Money Concepts Capital Corp Purchases in Q4 2024

Money Concepts Capital Corp

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMMO
Invesco Exchange Traded Fd Tr

ETFs
86.2K
+ 24.59%
$119.61 - $136.3 $10.3M - $11.7M
437K $53.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
51K
+ 9.09%
$89.97 - $98.59 $4.59M - $5.03M
612K $58.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
11K
New
$417.69 - $450.94 $4.6M - $4.96M
11K $4.68M
SVAL
Ishares Tr Us Small Cap Value

ETFs
120K
+ 5.94%
$31.5 - $36.25 $3.78M - $4.35M
2.14M $69.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.75K
+ 1.68%
$180.88 - $232.93 $316K - $407K
106K $23.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
31.7K
+ 171.22%
$91.29 - $91.8 $2.89M - $2.91M
50.1K $4.58M
XLI
Industrial Sector Spdr

ETFs
19.2K
+ 96.52%
$131.76 - $143.99 $2.54M - $2.77M
39.2K $5.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.1K
+ 24.41%
$66.77 - $71.52 $2.15M - $2.3M
164K $11.3M
IVE
Ishares S&P 500 Value ETF

ETFs
12.4K
New
$189.5 - $206.17 $2.35M - $2.56M
12.4K $2.37M
IWS
Ishares Russell Midcap Value E

ETFs
26K
+ 7.38%
$128.08 - $140.32 $3.33M - $3.65M
378K $48.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
27K
+ 250.02%
$80.93 - $85.66 $2.18M - $2.31M
37.8K $3.06M
DGRO
Ishares Core Dividend Growth E

ETFs
33.8K
+ 346.91%
$60.73 - $64.94 $2.05M - $2.19M
43.5K $2.67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.3K
+ 22.03%
$176.42 - $186.91 $2M - $2.12M
62.7K $11.2M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
80.9K
+ 135.21%
$23.25 - $23.37 $1.88M - $1.89M
141K $3.28M
IYR
Ishares Tr

ETFs
20.2K
New
$90.74 - $102.87 $1.83M - $2.08M
20.2K $1.88M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.33K
+ 102.12%
$370.24 - $418.94 $1.6M - $1.82M
8.58K $3.44M
ECC
Eagle Point Credit CO Inc.

Financial Services
191K
New
$8.7 - $9.98 $1.66M - $1.91M
191K $1.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.85K
+ 179.46%
$563.99 - $620.12 $1.61M - $1.77M
4.44K $2.53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.8K
+ 20.44%
$96.64 - $101.23 $1.91M - $2M
117K $11.3M
SENEA
Seneca Foods Corp

Consumer Defensive
13.3K
+ 82.7%
$61.61 - $80.57 $821K - $1.07M
29.4K $2.33M
TSLA
Tesla, Inc.

Consumer Cyclical
963
+ 22.79%
$213.65 - $479.86 $206K - $462K
5.19K $2.1M
UBER
Uber Technologies, Inc

Technology
15.3K
New
$59.93 - $86.34 $917K - $1.32M
15.3K $923K
APO
Apollo Global Management, Inc.

Financial Services
5.26K
New
$131.36 - $178.61 $690K - $939K
5.26K $867K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
169
+ 0.25%
$521.84 - $558.82 $88.2K - $94.4K
68.8K $37.1M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
11.5K
New
$58.22 - $78.62 $670K - $905K
11.5K $824K
KKR
Kkr & Co. Inc.

Financial Services
5.5K
New
$129.87 - $162.87 $714K - $895K
5.5K $812K
IVV
Ishares Core S&P 500 ETF

ETFs
1.1K
+ 8.97%
$570.51 - $610.59 $626K - $670K
13.3K $7.85M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
38.1K
New
$15.9 - $17.05 $605K - $649K
38.1K $633K
DAKT
Daktronics Inc

Technology
607
+ 0.4%
$12.64 - $19.5 $7.67K - $11.8K
151K $2.54M
DIS
Walt Disney CO

Communication Services
4.23K
+ 118.92%
$92.39 - $117.6 $391K - $497K
7.79K $867K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.13K
+ 22.93%
$316.94 - $357.88 $359K - $405K
6.07K $2.08M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.26K
+ 62.89%
$95.27 - $107.82 $405K - $459K
11K $1.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 27.94%
$442.29 - $483.08 $494K - $540K
5.12K $2.32M
TMUS
T Mobile Us, Inc.

Communication Services
2.05K
New
$206.1 - $246.94 $422K - $505K
2.05K $451K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
938
+ 0.34%
$69.3 - $74.3 $65K - $69.7K
274K $19.6M
AXP
American Express CO

Financial Services
1.26K
+ 103.63%
$267.35 - $305.57 $336K - $383K
2.47K $731K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.89K
+ 37.0%
$71.75 - $75.11 $422K - $442K
21.8K $1.57M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.71K
+ 19.11%
$46.07 - $48.17 $447K - $468K
60.5K $2.79M
ILCB
Ishares Morningstar U.S. Equit

ETFs
3.83K
+ 28.93%
$78.43 - $84.56 $300K - $324K
17.1K $1.39M
FTNT
Fortinet, Inc.

Technology
449
+ 2.6%
$76.49 - $99.21 $34.3K - $44.5K
17.7K $1.67M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.24K
New
$76.21 - $82.24 $323K - $348K
4.24K $330K
IXN
Ishares Global Information Tec

ETFs
3.17K
+ 11.66%
$80.67 - $87.84 $255K - $278K
30.3K $2.57M
VTI
Vanguard Total Stock Market Et

ETFs
946
+ 11.61%
$280.04 - $302.45 $265K - $286K
9.1K $2.64M
WMT
Walmart Inc.

Consumer Defensive
363
+ 1.18%
$79.1 - $95.7 $28.7K - $34.7K
31K $2.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
85K
+ 315.23%
$25.93 - $105.3 $2.2M - $8.95M
112K $3.12M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.17K
+ 8.23%
$40.97 - $42.66 $376K - $391K
121K $4.99M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
9.04K
New
$34.04 - $35.66 $308K - $322K
9.04K $310K
IYY
Ishares Tr

ETFs
1.59K
+ 6.66%
$138.14 - $149.13 $219K - $237K
25.4K $3.64M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.09K
+ 1.83%
$126.68 - $134.74 $391K - $416K
172K $22M
Activity Summary
Buys All Purchases 235 New Holdings 33 Increased Positions 202 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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