Moneco Advisors, LLC Incresed Positions in Q3 2025

Moneco Advisors, LLC

  • $1.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
23
+ 1.14%
$172.41 - $199.66 $3.97K - $4.59K
2.04K $381K
DNLI
Denali Therapeutics Inc.

Healthcare
2K
+ 19.09%
$12.75 - $15.65 $25.5K - $31.3K
12.5K $181K
T
At&T Inc.

Communication Services
3K
+ 4.18%
$26.94 - $29.62 $80.7K - $88.7K
74.6K $2.11M
WFC
Wells Fargo & Company

Financial Services
84
+ 1.18%
$77.05 - $85.16 $6.47K - $7.15K
7.18K $602K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
601
+ 12.01%
$50.85 - $51.35 $30.6K - $30.9K
5.61K $287K
FLRN
Spdr Bloomberg Investment Grad

ETFs
896
+ 0.76%
$30.71 - $30.86 $27.5K - $27.7K
119K $3.66M
TRV
Travelers Companies, Inc.

Financial Services
8
+ 0.34%
$250.62 - $279.43 $2K - $2.24K
2.34K $651K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.09%
$351.04 - $379.81 $351 - $380
1.06K $400K
ABT
Abbott Laboratories

Healthcare
304
+ 5.19%
$120.51 - $136.62 $36.6K - $41.5K
6.16K $825K
VEU
Vanguard Ftse All World Ex Us

ETFs
27
+ 0.44%
$66.38 - $71.68 $1.79K - $1.94K
6.21K $442K
BTI
British American Tobacco P.L.C.

Consumer Defensive
24
+ 0.55%
$46.69 - $59.27 $1.12K - $1.42K
4.4K $233K
VPU
Vanguard Utilities ETF

ETFs
6
+ 0.37%
$175.25 - $189.41 $1.05K - $1.14K
1.63K $307K
META
Meta Platforms, Inc.

Communication Services
79
+ 0.83%
$695.21 - $791.73 $54.9K - $62.5K
9.64K $7.08M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
749
+ 3.09%
$22.64 - $23.22 $17K - $17.4K
25K $576K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
370
+ 8.51%
$45.72 - $47.27 $16.9K - $17.5K
4.72K $221K
PBA
Pembina Pipeline Corp

Energy
66
+ 1.08%
$35.5 - $40.58 $2.34K - $2.68K
6.15K $248K
JCI
Johnson Controls International PLC

Industrials
35
+ 1.05%
$103.24 - $111.73 $3.61K - $3.91K
3.37K $370K
SCHW
Schwab Charles Corp

Financial Services
53
+ 1.64%
$91.03 - $98.69 $4.82K - $5.23K
3.28K $313K
ENVX
Enovix Corp

Industrials
2.2K
+ 14.64%
$8.0 - $15.93 $17.6K - $35K
17.2K $171K
MCO
Moodys Corp

Financial Services
60
+ 12.12%
$472.69 - $521.32 $28.4K - $31.3K
555 $264K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
26
+ 0.39%
$50.02 - $53.28 $1.3K - $1.39K
6.69K $349K
DVY
Ishares Tr

ETFs
1
+ 0.06%
$133.88 - $142.57 $134 - $143
1.64K $232K
O
Realty Income Corp

Real Estate
30
+ 0.78%
$56.13 - $60.79 $1.68K - $1.82K
3.86K $234K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
119
+ 5.12%
$97.75 - $100.75 $11.6K - $12K
2.44K $244K
NXPI
Nxp Semiconductors N.V.

Technology
18
+ 1.91%
$205.16 - $239.07 $3.69K - $4.3K
958 $218K
MTB
M&T Bank Corp

Financial Services
23
+ 1.11%
$183.74 - $204.05 $4.23K - $4.69K
2.09K $413K
SHEL
Shell PLC

Energy
33
+ 0.43%
$69.82 - $73.93 $2.3K - $2.44K
7.71K $551K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
358
+ 3.99%
$23.54 - $23.97 $8.43K - $8.58K
9.33K $223K
CME
Cme Group Inc.

Financial Services
54
+ 3.66%
$258.83 - $287.1 $14K - $15.5K
1.53K $413K
SCHP
Schwab Strategic Us Tips ETF

ETFs
97
+ 1.22%
$26.44 - $27.1 $2.56K - $2.63K
8.02K $216K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
68
+ 0.51%
$22.45 - $23.2 $1.53K - $1.58K
13.5K $310K
KMB
Kimberly Clark Corp

Consumer Defensive
85
+ 4.52%
$121.72 - $136.77 $10.3K - $11.6K
1.96K $244K
NOW
Service Now, Inc.

Technology
42
+ 12.35%
$850.86 - $1044.69 $35.7K - $43.9K
382 $351K
BSCW
Invesco Exg Tr Slf Indx Fd Tr
3.63K
+ 10.41%
N/A
38.5K $0
Invesco Exch Trd Slf Idx Fd
15.6K
+ 54.43%
N/A
44.4K $0
UTES
Virtus Reaves Utilities ETF
1.94K
+ 4.56%
N/A
44.5K $0
Invesco Exch Trd Slf Idx Fd
7.65K
+ 48.89%
N/A
23.3K $0
UL
Unilever PLC

Consumer Defensive
135
+ 3.41%
$58.43 - $65.01 $7.89K - $8.78K
4.1K $242K
ADBE
Adobe Inc.

Technology
65
+ 9.35%
$333.65 - $392.1 $21.7K - $25.5K
760 $268K
J P Morgan Exchange Traded F
5.09K
+ 4.96%
N/A
108K $0
Pimco ETF Tr
713
+ 9.37%
N/A
8.32K $0
Linde PLC
41
+ 3.71%
N/A
1.15K $0
Fidelity Wise Origin Bitcoin
270
+ 6.71%
N/A
4.29K $0
Lam Research Corp
38
+ 1.06%
N/A
3.61K $0
Blackrock Inc
1.45K
+ 487.58%
N/A
1.75K $0
FMIL
Fidelity Covington Tr New Mill
15
+ 0.21%
N/A
7.28K $0
Invesco Exch Trd Slf Idx Fd
47.2K
+ 125.46%
N/A
84.8K $0
Ge Vernova Inc
3
+ 0.35%
N/A
862 $0
J P Morgan Exchange Traded F
3.75K
+ 5.37%
N/A
73.5K $0
Activity Summary
Buys All Purchases 277 New Holdings 49 Increased Positions 228 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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