Moneco Advisors, LLC Portfolio Holdings
Moneco Advisors, LLC
- $912 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 464
- Current Value $912 Million
- Prior Value $778 Million
- Filing
- Period Q4 2024
- Filing Date February 03, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 62 stocks
- Additional Purchases 272 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks