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
AQST
Aquestive Therapeutics, Inc.

Healthcare
1.97K
+ 11.98%
$2.22 - $3.58 $4.36K - $7.03K
18.4K $60K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
118
+ 1.12%
$49.57 - $50.27 $5.85K - $5.93K
10.6K $534K
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.09%
$233.83 - $276.34 $468 - $553
2.33K $622K
CBOE
Cboe Global Markets, Inc.

Financial Services
1
+ 0.1%
$205.81 - $234.23 $206 - $234
978 $228K
DJP
Barclays Bank PLC

ETFs
215
+ 0.79%
N/A
27.5K $888K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
117
+ 0.45%
$17.83 - $18.22 $2.09K - $2.13K
26.2K $476K
KO
Coca Cola CO

Consumer Defensive
324
+ 1.76%
$68.37 - $73.9 $22.2K - $23.9K
18.8K $1.33M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
67
+ 0.5%
$21.85 - $22.76 $1.46K - $1.52K
13.4K $305K
CI
Cigna Corp

Healthcare
6
+ 0.72%
$301.89 - $340.04 $1.81K - $2.04K
842 $278K
BGT
Blackrock Floating Rate Income Trust

Financial Services
83
+ 0.36%
$10.95 - $12.62 $909 - $1.05K
23.2K $290K
DNP
Dnp Select Income Fund Inc

Financial Services
237
+ 2.11%
$8.89 - $9.88 $2.11K - $2.34K
11.5K $112K
PFF
Ishares Trust Ishares Pfd And

ETFs
69
+ 0.37%
$29.0 - $30.68 $2K - $2.12K
18.9K $579K
SHW
Sherwin Williams CO

Basic Materials
11
+ 1.47%
$313.51 - $363.51 $3.45K - $4K
761 $261K
Invesco Exch Trd Slf Idx Fd
37.5K
+ 98.54%
N/A
75.5K $0
J P Morgan Exchange Traded F
73.1K
+ 247.06%
N/A
103K $0
Linde PLC
29
+ 2.7%
N/A
1.1K $0
J P Morgan Exchange Traded F
20.1K
+ 9.7%
N/A
228K $0
Te Connectivity PLC
549
+ 21.09%
N/A
3.15K $0
Invesco Exch Trd Slf Idx Fd
27K
+ 255.19%
N/A
37.6K $0
Lam Research Corp
88
+ 2.52%
N/A
3.58K $0
Gsk PLC
275
+ 2.74%
N/A
10.3K $0
Fidelity Wise Origin Bitcoin
118
+ 3.02%
N/A
4.02K $0
UTES
Virtus Reaves Utilities ETF
24.6K
+ 137.02%
N/A
42.6K $0
Tss Inc Del
505
+ 4.88%
N/A
10.9K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
4.56K
+ 15.06%
N/A
34.8K $0
Ge Vernova Inc
8
+ 0.94%
N/A
859 $0
J P Morgan Exchange Traded F
2.26K
+ 3.35%
N/A
69.7K $0
FMIL
Fidelity Covington Tr New Mill
20
+ 0.28%
N/A
7.27K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
14
+ 0.18%
$26.18 - $26.93 $367 - $377
7.92K $211K
CB
Chubb LTD

Financial Services
64
+ 3.53%
$274.32 - $302.46 $17.6K - $19.4K
1.88K $543K
NEE
Nextera Energy Inc

Utilities
193
+ 1.45%
$64.11 - $75.0 $12.4K - $14.5K
13.5K $939K
COP
Conocophillips

Energy
1.01K
+ 15.33%
$82.66 - $106.1 $83.4K - $107K
7.59K $681K
TGT
Target Corp

Consumer Defensive
29
+ 1.29%
$88.76 - $105.77 $2.57K - $3.07K
2.28K $225K
OGE
Oge Energy Corp.

Utilities
33
+ 0.44%
$42.23 - $46.38 $1.39K - $1.53K
7.56K $335K
PBA
Pembina Pipeline Corp

Energy
70
+ 1.16%
$35.16 - $40.88 $2.46K - $2.86K
6.08K $228K
SHEL
Shell PLC

Energy
91
+ 1.2%
$59.75 - $73.05 $5.44K - $6.65K
7.67K $540K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12
+ 1.98%
$421.16 - $509.5 $5.05K - $6.11K
619 $275K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
20
+ 2.02%
$212.1 - $244.27 $4.24K - $4.89K
1.01K $220K
VZ
Verizon Communications Inc

Communication Services
1.14K
+ 2.55%
$41.67 - $45.62 $47.7K - $52.2K
46K $1.99M
TMUS
T Mobile Us, Inc.

Communication Services
51
+ 2.28%
$220.99 - $268.54 $11.3K - $13.7K
2.29K $546K
BDX
Becton Dickinson & CO

Healthcare
277
+ 15.96%
$165.15 - $226.42 $45.7K - $62.7K
2.01K $346K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.15K
+ 1331.52%
$87.84 - $1441.89 $453K - $7.43M
5.54K $499K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
210
+ 0.22%
$20.19 - $23.59 $4.24K - $4.95K
95.6K $2.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
51
+ 5.32%
$390.26 - $489.06 $19.9K - $24.9K
1.01K $409K
PG
Procter & Gamble CO

Consumer Defensive
746
+ 4.25%
$157.66 - $172.39 $118K - $129K
18.3K $2.92M
KHC
Kraft Heinz CO

Consumer Defensive
130
+ 0.75%
$25.61 - $30.81 $3.33K - $4.01K
17.5K $451K
XLE
Energy Sector Spdr

ETFs
1.3K
+ 5.96%
$76.44 - $94.13 $99.3K - $122K
23.1K $1.96M
ABBV
Abb Vie Inc.

Healthcare
1.39K
+ 8.88%
$170.16 - $206.27 $237K - $288K
17.1K $3.17M
LLY
Eli Lilly & CO

Healthcare
19
+ 0.46%
$713.71 - $898.95 $13.6K - $17.1K
4.14K $3.23M
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