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 Market Cap. of $10 Billions to $200 Billions
