Moneco Advisors, LLC Reduced Holdings in Q2 2025

Moneco Advisors, LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-24.5K
- 80.72%
$123.95 - $138.08 $3.04M - $3.39M
5.86K $796K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-77.5K
- 82.72%
$32.0 - $39.87 $2.48M - $3.09M
16.2K $644K
ADP
Automatic Data Processing Inc

Industrials
-9.23K
- 81.63%
$276.76 - $326.81 $2.55M - $3.02M
2.08K $640K
OEF
Ishares S&P 100 ETF

ETFs
-10.3K
- 22.39%
N/A
35.9K $9.54M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-46.4K
- 13.84%
$47.46 - $55.3 $2.2M - $2.57M
289K $15.9M
XLK
Technology Sector Spdr

ETFs
-10.4K
- 58.22%
$179.73 - $253.23 $1.88M - $2.64M
7.49K $1.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-15.9K
- 27.02%
$167.32 - $223.3 $2.66M - $3.56M
43K $9.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.16K
- 18.48%
$496.48 - $617.85 $2.56M - $3.19M
22.8K $14.1M
D
Dominion Energy, Inc

Utilities
-26.6K
- 71.46%
$49.66 - $58.0 $1.32M - $1.54M
10.6K $600K
SYLD
Cambria Shareholder Yld ETF

ETFs
-23.3K
- 18.53%
$55.35 - $65.57 $1.29M - $1.53M
102K $6.66M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12.5K
- 45.1%
$83.97 - $92.85 $1.05M - $1.16M
15.2K $1.34M
GOOGL
Alphabet Inc.

Communication Services
-11.9K
- 25.03%
$144.7 - $178.6 $1.72M - $2.12M
35.6K $6.27M
UNH
Unitedhealth Group Inc

Healthcare
-276
- 6.42%
$274.35 - $599.47 $75.7K - $165K
4.02K $1.25M
EFV
Msci Eafe Value ETF

ETFs
-18.9K
- 38.56%
$52.4 - $64.65 $990K - $1.22M
30.1K $1.91M
VO
Vanguard Mid Cap ETF

ETFs
-4.29K
- 25.98%
$228.54 - $279.83 $981K - $1.2M
12.2K $3.42M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.7K
- 23.58%
$152.42 - $182.82 $868K - $1.04M
18.5K $3.38M
VB
Vanguard Small Cap ETF

ETFs
-3.96K
- 26.71%
$193.73 - $237.37 $766K - $939K
10.9K $2.57M
FSK
Fs Kkr Capital Corp

Financial Services
-29.6K
- 55.92%
$17.95 - $21.5 $531K - $636K
23.3K $484K
IEMG
Ishares Inc

ETFs
-10.3K
- 30.96%
N/A
23.1K $1.24M
EPD
Enterprise Products Partners L.P.

Energy
-4.86K
- 3.93%
$28.95 - $34.22 $141K - $166K
119K $3.69M
MGV
Vanguard Mega Cap Value

ETFs
-4.06K
- 23.74%
$114.87 - $131.25 $467K - $533K
13.1K $1.71M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-11.6K
- 15.75%
$44.22 - $52.08 $512K - $603K
61.9K $3.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.33K
- 17.83%
$152.93 - $181.74 $509K - $605K
15.3K $2.79M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-6.1K
- 3.16%
$47.42 - $51.67 $289K - $315K
187K $9.49M
AMGN
Amgen Inc

Healthcare
-1.04K
- 23.18%
$262.28 - $309.85 $272K - $321K
3.44K $959K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-441
- 2.26%
$99.37 - $134.05 $43.8K - $59.1K
19.1K $2.16M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.34K
- 7.47%
$91.43 - $91.74 $396K - $398K
53.7K $4.93M
XT
Ishares Tr Exponential Technol

ETFs
-6.91K
- 66.56%
$49.86 - $65.25 $344K - $451K
3.47K $226K
TPL
Texas Pacific Land Corp

Energy
-190
- 38.38%
$1036.28 - $1430.55 $197K - $272K
305 $322K
PEP
Pepsico Inc

Consumer Defensive
-531
- 3.79%
$128.02 - $151.37 $68K - $80.4K
13.5K $1.78M
BMY
Bristol Myers Squibb CO

Healthcare
-470
- 2.72%
$44.12 - $59.6 $20.7K - $28K
16.8K $776K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-723
- 25.89%
$456.74 - $568.03 $330K - $411K
2.07K $1.18M
MRK
Merck & Co., Inc.

Healthcare
-1.12K
- 8.41%
$73.47 - $87.12 $82.4K - $97.7K
12.2K $966K
DIS
Walt Disney CO

Communication Services
-4.74K
- 32.02%
$81.72 - $124.01 $387K - $588K
10.1K $1.25M
DUK
Duke Energy Corp

Utilities
-448
- 1.16%
$112.46 - $124.05 $50.4K - $55.6K
38K $4.49M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.54K
- 25.3%
$77.74 - $78.78 $197K - $200K
7.49K $589K
MO
Altria Group, Inc.

Consumer Defensive
-1.85K
- 3.32%
$55.56 - $60.91 $103K - $113K
53.9K $3.16M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-8.97K
- 26.02%
$20.93 - $22.05 $188K - $198K
25.5K $562K
IEFA
Ishares Tr

ETFs
-5.98K
- 14.47%
$67.83 - $84.09 $406K - $503K
35.3K $2.95M
PLD
Prologis, Inc.

Real Estate
-1.1K
- 12.7%
$89.76 - $112.34 $98.8K - $124K
7.57K $795K
EFG
Msci Eafe Growth ETF

ETFs
-2.17K
- 32.08%
$89.8 - $112.0 $194K - $242K
4.58K $513K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-2.57K
- 3.81%
$65.75 - $71.57 $169K - $184K
64.8K $4.62M
VIG
Vanguard Dividend Appreciation

ETFs
-787
- 8.86%
N/A
8.1K $1.48M
UPS
United Parcel Service Inc

Industrials
-1.1K
- 33.77%
$91.92 - $110.2 $101K - $121K
2.15K $217K
OKE
Oneok Inc

Energy
-82
- 1.11%
$78.71 - $100.37 $6.45K - $8.23K
7.33K $598K
CRM
Salesforce, Inc.

Technology
-543
- 10.72%
$236.26 - $291.15 $128K - $158K
4.52K $1.23M
MLPA
Global X Mlp ETF

ETFs
-479
- 1.64%
$46.47 - $54.16 $22.3K - $25.9K
28.7K $1.44M
PAA
Plains All American Pipeline LP

Energy
-226
- 0.36%
$16.03 - $20.28 $3.62K - $4.58K
63.4K $1.16M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-6.38K
- 21.36%
$22.61 - $26.12 $144K - $167K
23.5K $613K
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
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