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
DVN
Devon Energy Corp

Energy
-1.08K
- 8.39%
$26.8 - $37.92 $29K - $41K
11.8K $375K
ISRG
Intuitive Surgical Inc

Healthcare
-279
- 26.07%
$451.58 - $565.94 $126K - $158K
791 $429K
O
Realty Income Corp

Real Estate
-1.71K
- 30.83%
$52.27 - $58.52 $89.1K - $99.8K
3.83K $220K
CTRA
Coterra Energy Inc.

Energy
-1.24K
- 6.42%
$22.6 - $29.07 $28K - $36.1K
18.1K $459K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-2.85K
- 18.59%
$34.58 - $34.88 $98.6K - $99.4K
12.5K $435K
DOCU
Docusign, Inc.

Technology
-421
- 2.43%
$70.35 - $93.84 $29.6K - $39.5K
16.9K $1.32M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-3.77K
- 16.06%
$22.66 - $23.41 $85.4K - $88.2K
19.7K $459K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-840
- 28.34%
$84.41 - $106.28 $70.9K - $89.3K
2.12K $201K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-5.73K
- 4.17%
$18.96 - $20.43 $109K - $117K
132K $2.69M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.45K
- 2.04%
$30.29 - $30.83 $74.3K - $75.6K
118K $3.63M
DHR
Danaher Corp

Healthcare
-313
- 18.39%
$174.64 - $205.16 $54.7K - $64.2K
1.39K $274K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-486
- 2.93%
$90.85 - $102.31 $44.2K - $49.7K
16.1K $1.62M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-2.17K
- 30.54%
$50.5 - $71.23 $109K - $154K
4.92K $332K
BX
Blackstone Inc.

Financial Services
-974
- 12.89%
$120.07 - $151.11 $117K - $147K
6.58K $984K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-836
- 25.81%
$108.06 - $135.3 $90.3K - $113K
2.4K $325K
STZ
Constellation Brands, Inc.

Consumer Defensive
-190
- 10.33%
$160.0 - $195.62 $30.4K - $37.2K
1.65K $268K
GILD
Gilead Sciences, Inc.

Healthcare
-492
- 9.2%
$96.91 - $113.0 $47.7K - $55.6K
4.85K $538K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-720
- 10.82%
$82.21 - $83.12 $59.2K - $59.8K
5.93K $491K
BP
Bp PLC

Energy
-40
- 0.27%
$26.11 - $33.81 $1.04K - $1.35K
14.8K $441K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-1.63K
- 6.42%
$26.4 - $29.61 $43K - $48.2K
23.7K $687K
PGR
Progressive Corp

Financial Services
-121
- 10.57%
$255.27 - $288.74 $30.9K - $34.9K
1.02K $273K
ISCV
Ishares Morningstar Small Cap

ETFs
-949
- 15.53%
$51.37 - $61.54 $48.8K - $58.4K
5.16K $316K
CL
Colgate Palmolive CO

Consumer Defensive
-322
- 5.32%
$87.57 - $96.0 $28.2K - $30.9K
5.73K $520K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-282
- 2.19%
$68.13 - $74.77 $19.2K - $21.1K
12.6K $916K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-593
- 13.33%
$94.92 - $114.85 $56.3K - $68.1K
3.85K $442K
ACN
Accenture PLC

Technology
-65
- 3.72%
$279.23 - $323.21 $18.1K - $21K
1.68K $503K
NXPI
Nxp Semiconductors N.V.

Technology
-362
- 27.8%
$153.5 - $218.72 $55.6K - $79.2K
940 $205K
MSI
Motorola Solutions, Inc.

Technology
-66
- 8.91%
$394.72 - $440.39 $26.1K - $29.1K
675 $283K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-531
- 8.03%
$103.88 - $123.68 $55.2K - $65.7K
6.08K $751K
MDT
Medtronic PLC

Healthcare
-244
- 3.89%
$80.68 - $88.86 $19.7K - $21.7K
6.03K $525K
FYX
First Tr Small Cap Core Alphad

ETFs
-590
- 17.61%
$79.22 - $97.28 $46.7K - $57.4K
2.76K $268K
UNP
Union Pacific Corp

Industrials
-20
- 0.45%
$208.27 - $238.46 $4.17K - $4.77K
4.44K $1.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.24K
- 4.89%
$22.54 - $23.17 $28K - $28.8K
24.2K $556K
FDVV
Fidelity High Dividend ETF

ETFs
-933
- 11.44%
$43.6 - $52.02 $40.7K - $48.5K
7.22K $375K
DVY
Ishares Tr

ETFs
-177
- 9.76%
$118.37 - $134.86 $21K - $23.9K
1.64K $217K
ARCC
Ares Capital Corp

Financial Services
-951
- 4.2%
$18.91 - $22.43 $18K - $21.3K
21.7K $476K
HGER
Harbor ETF Tr All Weather Infl
-1.61K
- 2.17%
$22.13 - $25.39 $35.7K - $41K
72.6K $1.76M
AZN
Astrazeneca PLC

Healthcare
-90
- 2.61%
$64.87 - $75.0 $5.84K - $6.75K
3.36K $234K
INTC
Intel Corp

Technology
-639
- 5.43%
$18.13 - $22.69 $11.6K - $14.5K
11.1K $249K
V
Visa Inc.

Financial Services
-158
- 1.85%
$308.27 - $373.31 $48.7K - $59K
8.36K $2.97M
EOG
Eog Resources Inc

Energy
-1
- 0.05%
$104.61 - $129.97 $105 - $130
1.83K $218K
VXF
Vanguard Extended Market ETF

ETFs
-220
- 17.0%
$150.43 - $192.71 $33.1K - $42.4K
1.07K $206K
AMP
Ameriprise Financial Inc

Financial Services
-98
- 13.33%
$422.19 - $533.73 $41.4K - $52.3K
637 $339K
FXI
Ishares Tr

ETFs
-919
- 4.31%
$29.59 - $37.41 $27.2K - $34.4K
20.4K $749K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3.61K
- 12.57%
$41.45 - $54.46 $150K - $197K
25.1K $1.31M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-283
- 0.8%
$50.36 - $50.68 $14.3K - $14.3K
35.2K $1.78M
FDS
Factset Research Systems Inc

Financial Services
-18
- 3.25%
$398.85 - $473.32 $7.18K - $8.52K
536 $239K
APO
Apollo Global Management, Inc.

Financial Services
-143
- 7.22%
$108.68 - $145.07 $15.5K - $20.7K
1.84K $260K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-266
- 14.37%
$283.31 - $388.96 $75.4K - $103K
1.59K $594K
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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