Moneco Advisors, LLC Incresed Positions in Q2 2025

Moneco Advisors, LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
987
+ 4.84%
$24.57 - $29.72 $24.3K - $29.3K
21.4K $630K
VNQ
Vanguard Specialized Funds Van

ETFs
1.04K
+ 6.02%
$79.79 - $91.42 $83.3K - $95.4K
18.4K $1.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
155
+ 2.73%
$166.82 - $194.23 $25.9K - $30.1K
5.82K $1.13M
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.03%
$53.39 - $66.45 $107 - $133
6.88K $456K
BNDX
Vanguard Total International B

ETFs
1.11K
+ 16.19%
$48.77 - $49.55 $54.2K - $55.1K
7.98K $395K
WFC
Wells Fargo & Company

Financial Services
15
+ 0.21%
$60.98 - $80.12 $915 - $1.2K
7.1K $568K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
635
+ 24.26%
N/A
3.25K $279K
MDLZ
Mondelez International, Inc.

Consumer Defensive
826
+ 20.72%
$63.54 - $68.5 $52.5K - $56.6K
4.81K $324K
ENVX
Enovix Corp

Industrials
1.17K
+ 8.49%
$5.46 - $10.53 $6.41K - $12.4K
15K $155K
GD
General Dynamics Corp

Industrials
48
+ 2.75%
$247.68 - $291.66 $11.9K - $14K
1.79K $522K
F
Ford Motor CO

Consumer Cyclical
438
+ 0.93%
$8.69 - $10.85 $3.81K - $4.75K
47.6K $516K
IVE
Ishares S&P 500 Value ETF

ETFs
175
+ 9.87%
$168.34 - $195.42 $29.5K - $34.2K
1.95K $380K
ENB
Enbridge Inc

Energy
554
+ 3.27%
$41.09 - $47.16 $22.8K - $26.1K
17.5K $793K
CMI
Cummins Inc

Industrials
44
+ 2.42%
$267.12 - $336.65 $11.8K - $14.8K
1.87K $610K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
265
+ 0.44%
$121.58 - $136.74 $32.2K - $36.2K
61.1K $8.3M
QCOM
Qualcomm Inc

Technology
56
+ 1.1%
$124.66 - $159.48 $6.98K - $8.93K
5.13K $816K
PSX
Phillips 66

Energy
597
+ 7.61%
$92.87 - $125.73 $55.4K - $75.1K
8.44K $1.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
155
+ 0.85%
$20.42 - $25.3 $3.17K - $3.92K
18.3K $462K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.09%
$281.67 - $351.0 $282 - $351
1.06K $371K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
128
+ 2.86%
$114.78 - $133.31 $14.7K - $17.1K
4.6K $612K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
109
+ 1.14%
$70.7 - $82.14 $7.71K - $8.95K
9.71K $797K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
49
+ 0.18%
$10.8 - $16.92 $529 - $829
26.7K $366K
JPEM
Jp Morgan Diversified Return

ETFs
65
+ 0.78%
$48.41 - $56.7 $3.15K - $3.69K
8.38K $472K
LOW
Lowes Companies Inc

Consumer Cyclical
320
+ 9.11%
$210.83 - $235.28 $67.5K - $75.3K
3.83K $850K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.19%
$206.34 - $257.46 $619 - $772
1.57K $402K
MBB
Ishares Tr

ETFs
314
+ 6.5%
$91.41 - $94.22 $28.7K - $29.6K
5.15K $483K
CMCSA
Comcast Corp

Communication Services
1.11K
+ 14.54%
$32.84 - $36.72 $36.4K - $40.7K
8.73K $311K
SWK
Stanley Black & Decker, Inc.

Industrials
875
+ 26.24%
$55.86 - $76.98 $48.9K - $67.4K
4.21K $285K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
331
+ 0.33%
$22.7 - $23.33 $7.51K - $7.72K
99.4K $2.32M
NVS
Novartis Ag

Healthcare
32
+ 1.23%
$101.96 - $121.01 $3.26K - $3.87K
2.64K $318K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
453
+ 7.29%
$43.28 - $50.37 $19.6K - $22.8K
6.66K $333K
KR
Kroger CO

Consumer Defensive
83
+ 1.74%
$64.62 - $74.0 $5.36K - $6.14K
4.85K $347K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
1.22K
+ 3.92%
$23.96 - $24.41 $29.3K - $29.8K
32.4K $784K
ICE
Intercontinental Exchange, Inc.

Financial Services
35
+ 2.07%
$151.62 - $183.47 $5.31K - $6.42K
1.72K $315K
OHI
Omega Healthcare Investors Inc

Real Estate
800
+ 14.66%
$35.55 - $39.05 $28.4K - $31.2K
6.26K $229K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
52
+ 0.58%
$56.84 - $65.5 $2.96K - $3.41K
8.97K $587K
ADBE
Adobe Inc.

Technology
46
+ 7.09%
$340.0 - $420.68 $15.6K - $19.4K
695 $268K
EQT
Eqt Corp

Energy
22
+ 0.58%
$46.11 - $60.44 $1.01K - $1.33K
3.83K $223K
XYL
Xylem Inc.

Industrials
3
+ 0.15%
$102.86 - $129.5 $309 - $389
1.94K $251K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1
+ 0.06%
$144.63 - $179.53 $145 - $180
1.6K $263K
RSG
Republic Services, Inc.

Industrials
49
+ 3.3%
$227.2 - $258.07 $11.1K - $12.6K
1.53K $378K
KMB
Kimberly Clark Corp

Consumer Defensive
300
+ 19.0%
$126.84 - $145.22 $38.1K - $43.6K
1.88K $242K
HES
Hess Corp

Energy
836
+ 18.07%
$126.32 - $161.29 $106K - $135K
5.46K $756K
PEG
Public Service Enterprise Group Inc

Utilities
125
+ 3.98%
$77.13 - $84.18 $9.64K - $10.5K
3.27K $275K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
91
+ 2.97%
$107.61 - $119.09 $9.79K - $10.8K
3.16K $374K
MCD
Mcdonalds Corp

Consumer Cyclical
397
+ 8.06%
$285.55 - $321.23 $113K - $128K
5.32K $1.55M
ES
Eversource Energy

Utilities
38
+ 0.5%
$54.25 - $65.89 $2.06K - $2.5K
7.69K $488K
FISV
Fiserv Inc

Technology
113
+ 2.88%
N/A
4.04K $505K
ET
Energy Transfer LP

Energy
1.98K
+ 4.02%
$15.65 - $18.93 $31K - $37.5K
51.3K $930K
Activity Summary
Buys All Purchases 238 New Holdings 34 Increased Positions 204 Sells All Sells 202 Reductions 202 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