Money Concepts Capital Corp Purchases in Q1 2025

Money Concepts Capital Corp

  • $1.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
187K
+ 30.57%
$91.76 - $103.26 $17.2M - $19.3M
798K $73.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
55.5K
+ 580.49%
$99.16 - $99.52 $5.5M - $5.52M
65.1K $6.47M
CTA
Simplify Exch Traded Fds Simpl

ETFs
172K
New
$27.81 - $30.21 $4.79M - $5.21M
172K $5.1M
IWS
Ishares Russell Midcap Value E

ETFs
45K
+ 11.89%
$122.59 - $135.24 $5.52M - $6.08M
423K $53.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
144K
+ 63.02%
$29.34 - $31.31 $4.22M - $4.5M
372K $11M
IEF
Ishares Barclays

ETFs
37.2K
+ 39.55%
$91.17 - $95.39 $3.4M - $3.55M
131K $12.5M
T
At&T Inc.

Communication Services
51.3K
+ 30.29%
$21.56 - $28.28 $1.11M - $1.45M
221K $6.24M
MBB
Ishares Tr

ETFs
24.6K
+ 900.44%
$90.37 - $94.08 $2.22M - $2.32M
27.3K $2.56M
VLGEA
Village Super Market Inc

Consumer Defensive
5.12K
+ 1.61%
$30.38 - $38.01 $156K - $195K
323K $12.3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.7K
New
$117.4 - $131.02 $1.72M - $1.92M
14.7K $1.76M
IJS
Ishares S&P Smallcap 600 Value

ETFs
16.7K
New
$96.3 - $112.23 $1.6M - $1.87M
16.7K $1.62M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
32.6K
+ 663.67%
$48.0 - $54.24 $1.56M - $1.77M
37.5K $1.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.2K
+ 269.21%
$182.82 - $196.21 $1.5M - $1.61M
11.2K $2.12M
XLY
Select Sector Spdr Consumer Di

ETFs
8.33K
+ 181.53%
$192.6 - $233.2 $1.61M - $1.94M
12.9K $2.55M
XLB
Select Sector Spdr Fd Material

ETFs
17.6K
New
$83.19 - $90.99 $1.47M - $1.6M
17.6K $1.51M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
31K
New
$46.86 - $50.66 $1.45M - $1.57M
31K $1.51M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
25.8K
+ 267.58%
$58.23 - $69.12 $1.51M - $1.79M
35.5K $2.08M
MDT
Medtronic PLC

Healthcare
11.4K
+ 45.95%
$79.84 - $94.5 $909K - $1.08M
36.1K $3.25M
JNJ
Johnson & Johnson

Healthcare
2.29K
+ 5.48%
$142.06 - $167.7 $325K - $383K
44K $7.29M
KR
Kroger CO

Consumer Defensive
18.4K
New
$58.36 - $67.72 $1.08M - $1.25M
18.4K $1.25M
KO
Coca Cola CO

Consumer Defensive
4.56K
+ 4.92%
$60.81 - $72.32 $277K - $329K
97.1K $6.96M
BSX
Boston Scientific Corp

Healthcare
11.7K
New
$89.38 - $106.18 $1.04M - $1.24M
11.7K $1.18M
IEFA
Ishares Tr

ETFs
3.2K
+ 1.94%
$69.57 - $78.65 $222K - $251K
168K $12.7M
DUK
Duke Energy Corp

Utilities
2.93K
+ 6.05%
$105.87 - $121.97 $310K - $357K
51.3K $6.26M
AMD
Advanced Micro Devices Inc

Technology
9.79K
+ 224.85%
$96.63 - $129.55 $946K - $1.27M
14.1K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.24K
+ 5.35%
$95.85 - $99.25 $598K - $619K
123K $12.1M
WMT
Walmart Inc.

Consumer Defensive
10.5K
+ 33.8%
$84.5 - $105.05 $885K - $1.1M
41.5K $3.64M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
19.8K
New
$41.74 - $43.57 $828K - $864K
19.8K $836K
SO
Southern CO

Utilities
3.5K
+ 6.88%
$80.96 - $92.96 $283K - $325K
54.3K $4.99M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
34.3K
+ 24.36%
$23.29 - $23.38 $798K - $801K
175K $4.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
749
+ 14.63%
$442.66 - $534.52 $332K - $400K
5.87K $3.13M
UNH
Unitedhealth Group Inc

Healthcare
1.4K
+ 36.84%
$461.52 - $548.18 $646K - $767K
5.2K $2.72M
ECC
Eagle Point Credit CO Inc.

Financial Services
117K
+ 61.33%
$7.7 - $9.14 $902K - $1.07M
308K $2.5M
MCD
Mcdonalds Corp

Consumer Cyclical
974
+ 4.49%
$279.74 - $321.29 $272K - $313K
22.7K $7.08M
PLTR
Palantir Technologies Inc.

Technology
4.08K
+ 8.65%
$64.98 - $124.62 $265K - $509K
51.3K $4.33M
WM
Waste Management Inc

Industrials
621
+ 3.26%
$200.54 - $233.78 $125K - $145K
19.7K $4.56M
ALB
Albemarle Corp

Basic Materials
9.85K
New
$69.95 - $97.49 $689K - $961K
9.85K $709K
LNT
Alliant Energy Corp

Utilities
5.69K
+ 8.93%
$56.66 - $66.04 $323K - $376K
69.4K $4.47M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
208
+ 0.17%
$87.68 - $94.52 $18.2K - $19.7K
123K $11.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.8K
+ 18.19%
$56.17 - $59.71 $607K - $645K
70.2K $4.01M
MO
Altria Group, Inc.

Consumer Defensive
9.8K
New
$50.81 - $60.02 $498K - $588K
9.8K $587K
RELX
Relx PLC

Communication Services
11K
+ 237.38%
$45.34 - $51.91 $498K - $570K
15.6K $786K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
13.2K
+ 137.66%
$48.65 - $66.04 $641K - $870K
22.7K $1.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.46K
+ 1.43%
$126.11 - $135.06 $310K - $332K
175K $22.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.9K
+ 3.3%
$169.43 - $182.84 $830K - $896K
153K $26.6M
RSG
Republic Services, Inc.

Industrials
1.66K
+ 48.6%
$200.09 - $242.16 $333K - $403K
5.09K $1.23M
WFC
Wells Fargo & Company

Financial Services
7.37K
New
$66.78 - $81.42 $492K - $600K
7.37K $529K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
30.2K
New
$16.57 - $18.85 $500K - $569K
30.2K $501K
AMGN
Amgen Inc

Healthcare
96
+ 1.05%
$258.59 - $327.36 $24.8K - $31.4K
9.21K $2.87M
Activity Summary
Buys All Purchases 256 New Holdings 44 Increased Positions 212 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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