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.

Portfolio value $912 Million
ETFs: $603 Million
Technology: $89.8 Million
Financial Services: $48.5 Million
Healthcare: $31.5 Million
Communication Services: $26.3 Million
Consumer Cyclical: $25.5 Million
Industrials: $24.7 Million
Energy: $19.4 Million
Other: $33.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.06 Million 0.23% of portfolio
9,303
Q4 2024 Added 20.91%
$0
$2.11 Million 0.23% of portfolio
7,517
Q4 2024 Added 3.28%
$0
$2.08 Million 0.23% of portfolio
10,483
Q4 2024 Added 2.84%
$0
$2.01 Million 0.22% of portfolio
39,908
Q4 2024 Added 64.66%
$0
$2.02 Million 0.22% of portfolio
14,692
Q4 2024 Added 13.14%
$44B
$1.98 Million 0.22% of portfolio
36,848
Q4 2024 Reduced 32.26%
$183B
$1.97 Million 0.22% of portfolio
49,219
Q4 2024 Reduced 15.96%
$181B
$1.99 Million 0.22% of portfolio
5,478
Q4 2024 Added 20.16%
$444B
$1.93 Million 0.21% of portfolio
2,166
Q4 2024 Added 9.67%
$0
$1.95 Million 0.21% of portfolio
19,573
Q4 2024 Reduced 6.99%
$0
$1.81 Million 0.2% of portfolio
20,349
Q4 2024 Reduced 1.35%
$0
$1.85 Million 0.2% of portfolio
68,495
Q4 2024 Reduced 0.93%
$81.9B
$1.73 Million 0.19% of portfolio
20,296
Q4 2024 New
$0
$1.7 Million 0.19% of portfolio
21,200
Q4 2024 Added 57.36%
$33.9B
$1.74 Million 0.19% of portfolio
17,732
Q4 2024 New
$185B
$1.75 Million 0.19% of portfolio
15,687
Q4 2024 Reduced 11.57%
$0
$1.66 Million 0.18% of portfolio
7,887
Q4 2024 Added 161.42%
$0
$1.67 Million 0.18% of portfolio
18,338
Q4 2024 Added 0.11%
$0
$1.65 Million 0.18% of portfolio
27,342
Q4 2024 Added 0.66%
$0
$1.65 Million 0.18% of portfolio
67,138
Q4 2024 Added 41.01%
$0
$1.65 Million 0.18% of portfolio
9,035
Q4 2024 Added 4.98%
$415B
$1.56 Million 0.17% of portfolio
9,342
Q4 2024 Added 0.01%
$0
$1.53 Million 0.17% of portfolio
68,919
Q4 2024 New
$0
$1.57 Million 0.17% of portfolio
32,735
Q4 2024 Added 17.97%
$0
$1.58 Million 0.17% of portfolio
18,470
Q4 2024 Reduced 5.53%
$289B
$1.53 Million 0.17% of portfolio
4,563
Q4 2024 Reduced 1.19%
$520B
$1.53 Million 0.17% of portfolio
2,903
Q4 2024 Added 71.47%
$17.9B
$1.53 Million 0.17% of portfolio
17,030
Q4 2024 New
$0
$1.51 Million 0.17% of portfolio
25,296
Q4 2024 New
$347B
$1.45 Million 0.16% of portfolio
32,973
Q4 2024 Added 49.65%
$18.8B
$1.49 Million 0.16% of portfolio
9,660
Q4 2024 Reduced 19.1%
$195B
$1.47 Million 0.16% of portfolio
64,407
Q4 2024 Added 45.97%
$0
$1.48 Million 0.16% of portfolio
63,372
Q4 2024 Added 33.15%
$0
$1.46 Million 0.16% of portfolio
62,087
Q4 2024 Added 39.5%
$0
$1.46 Million 0.16% of portfolio
19,262
Q4 2024 Added 26.48%
$0
$1.44 Million 0.16% of portfolio
67,472
Q4 2024 Added 6.21%
$230B
$1.48 Million 0.16% of portfolio
16,382
Q4 2024 Added 24.77%
$0
$1.5 Million 0.16% of portfolio
41,336
Q4 2024 New
$226B
$1.42 Million 0.16% of portfolio
4,904
Q4 2024 Added 8.18%
$0
$1.5 Million 0.16% of portfolio
33,850
Q4 2024 Reduced 10.74%
$0
$1.35 Million 0.15% of portfolio
8,348
Q4 2024 Added 0.96%
$0
$1.32 Million 0.15% of portfolio
57,710
Q4 2024 Added 40.35%
$0
$1.33 Million 0.15% of portfolio
56,324
Q4 2024 Added 46.03%
$223B
$1.35 Million 0.15% of portfolio
13,602
Q4 2024 Added 25.35%
$0
$1.34 Million 0.15% of portfolio
15,123
Q4 2024 Added 5.26%
$0
$1.38 Million 0.15% of portfolio
2,555
Q4 2024 Added 55.89%
$199B
$1.41 Million 0.15% of portfolio
12,190
Q4 2024 Added 3.34%
$0
$1.23 Million 0.14% of portfolio
53,180
Q4 2024 Added 337.01%
$0
$1.25 Million 0.14% of portfolio
9,002
Q4 2024 Added 215.09%

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
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