Moneco Advisors, LLC Incresed Positions in Q1 2025

Moneco Advisors, LLC

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
207
+ 7.59%
$167.82 - $208.28 $34.7K - $43.1K
2.93K $500K
CARR
Carrier Global Corp

Industrials
327
+ 9.17%
$62.07 - $70.55 $20.3K - $23.1K
3.89K $246K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
199
+ 0.86%
$23.19 - $23.5 $4.61K - $4.68K
23.5K $544K
COF
Capital One Financial Corp

Financial Services
5
+ 0.37%
$163.87 - $209.82 $819 - $1.05K
1.35K $241K
JHMM
John Hancock Multifactor Mid C

ETFs
1.1K
+ 4.36%
$55.69 - $63.12 $61.4K - $69.6K
26.4K $1.51M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
2.76K
+ 4.27%
$70.83 - $76.62 $195K - $211K
67.3K $4.78M
Te Connectivity PLC
33
+ 1.28%
N/A
2.6K $0
Fidelity Wise Origin Bitcoin
223
+ 6.06%
N/A
3.9K $0
J P Morgan Exchange Traded F
61.7K
+ 42.32%
N/A
207K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
4.32K
+ 16.65%
N/A
30.3K $0
Invesco Exch Trd Slf Idx Fd
8.01K
+ 28.94%
N/A
35.7K $0
Amplify ETF Tr
354
+ 10.38%
N/A
3.76K $0
J P Morgan Exchange Traded F
13.5K
+ 83.95%
N/A
29.6K $0
EMR
Emerson Electric CO

Industrials
496
+ 12.78%
$108.64 - $131.17 $53.9K - $65.1K
4.38K $479K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
14
+ 0.2%
$90.0 - $96.32 $1.26K - $1.35K
7.09K $654K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
405
+ 4.69%
$67.03 - $74.61 $27.1K - $30.2K
9.05K $615K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
139
+ 2.29%
$48.02 - $53.02 $6.67K - $7.37K
6.21K $307K
PEG
Public Service Enterprise Group Inc

Utilities
41
+ 1.32%
$78.2 - $90.39 $3.21K - $3.71K
3.14K $258K
DELL
Dell Technologies Inc.

Technology
397
+ 21.83%
$90.34 - $124.66 $35.9K - $49.5K
2.22K $201K
SWK
Stanley Black & Decker, Inc.

Industrials
24
+ 0.73%
$76.43 - $90.41 $1.83K - $2.17K
3.33K $256K
PFF
Ishares Trust Ishares Pfd And

ETFs
44
+ 0.23%
$30.73 - $32.26 $1.35K - $1.42K
18.8K $578K
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.19%
$244.9 - $274.48 $1.22K - $1.37K
2.57K $637K
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.03%
$54.05 - $59.19 $108 - $118
6.88K $393K
VGT
Vanguard Information Technolog

ETFs
84
+ 11.11%
$542.38 - $646.34 $45.6K - $54.3K
840 $455K
MTB
M&T Bank Corp

Financial Services
18
+ 0.88%
$170.47 - $201.98 $3.07K - $3.64K
2.08K $370K
IWP
Ishares Russell Mid Cap Growth

ETFs
546
+ 6.32%
$114.9 - $139.6 $62.7K - $76.2K
9.19K $1.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
37
+ 1.16%
$120.24 - $134.3 $4.45K - $4.97K
3.24K $394K
ALGN
Align Technology Inc

Healthcare
200
+ 17.91%
$158.86 - $234.89 $31.8K - $47K
1.32K $209K
ENVX
Enovix Corp

Industrials
2.08K
+ 17.68%
$7.21 - $14.33 $15K - $29.7K
13.8K $101K
TT
Trane Technologies PLC

Industrials
14
+ 1.44%
$332.0 - $400.86 $4.65K - $5.61K
989 $333K
LOW
Lowes Companies Inc

Consumer Cyclical
80
+ 2.33%
$222.66 - $268.42 $17.8K - $21.5K
3.51K $819K
SCHA
Schwab Strategic Tr Us Small C

ETFs
561
+ 3.19%
$23.16 - $27.04 $13K - $15.2K
18.1K $425K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
140
+ 0.92%
$34.5 - $38.9 $4.83K - $5.45K
15.3K $530K
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.23%
$302.31 - $337.54 $1.51K - $1.69K
2.14K $657K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
126
+ 2.0%
$89.18 - $104.04 $11.2K - $13.1K
6.42K $587K
HON
Honeywell International Inc

Industrials
226
+ 3.91%
$202.75 - $226.52 $45.8K - $51.2K
6K $1.27M
BAC
Bank Of America Corp

Financial Services
887
+ 2.69%
$39.61 - $47.74 $35.1K - $42.3K
33.9K $1.41M
AXP
American Express CO

Financial Services
42
+ 2.02%
$255.39 - $325.87 $10.7K - $13.7K
2.12K $569K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.11K
+ 6.03%
$81.62 - $96.63 $90.2K - $107K
19.4K $1.62M
CAT
Caterpillar Inc

Industrials
401
+ 7.32%
$326.75 - $407.63 $131K - $163K
5.88K $1.94M
MTZ
Mastec Inc

Industrials
150
+ 4.35%
$108.66 - $160.79 $16.3K - $24.1K
3.6K $419K
APO
Apollo Global Management, Inc.

Financial Services
5
+ 0.25%
$126.01 - $172.06 $630 - $860
1.98K $271K
ACN
Accenture PLC

Technology
35
+ 2.04%
$300.91 - $398.25 $10.5K - $13.9K
1.75K $545K
EME
Emcor Group, Inc.

Industrials
193
+ 12.5%
$361.16 - $535.99 $69.7K - $103K
1.74K $642K
CMI
Cummins Inc

Industrials
5
+ 0.28%
$312.92 - $386.07 $1.56K - $1.93K
1.82K $570K
LRGF
Ishares Tr

ETFs
74
+ 0.27%
$56.95 - $63.95 $4.21K - $4.73K
27.4K $1.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.52K
+ 7.02%
$40.03 - $46.81 $141K - $165K
53.6K $2.18M
MRVL
Marvell Technology, Inc.

Technology
1.61K
+ 39.22%
$61.57 - $126.06 $99.2K - $203K
5.72K $352K
DOCU
Docusign, Inc.

Technology
290
+ 1.7%
$74.7 - $97.7 $21.7K - $28.3K
17.3K $1.41M
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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