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
$164B
$577,000 0.06% of portfolio
4,684
Q1 2025 Reduced 6.21%
$32.8B
$598,000 0.06% of portfolio
7,333
Q1 2025 Added 5.79%
$50B
$600,000 0.06% of portfolio
10,627
Q1 2025 Reduced 0.19%
$63.2B
$623,000 0.06% of portfolio
10,702
Q1 2025 Reduced 8.42%
$124B
$640,000 0.06% of portfolio
2,077
Q1 2025 Reduced 7.11%
$187B
$636,000 0.06% of portfolio
6,820
Q1 2025 Added 22.31%
$81.8B
$634,000 0.06% of portfolio
2,567
Q1 2025 Added 0.19%
$88.1B
$632,000 0.06% of portfolio
4,153
Q1 2025 Added 10.1%
$22.5B
$488,000 0.05% of portfolio
7,685
Q1 2025 Reduced 0.05%
$154B
$503,000 0.05% of portfolio
1,683
Q1 2025 Added 2.02%
$46.4B
$516,000 0.05% of portfolio
47,632
Q1 2025 Added 10.49%
$70.1B
$520,000 0.05% of portfolio
5,729
Q1 2025 Added 2.25%
$144B
$521,000 0.05% of portfolio
1,025
Q1 2025 Added 0.68%
$90.5B
$522,000 0.05% of portfolio
1,791
Q1 2025 Added 7.59%
$125B
$525,000 0.05% of portfolio
6,027
Q1 2025 Reduced 2.14%
$0
$484,000 0.05% of portfolio
23,332
Q1 2025 Reduced 3.0%
$11.2B
$497,000 0.05% of portfolio
14,947
Q1 2025 Added 7.22%
$63.8B
$492,000 0.05% of portfolio
4,660
Q1 2025 Reduced 17.42%
$6.77B
$499,000 0.05% of portfolio
5,540
Q1 2025 Reduced 11.24%
$0
$476,000 0.05% of portfolio
21,680
Q1 2025 Added 69.03%
$173B
$483,000 0.05% of portfolio
7,051
Q1 2025 Added 15.55%
$148B
$538,000 0.05% of portfolio
4,853
Q1 2025 Reduced 10.95%
$256B
$540,000 0.05% of portfolio
7,674
Q1 2025 Added 1.8%
$79.5B
$505,000 0.05% of portfolio
4,039
Q1 2025 Added 0.74%
$56.8B
$550,000 0.05% of portfolio
7,113
Q1 2025 Added 24.11%
$300B
$546,000 0.05% of portfolio
2,292
Q1 2025 Reduced 7.85%
$117B
$543,000 0.05% of portfolio
1,877
Q1 2025 Added 3.19%
$94.3B
$406,000 0.04% of portfolio
1,476
Q1 2025 Reduced 18.04%
$193B
$409,000 0.04% of portfolio
1,010
Q4 2024 Reduced 4.55%
$3.73B
$428,000 0.04% of portfolio
10,495
Q1 2025 Added 5.67%
$161B
$429,000 0.04% of portfolio
791
Q1 2025 Reduced 5.23%
$128B
$439,000 0.04% of portfolio
1,846
Q1 2025 Reduced 10.28%
$86.1B
$441,000 0.04% of portfolio
2,076
Q1 2025 Added 0.36%
$106B
$441,000 0.04% of portfolio
14,757
Q1 2025 Reduced 7.39%
$149B
$404,000 0.04% of portfolio
3,770
Q1 2025 Reduced 7.4%
$34.2B
$400,000 0.04% of portfolio
2,067
Q1 2025 Reduced 0.05%
$12.3B
$366,000 0.04% of portfolio
26,658
Q1 2025 Reduced 0.18%
$167B
$366,000 0.04% of portfolio
1,047
Q1 2025 Reduced 1.96%
$23.1B
$375,000 0.04% of portfolio
11,814
Q1 2025 Reduced 9.42%
$73.4B
$378,000 0.04% of portfolio
1,533
Q1 2025 Reduced 0.8%
$96.1B
$445,000 0.04% of portfolio
1,018
Q1 2025 Added 1.44%
$32.5B
$451,000 0.04% of portfolio
17,482
Q1 2025 Reduced 2.99%
$32.7B
$397,000 0.04% of portfolio
4,591
Q1 2025 Added 4.55%
$39.4B
$424,000 0.04% of portfolio
1,745
Q1 2025 Reduced 0.33%
$76.5B
$459,000 0.04% of portfolio
2,467
Q1 2025 Reduced 10.13%
$19.4B
$459,000 0.04% of portfolio
18,089
Q1 2025 Reduced 2.37%
$104B
$451,000 0.04% of portfolio
1,400
Q1 2025 Reduced 0.93%
$34.9B
$456,000 0.04% of portfolio
6,877
Q1 2025 Added 0.03%
$63.4B
$402,000 0.04% of portfolio
1,572
Q1 2025 Added 68.53%

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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