Moneco Advisors, LLC Incresed Positions in Q1 2025

Moneco Advisors, LLC

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
877
+ 5.13%
$225.19 - $279.95 $197K - $246K
18K $4.41M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.71K
+ 36.29%
$69.81 - $78.9 $189K - $214K
10.2K $793K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.11K
+ 21.78%
$113.59 - $123.29 $240K - $261K
11.8K $1.38M
HGER
Harbor ETF Tr All Weather Infl
5.34K
+ 7.75%
$22.23 - $24.05 $119K - $128K
74.3K $1.79M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 1.94%
$96.9 - $104.39 $141K - $152K
76.8K $7.63M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.5K
+ 4.53%
$53.6 - $58.97 $779K - $858K
335K $18.4M
LLY
Eli Lilly & CO

Healthcare
23
+ 0.56%
$725.72 - $929.72 $16.7K - $21.4K
4.12K $3.41M
MA
Mastercard Inc

Financial Services
307
+ 10.58%
$504.67 - $576.31 $155K - $177K
3.21K $1.76M
KO
Coca Cola CO

Consumer Defensive
760
+ 4.3%
$60.81 - $72.32 $46.2K - $55K
18.5K $1.32M
XLK
Technology Sector Spdr

ETFs
2.95K
+ 19.72%
$206.38 - $242.18 $610K - $715K
17.9K $3.7M
GUNR
Flexshares Tr Morningstar Glob

ETFs
2.56K
+ 6.2%
$36.6 - $39.56 $93.8K - $101K
43.9K $1.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.08K
+ 2.27%
$24.79 - $25.26 $101K - $103K
184K $4.64M
CSCO
Cisco Systems, Inc.

Technology
284
+ 0.49%
$58.74 - $64.87 $16.7K - $18.4K
58.2K $3.59M
GE
General Electric CO

Industrials
107
+ 2.54%
$168.59 - $212.13 $18K - $22.7K
4.33K $865K
PLTR
Palantir Technologies Inc.

Technology
996
+ 11.57%
$64.98 - $124.62 $64.7K - $124K
9.61K $810K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.56K
+ 37.22%
$100.32 - $100.76 $156K - $157K
5.73K $576K
UBER
Uber Technologies, Inc

Technology
1.2K
+ 22.31%
$63.17 - $81.49 $75.5K - $97.4K
6.55K $477K
PSX
Phillips 66

Energy
687
+ 9.6%
$113.93 - $131.55 $78.3K - $90.4K
7.84K $968K
NSC
Norfolk Southern Corp

Industrials
638
+ 68.53%
$227.69 - $259.76 $145K - $166K
1.57K $371K
COP
Conocophillips

Energy
1.12K
+ 20.53%
$88.6 - $105.85 $99.3K - $119K
6.58K $691K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.62K
+ 33.21%
$48.43 - $49.9 $127K - $131K
10.5K $524K
OKE
Oneok Inc

Energy
1.5K
+ 25.27%
$89.57 - $109.85 $134K - $164K
7.42K $735K
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.12K
+ 3.54%
$30.71 - $30.87 $126K - $127K
120K $3.7M
TRV
Travelers Companies, Inc.

Financial Services
344
+ 17.36%
$232.43 - $265.13 $80K - $91.2K
2.33K $614K
EFG
Msci Eafe Growth ETF

ETFs
1.17K
+ 21.04%
$96.1 - $106.37 $113K - $125K
6.75K $674K
SO
Southern CO

Utilities
539
+ 6.05%
$80.96 - $92.96 $43.6K - $50.1K
9.45K $868K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.96K
+ 13.12%
$80.73 - $94.96 $401K - $471K
42.8K $3.55M
MP
Mp Materials Corp.

Basic Materials
1.03K
+ 8.48%
$16.39 - $26.93 $16.8K - $27.6K
13.1K $320K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.41%
$279.74 - $321.29 $5.59K - $6.43K
4.92K $1.54M
QCOM
Qualcomm Inc

Technology
743
+ 17.17%
$151.94 - $175.86 $113K - $131K
5.07K $778K
NTR
Nutrien Ltd.

Basic Materials
1.31K
+ 14.04%
$45.28 - $53.84 $59.5K - $70.7K
10.7K $529K
TPL
Texas Pacific Land Corp

Energy
3
+ 0.61%
$1180.08 - $1431.01 $3.54K - $4.29K
495 $655K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.83K
+ 21.1%
$20.1 - $20.8 $97K - $100K
27.7K $574K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
2.79K
+ 15.86%
$25.98 - $28.41 $72.5K - $79.3K
20.4K $561K
D
Dominion Energy, Inc

Utilities
386
+ 1.05%
$52.85 - $57.43 $20.4K - $22.2K
37.2K $2.09M
BMY
Bristol Myers Squibb CO

Healthcare
431
+ 2.56%
$53.9 - $63.11 $23.2K - $27.2K
17.3K $1.05M
TTE
Total Energies Se

Energy
1.46K
+ 25.73%
N/A
7.13K $489K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
9.04K
+ 4.91%
$50.25 - $55.9 $454K - $505K
193K $9.93M
MMM
3 M CO

Industrials
362
+ 14.01%
$129.7 - $155.12 $47K - $56.2K
2.95K $432K
CTRA
Coterra Energy Inc.

Energy
1.23K
+ 6.8%
$25.51 - $29.83 $31.4K - $36.7K
19.3K $558K
CEG
Constellation Energy Corp

Utilities
621
+ 48.21%
$201.63 - $347.44 $125K - $216K
1.91K $384K
DE
Deere & CO

Industrials
107
+ 11.44%
$408.57 - $509.27 $43.7K - $54.5K
1.04K $489K
VTV
Vanguard Value ETF

ETFs
141
+ 0.76%
$167.73 - $179.21 $23.6K - $25.3K
18.8K $3.24M
PAVE
Global X Fds Us Infrastructure

ETFs
4.31K
+ 15.65%
$37.31 - $43.82 $161K - $189K
31.8K $1.2M
SHEL
Shell PLC

Energy
134
+ 1.8%
$62.84 - $73.29 $8.42K - $9.82K
7.58K $555K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.32K
+ 17.3%
$61.9 - $66.89 $81.4K - $88K
8.92K $566K
ENB
Enbridge Inc

Energy
1.04K
+ 6.54%
$41.54 - $45.45 $43.3K - $47.4K
17K $751K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.67K
+ 1.72%
$22.61 - $23.14 $37.8K - $38.7K
99K $2.29M
SYK
Stryker Corp

Healthcare
121
+ 5.95%
$355.18 - $399.9 $43K - $48.4K
2.16K $802K
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
Track This Portfolio

Track Moneco Advisors, LLC Portfolio

Follow Moneco Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email