Moneco Advisors, LLC Portfolio Holdings

Moneco Advisors, LLC

  • $1.02 Billion
  • Q2 2025

Moneco Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 468 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 $61.3M, Spdr Portfolio S&P 500 Value E with a value of $32M, Ishares Tr Russell 200 Growth with a value of $30.1M, Microsoft Corp with a value of $24.2M, and Apple Inc. with a value of $24.1M.

Examining the 13F form we can see an increase of $86.4M in the current position value, from $938M to 1.02B.

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 $1.02 Billion
ETFs: $699 Million
Technology: $102 Million
Financial Services: $47.5 Million
Healthcare: $29.1 Million
Industrials: $26.1 Million
Communication Services: $25.6 Million
Consumer Cyclical: $23.6 Million
Energy: $20.9 Million
Other: $30.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.95 Million 0.39% of portfolio
166,410
Q1 2025 Added 41.46%
$278B
$4.03 Million 0.39% of portfolio
58,113
Q1 2025 Reduced 0.62%
$562B
$3.73 Million 0.36% of portfolio
6,637
Q1 2025 Added 12.06%
$69.5B
$3.69 Million 0.36% of portfolio
118,991
Q1 2025 Added 0.1%
$0
$3.58 Million 0.35% of portfolio
257,967
Q1 2025 Reduced 0.68%
$1.16T
$3.61 Million 0.35% of portfolio
11,356
Q1 2025 Added 0.51%
$0
$3.63 Million 0.35% of portfolio
117,754
Q1 2025 Added 3.51%
$0
$3.45 Million 0.34% of portfolio
43,449
Q1 2025 Added 67.73%
$0
$3.34 Million 0.33% of portfolio
18,907
Q1 2025 Added 0.76%
$0
$3.38 Million 0.33% of portfolio
18,471
Q1 2025 Reduced 30.82%
$0
$3.39 Million 0.33% of portfolio
139,881
Q1 2025 Added 14.27%
$0
$3.42 Million 0.33% of portfolio
12,223
Q1 2025 Reduced 32.58%
$125B
$3.26 Million 0.32% of portfolio
24,492
Q1 2025 Added 0.07%
$10.6B
$3.3 Million 0.32% of portfolio
50,388
Q1 2025 Added 11.45%
$0
$3.3 Million 0.32% of portfolio
76,246
Q1 2025 Reduced 1.37%
$310B
$3.28 Million 0.32% of portfolio
22,941
Q1 2025 Added 2.39%
$119B
$3.16 Million 0.31% of portfolio
53,857
Q1 2025 Added 1.25%
$0
$3.22 Million 0.31% of portfolio
61,918
Q1 2025 Reduced 25.92%
$433B
$3.15 Million 0.31% of portfolio
8,592
Q1 2025 Added 0.31%
$232B
$3.21 Million 0.31% of portfolio
21,969
Q1 2025 Added 5.35%
$1.47T
$3.22 Million 0.31% of portfolio
18,167
Q1 2025 Added 1.27%
$389B
$3.17 Million 0.31% of portfolio
17,086
Q1 2025 Reduced 1.56%
$278M
$3.06 Million 0.3% of portfolio
27,396
Q2 2025 New
$0
$3.06 Million 0.3% of portfolio
129,978
Q1 2025 Added 48.5%
$0
$2.97 Million 0.29% of portfolio
39,633
Q1 2025 Added 3.71%
$562B
$2.97 Million 0.29% of portfolio
8,364
Q1 2025 Reduced 5.79%
$0
$2.95 Million 0.29% of portfolio
35,344
Q1 2025 Reduced 6.52%
$0
$2.96 Million 0.29% of portfolio
37,078
Q1 2025 Added 130.24%
$0
$2.95 Million 0.29% of portfolio
33,929
Q1 2025 Added 76.56%
$376B
$2.92 Million 0.28% of portfolio
18,305
Q1 2025 Reduced 32.3%
$0
$2.91 Million 0.28% of portfolio
125,103
Q1 2025 Added 50.35%
$0
$2.83 Million 0.28% of portfolio
120,405
Q1 2025 Added 44.56%
$536B
$2.9 Million 0.28% of portfolio
2,165
Q1 2025 Reduced 1.95%
$0
$2.84 Million 0.28% of portfolio
131,932
Q1 2025 Added 54.12%
$0
$2.8 Million 0.27% of portfolio
65,539
Q1 2025 Added 87.31%
$0
$2.72 Million 0.27% of portfolio
119,651
Q1 2025 Added 55.25%
$0
$2.81 Million 0.27% of portfolio
6,622
Q1 2025 Reduced 3.62%
$0
$2.8 Million 0.27% of portfolio
114,183
Q1 2025 Added 44.63%
$0
$2.74 Million 0.27% of portfolio
64,297
Q1 2025 Added 7.02%
$0
$2.79 Million 0.27% of portfolio
15,347
Q1 2025 Reduced 8.89%
$0
$2.62 Million 0.26% of portfolio
9,395
Q1 2025 Added 2.31%
$0
$2.69 Million 0.26% of portfolio
131,530
Q1 2025 Reduced 0.39%
$0
$2.57 Million 0.25% of portfolio
10,856
Q1 2025 Reduced 13.92%
$0
$2.57 Million 0.25% of portfolio
21,132
Q1 2025 Reduced 1.67%
$0
$2.59 Million 0.25% of portfolio
36,353
Q1 2025 Added 3.48%
$427B
$2.51 Million 0.24% of portfolio
2,533
Q1 2025 Reduced 9.39%
$228B
$2.37 Million 0.23% of portfolio
6,109
Q1 2025 Added 0.02%
$0
$2.32 Million 0.23% of portfolio
99,370
Q1 2025 Added 1.72%
$58.1B
$2.36 Million 0.23% of portfolio
37,852
Q1 2025 Added 83.76%

Summary

  • Portfolio
  • No. of Stocks 468
  • Current Value $1.02 Billion
  • Prior Value $938 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 34 stocks
  • Additional Purchases 204 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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