Moneco Advisors, LLC Portfolio Holdings

Moneco Advisors, LLC

  • $1.02 Billion
  • Q2 2025

Moneco Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 468 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $61.3M, Spdr Portfolio S&P 500 Value E with a value of $32M, Ishares Tr Russell 200 Growth with a value of $30.1M, Microsoft Corp with a value of $24.2M, and Apple Inc. with a value of $24.1M.

Examining the 13F form we can see an increase of $86.4M in the current position value, from $938M to 1.02B.

Moneco Advisors, LLC is based out at Fairfield, CT

Below you can find more details about Moneco Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.02 Billion
ETFs: $699 Million
Technology: $102 Million
Financial Services: $47.5 Million
Healthcare: $29.1 Million
Industrials: $26.1 Million
Communication Services: $25.6 Million
Consumer Cyclical: $23.6 Million
Energy: $20.9 Million
Other: $30.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.1B
$1.32 Million 0.13% of portfolio
16,899
Q4 2024 Added 2.49%
$268B
$1.2 Million 0.12% of portfolio
1,702
Q1 2025 Reduced 0.88%
$246B
$1.23 Million 0.12% of portfolio
4,524
Q1 2025 Added 11.05%
$213B
$1.25 Million 0.12% of portfolio
10,061
Q1 2025 Reduced 5.76%
$331B
$1.25 Million 0.12% of portfolio
4,020
Q1 2025 Reduced 3.41%
$308B
$1.22 Million 0.12% of portfolio
4,727
Q1 2025 Added 2.54%
$12.1B
$1.16 Million 0.11% of portfolio
63,357
Q4 2024 Added 0.36%
$133B
$1.02 Million 0.1% of portfolio
4,444
Q1 2025 Reduced 0.88%
$63.7B
$1.01 Million 0.1% of portfolio
8,437
Q1 2025 Reduced 0.34%
$90.5B
$996,000 0.1% of portfolio
4,354
Q1 2025 Reduced 3.91%
$131B
$1.06 Million 0.1% of portfolio
5,044
Q1 2025 Reduced 14.07%
$130B
$984,000 0.1% of portfolio
6,581
Q1 2025 Added 5.93%
$216B
$966,000 0.09% of portfolio
12,204
Q1 2025 Reduced 9.91%
$123B
$930,000 0.09% of portfolio
2,009
Q1 2025 Reduced 5.27%
$146B
$971,000 0.09% of portfolio
5,304
Q1 2025 Reduced 0.48%
$140B
$939,000 0.09% of portfolio
13,538
Q1 2025 Added 4.94%
$21.2B
$879,000 0.09% of portfolio
16,781
Q1 2025 Reduced 1.61%
$54B
$930,000 0.09% of portfolio
51,325
Q1 2025 Added 8.74%
$147B
$828,000 0.08% of portfolio
2,095
Q1 2025 Added 5.91%
$181B
$816,000 0.08% of portfolio
5,127
Q1 2025 Added 17.21%
$143B
$803,000 0.08% of portfolio
2,252
Q1 2025 Reduced 3.28%
$173B
$771,000 0.08% of portfolio
6,685
Q1 2025 Reduced 0.88%
$101B
$776,000 0.08% of portfolio
16,784
Q1 2025 Added 2.56%
$5.27B
$783,000 0.08% of portfolio
7,505
Q1 2025 Reduced 0.11%
$98.8B
$793,000 0.08% of portfolio
17,518
Q1 2025 Added 6.54%
$106B
$795,000 0.08% of portfolio
7,569
Q1 2025 Added 0.14%
$40.5B
$795,000 0.08% of portfolio
2,396
Q1 2025 Reduced 7.15%
$232B
$796,000 0.08% of portfolio
5,859
Q1 2025 Reduced 0.12%
$186B
$848,000 0.08% of portfolio
1,077
Q1 2025 Reduced 13.97%
$140B
$848,000 0.08% of portfolio
35,004
Q1 2025 Added 13.42%
$169B
$850,000 0.08% of portfolio
3,833
Q1 2025 Added 2.03%
$100B
$864,000 0.08% of portfolio
9,409
Q1 2025 Added 6.05%
$191B
$698,000 0.07% of portfolio
8,204
Q1 2025 Added 2.21%
$260B
$696,000 0.07% of portfolio
3,826
Q1 2025 Reduced 2.08%
$120B
$681,000 0.07% of portfolio
7,591
Q1 2025 Added 1.63%
$246B
$680,000 0.07% of portfolio
2,133
Q1 2025 Added 2.02%
$20.8B
$678,000 0.07% of portfolio
3,044
Q1 2025 Reduced 3.85%
$98B
$672,000 0.07% of portfolio
9,748
Q1 2025 Reduced 47.72%
$164B
$753,000 0.07% of portfolio
6,101
Q1 2025 Reduced 3.94%
$46.1B
$756,000 0.07% of portfolio
5,463
Q1 2025 Reduced 0.05%
$2.93B
$753,000 0.07% of portfolio
16,044
Q1 2025 Reduced 10.13%
$14.8B
$592,000 0.06% of portfolio
3,479
Q1 2025 Added 4.05%
$308B
$568,000 0.06% of portfolio
7,100
Q1 2025 Added 0.95%
$58B
$610,000 0.06% of portfolio
1,865
Q1 2025 Added 0.28%
$30.8B
$615,000 0.06% of portfolio
10,560
Q1 2025 Added 12.16%
$65.5B
$622,000 0.06% of portfolio
2,327
Q1 2025 Added 17.36%
$81.3B
$571,000 0.06% of portfolio
4,286
Q1 2025 Added 9.84%
$59.3B
$572,000 0.06% of portfolio
2,797
Q1 2025 Reduced 6.17%
$27.7B
$594,000 0.06% of portfolio
1,585
Q1 2025 Reduced 25.36%

Summary

  • Portfolio
  • No. of Stocks 468
  • Current Value $1.02 Billion
  • Prior Value $938 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 34 stocks
  • Additional Purchases 204 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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