Moneco Advisors, LLC Incresed Positions in Q4 2024

Moneco Advisors, LLC

  • $912 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.06K
+ 38.84%
$50.67 - $50.9 $155K - $156K
10.9K $554K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
3.25K
+ 4.31%
$44.2 - $49.46 $144K - $161K
78.6K $3.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.73K
+ 7.2%
$46.94 - $51.62 $81.3K - $89.4K
25.8K $1.29M
IWP
Ishares Russell Mid Cap Growth

ETFs
526
+ 6.48%
$116.4 - $138.52 $61.2K - $72.9K
8.64K $1.1M
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 2.24%
$873.59 - $994.69 $55K - $62.7K
2.87K $2.63M
AMGN
Amgen Inc

Healthcare
1.15K
+ 44.62%
$258.78 - $328.31 $296K - $376K
3.71K $967K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.83K
+ 5.8%
$24.82 - $25.48 $244K - $250K
179K $4.47M
FTNT
Fortinet, Inc.

Technology
510
+ 9.77%
$76.49 - $99.21 $39K - $50.6K
5.73K $541K
AMP
Ameriprise Financial Inc

Financial Services
171
+ 27.8%
$473.15 - $574.01 $80.9K - $98.2K
786 $418K
ACN
Accenture PLC

Technology
363
+ 26.89%
$343.9 - $376.86 $125K - $137K
1.71K $602K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
994
+ 21.56%
$126.68 - $134.74 $126K - $134K
5.61K $715K
MRK
Merck & Co., Inc.

Healthcare
2.75K
+ 25.35%
$96.31 - $114.76 $265K - $316K
13.6K $1.35M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
881
+ 37.96%
$124.61 - $133.96 $110K - $118K
3.2K $412K
CGDV
Capital Group Divid Value ETF

ETFs
3.41K
+ 51.25%
$35.16 - $37.12 $120K - $127K
10.1K $354K
IEMG
Ishares Inc

ETFs
1.94K
+ 4.73%
N/A
42.9K $2.3M
C
Citigroup Inc

Financial Services
848
+ 14.89%
$61.31 - $72.5 $52K - $61.5K
6.54K $460K
WFC
Wells Fargo & Company

Financial Services
134
+ 1.95%
$54.98 - $77.35 $7.37K - $10.4K
7.02K $492K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.72K
+ 29.3%
$63.01 - $68.55 $109K - $118K
7.6K $480K
VEA
Vanguard Ftse Developed Market

ETFs
4.99K
+ 17.97%
$47.57 - $52.44 $237K - $262K
32.7K $1.57M
TFLO
Ishares Treasury Floating Rate

ETFs
1.98K
+ 16.35%
$50.37 - $50.63 $99.7K - $100K
14.1K $711K
APO
Apollo Global Management, Inc.

Financial Services
137
+ 7.45%
$131.36 - $178.61 $18K - $24.5K
1.98K $326K
PH
Parker Hannifin Corp

Industrials
148
+ 32.67%
$621.74 - $709.46 $92K - $105K
601 $382K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.08K
+ 47.37%
$96.64 - $101.23 $105K - $110K
3.37K $326K
VGT
Vanguard Information Technolog

ETFs
116
+ 18.13%
$571.78 - $647.97 $66.3K - $75.2K
756 $470K
GE
General Electric CO

Industrials
987
+ 30.54%
$159.95 - $194.23 $158K - $192K
4.22K $703K
CB
Chubb LTD

Financial Services
386
+ 28.15%
$271.57 - $301.89 $105K - $117K
1.76K $485K
PM
Philip Morris International Inc.

Consumer Defensive
755
+ 23.98%
$118.38 - $133.06 $89.4K - $100K
3.9K $469K
OKE
Oneok Inc

Energy
251
+ 4.43%
$92.28 - $117.05 $23.2K - $29.4K
5.92K $594K
VIG
Vanguard Dividend Appreciation

ETFs
429
+ 4.98%
N/A
9.04K $1.65M
INTU
Intuit Inc

Technology
112
+ 10.04%
$602.01 - $706.25 $67.4K - $79.1K
1.23K $771K
ISRG
Intuitive Surgical Inc

Healthcare
85
+ 8.14%
$471.27 - $550.62 $40.1K - $46.8K
1.13K $589K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
5.74K
+ 25.21%
$23.41 - $25.88 $134K - $148K
28.5K $666K
IVW
Ishares S&P 500 Growth ETF

ETFs
123
+ 1.21%
$94.43 - $105.47 $11.6K - $13K
10.3K $1.05M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.58K
+ 24.93%
$48.33 - $49.08 $76.2K - $77.4K
7.9K $382K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
233
+ 25.16%
$278.19 - $315.36 $64.8K - $73.5K
1.16K $333K
HWM
Howmet Aerospace Inc.

Industrials
456
+ 19.92%
$99.72 - $120.09 $45.5K - $54.8K
2.75K $300K
IWR
Ishares Russell Mid Cap ETF

ETFs
756
+ 5.26%
$87.25 - $95.52 $66K - $72.2K
15.1K $1.34M
BR
Broadridge Financial Solutions, Inc.

Technology
229
+ 14.62%
$209.64 - $236.44 $48K - $54.1K
1.8K $405K
USTB
Victory Portfolios Ii Victorys

ETFs
1.53K
+ 9.7%
$50.06 - $50.85 $76.7K - $78K
17.3K $870K
ETN
Eaton Corp PLC

Industrials
201
+ 8.63%
$326.96 - $377.52 $65.7K - $75.9K
2.53K $839K
ROK
Rockwell Automation, Inc

Industrials
86
+ 3.42%
$264.65 - $302.92 $22.8K - $26.1K
2.6K $743K
BSX
Boston Scientific Corp

Healthcare
504
+ 13.05%
$83.62 - $91.5 $42.1K - $46.1K
4.37K $389K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
43
+ 10.94%
$1146.59 - $1270.6 $49.3K - $54.6K
436 $517K
ENB
Enbridge Inc

Energy
866
+ 5.75%
$40.4 - $43.92 $35K - $38K
15.9K $675K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
2.21K
+ 25.63%
$31.59 - $32.95 $69.7K - $72.7K
10.8K $345K
FDS
Factset Research Systems Inc

Financial Services
113
+ 24.73%
$449.69 - $495.72 $50.8K - $56K
570 $273K
FDVV
Fidelity High Dividend ETF

ETFs
1.35K
+ 21.88%
$49.66 - $52.63 $67K - $71.1K
7.52K $375K
CMI
Cummins Inc

Industrials
39
+ 2.19%
$324.93 - $383.42 $12.7K - $15K
1.82K $633K
CLX
Clorox CO

Consumer Defensive
361
+ 22.65%
$156.51 - $169.74 $56.5K - $61.3K
1.96K $317K
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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