Money Concepts Capital Corp Purchases in Q3 2025

Money Concepts Capital Corp

  • $1.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
24
+ 0.33%
$43.65 - $46.42 $1.05K - $1.11K
7.33K $340K
UPS
United Parcel Service Inc

Industrials
665
+ 31.67%
$82.58 - $105.54 $54.9K - $70.2K
2.77K $230K
USFR
Wisdomtree Floating Rate Treas

ETFs
448
+ 0.7%
$50.23 - $50.48 $22.5K - $22.6K
64.8K $3.26M
VDC
Vanguard Consumer Staples ETF

ETFs
144
+ 5.63%
$212.64 - $225.25 $30.6K - $32.4K
2.7K $577K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.78K
+ 8.57%
$60.9 - $70.75 $230K - $267K
47.9K $2.99M
VFH
Vanguard Financial ETF

ETFs
77
+ 4.86%
$125.23 - $132.78 $9.64K - $10.2K
1.66K $218K
YYY
Amplify ETF Tr High Income ETF

ETFs
911
+ 4.58%
$11.61 - $11.92 $10.6K - $10.9K
20.8K $245K
TSN
Tyson Foods, Inc.

Consumer Defensive
814
+ 4.03%
$52.3 - $57.69 $42.6K - $47K
21K $1.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
126
+ 3.32%
$78.11 - $79.07 $9.84K - $9.96K
3.92K $309K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
26
+ 0.18%
$117.65 - $120.08 $3.06K - $3.12K
14.7K $1.76M
PCEF
Invesco Cef Income Composite E

ETFs
93
+ 0.87%
$19.5 - $20.24 $1.81K - $1.88K
10.8K $216K
PG
Procter & Gamble CO

Consumer Defensive
1.94K
+ 3.76%
$150.47 - $161.22 $292K - $312K
53.5K $8.23M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
19
+ 0.19%
$26.88 - $27.78 $511 - $528
9.97K $276K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
3.69K
+ 10.02%
$14.94 - $16.82 $55.2K - $62.1K
40.5K $605K
CRWD
Crowd Strike Holdings, Inc.

Technology
42
+ 5.13%
$412.46 - $514.1 $17.3K - $21.6K
861 $422K
NFLX
Netflix Inc

Communication Services
155
+ 11.99%
$1147.87 - $1297.18 $178K - $201K
1.45K $1.74M
EXR
Extra Space Storage Inc.

Real Estate
303
+ 5.08%
$134.36 - $152.88 $40.7K - $46.3K
6.27K $883K
NEAR
Blackrock Short Maturity Bond

ETFs
26
+ 0.43%
$50.8 - $51.32 $1.32K - $1.33K
6.1K $312K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13
+ 0.14%
$22.36 - $22.52 $291 - $293
9.3K $209K
SWAN
Amplify ETF Tr Blackswan Growt
199
+ 1.9%
N/A
10.7K $0
Bgc Group Inc
12.3K
+ 14.56%
N/A
96.7K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
2.43K
+ 19.07%
N/A
15.2K $0
Managed Portfolio Series
159K
+ 1357.55%
N/A
171K $0
Blackrock Inc
3
+ 0.27%
N/A
1.12K $0
Linde PLC
157
+ 14.01%
N/A
1.28K $0
Invo Fertility Inc.
15.6K
New
N/A
15.6K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
1.29K
+ 43.01%
N/A
4.29K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
2.92K
+ 20.86%
N/A
16.9K $0
Mind Medicine Mindmed Inc
13K
New
N/A
13K $0
Innovator Etfs Trust
34.1K
New
N/A
34.1K $0
Rbb Fd Inc
1K
+ 6.39%
N/A
16.6K $0
Ea Series Trust
15.5K
New
N/A
15.5K $0
Healthcare Rlty Tr
2.33K
+ 3.91%
N/A
62K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
2.17K
+ 1.26%
N/A
174K $0
Ge Vernova Inc
220
+ 35.77%
N/A
835 $0
QTUM
ETF Ser Solutions Defiance Qua
1.1K
+ 9.5%
N/A
12.7K $0
Pimco ETF Tr
11.9K
+ 25.22%
N/A
59.2K $0
Pony Ai Inc
91.7K
New
N/A
91.7K $0
Reddit Inc
322
+ 3.7%
N/A
9.03K $0
Ea Series Trust
6.24K
+ 25.64%
N/A
30.6K $0
ALCC
Alt C Acquisition Corp.

Financial Services
4.32K
New
N/A
4.32K $0
Viking Holdings LTD
2.02K
+ 8.96%
N/A
24.6K $0
Neuraxis Inc
33.4K
New
N/A
33.4K $0
Celestica Inc
818
New
N/A
818 $0
ABT
Abbott Laboratories

Healthcare
177
+ 1.56%
$120.51 - $136.62 $21.3K - $24.2K
11.5K $1.54M
Chime Finl Inc
40K
New
N/A
40K $0
Innovator Etfs Trust
3.78K
+ 5.59%
N/A
71.4K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
1.6K
+ 5.92%
N/A
28.6K $0
COST
Costco Wholesale Corp

Consumer Defensive
179
+ 6.31%
$915.95 - $994.57 $164K - $178K
3.02K $2.79M
Activity Summary
Buys All Purchases 318 New Holdings 57 Increased Positions 261 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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