Money Concepts Capital Corp Incresed Positions in Q4 2024

Money Concepts Capital Corp

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMMO
Invesco Exchange Traded Fd Tr

ETFs
86.2K
+ 24.59%
$119.61 - $136.3 $10.3M - $11.7M
437K $53.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
51K
+ 9.09%
$89.97 - $98.59 $4.59M - $5.03M
612K $58.1M
SVAL
Ishares Tr Us Small Cap Value

ETFs
120K
+ 5.94%
$31.5 - $36.25 $3.78M - $4.35M
2.14M $69.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.75K
+ 1.68%
$180.88 - $232.93 $316K - $407K
106K $23.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
31.7K
+ 171.22%
$91.29 - $91.8 $2.89M - $2.91M
50.1K $4.58M
XLI
Industrial Sector Spdr

ETFs
19.2K
+ 96.52%
$131.76 - $143.99 $2.54M - $2.77M
39.2K $5.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.1K
+ 24.41%
$66.77 - $71.52 $2.15M - $2.3M
164K $11.3M
IWS
Ishares Russell Midcap Value E

ETFs
26K
+ 7.38%
$128.08 - $140.32 $3.33M - $3.65M
378K $48.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
105K
+ 2333.05%
$22.4 - $68.28 $2.36M - $7.2M
110K $2.55M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
27K
+ 250.02%
$80.93 - $85.66 $2.18M - $2.31M
37.8K $3.06M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.3K
+ 22.03%
$176.42 - $186.91 $2M - $2.12M
62.7K $11.2M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
80.9K
+ 135.21%
$23.25 - $23.37 $1.88M - $1.89M
141K $3.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.33K
+ 102.12%
$370.24 - $418.94 $1.6M - $1.82M
8.58K $3.44M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.85K
+ 179.46%
$563.99 - $620.12 $1.61M - $1.77M
4.44K $2.53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.8K
+ 20.44%
$96.64 - $101.23 $1.91M - $2M
117K $11.3M
SENEA
Seneca Foods Corp

Consumer Defensive
13.3K
+ 82.7%
$61.61 - $80.57 $821K - $1.07M
29.4K $2.33M
TSLA
Tesla, Inc.

Consumer Cyclical
963
+ 22.79%
$213.65 - $479.86 $206K - $462K
5.19K $2.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
169
+ 0.25%
$521.84 - $558.82 $88.2K - $94.4K
68.8K $37.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.1K
+ 8.97%
$570.51 - $610.59 $626K - $670K
13.3K $7.85M
DAKT
Daktronics Inc

Technology
607
+ 0.4%
$12.64 - $19.5 $7.67K - $11.8K
151K $2.54M
DIS
Walt Disney CO

Communication Services
4.23K
+ 118.92%
$92.39 - $117.6 $391K - $497K
7.79K $867K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.13K
+ 22.93%
$316.94 - $357.88 $359K - $405K
6.07K $2.08M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.26K
+ 62.89%
$95.27 - $107.82 $405K - $459K
11K $1.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 27.94%
$442.29 - $483.08 $494K - $540K
5.12K $2.32M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
938
+ 0.34%
$69.3 - $74.3 $65K - $69.7K
274K $19.6M
AXP
American Express CO

Financial Services
1.26K
+ 103.63%
$267.35 - $305.57 $336K - $383K
2.47K $731K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.89K
+ 37.0%
$71.75 - $75.11 $422K - $442K
21.8K $1.57M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.71K
+ 19.11%
$46.07 - $48.17 $447K - $468K
60.5K $2.79M
ILCB
Ishares Morningstar U.S. Equit

ETFs
3.83K
+ 28.93%
$78.43 - $84.56 $300K - $324K
17.1K $1.39M
FTNT
Fortinet, Inc.

Technology
449
+ 2.6%
$76.49 - $99.21 $34.3K - $44.5K
17.7K $1.67M
IXN
Ishares Global Information Tec

ETFs
3.17K
+ 11.66%
$80.67 - $87.84 $255K - $278K
30.3K $2.57M
VTI
Vanguard Total Stock Market Et

ETFs
946
+ 11.61%
$280.04 - $302.45 $265K - $286K
9.1K $2.64M
WMT
Walmart Inc.

Consumer Defensive
363
+ 1.18%
$79.1 - $95.7 $28.7K - $34.7K
31K $2.8M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.17K
+ 8.23%
$40.97 - $42.66 $376K - $391K
121K $4.99M
SCHG
Schwab Strategic Tr Us Large C

ETFs
85K
+ 315.23%
$25.93 - $105.3 $2.2M - $8.95M
112K $3.12M
IYY
Ishares Tr

ETFs
1.59K
+ 6.66%
$138.14 - $149.13 $219K - $237K
25.4K $3.64M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.09K
+ 1.83%
$126.68 - $134.74 $391K - $416K
172K $22M
IWM
Ishares Russell 2000 ETF

ETFs
1.25K
+ 58.22%
$216.13 - $242.4 $270K - $302K
3.39K $748K
VTV
Vanguard Value ETF

ETFs
2.01K
+ 15.43%
$168.32 - $181.87 $339K - $366K
15.1K $2.55M
NKE
Nike, Inc.

Consumer Cyclical
5.07K
+ 49.34%
$73.36 - $89.13 $372K - $452K
15.3K $1.16M
XLY
Select Sector Spdr Consumer Di

ETFs
703
+ 18.08%
$194.8 - $239.43 $137K - $168K
4.59K $1.03M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.15K
+ 7.48%
$50.62 - $50.97 $260K - $262K
73.9K $3.75M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.16K
+ 63.27%
$80.87 - $87.69 $255K - $277K
8.15K $661K
GOOGL
Alphabet Inc.

Communication Services
281
+ 3.42%
$161.86 - $196.66 $45.5K - $55.3K
8.5K $1.61M
VLGEA
Village Super Market Inc

Consumer Defensive
6.51K
+ 2.09%
$28.36 - $33.32 $185K - $217K
318K $10.1M
LHX
L3 Harris Technologies, Inc.

Industrials
1.49K
+ 53.36%
$208.94 - $264.22 $310K - $392K
4.27K $897K
HON
Honeywell International Inc

Industrials
318
+ 3.76%
$202.84 - $236.0 $64.5K - $75K
8.78K $1.98M
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.15K
+ 93.72%
$28.88 - $29.33 $235K - $239K
16.8K $488K
CRPT
First Tr ETF Fd Viii Skybridge
2.16K
+ 4.73%
$11.77 - $22.57 $25.4K - $48.8K
47.8K $798K
Activity Summary
Buys All Purchases 235 New Holdings 33 Increased Positions 202 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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