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
RTX
Raytheon Technologies Corp

Industrials
249
+ 0.94%
$114.1 - $135.66 $28.4K - $33.8K
26.7K $3.54M
NFLX
Netflix Inc

Communication Services
461
+ 58.65%
$828.4 - $1058.6 $382K - $488K
1.25K $1.16M
BK
Bank Of New York Mellon Corp

Financial Services
5.47K
New
$75.42 - $88.95 $412K - $486K
5.47K $458K
NKE
Nike, Inc.

Consumer Cyclical
10K
+ 65.22%
$63.29 - $81.72 $633K - $818K
25.3K $1.61M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.9K
+ 4.89%
$56.12 - $68.15 $106K - $129K
40.7K $2.76M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.98K
+ 54.23%
$92.71 - $107.38 $554K - $642K
17K $1.58M
ETR
Entergy Corp

Utilities
5.08K
New
$75.26 - $87.89 $382K - $446K
5.08K $434K
VONV
Vanguard Russell 1000 Value Et

ETFs
4.93K
+ 60.51%
$80.21 - $86.14 $395K - $425K
13.1K $1.08M
CL
Colgate Palmolive CO

Consumer Defensive
3.24K
+ 8.45%
$85.68 - $97.5 $278K - $316K
41.6K $3.89M
VTI
Vanguard Total Stock Market Et

ETFs
1.97K
+ 21.61%
$271.18 - $303.12 $533K - $596K
11.1K $3.04M
XLV
Select Sector Spdr Fund Health

ETFs
1.51K
+ 8.06%
$137.61 - $149.68 $208K - $226K
20.3K $2.96M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.12K
+ 8.3%
$81.83 - $82.73 $337K - $341K
53.8K $4.45M
PG
Procter & Gamble CO

Consumer Defensive
1.39K
+ 2.86%
$158.56 - $176.26 $220K - $245K
49.9K $8.51M
SPTL
Spdr Portfolio Long Term Treas

ETFs
13.4K
New
$25.54 - $27.64 $342K - $370K
13.4K $365K
SAND
Sandstorm Gold LTD

Basic Materials
1.61K
+ 0.91%
$5.54 - $7.65 $8.91K - $12.3K
179K $1.35M
SLV
I Shares Silver Trust

ETFs
11.6K
New
$26.93 - $31.32 $312K - $363K
11.6K $359K
OXLC
Oxford Lane Capital Corp.

Financial Services
75.5K
New
$4.3 - $5.17 $324K - $390K
75.5K $356K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.01K
+ 1.82%
$42.5 - $46.71 $128K - $140K
168K $7.62M
SENEA
Seneca Foods Corp

Consumer Defensive
444
+ 1.51%
$71.34 - $90.35 $31.7K - $40.1K
29.9K $2.66M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7.28K
New
$42.18 - $45.16 $307K - $329K
7.28K $322K
EPD
Enterprise Products Partners L.P.

Energy
8.96K
New
$31.75 - $34.14 $285K - $306K
8.96K $305K
ELV
Elevance Health, Inc.

Healthcare
419
+ 23.75%
$365.9 - $436.25 $153K - $183K
2.18K $949K
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.9K
New
$25.69 - $26.89 $281K - $294K
10.9K $294K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.7K
New
$21.77 - $22.56 $276K - $287K
12.7K $285K
PM
Philip Morris International Inc.

Consumer Defensive
1.71K
New
$117.15 - $158.79 $200K - $271K
1.71K $270K
TSN
Tyson Foods, Inc.

Consumer Defensive
2.57K
+ 16.0%
$54.27 - $63.81 $140K - $164K
18.7K $1.19M
UBER
Uber Technologies, Inc

Technology
964
+ 6.3%
$63.17 - $81.49 $60.9K - $78.6K
16.3K $1.19M
IDU
Ishares Tr U S Utils ETF

ETFs
2.57K
New
$95.33 - $102.77 $245K - $264K
2.57K $260K
XOM
Exxon Mobil Corp

Energy
1.6K
+ 28.05%
$105.44 - $118.93 $169K - $190K
7.31K $869K
XLE
Energy Sector Spdr

ETFs
508
+ 1.92%
$85.7 - $93.96 $43.5K - $47.7K
26.9K $2.52M
JPM
Jpmorgan Chase & CO

Financial Services
799
+ 7.85%
$225.19 - $279.95 $180K - $224K
11K $2.69M
NOC
Northrop Grumman Corp

Industrials
445
+ 101.14%
$433.45 - $513.82 $193K - $229K
885 $453K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.18K
New
$39.02 - $42.89 $241K - $265K
6.18K $244K
CASY
Caseys General Stores Inc

Consumer Cyclical
429
+ 31.22%
$378.71 - $442.54 $162K - $190K
1.8K $782K
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.72K
New
$41.09 - $43.24 $235K - $248K
5.72K $237K
LVHI
Franklin International Low Vol

ETFs
7.33K
New
$30.53 - $32.85 $224K - $241K
7.33K $237K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.56K
New
$50.87 - $51.09 $232K - $233K
4.56K $232K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.48K
+ 99.04%
$96.93 - $109.51 $240K - $271K
4.98K $487K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.32K
New
$48.65 - $53.06 $210K - $229K
4.32K $224K
O
Realty Income Corp

Real Estate
2.69K
+ 18.24%
$51.67 - $58.49 $139K - $157K
17.4K $1.01M
IYK
Ishares U.S. Consumer Staples

ETFs
855
+ 3.18%
$63.29 - $71.8 $54.1K - $61.4K
27.7K $1.98M
UPS
United Parcel Service Inc

Industrials
2K
New
$109.66 - $136.26 $219K - $272K
2K $219K
XLU
Utilities Sector Spdr

ETFs
2.76K
New
$74.7 - $80.27 $206K - $221K
2.76K $217K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.62K
+ 10.62%
$65.27 - $71.18 $236K - $258K
37.7K $2.5M
VIS
Vanguard Industrial ETF

ETFs
873
New
$243.63 - $273.99 $213K - $239K
873 $216K
UNP
Union Pacific Corp

Industrials
875
New
$225.21 - $254.42 $197K - $223K
875 $206K
CVX
Chevron Corp

Energy
157
+ 1.97%
$146.71 - $167.97 $23K - $26.4K
8.14K $1.36M
WPC
W. P. Carey Inc.

Real Estate
3.22K
New
$53.5 - $65.05 $172K - $209K
3.22K $203K
TPL
Texas Pacific Land Corp

Energy
153
New
$1180.08 - $1431.01 $181K - $219K
153 $202K
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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