Money Concepts Capital Corp Purchases in Q2 2025

Money Concepts Capital Corp

  • $1.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
3.01K
+ 22.99%
$73.19 - $85.21 $220K - $256K
16.1K $1.37M
CEG
Constellation Energy Corp

Utilities
877
New
$170.96 - $322.76 $150K - $283K
877 $283K
APO
Apollo Global Management, Inc.

Financial Services
1.76K
+ 31.79%
$108.68 - $145.07 $191K - $255K
7.3K $1.04M
USTB
Victory Portfolios Ii Victorys

ETFs
5.42K
New
$50.21 - $50.82 $272K - $275K
5.42K $275K
PULS
Pgim ETF Tr

ETFs
5.54K
New
$49.39 - $49.76 $274K - $276K
5.54K $275K
VIST
Vista Energy, S.A.B. De C.V.

Energy
5.23K
+ 30.97%
$34.98 - $53.05 $183K - $278K
22.1K $1.06M
XAR
Spdr S&P Aerospace & Defense E

ETFs
314
+ 7.88%
$144.94 - $210.94 $45.5K - $66.2K
4.3K $907K
DIS
Walt Disney CO

Communication Services
339
+ 3.87%
$81.72 - $124.01 $27.7K - $42K
9.1K $1.13M
BSX
Boston Scientific Corp

Healthcare
1.68K
+ 14.33%
$89.7 - $107.41 $150K - $180K
13.4K $1.43M
MELI
Mercadolibre Inc

Consumer Cyclical
97
New
$1794.73 - $2613.63 $174K - $254K
97 $253K
PSI
Invesco Exchange Traded Fd Tr

ETFs
4.19K
New
$39.29 - $60.31 $165K - $253K
4.19K $251K
RDVY
First Trust Rising Dividend Ac

ETFs
3.21K
+ 37.77%
$51.6 - $62.74 $166K - $202K
11.7K $735K
CRSP
Crispr Therapeutics Ag

Healthcare
4.89K
New
$31.27 - $48.64 $153K - $238K
4.89K $237K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.84K
New
$55.57 - $62.73 $214K - $241K
3.84K $236K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
5.31K
New
$34.38 - $44.36 $182K - $235K
5.31K $235K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
5.18K
New
$42.73 - $45.32 $221K - $235K
5.18K $234K
RSG
Republic Services, Inc.

Industrials
851
+ 16.73%
$227.2 - $258.07 $193K - $220K
5.94K $1.46M
VDE
Vanguard Energy ETF

ETFs
1.93K
New
$105.87 - $130.56 $204K - $252K
1.93K $229K
CARR
Carrier Global Corp

Industrials
3.09K
New
$55.55 - $75.83 $172K - $235K
3.09K $226K
ORCL
Oracle Corp

Technology
429
+ 26.51%
$122.82 - $218.63 $52.7K - $93.8K
2.05K $447K
XLU
Utilities Sector Spdr

ETFs
2.59K
+ 94.05%
$73.09 - $82.77 $190K - $215K
5.35K $436K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.45K
+ 8.48%
$63.54 - $68.5 $219K - $236K
44.1K $2.97M
XLP
Consumer Staples Sector Spdr

ETFs
2.78K
+ 3.19%
N/A
90K $6.84M
CMCSA
Comcast Corp

Communication Services
5.9K
New
$32.84 - $36.72 $194K - $217K
5.9K $210K
MU
Micron Technology Inc

Technology
1.7K
New
$64.72 - $127.91 $110K - $218K
1.7K $209K
SSO
Proshares Ultra S&P 500

ETFs
2.14K
New
$64.8 - $97.72 $139K - $210K
2.14K $209K
PCEF
Invesco Cef Income Composite E

ETFs
10.7K
New
$16.85 - $19.54 $181K - $210K
10.7K $209K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.29K
New
$22.3 - $22.57 $207K - $210K
9.29K $208K
ADBE
Adobe Inc.

Technology
491
+ 9.23%
$340.0 - $420.68 $167K - $207K
5.81K $2.25M
KMI
Kinder Morgan, Inc.

Energy
6.87K
New
$25.21 - $29.4 $173K - $202K
6.87K $202K
HCA
Hca Healthcare, Inc.

Healthcare
529
New
$317.61 - $387.52 $168K - $205K
529 $202K
VFH
Vanguard Financial ETF

ETFs
1.59K
New
$104.87 - $127.3 $166K - $202K
1.59K $201K
GLD
Spdr Gold Trust

ETFs
479
+ 17.22%
$273.71 - $316.29 $131K - $152K
3.26K $994K
VZ
Verizon Communications Inc

Communication Services
9.62K
+ 8.94%
$41.67 - $45.62 $401K - $439K
117K $5.07M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.47K
+ 11.9%
$29.52 - $35.31 $102K - $122K
32.6K $1.15M
FDL
First Tr Morningstar Dividend

ETFs
4.47K
+ 48.87%
$38.19 - $43.19 $171K - $193K
13.6K $569K
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.6K
+ 6.09%
$45.9 - $47.2 $165K - $170K
62.7K $2.95M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
241
+ 1.42%
$63.36 - $80.23 $15.3K - $19.3K
17.2K $1.38M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.88K
+ 13.64%
$35.35 - $42.68 $102K - $123K
24K $1.02M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
920
+ 18.47%
$86.93 - $109.64 $80K - $101K
5.9K $647K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.87K
+ 54.1%
$21.85 - $22.76 $150K - $156K
19.6K $445K
HSY
Hershey CO

Consumer Defensive
1.09K
+ 22.37%
$151.29 - $173.13 $165K - $189K
5.96K $988K
DOX
Amdocs LTD

Technology
1.73K
+ 20.93%
$80.46 - $94.08 $139K - $162K
9.97K $909K
AXP
American Express CO

Financial Services
69
+ 2.61%
$231.39 - $318.98 $16K - $22K
2.71K $864K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.15K
+ 11.78%
$34.72 - $42.74 $74.6K - $91.9K
20.4K $871K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.11K
+ 42.73%
$121.58 - $136.74 $135K - $152K
3.72K $504K
CMI
Cummins Inc

Industrials
177
+ 2.79%
$267.12 - $336.65 $47.3K - $59.6K
6.51K $2.13M
SPMD
Spdr Portfolio

ETFs
1.74K
+ 11.25%
$44.89 - $54.38 $78.1K - $94.6K
17.2K $934K
BA
Boeing CO

Industrials
281
+ 13.48%
$136.59 - $217.51 $38.4K - $61.1K
2.37K $495K
Activity Summary
Buys All Purchases 259 New Holdings 44 Increased Positions 215 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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