Moneco Advisors, LLC Portfolio Holdings
Moneco Advisors, LLC
- $1.14 Billion
- Q3 2025
Moneco Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 494 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 $67.1M, Spdr Portfolio S&P 500 Value E with a value of $36.6M, Ishares Tr Russell 200 Growth with a value of $34.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $33.7M, and Apple Inc. with a value of $30.2M.
Examining the 13F form we can see an increase of $118M in the current position value, from $1.02B to 1.14B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 494
- Current Value $1.14 Billion
- Prior Value $1.02 Billion
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 49 stocks
- Additional Purchases 228 stocks
- Sold out of 0 stocks
- Reduced holdings in 188 stocks