Money Concepts Capital Corp Incresed Positions in Q1 2025

Money Concepts Capital Corp

  • $1.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
187K
+ 30.57%
$91.76 - $103.26 $17.2M - $19.3M
798K $73.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
55.5K
+ 580.49%
$99.16 - $99.52 $5.5M - $5.52M
65.1K $6.47M
IWS
Ishares Russell Midcap Value E

ETFs
45K
+ 11.89%
$122.59 - $135.24 $5.52M - $6.08M
423K $53.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
144K
+ 63.02%
$29.34 - $31.31 $4.22M - $4.5M
372K $11M
IEF
Ishares Barclays

ETFs
37.2K
+ 39.55%
$91.17 - $95.39 $3.4M - $3.55M
131K $12.5M
T
At&T Inc.

Communication Services
51.3K
+ 30.29%
$21.56 - $28.28 $1.11M - $1.45M
221K $6.24M
MBB
Ishares Tr

ETFs
24.6K
+ 900.44%
$90.37 - $94.08 $2.22M - $2.32M
27.3K $2.56M
VLGEA
Village Super Market Inc

Consumer Defensive
5.12K
+ 1.61%
$30.38 - $38.01 $156K - $195K
323K $12.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
18.4K
+ 36.66%
$91.45 - $91.75 $1.68M - $1.69M
68.5K $6.28M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
32.6K
+ 663.67%
$48.0 - $54.24 $1.56M - $1.77M
37.5K $1.81M
XLY
Select Sector Spdr Consumer Di

ETFs
8.33K
+ 181.53%
$192.6 - $233.2 $1.61M - $1.94M
12.9K $2.55M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
25.8K
+ 267.58%
$58.23 - $69.12 $1.51M - $1.79M
35.5K $2.08M
MDT
Medtronic PLC

Healthcare
11.4K
+ 45.95%
$79.84 - $94.5 $909K - $1.08M
36.1K $3.25M
JNJ
Johnson & Johnson

Healthcare
2.29K
+ 5.48%
$142.06 - $167.7 $325K - $383K
44K $7.29M
KO
Coca Cola CO

Consumer Defensive
4.56K
+ 4.92%
$60.81 - $72.32 $277K - $329K
97.1K $6.96M
IEFA
Ishares Tr

ETFs
3.2K
+ 1.94%
$69.57 - $78.65 $222K - $251K
168K $12.7M
DUK
Duke Energy Corp

Utilities
2.93K
+ 6.05%
$105.87 - $121.97 $310K - $357K
51.3K $6.26M
AMD
Advanced Micro Devices Inc

Technology
9.79K
+ 224.85%
$96.63 - $129.55 $946K - $1.27M
14.1K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.24K
+ 5.35%
$95.85 - $99.25 $598K - $619K
123K $12.1M
WMT
Walmart Inc.

Consumer Defensive
10.5K
+ 33.8%
$84.5 - $105.05 $885K - $1.1M
41.5K $3.64M
SO
Southern CO

Utilities
3.5K
+ 6.88%
$80.96 - $92.96 $283K - $325K
54.3K $4.99M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
34.3K
+ 24.36%
$23.29 - $23.38 $798K - $801K
175K $4.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
749
+ 14.63%
$442.66 - $534.52 $332K - $400K
5.87K $3.13M
UNH
Unitedhealth Group Inc

Healthcare
1.4K
+ 36.84%
$461.52 - $548.18 $646K - $767K
5.2K $2.72M
ECC
Eagle Point Credit CO Inc.

Financial Services
117K
+ 61.33%
$7.7 - $9.14 $902K - $1.07M
308K $2.5M
MCD
Mcdonalds Corp

Consumer Cyclical
974
+ 4.49%
$279.74 - $321.29 $272K - $313K
22.7K $7.08M
PLTR
Palantir Technologies Inc.

Technology
4.08K
+ 8.65%
$64.98 - $124.62 $265K - $509K
51.3K $4.33M
WM
Waste Management Inc

Industrials
621
+ 3.26%
$200.54 - $233.78 $125K - $145K
19.7K $4.56M
LNT
Alliant Energy Corp

Utilities
5.69K
+ 8.93%
$56.66 - $66.04 $323K - $376K
69.4K $4.47M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
208
+ 0.17%
$87.68 - $94.52 $18.2K - $19.7K
123K $11.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.8K
+ 18.19%
$56.17 - $59.71 $607K - $645K
70.2K $4.01M
RELX
Relx PLC

Communication Services
11K
+ 237.38%
$45.34 - $51.91 $498K - $570K
15.6K $786K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
13.2K
+ 137.66%
$48.65 - $66.04 $641K - $870K
22.7K $1.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.46K
+ 1.43%
$126.11 - $135.06 $310K - $332K
175K $22.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.9K
+ 3.3%
$169.43 - $182.84 $830K - $896K
153K $26.6M
RSG
Republic Services, Inc.

Industrials
1.66K
+ 48.6%
$200.09 - $242.16 $333K - $403K
5.09K $1.23M
AMGN
Amgen Inc

Healthcare
96
+ 1.05%
$258.59 - $327.36 $24.8K - $31.4K
9.21K $2.87M
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
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
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
CSCO
Cisco Systems, Inc.

Technology
4.25K
+ 7.69%
$58.74 - $64.87 $250K - $276K
59.6K $3.68M
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
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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