Money Concepts Capital Corp Incresed Positions in Q3 2025

Money Concepts Capital Corp

  • $1.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
33.6K
+ 29.95%
$202.38 - $256.87 $6.81M - $8.64M
146K $37.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.48K
+ 0.35%
$110.74 - $122.12 $386K - $425K
998K $121M
NVDA
Nvidia Corp

Technology
28.1K
+ 35.13%
$153.3 - $186.58 $4.31M - $5.25M
108K $20.2M
SVAL
Ishares Tr Us Small Cap Value

ETFs
38.8K
+ 1.72%
$30.46 - $34.49 $1.18M - $1.34M
2.3M $77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.44K
+ 3.16%
$567.77 - $614.76 $1.39M - $1.5M
79.8K $48.9M
IEF
Ishares Barclays

ETFs
48.6K
+ 38.53%
$93.91 - $97.26 $4.57M - $4.73M
175K $16.9M
MSFT
Microsoft Corp

Technology
7.08K
+ 17.9%
$491.09 - $535.64 $3.48M - $3.79M
46.6K $24.2M
IWS
Ishares Russell Midcap Value E

ETFs
7.15K
+ 1.66%
$132.83 - $140.61 $950K - $1.01M
437K $61.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
43.4K
+ 180.67%
$91.44 - $91.77 $3.97M - $3.99M
67.5K $6.19M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
14.5K
+ 925.48%
$236.25 - $257.69 $3.42M - $3.73M
16K $4.11M
CMCSA
Comcast Corp

Communication Services
106K
+ 1789.61%
$31.41 - $36.33 $3.32M - $3.83M
111K $3.5M
XLU
Utilities Sector Spdr

ETFs
32.7K
+ 612.07%
$81.14 - $87.32 $2.66M - $2.86M
38.1K $3.32M
PLTR
Palantir Technologies Inc.

Technology
662
+ 1.3%
$130.68 - $186.97 $86.5K - $124K
51.7K $9.43M
GOOG
Alphabet Inc.

Communication Services
1.73K
+ 6.41%
$175.16 - $255.24 $303K - $441K
28.7K $6.98M
PSLV
Sprott Physical Silver Trust

Financial Services
3.41K
+ 0.56%
$12.24 - $15.73 $41.8K - $53.7K
617K $9.69M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.84K
+ 2.67%
$132.9 - $142.03 $644K - $688K
186K $26.2M
IYW
Ishares Dj Us Tech ETF

ETFs
9.91K
+ 484.98%
$171.38 - $197.01 $1.7M - $1.95M
12K $2.34M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.04K
+ 1.41%
$74.93 - $80.73 $303K - $326K
291K $23.5M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
35.2K
+ 443.91%
$50.7 - $54.86 $1.79M - $1.93M
43.2K $2.36M
UNH
Unitedhealth Group Inc

Healthcare
4.6K
+ 59.13%
$237.77 - $353.61 $1.09M - $1.63M
12.4K $4.27M
JNJ
Johnson & Johnson

Healthcare
1.77K
+ 3.81%
$155.17 - $185.42 $274K - $328K
48.2K $8.94M
AMZN
Amazon Com Inc

Consumer Cyclical
7.97K
+ 21.56%
$211.65 - $238.24 $1.69M - $1.9M
45K $9.87M
PFE
Pfizer Inc

Healthcare
57.2K
+ 29.93%
$23.29 - $25.88 $1.33M - $1.48M
248K $6.33M
WMT
Walmart Inc.

Consumer Defensive
13.9K
+ 30.3%
$94.4 - $104.27 $1.32M - $1.45M
59.9K $6.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.76K
+ 2.95%
$108.46 - $120.63 $407K - $453K
131K $15.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.88K
+ 2.18%
$181.56 - $190.33 $522K - $547K
135K $25.6M
IYF
Ishares Tr

ETFs
12.3K
+ 414.16%
$119.89 - $127.16 $1.47M - $1.56M
15.2K $1.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
+ 16.79%
$617.65 - $666.84 $897K - $968K
10.1K $6.73M
OUNZ
Van Eck Merk Gold Trust

ETFs
2.11K
+ 0.87%
$31.49 - $37.19 $66.5K - $78.5K
245K $9.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.2K
+ 8.94%
$97.75 - $100.75 $1.19M - $1.22M
148K $14.8M
IEFA
Ishares Tr

ETFs
6.5K
+ 3.18%
$81.7 - $87.53 $531K - $569K
211K $18.4M
SLV
I Shares Silver Trust

ETFs
26.9K
+ 144.36%
$32.73 - $42.5 $880K - $1.14M
45.5K $1.93M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
42.7K
+ 6.36%
$25.21 - $25.99 $1.08M - $1.11M
713K $18.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.97K
+ 3.14%
$49.43 - $54.52 $295K - $325K
196K $10.6M
CAT
Caterpillar Inc

Industrials
417
+ 3.78%
$390.92 - $477.15 $163K - $199K
11.4K $5.46M
IVV
Ishares Core S&P 500 ETF

ETFs
187
+ 0.93%
$620.67 - $670.08 $116K - $125K
20.3K $13.6M
ETR
Entergy Corp

Utilities
10.6K
+ 99.03%
$80.93 - $93.55 $858K - $991K
21.3K $1.98M
HD
Home Depot, Inc.

Consumer Cyclical
1.17K
+ 7.31%
$357.4 - $423.42 $418K - $495K
17.2K $6.96M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.7K
+ 218.51%
$100.37 - $100.74 $1.08M - $1.08M
15.7K $1.58M
KR
Kroger CO

Consumer Defensive
17.8K
+ 64.67%
$64.52 - $74.35 $1.15M - $1.32M
45.3K $3.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.92K
+ 32.06%
$459.11 - $506.91 $883K - $975K
7.92K $3.98M
NOC
Northrop Grumman Corp

Industrials
1.57K
+ 156.69%
$498.9 - $609.32 $783K - $957K
2.57K $1.57M
AVGO
Broadcom Inc.

Technology
1.48K
+ 15.61%
$264.74 - $369.57 $391K - $546K
10.9K $3.61M
HP
Helmerich & Payne, Inc.

Energy
3.8K
+ 2.93%
$15.35 - $22.65 $58.3K - $86K
134K $2.95M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.1K
+ 3.96%
$31.79 - $33.42 $416K - $438K
344K $11.5M
URA
Global X Uranium ETF

ETFs
13.1K
+ 34.78%
$36.45 - $50.4 $477K - $659K
50.7K $2.42M
GOOGL
Alphabet Inc.

Communication Services
1.23K
+ 12.98%
$174.36 - $254.72 $214K - $313K
10.7K $2.6M
CSCO
Cisco Systems, Inc.

Technology
14.7K
+ 19.41%
$66.2 - $71.79 $971K - $1.05M
90.2K $6.17M
VTI
Vanguard Total Stock Market Et

ETFs
1.93K
+ 17.3%
$303.93 - $329.86 $587K - $638K
13.1K $4.3M
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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