Moneco Advisors, LLC Incresed Positions in Q1 2025

Moneco Advisors, LLC

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
106
+ 0.83%
$68.32 - $75.06 $7.24K - $7.96K
12.9K $961K
CB
Chubb LTD

Financial Services
56
+ 3.19%
$257.71 - $301.99 $14.4K - $16.9K
1.81K $547K
GD
General Dynamics Corp

Industrials
173
+ 11.02%
$241.94 - $272.58 $41.9K - $47.2K
1.74K $475K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.3K
+ 3.6%
$65.27 - $71.18 $84.7K - $92.3K
37.3K $2.47M
BDX
Becton Dickinson & CO

Healthcare
245
+ 16.43%
$222.79 - $249.08 $54.6K - $61K
1.74K $397K
MBB
Ishares Tr

ETFs
526
+ 12.21%
$90.37 - $94.08 $47.5K - $49.5K
4.83K $453K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
238
+ 9.32%
$507.05 - $563.67 $121K - $134K
2.79K $1.44M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.37K
+ 4.81%
$23.18 - $24.68 $31.8K - $33.8K
29.9K $724K
XLF
Financial Sector Spdr

ETFs
813
+ 8.37%
$47.32 - $52.19 $38.5K - $42.4K
10.5K $524K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.12K
+ 26.78%
$165.25 - $224.62 $185K - $251K
5.3K $879K
IBDV
Ishares Tr

Technology
1.87K
+ 5.63%
$21.11 - $21.73 $39.6K - $40.7K
35.2K $764K
PFE
Pfizer Inc

Healthcare
3.31K
+ 12.64%
$25.01 - $27.13 $82.7K - $89.7K
29.5K $747K
F
Ford Motor CO

Consumer Cyclical
4.35K
+ 10.15%
$9.12 - $10.43 $39.7K - $45.4K
47.2K $473K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
414
+ 4.51%
$76.77 - $82.22 $31.8K - $34K
9.6K $762K
ET
Energy Transfer LP

Energy
4.89K
+ 11.01%
$17.26 - $21.08 $84.5K - $103K
49.3K $917K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
422
+ 0.79%
$8.69 - $9.43 $3.67K - $3.98K
53.8K $501K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
159
+ 0.63%
$27.51 - $30.68 $4.37K - $4.88K
25.3K $742K
SRLN
Ssga Active Trust

ETFs
1.2K
+ 12.96%
$41.02 - $41.99 $49.2K - $50.4K
10.5K $430K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
616
+ 10.27%
$117.4 - $131.02 $72.3K - $80.7K
6.61K $791K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
2.99K
+ 4.43%
$21.04 - $21.64 $62.8K - $64.6K
70.5K $1.49M
VOE
Vanguard Mid Cap Value Index F

ETFs
293
+ 3.51%
$156.61 - $168.02 $45.9K - $49.2K
8.64K $1.39M
AB
Alliancebernstein Holding L.P.

Financial Services
612
+ 5.67%
$35.0 - $40.73 $21.4K - $24.9K
11.4K $437K
VEU
Vanguard Ftse All World Ex Us

ETFs
275
+ 4.4%
$56.51 - $62.98 $15.5K - $17.3K
6.52K $395K
JEPI
J P Morgan Exchange Traded Fd

ETFs
683
+ 7.37%
$56.17 - $59.71 $38.4K - $40.8K
9.95K $568K
NEE
Nextera Energy Inc

Utilities
628
+ 4.94%
$66.96 - $76.16 $42.1K - $47.8K
13.3K $946K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
383
+ 17.14%
N/A
2.62K $224K
TFLO
Ishares Treasury Floating Rate

ETFs
597
+ 4.24%
$50.48 - $50.68 $30.1K - $30.3K
14.7K $744K
CGDV
Capital Group Divid Value ETF

ETFs
750
+ 7.46%
$34.95 - $37.36 $26.2K - $28K
10.8K $385K
JPEM
Jp Morgan Diversified Return

ETFs
435
+ 5.52%
$50.81 - $54.04 $22.1K - $23.5K
8.31K $438K
FDVV
Fidelity High Dividend ETF

ETFs
634
+ 8.43%
$48.86 - $52.28 $31K - $33.1K
8.15K $404K
CL
Colgate Palmolive CO

Consumer Defensive
133
+ 2.25%
$85.68 - $97.5 $11.4K - $13K
6.05K $566K
HEI
Heico Corp

Industrials
2
+ 0.22%
$219.6 - $270.85 $439 - $542
920 $245K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
5
+ 0.02%
$23.61 - $24.38 $118 - $122
31.1K $759K
VHT
Vanguard Health Care ETF

ETFs
42
+ 3.19%
$254.06 - $273.83 $10.7K - $11.5K
1.36K $359K
SPMD
Spdr Portfolio

ETFs
2.01K
+ 8.96%
$50.21 - $57.73 $101K - $116K
24.4K $1.25M
IWD
Ishares Russell 1000 Val ETF

ETFs
30
+ 0.53%
$182.82 - $196.21 $5.48K - $5.89K
5.67K $1.07M
SPGI
S&P Global Inc.

Financial Services
32
+ 6.57%
$478.26 - $543.77 $15.3K - $17.4K
519 $263K
PBA
Pembina Pipeline Corp

Energy
60
+ 1.01%
$35.13 - $40.12 $2.11K - $2.41K
6.01K $240K
STZ
Constellation Brands, Inc.

Consumer Defensive
399
+ 27.69%
$161.05 - $222.93 $64.3K - $88.9K
1.84K $337K
WMT
Walmart Inc.

Consumer Defensive
675
+ 4.12%
$84.5 - $105.05 $57K - $70.9K
17.1K $1.5M
SCHW
Schwab Charles Corp

Financial Services
29
+ 0.86%
$71.24 - $83.64 $2.07K - $2.43K
3.4K $266K
VRT
Vertiv Holdings CO

Industrials
200
+ 4.55%
N/A
4.6K $398K
WFC
Wells Fargo & Company

Financial Services
67
+ 0.95%
$66.78 - $81.42 $4.47K - $5.46K
7.09K $508K
C
Citigroup Inc

Financial Services
91
+ 1.39%
$67.23 - $84.63 $6.12K - $7.7K
6.64K $471K
DJP
Barclays Bank PLC

ETFs
282
+ 1.04%
N/A
27.3K $881K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
118
+ 0.46%
$17.57 - $18.05 $2.07K - $2.13K
26K $469K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
39
+ 0.29%
$21.77 - $22.56 $849 - $880
13.3K $299K
DHR
Danaher Corp

Healthcare
200
+ 13.32%
$201.62 - $250.59 $40.3K - $50.1K
1.7K $348K
FISV
Fiserv Inc

Technology
29
+ 0.74%
N/A
3.93K $491K
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
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