Moneco Advisors, LLC Portfolio Holdings
Moneco Advisors, LLC
- $667 Million
- Q2 2024
Moneco Advisors, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $667 Million distributed in 418 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.5M, Vanguard Growth ETF with a value of $21.6M, Ishares S&P 100 ETF with a value of $18.8M, Microsoft Corp with a value of $17.8M, and Spdr Portfolio S&P 500 Value E with a value of $14.1M.
Examining the 13F form we can see an increase of $49.1M in the current position value, from $618M to 667M. Also it can be appreciated an additional of 43 stocks purchases and 32 closed positions.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 418
- Current Value $667 Million
- Prior Value $618 Million
- Filing
- Period Q2 2024
- Filing Date July 19, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 43 stocks
- Additional Purchases 180 stocks
- Sold out of 32 stocks
- Reduced holdings in 165 stocks