Moneco Advisors, LLC Incresed Positions in Q3 2024

Moneco Advisors, LLC

  • $778 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
208
+ 3.96%
$46.2 - $53.01 $9.61K - $11K
5.46K $284K
BDX
Becton Dickinson & CO

Healthcare
148
+ 13.87%
$221.47 - $242.41 $32.8K - $35.9K
1.22K $292K
XLF
Financial Sector Spdr

ETFs
89
+ 0.97%
$40.84 - $45.74 $3.63K - $4.07K
9.31K $421K
BR
Broadridge Financial Solutions, Inc.

Technology
66
+ 4.4%
$196.56 - $218.55 $13K - $14.4K
1.57K $336K
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.23%
$283.28 - $314.39 $1.42K - $1.57K
2.15K $675K
PANW
Palo Alto Networks Inc

Technology
104
+ 15.14%
$294.18 - $368.01 $30.6K - $38.3K
791 $270K
PSX
Phillips 66

Energy
768
+ 11.79%
$125.0 - $147.17 $96K - $113K
7.28K $956K
LLY
Eli Lilly & CO

Healthcare
109
+ 3.48%
$772.14 - $960.02 $84.2K - $105K
3.24K $2.87M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
792
+ 10.14%
$29.41 - $32.91 $23.3K - $26.1K
8.6K $281K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
134
+ 6.13%
$113.45 - $126.18 $15.2K - $16.9K
2.32K $292K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
71
+ 1.19%
$46.17 - $51.13 $3.28K - $3.63K
6.05K $309K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 1.49%
$391.53 - $469.81 $3.52K - $4.23K
615 $288K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
2.33K
+ 19.08%
$7.33 - $8.15 $17.1K - $19K
14.5K $115K
WM
Waste Management Inc

Industrials
245
+ 5.43%
$196.96 - $223.45 $48.3K - $54.7K
4.76K $987K
KMB
Kimberly Clark Corp

Consumer Defensive
127
+ 7.83%
$135.05 - $148.35 $17.2K - $18.8K
1.75K $248K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37
+ 0.52%
$36.98 - $41.55 $1.37K - $1.54K
7.19K $295K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.19%
$294.75 - $326.73 $590 - $653
1.08K $353K
BGT
Blackrock Floating Rate Income Trust

Financial Services
1.15K
+ 4.95%
$12.37 - $13.2 $14.2K - $15.2K
24.4K $315K
IEMG
Ishares Inc

ETFs
250
+ 0.61%
$53.64 - $53.64 $13.4K - $13.4K
40.9K $2.2M
ET
Energy Transfer LP

Energy
1.48K
+ 3.85%
$15.43 - $16.44 $22.9K - $24.4K
39.9K $641K
RSG
Republic Services, Inc.

Industrials
42
+ 2.92%
$189.34 - $208.21 $7.95K - $8.74K
1.48K $297K
CMCSA
Comcast Corp

Communication Services
1
+ 0.02%
$37.33 - $41.78 $37.3 - $41.8
6.46K $270K
AZN
Astrazeneca PLC

Healthcare
219
+ 8.45%
$76.67 - $87.62 $16.8K - $19.2K
2.81K $219K
UBER
Uber Technologies, Inc

Technology
45
+ 0.94%
$58.48 - $77.47 $2.63K - $3.49K
4.84K $364K
ADI
Analog Devices Inc

Technology
50
+ 2.83%
$200.56 - $243.33 $10K - $12.2K
1.82K $418K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
32
+ 0.49%
$43.73 - $46.29 $1.4K - $1.48K
6.6K $304K
APO
Apollo Global Management, Inc.

Financial Services
1
+ 0.05%
$99.16 - $125.81 $99.2 - $126
1.84K $229K
ADBE
Adobe Inc.

Technology
74
+ 11.28%
$508.13 - $586.55 $37.6K - $43.4K
730 $377K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5
+ 0.18%
$116.79 - $133.54 $584 - $668
2.86K $376K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.52%
$210.25 - $231.86 $1.05K - $1.16K
967 $215K
VGT
Vanguard Information Technolog

ETFs
11
+ 1.75%
$514.43 - $606.85 $5.66K - $6.68K
640 $375K
ROK
Rockwell Automation, Inc

Industrials
102
+ 4.22%
$248.27 - $294.37 $25.3K - $30K
2.52K $676K
FISV
Fiserv Inc

Technology
80
+ 2.28%
N/A
3.59K $449K
MLPA
Global X Mlp ETF

ETFs
261
+ 3.73%
$45.78 - $49.84 $11.9K - $13K
7.26K $348K
BP
Bp PLC

Energy
2.25K
+ 16.57%
$30.78 - $37.05 $69.2K - $83.3K
15.8K $496K
C
Citigroup Inc

Financial Services
154
+ 2.78%
$56.11 - $67.61 $8.64K - $10.4K
5.7K $356K
FSK
Fs Kkr Capital Corp

Financial Services
45
+ 0.29%
$18.74 - $20.43 $843 - $919
15.7K $309K
Linde PLC
63
+ 7.39%
N/A
916 $0
Invesco Exch Trd Slf Idx Fd
15.1K
+ 111.02%
N/A
28.7K $0
J P Morgan Exchange Traded F
2.76K
+ 52.97%
N/A
7.98K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
290
+ 1.14%
N/A
25.6K $0
J P Morgan Exchange Traded F
49.2K
+ 107.3%
N/A
95K $0
Invesco Exch Trd Slf Idx Fd
13.7K
+ 166.4%
N/A
21.9K $0
Gsk PLC
744
+ 6.43%
N/A
12.3K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
5.6K
+ 35.03%
N/A
21.6K $0
Invesco Exch Trd Slf Idx Fd
31.8K
+ 39.82%
N/A
112K $0
XYL
Xylem Inc.

Industrials
1
+ 0.05%
$126.14 - $141.53 $126 - $142
1.92K $259K
NXPI
Nxp Semiconductors N.V.

Technology
99
+ 9.79%
$225.14 - $290.78 $22.3K - $28.8K
1.11K $266K
SWKS
Skyworks Solutions, Inc.

Technology
1
+ 0.05%
$96.22 - $120.68 $96.2 - $121
2.06K $203K
Activity Summary
Buys All Purchases 249 New Holdings 37 Increased Positions 212 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
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