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
TXN
Texas Instruments Inc

Technology
-51
- 4.11%
N/A
1.19K $231K
AB
Alliancebernstein Holding L.P.

Financial Services
-919
- 8.05%
$33.0 - $41.77 $30.3K - $38.4K
10.5K $428K
BR
Broadridge Financial Solutions, Inc.

Technology
-44
- 2.46%
$217.22 - $246.25 $9.56K - $10.8K
1.75K $424K
TTE
Total Energies Se

Energy
-83
- 1.16%
N/A
7.05K $483K
NOC
Northrop Grumman Corp

Industrials
-2
- 0.47%
$456.3 - $540.39 $913 - $1.08K
423 $211K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.7K
- 8.74%
$73.7 - $90.98 $125K - $155K
17.7K $1.61M
SO
Southern CO

Utilities
-39
- 0.41%
$84.91 - $92.56 $3.31K - $3.61K
9.41K $864K
VOE
Vanguard Mid Cap Value Index F

ETFs
-230
- 2.66%
$141.87 - $164.49 $32.6K - $37.8K
8.41K $1.38M
BSX
Boston Scientific Corp

Healthcare
-272
- 6.73%
$89.7 - $107.41 $24.4K - $29.2K
3.77K $404K
VBR
Vanguard Small Cap Value ETF

ETFs
-486
- 4.64%
$162.76 - $195.77 $79.1K - $95.1K
9.99K $1.95M
ITW
Illinois Tool Works Inc

Industrials
-5
- 0.19%
$218.41 - $252.43 $1.09K - $1.26K
2.57K $634K
CVS
Cvs Health Corp

Healthcare
-220
- 2.21%
$60.04 - $70.18 $13.2K - $15.4K
9.75K $672K
VRT
Vertiv Holdings CO

Industrials
-8
- 0.17%
N/A
4.59K $397K
CARR
Carrier Global Corp

Industrials
-543
- 13.94%
$55.55 - $75.83 $30.2K - $41.2K
3.35K $245K
VPU
Vanguard Utilities ETF

ETFs
-60
- 3.57%
$158.36 - $178.82 $9.5K - $10.7K
1.62K $285K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-16
- 0.68%
$96.84 - $99.46 $1.55K - $1.59K
2.32K $230K
Invesco Exch Trd Slf Idx Fd
-11.4K
- 16.02%
N/A
59.9K $0
Bowhead Specialty Hldgs Inc
-7.6K
- 38.88%
N/A
11.9K $0
Blackrock ETF Trust
-31.1K
- 37.96%
N/A
50.9K $0
Invesco Exch Trd Slf Idx Fd
-135
- 0.74%
N/A
18.1K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
-1.92K
- 9.07%
N/A
19.2K $0
Grayscale Ethereum Trust ETF
-2.14K
- 2.99%
N/A
69.3K $0
HEIA
Heico Crp Cl A
-39
- 3.4%
N/A
1.11K $0
Blackrock Inc
-6
- 1.97%
N/A
298 $0
Smurfit Westrock PLC
-73
- 1.06%
N/A
6.83K $0
Invesco Exch Trd Slf Idx Fd
-6.94K
- 19.45%
N/A
28.7K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-65
- 1.05%
$119.13 - $135.03 $7.74K - $8.78K
6.1K $753K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-411
- 2.95%
$23.55 - $27.67 $9.68K - $11.4K
13.5K $374K
IBDV
Ishares Tr

Technology
-187
- 0.53%
$21.28 - $21.98 $3.98K - $4.11K
35K $769K
RECS
Columbia ETF Tr I

ETFs
-394
- 6.24%
$29.4 - $36.79 $11.6K - $14.5K
5.92K $217K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-709
- 7.07%
$39.89 - $49.46 $28.3K - $35.1K
9.32K $461K
LMT
Lockheed Martin Corp

Industrials
-51
- 2.48%
$430.82 - $486.45 $22K - $24.8K
2.01K $930K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-65
- 0.92%
$81.46 - $94.63 $5.29K - $6.15K
7.03K $664K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-565
- 8.3%
$30.25 - $38.85 $17.1K - $22K
6.25K $242K
CME
Cme Group Inc.

Financial Services
-1
- 0.07%
$252.37 - $290.71 $252 - $291
1.48K $406K
WMT
Walmart Inc.

Consumer Defensive
-1.58K
- 9.23%
$81.79 - $99.98 $129K - $157K
15.5K $1.51M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-247
- 3.85%
$82.17 - $99.96 $20.3K - $24.7K
6.17K $606K
VEU
Vanguard Ftse All World Ex Us

ETFs
-344
- 5.27%
$54.19 - $67.22 $18.6K - $23.1K
6.18K $415K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-563
- 3.86%
$17.76 - $22.1 $10K - $12.4K
14K $309K
IGF
Ishares Global Infrastructure

ETFs
-71
- 1.19%
$50.55 - $59.83 $3.59K - $4.25K
5.87K $347K
KLAC
Kla Corp

Technology
-51
- 15.69%
$576.53 - $902.94 $29.4K - $46K
274 $245K
ALGN
Align Technology Inc

Healthcare
-74
- 5.62%
$144.32 - $190.42 $10.7K - $14.1K
1.24K $235K
SYK
Stryker Corp

Healthcare
-61
- 2.83%
$337.37 - $395.63 $20.6K - $24.1K
2.1K $828K
IWR
Ishares Russell Mid Cap ETF

ETFs
-760
- 5.37%
$74.88 - $91.97 $56.9K - $69.9K
13.4K $1.23M
SCHW
Schwab Charles Corp

Financial Services
-172
- 5.06%
$69.06 - $91.24 $11.9K - $15.7K
3.23K $294K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-10
- 0.01%
$24.94 - $25.42 $249 - $254
184K $4.67M
MTB
M&T Bank Corp

Financial Services
-8
- 0.39%
$156.58 - $193.99 $1.25K - $1.55K
2.07K $400K
DE
Deere & CO

Industrials
-17
- 1.63%
$412.99 - $531.48 $7.02K - $9.04K
1.03K $521K
PH
Parker Hannifin Corp

Industrials
-23
- 4.36%
$517.23 - $700.54 $11.9K - $16.1K
504 $352K
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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