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
$1.58T
$1.37 Million 0.13% of portfolio
6,034
Q1 2025 Added 8.59%
$133B
$1.35 Million 0.13% of portfolio
5,776
Q1 2025 Added 3.33%
$0
$1.34 Million 0.13% of portfolio
15,185
Q1 2025 Reduced 45.34%
$0
$1.31 Million 0.13% of portfolio
25,098
Q1 2025 Added 2.17%
$0
$1.31 Million 0.13% of portfolio
53,569
Q1 2025 Reduced 0.59%
$59.6B
$1.31 Million 0.13% of portfolio
30,264
Q1 2025 Reduced 3.49%
$294B
$1.33 Million 0.13% of portfolio
18,776
Q1 2025 Added 4.3%
$14.7B
$1.32 Million 0.13% of portfolio
16,899
Q4 2024 Added 2.49%
$0
$1.37 Million 0.13% of portfolio
31,511
Q1 2025 Added 15.53%
$0
$1.38 Million 0.13% of portfolio
8,411
Q1 2025 Reduced 0.31%
$0
$1.24 Million 0.12% of portfolio
23,057
Q1 2025 Reduced 22.15%
$0
$1.19 Million 0.12% of portfolio
8,562
Q1 2025 Added 6.47%
$268B
$1.2 Million 0.12% of portfolio
1,702
Q1 2025 Reduced 0.88%
$0
$1.22 Million 0.12% of portfolio
23,411
Q1 2025 Reduced 9.04%
$0
$1.23 Million 0.12% of portfolio
13,404
Q1 2025 Reduced 6.41%
$261B
$1.23 Million 0.12% of portfolio
4,524
Q1 2025 Added 11.05%
$312B
$1.25 Million 0.12% of portfolio
4,020
Q1 2025 Reduced 3.41%
$338B
$1.22 Million 0.12% of portfolio
4,727
Q1 2025 Added 2.54%
$0
$1.14 Million 0.11% of portfolio
4,729
Q1 2025 Reduced 5.75%
$0
$1.13 Million 0.11% of portfolio
5,824
Q1 2025 Added 0.53%
$0
$1.09 Million 0.11% of portfolio
9,988
Q1 2025 Reduced 0.16%
$0
$1.15 Million 0.11% of portfolio
7,655
Q1 2025 Reduced 15.75%
$11.5B
$1.16 Million 0.11% of portfolio
63,357
Q4 2024 Added 0.36%
$0
$1.18 Million 0.11% of portfolio
2,070
Q1 2025 Added 11.4%
$0
$1.12 Million 0.11% of portfolio
14,062
Q1 2025 Reduced 8.25%
$0
$1.03 Million 0.1% of portfolio
12,256
Q1 2025 Added 34.74%
$0
$1.06 Million 0.1% of portfolio
14,413
Q1 2025 Reduced 6.56%
$135B
$1.02 Million 0.1% of portfolio
4,444
Q1 2025 Reduced 0.88%
$65.5B
$1.01 Million 0.1% of portfolio
8,437
Q1 2025 Reduced 0.34%
$82B
$996,000 0.1% of portfolio
4,354
Q1 2025 Reduced 3.91%
$23.1B
$987,000 0.1% of portfolio
30,096
Q1 2025 Added 62.5%
$0
$985,000 0.1% of portfolio
17,048
Q1 2025 Reduced 3.19%
$120B
$1.06 Million 0.1% of portfolio
5,044
Q1 2025 Reduced 14.07%
$102B
$984,000 0.1% of portfolio
6,581
Q1 2025 Added 5.93%
$209B
$966,000 0.09% of portfolio
12,204
Q1 2025 Reduced 9.91%
$0
$904,000 0.09% of portfolio
10,799
Q1 2025 Reduced 22.66%
$0
$916,000 0.09% of portfolio
12,590
Q1 2025 Added 1.29%
$128B
$930,000 0.09% of portfolio
2,009
Q1 2025 Reduced 5.27%
$0
$888,000 0.09% of portfolio
27,495
Q1 2025 Added 1.04%
$201B
$971,000 0.09% of portfolio
5,304
Q1 2025 Reduced 0.48%
$161B
$939,000 0.09% of portfolio
13,538
Q1 2025 Added 4.94%
$159B
$959,000 0.09% of portfolio
3,437
Q1 2025 Added 22.19%
$21.7B
$879,000 0.09% of portfolio
16,781
Q1 2025 Reduced 1.61%
$0
$972,000 0.09% of portfolio
8,832
Q1 2025 Reduced 6.27%
$52B
$930,000 0.09% of portfolio
51,325
Q1 2025 Added 8.74%
$135B
$828,000 0.08% of portfolio
2,095
Q1 2025 Added 5.91%
$203B
$816,000 0.08% of portfolio
5,127
Q1 2025 Added 17.21%
$152B
$803,000 0.08% of portfolio
2,252
Q1 2025 Reduced 3.28%
$0
$769,000 0.08% of portfolio
34,992
Q1 2025 Added 5.63%

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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