $1.32M
IWM
Ishares Russell 2000 ETF

ETFs
1.61K
+ 20.91%
$216.13 - $242.4 $348K - $390K
9.3K $2.06M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
15.8K
+ 33.15%
$23.26 - $23.6 $367K - $372K
63.4K $1.48M
BX
Blackstone Inc.

Financial Services
1.35K
+ 23.66%
$148.45 - $199.05 $200K - $269K
7.06K $1.22M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.8K
+ 16.07%
$23.88 - $24.32 $376K - $383K
114K $2.73M
BSMU
Invesco Exchange Self Ind Tr

ETFs
16.2K
+ 36.72%
$21.63 - $22.25 $351K - $361K
60.4K $1.31M
BA
Boeing CO

Industrials
1.23K
+ 28.6%
$138.14 - $180.72 $170K - $223K
5.55K $981K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.6K
+ 14.35%
N/A
109K $2.58M
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.36K
+ 4.67%
$97.11 - $104.1 $327K - $350K
75.4K $7.38M
GS
Goldman Sachs Group Inc

Financial Services
430
+ 46.34%
$486.1 - $608.57 $209K - $262K
1.36K $777K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
12.8K
+ 7.65%
$25.0 - $25.11 $319K - $320K
180K $4.5M
EPD
Enterprise Products Partners L.P.

Energy
804
+ 0.66%
$28.66 - $34.43 $23K - $27.7K
122K $3.82M
LLY
Eli Lilly & CO

Healthcare
863
+ 26.66%
$727.2 - $932.06 $628K - $804K
4.1K $3.17M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
14.5K
+ 60.11%
$20.78 - $21.38 $301K - $309K
38.5K $806K
TPL
Texas Pacific Land Corp

Energy
189
+ 62.38%
$915.49 - $1730.0 $173K - $327K
492 $544K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.07K
+ 64.31%
$71.75 - $75.11 $292K - $306K
10.4K $747K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
957
+ 4.06%
$442.29 - $483.08 $423K - $462K
24.5K $11.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.8K
+ 19.89%
$34.13 - $37.35 $540K - $591K
95.4K $3.26M
HON
Honeywell International Inc

Industrials
748
+ 14.88%
$202.84 - $236.0 $152K - $177K
5.78K $1.3M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.14K
+ 28.34%
$113.79 - $124.5 $244K - $267K
9.7K $1.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
151
+ 2.16%
$370.24 - $418.94 $55.9K - $63.3K
7.13K $2.86M
ET
Energy Transfer LP

Energy
4.5K
+ 11.27%
$16.05 - $19.86 $72.3K - $89.4K
44.4K $870K
IBM
International Business Machines Corp

Technology
1.11K
+ 9.27%
$204.9 - $238.04 $227K - $264K
13.1K $2.88M
XLU
Utilities Sector Spdr

ETFs
4.03K
+ 26.48%
$74.89 - $82.93 $302K - $334K
19.3K $1.46M
PANW
Palo Alto Networks Inc

Technology
1.94K
+ 244.75%
$181.96 - $405.9 $352K - $786K
2.73K $496K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.65K
+ 25.75%
$86.65 - $94.9 $229K - $251K
12.9K $1.12M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.91K
+ 50.83%
$69.3 - $74.3 $202K - $216K
8.64K $617K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
2.26K
+ 3.62%
$72.62 - $77.83 $164K - $176K
64.6K $4.78M
CVX
Chevron Corp

Energy
1.72K
+ 9.17%
$141.15 - $162.53 $243K - $280K
20.5K $2.97M
CAT
Caterpillar Inc

Industrials
919
+ 20.16%
$360.37 - $416.88 $331K - $383K
5.48K $1.99M
ADP
Automatic Data Processing Inc

Industrials
65
+ 0.57%
$280.08 - $307.97 $18.2K - $20K
11.5K $3.36M
CME
Cme Group Inc.

Financial Services
815
+ 82.57%
$221.17 - $246.02 $180K - $201K
1.8K $418K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
525
+ 14.37%
$172.07 - $207.36 $90.3K - $109K
4.18K $825K
AXP
American Express CO

Financial Services
484
+ 30.4%
$267.35 - $305.57 $129K - $148K
2.08K $616K
TJX
Tjx Companies Inc

Consumer Cyclical
1.39K
+ 28.87%
$112.15 - $127.2 $156K - $177K
6.21K $749K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.67K
+ 78.66%
$108.6 - $115.42 $182K - $193K
3.8K $414K
PNC
Pnc Financial Services Group, Inc.

Financial Services
395
+ 3.43%
$178.39 - $215.0 $70.5K - $84.9K
11.9K $2.3M
MRVL
Marvell Technology, Inc.

Technology
155
+ 3.92%
$70.31 - $124.78 $10.9K - $19.3K
4.11K $453K
VBK
Vanguard Small Cap Growth ETF

ETFs
239
+ 3.28%
$264.18 - $304.19 $63.1K - $72.7K
7.52K $2.11M
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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