Moneco Advisors, LLC Reduced Holdings in Q3 2024

Moneco Advisors, LLC

  • $778 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-5.08K
- 74.99%
$429.6 - $500.99 $2.18M - $2.54M
1.69K $836K
META
Meta Platforms, Inc.

Communication Services
-4.78K
- 45.18%
$453.41 - $572.44 $2.17M - $2.74M
5.8K $3.32M
EMR
Emerson Electric CO

Industrials
-16.9K
- 80.3%
$98.19 - $118.87 $1.66M - $2.01M
4.16K $454K
GS
Goldman Sachs Group Inc

Financial Services
-3.93K
- 80.89%
$459.02 - $510.25 $1.8M - $2M
928 $459K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-13.4K
- 67.85%
$71.45 - $75.64 $954K - $1.01M
6.33K $475K
PAVE
Global X Fds Us Infrastructure

ETFs
-23.8K
- 62.66%
$36.39 - $41.16 $867K - $981K
14.2K $584K
JPM
Jpmorgan Chase & CO

Financial Services
-4.27K
- 22.24%
$194.9 - $224.8 $832K - $959K
14.9K $3.14M
MSFT
Microsoft Corp

Technology
-100
- 0.25%
$395.15 - $467.56 $39.5K - $46.8K
39.7K $17.1M
AAPL
Apple Inc.

Technology
-14K
- 12.04%
$207.23 - $234.82 $2.9M - $3.28M
102K $23.8M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-16K
- 29.62%
$44.13 - $47.01 $704K - $750K
37.9K $1.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.64K
- 16.04%
$162.83 - $179.16 $756K - $831K
24.3K $4.35M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-14K
- 9.33%
$51.3 - $59.04 $719K - $827K
136K $7.49M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-16K
- 40.8%
$23.08 - $23.52 $368K - $375K
23.2K $543K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.63K
- 61.35%
$96.25 - $101.98 $349K - $370K
2.28K $231K
VEA
Vanguard Ftse Developed Market

ETFs
-8.65K
- 23.77%
$47.6 - $53.31 $412K - $461K
27.7K $1.47M
BNDX
Vanguard Total International B

ETFs
-6.65K
- 46.31%
$48.42 - $50.35 $322K - $335K
7.71K $387K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.53K
- 31.23%
$61.11 - $67.85 $338K - $375K
12.2K $825K
SYLD
Cambria Shareholder Yld ETF

ETFs
-13.9K
- 8.07%
$66.68 - $72.81 $925K - $1.01M
158K $11.4M
GOOG
Alphabet Inc.

Communication Services
-370
- 2.54%
$149.54 - $192.66 $55.3K - $71.3K
14.2K $2.37M
VTI
Vanguard Total Stock Market Et

ETFs
-1.41K
- 14.96%
$255.18 - $283.2 $359K - $398K
7.99K $2.26M
HES
Hess Corp

Energy
-1.13K
- 15.6%
$126.3 - $155.44 $142K - $175K
6.1K $828K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-10.4K
- 24.4%
$23.43 - $24.12 $245K - $252K
32.3K $777K
AMAT
Applied Materials Inc

Technology
-330
- 7.06%
$174.88 - $254.97 $57.7K - $84.1K
4.34K $877K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-223
- 0.29%
$42.59 - $60.56 $9.5K - $13.5K
76.9K $3.89M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-10.8K
- 28.75%
$33.89 - $41.64 $368K - $452K
26.9K $1.07M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.68K
- 9.37%
$89.91 - $101.33 $511K - $576K
55K $5.39M
PFE
Pfizer Inc

Healthcare
-6.79K
- 22.22%
$27.7 - $31.39 $188K - $213K
23.8K $687K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-6.13K
- 32.29%
$31.39 - $35.47 $193K - $218K
12.9K $453K
MRK
Merck & Co., Inc.

Healthcare
-373
- 3.32%
$111.15 - $128.97 $41.5K - $48.1K
10.9K $1.23M
BA
Boeing CO

Industrials
-89
- 2.02%
$152.04 - $190.6 $13.5K - $17K
4.31K $655K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-4.9K
- 45.8%
$31.02 - $36.12 $152K - $177K
5.79K $209K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-1.13K
- 1.16%
$19.84 - $22.57 $22.5K - $25.6K
96.4K $2.03M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.92K
- 16.55%
$51.0 - $52.05 $149K - $152K
14.7K $764K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.95K
- 29.91%
$41.9 - $48.26 $165K - $191K
9.25K $442K
OEF
Ishares S&P 100 ETF

ETFs
-916
- 1.28%
$266.03 - $266.03 $244K - $244K
70.4K $18.7M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-6.85K
- 15.1%
$21.49 - $22.22 $147K - $152K
38.5K $853K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-29
- 1.21%
$193.0 - $282.1 $5.6K - $8.18K
2.37K $550K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-5.92K
- 17.63%
$27.67 - $31.22 $164K - $185K
27.7K $855K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.11K
- 28.78%
$46.9 - $51.96 $146K - $161K
7.69K $396K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-506
- 6.76%
$332.02 - $382.76 $168K - $194K
6.98K $2.62M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-3.81K
- 21.01%
$34.06 - $37.17 $130K - $142K
14.3K $532K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-4.32K
- 3.51%
$25.04 - $25.21 $108K - $109K
119K $2.99M
BAC
Bank Of America Corp

Financial Services
-2.21K
- 9.1%
$36.65 - $44.13 $80.8K - $97.3K
22K $874K
BMY
Bristol Myers Squibb CO

Healthcare
-4.18K
- 32.94%
$39.66 - $51.75 $166K - $216K
8.51K $440K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.66K
- 27.84%
$51.58 - $53.79 $85.7K - $89.3K
4.31K $230K
CTRA
Coterra Energy Inc.

Energy
-777
- 4.06%
$22.62 - $27.37 $17.6K - $21.3K
18.4K $439K
CME
Cme Group Inc.

Financial Services
-471
- 32.3%
$193.43 - $220.62 $91.1K - $104K
987 $217K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-985
- 11.58%
$81.31 - $83.29 $80.1K - $82K
7.52K $625K
VIG
Vanguard Dividend Appreciation

ETFs
-344
- 3.84%
$182.15 - $182.15 $62.7K - $62.7K
8.61K $1.57M
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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