Moneco Advisors, LLC Sells in Q1 2025

Moneco Advisors, LLC

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-652
- 6.27%
$71.17 - $73.66 $46.4K - $48K
9.74K $715K
FCX
Freeport Mcmoran Inc

Basic Materials
-557
- 1.81%
$34.5 - $43.01 $19.2K - $24K
30.2K $1.14M
VIG
Vanguard Dividend Appreciation

ETFs
-149
- 1.65%
N/A
8.89K $1.62M
CME
Cme Group Inc.

Financial Services
-325
- 18.04%
$225.82 - $266.54 $73.4K - $86.6K
1.48K $391K
IWV
Ishares Russell 3000 ETF

ETFs
-24
- 2.22%
$313.1 - $349.83 $7.51K - $8.4K
1.06K $335K
MCO
Moodys Corp

Financial Services
-40
- 7.48%
$437.8 - $527.48 $17.5K - $21.1K
495 $230K
FDS
Factset Research Systems Inc

Financial Services
-16
- 2.81%
$427.5 - $476.51 $6.84K - $7.62K
554 $251K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.14K
- 12.55%
$25.69 - $26.89 $29.2K - $30.5K
7.91K $212K
KHC
Kraft Heinz CO

Consumer Defensive
-473
- 2.65%
$28.51 - $32.22 $13.5K - $15.2K
17.4K $528K
INTC
Intel Corp

Technology
-2.41K
- 17.03%
$19.1 - $27.39 $46.1K - $66.1K
11.8K $267K
DVY
Ishares Tr

ETFs
-121
- 6.25%
$128.58 - $138.1 $15.6K - $16.7K
1.81K $243K
VPU
Vanguard Utilities ETF

ETFs
-140
- 7.7%
$161.24 - $173.33 $22.6K - $24.3K
1.68K $286K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-653
- 4.47%
$25.77 - $27.6 $16.8K - $18K
13.9K $370K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-384
- 1.1%
$21.64 - $22.08 $8.31K - $8.48K
34.5K $745K
NOC
Northrop Grumman Corp

Industrials
-59
- 12.19%
$433.45 - $513.82 $25.6K - $30.3K
425 $217K
MU
Micron Technology Inc

Technology
-265
- 5.63%
$86.89 - $109.38 $23K - $29K
4.45K $386K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-372
- 14.31%
$106.31 - $123.73 $39.5K - $46K
2.23K $275K
VEA
Vanguard Ftse Developed Market

ETFs
-2.08K
- 6.35%
$47.4 - $52.99 $98.5K - $110K
30.7K $1.56M
IVE
Ishares S&P 500 Value ETF

ETFs
-19
- 1.06%
$185.78 - $198.58 $3.53K - $3.77K
1.77K $337K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-598
- 13.04%
$56.12 - $68.15 $33.6K - $40.8K
3.99K $270K
TXN
Texas Instruments Inc

Technology
-5
- 0.4%
N/A
1.24K $241K
Smurfit Westrock PLC
-600
- 8.0%
N/A
6.9K $0
Grayscale Ethereum Trust ETF
-69.1K
- 49.18%
N/A
71.4K $0
Linde PLC
-15
- 1.38%
N/A
1.08K $0
Gsk PLC
-572
- 5.39%
N/A
10.1K $0
Ge Healthcare Technologies I
-14
- 0.45%
N/A
3.11K $0
Invesco Exch Trd Slf Idx Fd
-8.15K
- 10.26%
N/A
71.3K $0
Ge Vernova Inc
-13
- 1.5%
N/A
851 $0
J P Morgan Exchange Traded F
-10K
- 12.9%
N/A
67.5K $0
Blackrock ETF Trust
-62.8K
- 43.35%
N/A
82K $0
Blackrock Inc
-1.77K
- 85.36%
N/A
304 $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
-960
- 4.35%
N/A
21.1K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-964
- 13.78%
N/A
6.03K $0
Lam Research Corp
-170
- 4.65%
N/A
3.49K $0
Invesco Exch Trd Slf Idx Fd
-5.2K
- 22.23%
N/A
18.2K $0
UNH
Unitedhealth Group Inc

Healthcare
-151
- 3.4%
$461.52 - $548.18 $69.7K - $82.8K
4.3K $2.25M
JCI
Johnson Controls International PLC

Industrials
-18
- 0.58%
$76.12 - $90.6 $1.37K - $1.63K
3.06K $245K
TJX
Tjx Companies Inc

Consumer Cyclical
-39
- 0.63%
$112.81 - $126.16 $4.4K - $4.92K
6.17K $751K
XYL
Xylem Inc.

Industrials
-20
- 1.02%
$114.02 - $132.04 $2.28K - $2.64K
1.94K $231K
EOG
Eog Resources Inc

Energy
-54
- 2.87%
$120.54 - $138.05 $6.51K - $7.45K
1.83K $234K
KMB
Kimberly Clark Corp

Consumer Defensive
-54
- 3.31%
$124.46 - $147.4 $6.72K - $7.96K
1.58K $224K
CBOE
Cboe Global Markets, Inc.

Financial Services
-99
- 9.2%
$190.84 - $226.29 $18.9K - $22.4K
977 $221K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-91
- 8.43%
$208.48 - $244.03 $19K - $22.2K
989 $241K
MPW
Medical Properties Trust Inc

Real Estate
-2.9K
- 20.33%
$3.83 - $6.21 $11.1K - $18K
11.4K $68K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-224
- 12.29%
$132.75 - $177.12 $29.7K - $39.7K
1.6K $244K
DVN
Devon Energy Corp

Energy
-1.31K
- 9.24%
$33.15 - $38.55 $43.5K - $50.6K
12.9K $482K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-55
- 0.38%
$18.36 - $20.51 $1.01K - $1.13K
14.6K $288K
BSX
Boston Scientific Corp

Healthcare
-323
- 7.4%
$89.38 - $106.18 $28.9K - $34.3K
4.04K $407K
IEFA
Ishares Tr

ETFs
-2.87K
- 6.5%
$69.57 - $78.65 $200K - $226K
41.3K $3.13M
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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