Moneco Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $912 Million distributed in 464 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 $52.6M, Apple Inc. with a value of $28M, Vanguard Growth ETF with a value of $23.1M, Spdr Portfolio S&P 500 Value E with a value of $23.2M, and Ishares Tr Russell 200 Growth with a value of $22.8M.
Examining the 13F form we can see an increase of $134M in the current position value, from $778M to 912M.
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
$912 Million
ETFs: $603 Million
Technology: $89.8 Million
Financial Services: $48.5 Million
Healthcare: $31.5 Million
Communication Services: $26.3 Million
Consumer Cyclical: $25.5 Million
Industrials: $24.7 Million
Energy: $19.4 Million
Other: $33.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions