Moneco Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $938 Million distributed in 456 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 $54.1M, Spdr Portfolio S&P 500 Value E with a value of $27.7M, Apple Inc. with a value of $25.5M, Ishares Tr Russell 200 Growth with a value of $24.2M, and Vanguard Growth ETF with a value of $19.1M.

Examining the 13F form we can see an increase of $26M in the current position value, from $912M to 938M.

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 $938 Million
ETFs: $632 Million
Technology: $81.8 Million
Financial Services: $44.2 Million
Healthcare: $35.4 Million
Communication Services: $24.7 Million
Consumer Cyclical: $24.7 Million
Industrials: $23.6 Million
Energy: $22.8 Million
Other: $32.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 456
  • Current Value $938 Million
  • Prior Value $912 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 216 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 183 stocks
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