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
VGT
Vanguard Information Technolog

ETFs
621
+ 36.23%
$542.38 - $646.34 $337K - $401K
2.34K $1.27M
VOX
Vanguard Communication Service

ETFs
1.35K
New
$147.73 - $169.24 $199K - $228K
1.35K $200K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.29K
+ 8.53%
$114.57 - $118.14 $148K - $152K
16.4K $1.94M
TJX
Tjx Companies Inc

Consumer Cyclical
1.43K
+ 16.7%
$112.81 - $126.16 $162K - $181K
10K $1.22M
DOX
Amdocs LTD

Technology
1.53K
+ 22.71%
$82.21 - $92.02 $125K - $140K
8.25K $754K
META
Meta Platforms, Inc.

Communication Services
433
+ 7.21%
$576.36 - $736.67 $250K - $319K
6.44K $3.71M
WU
Western Union CO

Financial Services
15.9K
New
$10.24 - $11.62 $163K - $184K
15.9K $167K
GE
General Electric CO

Industrials
37
+ 0.78%
$168.59 - $212.13 $6.24K - $7.85K
4.77K $954K
HON
Honeywell International Inc

Industrials
1.35K
+ 15.4%
$202.75 - $226.52 $274K - $306K
10.1K $2.15M
VDC
Vanguard Consumer Staples ETF

ETFs
686
+ 42.37%
$206.54 - $226.16 $142K - $155K
2.31K $504K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.41K
+ 2.99%
$28.55 - $29.09 $126K - $128K
152K $4.38M
FTC
First Tr Lge Cap Growth

ETFs
1.61K
+ 16.54%
$127.87 - $148.89 $206K - $240K
11.3K $1.49M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
10.7K
New
$13.81 - $14.82 $148K - $158K
10.7K $148K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
3.31K
+ 2.93%
$25.83 - $27.09 $85.4K - $89.5K
116K $3.1M
V
Visa Inc.

Financial Services
130
+ 4.36%
$306.92 - $362.71 $39.9K - $47.2K
3.11K $1.09M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.03K
+ 65.4%
$128.74 - $138.67 $133K - $143K
2.61K $353K
AFL
Aflac Inc

Financial Services
367
+ 2.78%
$100.99 - $111.19 $37.1K - $40.8K
13.6K $1.51M
GTO
Invesco Actively Managed ETF T

ETFs
2.7K
+ 8.89%
$45.9 - $47.37 $124K - $128K
33.1K $1.55M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.4K
+ 67.02%
$55.41 - $60.74 $133K - $146K
5.99K $338K
GLD
Spdr Gold Trust

ETFs
23
+ 0.83%
$243.19 - $288.14 $5.59K - $6.63K
2.78K $801K
FR
First Industrial Realty Trust Inc

Real Estate
1.22K
+ 8.51%
$48.46 - $57.99 $58.9K - $70.5K
15.5K $835K
PLD
Prologis, Inc.

Real Estate
685
+ 10.36%
$103.59 - $124.04 $71K - $85K
7.3K $815K
GD
General Dynamics Corp

Industrials
74
+ 0.7%
$241.94 - $272.58 $17.9K - $20.2K
10.6K $2.88M
HSY
Hershey CO

Consumer Defensive
624
+ 14.7%
$144.74 - $186.36 $90.3K - $116K
4.87K $832K
TMUS
T Mobile Us, Inc.

Communication Services
4
+ 0.2%
$211.3 - $272.83 $845 - $1.09K
2.05K $547K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.98K
+ 12.19%
$37.07 - $40.63 $73.5K - $80.6K
18.2K $718K
VTV
Vanguard Value ETF

ETFs
233
+ 1.55%
$167.73 - $179.21 $39.1K - $41.8K
15.3K $2.64M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.18K
+ 5.54%
$33.84 - $37.77 $40K - $44.6K
22.5K $819K
SPYG
Spdr Portfolio

ETFs
4.54K
+ 12.4%
$80.05 - $92.39 $364K - $420K
41.2K $3.31M
YUM
Yum Brands Inc

Consumer Cyclical
12
+ 0.32%
$123.25 - $162.53 $1.48K - $1.95K
3.74K $588K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
467
+ 1.3%
$55.76 - $59.54 $26K - $27.8K
36.4K $2.11M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.63K
+ 36.12%
$44.68 - $46.49 $72.9K - $75.8K
6.15K $284K
RWL
Invesco Exchange Traded Fd Tr

ETFs
688
+ 11.65%
$96.9 - $104.39 $66.7K - $71.8K
6.6K $655K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
998
+ 13.96%
$192.82 - $222.1 $192K - $222K
8.15K $1.57M
GNL
Global Net Lease, Inc.

Real Estate
3.01K
+ 5.42%
$6.91 - $8.26 $20.8K - $24.9K
58.5K $470K
TXN
Texas Instruments Inc

Technology
321
+ 6.36%
N/A
5.37K $1.04M
MMM
3 M CO

Industrials
146
+ 6.39%
$129.7 - $155.12 $18.9K - $22.6K
2.43K $356K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.02K
+ 11.31%
$34.25 - $37.6 $35K - $38.4K
10.1K $370K
EXR
Extra Space Storage Inc.

Real Estate
432
+ 8.53%
$143.8 - $161.28 $62.1K - $69.7K
5.5K $816K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.44K
+ 5.01%
$507.05 - $563.67 $1.75M - $1.94M
72.2K $37.1M
CB
Chubb LTD

Financial Services
20
+ 1.1%
$257.71 - $301.99 $5.15K - $6.04K
1.83K $553K
IYF
Ishares Tr

ETFs
399
+ 17.37%
$107.69 - $119.37 $43K - $47.6K
2.7K $304K
ITOT
Ishares Core S&P Total U.S. St

ETFs
857
+ 10.22%
$120.29 - $134.6 $103K - $115K
9.24K $1.13M
VNQ
Vanguard Specialized Funds Van

ETFs
424
+ 7.25%
$85.55 - $94.34 $36.3K - $40K
6.27K $567K
NEE
Nextera Energy Inc

Utilities
789
+ 5.65%
$66.96 - $76.16 $52.8K - $60.1K
14.8K $1.05M
FDL
First Tr Morningstar Dividend

ETFs
385
+ 4.4%
$39.69 - $43.83 $15.3K - $16.9K
9.14K $396K
INTU
Intuit Inc

Technology
102
+ 7.24%
$555.63 - $630.23 $56.7K - $64.3K
1.51K $927K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
249
+ 2.54%
$178.65 - $194.73 $44.5K - $48.5K
10K $1.84M
XLF
Financial Sector Spdr

ETFs
414
+ 2.72%
$47.32 - $52.19 $19.6K - $21.6K
15.6K $778K
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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