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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-105
- 16.96%
$366.54 - $479.53 $38.5K - $50.4K
514 $201K
CL
Colgate Palmolive CO

Consumer Defensive
-126
- 2.2%
$79.36 - $93.33 $10K - $11.8K
5.6K $447K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-854
- 14.04%
$122.57 - $132.57 $105K - $113K
5.23K $678K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.35K
- 10.07%
$92.26 - $97.51 $125K - $132K
12.1K $1.16M
MLPA
Global X Mlp ETF

ETFs
-232
- 0.81%
$48.25 - $51.56 $11.2K - $12K
28.5K $1.38M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-683
- 1.27%
$91.44 - $91.77 $62.5K - $62.7K
53K $4.86M
CMCSA
Comcast Corp

Communication Services
-652
- 7.47%
$31.41 - $36.33 $20.5K - $23.7K
8.08K $253K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-1.91K
- 15.3%
$33.95 - $36.33 $64.9K - $69.4K
10.6K $378K
WM
Waste Management Inc

Industrials
-85
- 1.95%
$213.88 - $237.1 $18.2K - $20.2K
4.27K $942K
SYK
Stryker Corp

Healthcare
-1
- 0.05%
$368.57 - $403.53 $369 - $404
2.09K $774K
FISV
Fiserv Inc

Technology
-424
- 10.5%
N/A
3.62K $452K
MMM
3 M CO

Industrials
-411
- 9.9%
$144.41 - $160.2 $59.4K - $65.8K
3.74K $580K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-723
- 5.9%
$81.76 - $86.36 $59.1K - $62.4K
11.5K $978K
BMY
Bristol Myers Squibb CO

Healthcare
-648
- 3.86%
$43.31 - $48.98 $28.1K - $31.7K
16.1K $727K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-772
- 5.36%
$72.57 - $74.72 $56K - $57.7K
13.6K $1.01M
NSC
Norfolk Southern Corp

Industrials
-387
- 24.62%
$259.49 - $300.41 $100K - $116K
1.19K $355K
IBDV
Ishares Tr

Technology
-2.21K
- 6.33%
$21.75 - $22.22 $48.2K - $49.2K
32.8K $726K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-1.87K
- 13.8%
$32.11 - $34.92 $60.1K - $65.4K
11.7K $408K
AMP
Ameriprise Financial Inc

Financial Services
-14
- 2.2%
$486.13 - $544.55 $6.81K - $7.62K
623 $306K
IWD
Ishares Russell 1000 Val ETF

ETFs
-420
- 7.21%
$192.76 - $203.86 $81K - $85.6K
5.4K $1.1M
PGR
Progressive Corp

Financial Services
-38
- 3.71%
$238.61 - $264.3 $9.07K - $10K
986 $243K
MRVL
Marvell Technology, Inc.

Technology
-874
- 12.29%
$62.31 - $84.07 $54.5K - $73.5K
6.24K $524K
KR
Kroger CO

Consumer Defensive
-41
- 0.85%
$64.52 - $74.35 $2.65K - $3.05K
4.8K $323K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-299
- 3.99%
$78.11 - $79.07 $23.4K - $23.6K
7.19K $567K
MCHP
Microchip Technology Inc

Technology
-13
- 0.41%
$60.95 - $75.26 $792 - $978
3.16K $202K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-306
- 12.73%
$134.94 - $145.86 $41.3K - $44.6K
2.1K $305K
AMAT
Applied Materials Inc

Technology
-658
- 12.41%
$156.25 - $204.95 $103K - $135K
4.65K $951K
EOG
Eog Resources Inc

Energy
-42
- 2.3%
$112.12 - $126.1 $4.71K - $5.3K
1.79K $200K
EPD
Enterprise Products Partners L.P.

Energy
-1.44K
- 1.21%
$30.74 - $32.14 $44.2K - $46.2K
118K $3.68M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-268
- 2.13%
$72.01 - $74.44 $19.3K - $19.9K
12.3K $905K
DHR
Danaher Corp

Healthcare
-55
- 3.96%
$181.46 - $212.2 $9.98K - $11.7K
1.33K $264K
BNDX
Vanguard Total International B

ETFs
-161
- 2.02%
$49.0 - $49.51 $7.89K - $7.97K
7.82K $386K
ETN
Eaton Corp PLC

Industrials
-129
- 5.73%
$342.99 - $392.76 $44.2K - $50.7K
2.12K $794K
KHC
Kraft Heinz CO

Consumer Defensive
-469
- 2.68%
$25.63 - $28.94 $12K - $13.6K
17K $443K
EFG
Msci Eafe Growth ETF

ETFs
-147
- 3.21%
$106.99 - $114.46 $15.7K - $16.8K
4.44K $505K
SHW
Sherwin Williams CO

Basic Materials
-30
- 3.94%
$330.88 - $375.23 $9.93K - $11.3K
731 $253K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-214
- 2.01%
$49.78 - $50.75 $10.7K - $10.9K
10.4K $527K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-169
- 0.48%
$50.47 - $50.74 $8.53K - $8.58K
35K $1.78M
TMUS
T Mobile Us, Inc.

Communication Services
-38
- 1.66%
$226.02 - $259.01 $8.59K - $9.84K
2.25K $539K
NTR
Nutrien Ltd.

Basic Materials
-200
- 1.89%
$55.69 - $62.11 $11.1K - $12.4K
10.4K $608K
TXN
Texas Instruments Inc

Technology
-31
- 2.61%
N/A
1.16K $225K
DNP
Dnp Select Income Fund Inc

Financial Services
-771
- 6.72%
$9.65 - $10.02 $7.44K - $7.73K
10.7K $107K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-2.6K
- 3.88%
$26.16 - $27.65 $67.9K - $71.8K
64.2K $1.76M
PEG
Public Service Enterprise Group Inc

Utilities
-23
- 0.7%
$79.99 - $90.14 $1.84K - $2.07K
3.25K $270K
PFF
Ishares Trust Ishares Pfd And

ETFs
-720
- 3.81%
$30.67 - $32.13 $22.1K - $23.1K
18.2K $574K
IGF
Ishares Global Infrastructure

ETFs
-266
- 4.53%
$58.29 - $61.43 $15.5K - $16.3K
5.61K $342K
TTE
Total Energies Se

Energy
-65
- 0.92%
N/A
6.99K $479K
CBOE
Cboe Global Markets, Inc.

Financial Services
-62
- 6.34%
$231.35 - $253.24 $14.3K - $15.7K
916 $224K
COF
Capital One Financial Corp

Financial Services
-18
- 0.87%
$207.29 - $229.74 $3.73K - $4.14K
2.06K $437K
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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