Moneco Advisors, LLC Sells in Q1 2025

Moneco Advisors, LLC

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-646
- 6.27%
$92.45 - $106.69 $59.7K - $68.9K
9.66K $896K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-954
- 17.66%
$105.28 - $121.93 $100K - $116K
4.45K $484K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.14K
- 20.25%
$126.11 - $135.06 $143K - $153K
4.47K $576K
LMT
Lockheed Martin Corp

Industrials
-115
- 5.29%
$423.19 - $506.29 $48.7K - $58.2K
2.06K $920K
IWR
Ishares Russell Mid Cap ETF

ETFs
-959
- 6.34%
$82.81 - $92.93 $79.4K - $89.1K
14.2K $1.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-7
- 0.07%
$183.02 - $207.75 $1.28K - $1.45K
10.5K $1.95M
INTU
Intuit Inc

Technology
-172
- 14.01%
$555.63 - $630.23 $95.6K - $108K
1.06K $648K
ADBE
Adobe Inc.

Technology
-183
- 22.0%
$377.84 - $464.11 $69.1K - $84.9K
649 $248K
ROK
Rockwell Automation, Inc

Industrials
-186
- 7.15%
$255.29 - $303.75 $47.5K - $56.5K
2.42K $624K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.44K
- 2.42%
$91.45 - $91.75 $132K - $132K
58K $5.32M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.8K
- 15.87%
$22.25 - $23.0 $107K - $110K
25.4K $585K
AQST
Aquestive Therapeutics, Inc.

Healthcare
-27.5K
- 62.64%
$2.54 - $3.75 $69.9K - $103K
16.4K $47K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16
- 0.16%
$102.49 - $119.96 $1.64K - $1.92K
9.99K $1.04M
TGT
Target Corp

Consumer Defensive
-284
- 11.2%
$103.65 - $142.5 $29.4K - $40.5K
2.25K $235K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-269
- 23.21%
$254.58 - $302.92 $68.5K - $81.5K
890 $227K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-318
- 14.66%
$308.87 - $383.33 $98.2K - $122K
1.85K $605K
MSI
Motorola Solutions, Inc.

Technology
-171
- 18.75%
$411.73 - $482.1 $70.4K - $82.4K
741 $324K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.03K
- 30.48%
$95.85 - $99.25 $98.3K - $102K
2.34K $231K
NOW
Service Now, Inc.

Technology
-21
- 7.5%
$783.83 - $1170.39 $16.5K - $24.6K
259 $206K
AMAT
Applied Materials Inc

Technology
-24
- 0.48%
$145.06 - $195.51 $3.48K - $4.69K
4.95K $718K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-308
- 5.71%
$196.12 - $229.48 $60.4K - $70.7K
5.09K $1.03M
FTNT
Fortinet, Inc.

Technology
-998
- 17.42%
$92.49 - $114.57 $92.3K - $114K
4.73K $455K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.13K
- 10.16%
$76.94 - $78.28 $87.2K - $88.8K
10K $784K
SHOP
Shopify Inc.

Technology
-59
- 0.88%
$90.59 - $129.31 $5.34K - $7.63K
6.63K $632K
ADI
Analog Devices Inc

Technology
-218
- 10.28%
$201.56 - $243.82 $43.9K - $53.2K
1.9K $383K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-313
- 0.59%
$21.75 - $24.28 $6.81K - $7.6K
52.9K $1.17M
NXPI
Nxp Semiconductors N.V.

Technology
-201
- 13.37%
$189.99 - $245.86 $38.2K - $49.4K
1.3K $247K
AMP
Ameriprise Financial Inc

Financial Services
-51
- 6.49%
$472.29 - $575.13 $24.1K - $29.3K
735 $355K
PH
Parker Hannifin Corp

Industrials
-74
- 12.31%
$591.65 - $707.05 $43.8K - $52.3K
527 $320K
SHW
Sherwin Williams CO

Basic Materials
-199
- 20.97%
$330.16 - $365.55 $65.7K - $72.7K
750 $261K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-223
- 7.0%
$93.57 - $120.35 $20.9K - $26.8K
2.96K $283K
ISRG
Intuitive Surgical Inc

Healthcare
-59
- 5.23%
$476.63 - $610.45 $28.1K - $36K
1.07K $529K
RECS
Columbia ETF Tr I

ETFs
-1.43K
- 18.43%
$32.64 - $36.08 $46.6K - $51.5K
6.32K $209K
SPOT
Spotify Technology S.A.

Communication Services
-1.13K
- 20.59%
$457.79 - $648.32 $519K - $735K
4.37K $2.41M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-2.11K
- 23.65%
$31.42 - $34.87 $66.3K - $73.5K
6.81K $229K
FSK
Fs Kkr Capital Corp

Financial Services
-713
- 1.33%
$20.47 - $24.06 $14.6K - $17.2K
52.9K $1.11M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-732
- 19.26%
$107.24 - $116.37 $78.5K - $85.2K
3.07K $357K
ISCV
Ishares Morningstar Small Cap

ETFs
-490
- 7.43%
$58.11 - $66.0 $28.5K - $32.3K
6.11K $362K
APP
App Lovin Corp

Technology
-17
- 1.96%
$238.08 - $510.13 $4.05K - $8.67K
850 $225K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-650
- 8.9%
$81.83 - $82.73 $53.2K - $53.8K
6.65K $550K
OMFL
Invesco Exchange Traded Self I

ETFs
-562
- 3.19%
$52.19 - $57.45 $29.3K - $32.3K
17.1K $909K
CLX
Clorox CO

Consumer Defensive
-102
- 5.22%
$141.76 - $162.89 $14.5K - $16.6K
1.85K $272K
GS
Goldman Sachs Group Inc

Financial Services
-12
- 0.88%
$524.81 - $672.19 $6.3K - $8.07K
1.35K $735K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.15K
- 10.3%
$42.5 - $46.71 $49K - $53.8K
10K $453K
BNDX
Vanguard Total International B

ETFs
-751
- 9.86%
$48.33 - $49.5 $36.3K - $37.2K
6.87K $335K
XT
Ishares Tr Exponential Technol

ETFs
-234
- 2.21%
$57.56 - $64.0 $13.5K - $15K
10.4K $597K
NVR
Nvr Inc

Consumer Cyclical
-1
- 3.33%
$7062.02 - $8382.63 $7.06K - $8.38K
29 $210K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-70
- 7.15%
$221.78 - $273.45 $15.5K - $19.1K
909 $206K
FDX
Fedex Corp

Industrials
-3
- 0.34%
$230.33 - $281.53 $691 - $845
874 $213K
Activity Summary
Buys All Purchases 252 New Holdings 36 Increased Positions 216 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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