Moneco Advisors, LLC Reduced Holdings in Q3 2025

Moneco Advisors, LLC

  • $1.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
-12K
- 33.53%
N/A
23.8K $6.34M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-66.7K
- 23.08%
$55.15 - $58.11 $3.68M - $3.88M
222K $12.8M
CSCO
Cisco Systems, Inc.

Technology
-43.5K
- 74.86%
$66.2 - $71.79 $2.88M - $3.12M
14.6K $999K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-39.9K
- 74.47%
$43.84 - $45.74 $1.75M - $1.83M
13.7K $614K
EFV
Msci Eafe Value ETF

ETFs
-22.4K
- 74.37%
$62.79 - $68.42 $1.41M - $1.53M
7.71K $523K
VO
Vanguard Mid Cap ETF

ETFs
-4.7K
- 38.44%
$279.83 - $293.74 $1.31M - $1.38M
7.53K $2.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.82K
- 36.94%
$182.33 - $194.5 $1.24M - $1.33M
11.6K $2.27M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.89K
- 65.13%
$85.01 - $90.35 $841K - $894K
5.3K $473K
SYLD
Cambria Shareholder Yld ETF

ETFs
-17.2K
- 16.77%
$63.93 - $70.45 $1.1M - $1.21M
85.3K $5.86M
MGV
Vanguard Mega Cap Value

ETFs
-4.38K
- 33.56%
$129.46 - $137.85 $567K - $604K
8.68K $1.2M
IYK
Ishares U.S. Consumer Staples

ETFs
-4.35K
- 17.97%
$67.65 - $71.68 $294K - $312K
19.9K $1.36M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-19.5K
- 10.41%
$50.7 - $54.86 $987K - $1.07M
168K $9.17M
PG
Procter & Gamble CO

Consumer Defensive
-1.18K
- 6.47%
$150.47 - $161.22 $178K - $191K
17.1K $2.63M
TDG
Trans Digm Group Inc

Industrials
-4
- 0.29%
$1271.04 - $1620.83 $5.08K - $6.48K
1.36K $1.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-21.7K
- 5.58%
$26.38 - $27.95 $572K - $606K
367K $10M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.67K
- 3.29%
$92.18 - $95.14 $338K - $349K
108K $10.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-6.19K
- 38.23%
$39.37 - $44.24 $244K - $274K
10K $437K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.73K
- 11.27%
$181.56 - $190.33 $314K - $329K
13.6K $2.58M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-8.25K
- 7.23%
$24.45 - $24.58 $202K - $203K
106K $2.6M
INTU
Intuit Inc

Technology
-102
- 9.47%
$646.03 - $807.39 $65.9K - $82.4K
975 $665K
CRM
Salesforce, Inc.

Technology
-35
- 0.77%
$231.66 - $273.65 $8.11K - $9.58K
4.49K $1.06M
LRGF
Ishares Tr

ETFs
-4.34K
- 16.11%
$64.13 - $69.24 $278K - $300K
22.6K $1.56M
VIG
Vanguard Dividend Appreciation

ETFs
-907
- 11.2%
N/A
7.19K $1.31M
XLV
Select Sector Spdr Fund Health

ETFs
-1.67K
- 10.13%
$129.01 - $139.72 $216K - $234K
14.8K $2.06M
PM
Philip Morris International Inc.

Consumer Defensive
-519
- 13.57%
$157.77 - $183.27 $81.9K - $95.1K
3.31K $536K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-6.4K
- 32.5%
$23.27 - $23.51 $149K - $150K
13.3K $311K
FSK
Fs Kkr Capital Corp

Financial Services
-625
- 2.68%
$14.93 - $22.48 $9.33K - $14.1K
22.7K $339K
DOCU
Docusign, Inc.

Technology
-650
- 3.85%
$67.14 - $85.01 $43.6K - $55.3K
16.2K $1.17M
VB
Vanguard Small Cap ETF

ETFs
-1.31K
- 12.03%
$237.58 - $259.17 $310K - $338K
9.55K $2.43M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-6.57K
- 25.75%
$21.89 - $22.2 $144K - $146K
18.9K $418K
FCX
Freeport Mcmoran Inc

Basic Materials
-396
- 1.31%
$35.34 - $47.21 $14K - $18.7K
29.9K $1.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-911
- 13.76%
$420.11 - $472.68 $383K - $431K
5.71K $2.68M
HON
Honeywell International Inc

Industrials
-27
- 0.47%
$207.7 - $240.4 $5.61K - $6.49K
5.75K $1.21M
ACN
Accenture PLC

Technology
-181
- 10.75%
$232.56 - $304.78 $42.1K - $55.2K
1.5K $370K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-6.86K
- 10.58%
$70.51 - $77.82 $483K - $534K
57.9K $4.49M
GILD
Gilead Sciences, Inc.

Healthcare
-1.09K
- 22.38%
$108.22 - $120.47 $118K - $131K
3.77K $418K
OKE
Oneok Inc

Energy
-642
- 8.75%
$71.36 - $83.47 $45.8K - $53.6K
6.69K $488K
FTNT
Fortinet, Inc.

Technology
-90
- 1.93%
$74.39 - $107.65 $6.7K - $9.69K
4.57K $384K
ARCC
Ares Capital Corp

Financial Services
-3.43K
- 15.83%
$20.41 - $23.25 $70K - $79.8K
18.2K $372K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.35K
- 8.35%
$101.12 - $106.18 $136K - $143K
14.8K $1.52M
ISRG
Intuitive Surgical Inc

Healthcare
-35
- 4.42%
$433.66 - $544.47 $15.2K - $19.1K
756 $338K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-3.86K
- 16.45%
$25.72 - $27.0 $99.3K - $104K
19.6K $522K
ON
On Semiconductor Corp

Technology
-643
- 3.83%
$46.98 - $62.45 $30.2K - $40.2K
16.1K $795K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-3.46K
- 10.71%
$24.08 - $24.5 $83.4K - $84.9K
28.9K $702K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-3.36K
- 1.67%
$25.09 - $25.19 $84.2K - $84.5K
198K $4.98M
SPGI
S&P Global Inc.

Financial Services
-111
- 16.47%
$484.94 - $564.15 $53.8K - $62.6K
563 $274K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-41
- 2.59%
$332.69 - $399.0 $13.6K - $16.4K
1.54K $513K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-3.76K
- 2.05%
$25.24 - $25.56 $94.8K - $96K
180K $4.59M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.72K
- 9.7%
$91.28 - $97.59 $157K - $168K
16K $1.54M
Activity Summary
Buys All Purchases 277 New Holdings 49 Increased Positions 228 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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