Moneco Advisors, LLC Reduced Holdings in Q3 2024

Moneco Advisors, LLC

  • $778 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.81K
- 22.3%
$23.04 - $24.06 $64.7K - $67.6K
9.79K $235K
HFRO
Highland Income Fund\Ma

Financial Services
-8.66K
- 24.64%
$5.8 - $6.44 $50.3K - $55.8K
26.5K $162K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.34K
- 25.47%
$64.35 - $75.71 $86.3K - $102K
3.92K $289K
SCHW
Schwab Charles Corp

Financial Services
-364
- 10.53%
$61.74 - $76.08 $22.5K - $27.7K
3.09K $200K
NVO
Novo Nordisk A S

Healthcare
-40
- 1.99%
$119.07 - $145.42 $4.76K - $5.82K
1.97K $235K
FYC
First Trust Small Cap Growth A

ETFs
-3.12K
- 14.54%
$65.44 - $74.98 $204K - $234K
18.3K $1.36M
FDX
Fedex Corp

Industrials
-87
- 9.14%
$254.64 - $313.52 $22.2K - $27.3K
865 $236K
DE
Deere & CO

Industrials
-237
- 20.99%
$344.84 - $418.0 $81.7K - $99.1K
892 $372K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-210
- 1.39%
$8.26 - $12.16 $1.73K - $2.55K
14.9K $133K
STOT
Spdr Doubleline Short Duration

ETFs
-1.03K
- 18.67%
$46.63 - $47.52 $48.2K - $49.1K
4.5K $213K
PAA
Plains All American Pipeline LP

Energy
-185
- 0.29%
$17.0 - $19.03 $3.15K - $3.52K
64.1K $1.11M
NEP
Nextera Energy Partners, LP

Utilities
-1.1K
- 10.16%
$23.83 - $28.64 $26.2K - $31.5K
9.73K $268K
ALB
Albemarle Corp

Basic Materials
-251
- 4.88%
$72.85 - $100.09 $18.3K - $25.1K
4.89K $463K
SRLN
Ssga Active Trust

ETFs
-595
- 5.87%
$40.93 - $41.85 $24.4K - $24.9K
9.55K $398K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.2K
- 1.21%
$13.31 - $15.65 $16K - $18.8K
98.6K $1.42M
ARCC
Ares Capital Corp

Financial Services
-1.25K
- 8.34%
$19.8 - $21.28 $24.8K - $26.7K
13.8K $288K
WFC
Wells Fargo & Company

Financial Services
-52
- 0.75%
$51.58 - $60.97 $2.68K - $3.17K
6.88K $388K
TFLO
Ishares Treasury Floating Rate

ETFs
-430
- 3.43%
$50.42 - $50.66 $21.7K - $21.8K
12.1K $612K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-187
- 2.26%
$434.77 - $502.96 $81.3K - $94.1K
8.09K $3.95M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-656
- 11.02%
$105.53 - $118.34 $69.2K - $77.6K
5.3K $619K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-132
- 5.62%
$85.84 - $85.84 $11.3K - $11.3K
2.22K $190K
GPC
Genuine Parts CO

Consumer Cyclical
-105
- 6.62%
$131.04 - $147.11 $13.8K - $15.4K
1.48K $207K
STZ
Constellation Brands, Inc.

Consumer Defensive
-27
- 2.17%
$236.42 - $259.82 $6.38K - $7.02K
1.22K $313K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-238
- 3.63%
$48.06 - $49.39 $11.4K - $11.8K
6.32K $311K
ALGN
Align Technology Inc

Healthcare
-86
- 6.13%
$204.03 - $257.2 $17.5K - $22.1K
1.32K $334K
NVS
Novartis Ag

Healthcare
-190
- 9.33%
$106.13 - $120.89 $20.2K - $23K
1.85K $212K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-254
- 4.52%
$61.2 - $67.95 $15.5K - $17.3K
5.37K $360K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.6K
- 7.84%
$85.03 - $94.56 $306K - $340K
42.3K $3.94M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-159
- 3.44%
$92.63 - $105.69 $14.7K - $16.8K
4.46K $464K
GD
General Dynamics Corp

Industrials
-75
- 4.48%
$279.51 - $308.09 $21K - $23.1K
1.6K $483K
CMI
Cummins Inc

Industrials
-301
- 14.49%
$266.63 - $326.4 $80.3K - $98.2K
1.78K $574K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-109
- 1.83%
$37.92 - $42.97 $4.13K - $4.68K
5.85K $246K
FLQH
Franklin Templeton Libertyq In

ETFs
-213
- 1.89%
N/A
11K $0
TXN
Texas Instruments Inc

Technology
-3
- 0.24%
$194.6 - $194.6 $584 - $584
1.25K $243K
J P Morgan Exchange Traded F
-5.31K
- 5.55%
N/A
90.5K $0
AEP
American Electric Power CO Inc

Utilities
-343
- 13.65%
$87.11 - $104.95 $29.9K - $36K
2.17K $222K
DJP
Barclays Bank PLC

ETFs
-40
- 0.15%
$32.3 - $32.3 $1.29K - $1.29K
26.2K $847K
CI
Cigna Corp

Healthcare
-10
- 1.36%
$319.12 - $367.1 $3.19K - $3.67K
728 $252K
CSCO
Cisco Systems, Inc.

Technology
-1.47K
- 9.58%
$44.74 - $53.22 $65.9K - $78.4K
13.9K $740K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-255
- 4.99%
$73.43 - $80.37 $18.7K - $20.5K
4.85K $390K
XT
Ishares Tr Exponential Technol

ETFs
-158
- 1.45%
$54.51 - $61.59 $8.61K - $9.73K
10.7K $653K
TGT
Target Corp

Consumer Defensive
-35
- 1.47%
$133.47 - $159.25 $4.67K - $5.57K
2.35K $365K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-133
- 2.13%
$39.43 - $44.82 $5.24K - $5.96K
6.12K $274K
VXF
Vanguard Extended Market ETF

ETFs
-98
- 3.96%
$163.98 - $182.92 $16.1K - $17.9K
2.38K $432K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-68
- 3.1%
$104.5 - $114.97 $7.11K - $7.82K
2.13K $243K
ON
On Semiconductor Corp

Technology
-752
- 4.39%
$66.39 - $78.74 $49.9K - $59.2K
16.4K $1.19M
MPW
Medical Properties Trust Inc

Real Estate
-1.3K
- 8.4%
$4.03 - $6.38 $5.24K - $8.29K
14.2K $82K
JCI
Johnson Controls International PLC

Industrials
-238
- 7.44%
$65.52 - $77.61 $15.6K - $18.5K
2.96K $229K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-466
- 0.86%
$8.72 - $9.6 $4.06K - $4.47K
53.7K $515K
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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