Money Concepts Capital Corp Incresed Positions in Q2 2025

Money Concepts Capital Corp

  • $1.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.04K
+ 25.53%
$376.48 - $440.65 $390K - $456K
5.09K $2.24M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
541
+ 0.66%
$41.45 - $54.46 $22.4K - $29.5K
82.6K $4.3M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
345
+ 0.84%
$60.22 - $80.1 $20.8K - $27.6K
41.5K $3.32M
PSLV
Sprott Physical Silver Trust

Financial Services
9.87K
+ 1.63%
$9.98 - $12.51 $98.5K - $123K
614K $7.52M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.7K
+ 33.54%
$50.36 - $50.68 $489K - $492K
38.6K $1.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.94K
+ 3.54%
$51.16 - $62.02 $150K - $182K
85.9K $5.33M
OUNZ
Van Eck Merk Gold Trust

ETFs
1.72K
+ 0.71%
$28.68 - $33.09 $49.4K - $57K
243K $7.75M
RTX
Raytheon Technologies Corp

Industrials
740
+ 2.77%
$113.75 - $148.48 $84.2K - $110K
27.4K $4.01M
LMT
Lockheed Martin Corp

Industrials
714
+ 8.91%
$430.82 - $486.45 $308K - $347K
8.73K $4.04M
ETR
Entergy Corp

Utilities
5.62K
+ 110.73%
$79.01 - $86.61 $444K - $487K
10.7K $889K
PANW
Palo Alto Networks Inc

Technology
713
+ 8.22%
$152.44 - $204.64 $109K - $146K
9.39K $1.92M
IYY
Ishares Tr

ETFs
433
+ 1.71%
$120.9 - $150.87 $52.3K - $65.3K
25.7K $3.88M
VLGEA
Village Super Market Inc

Consumer Defensive
6.33K
+ 1.96%
$34.78 - $40.13 $220K - $254K
329K $12.7M
CL
Colgate Palmolive CO

Consumer Defensive
5.62K
+ 13.52%
$87.57 - $96.0 $492K - $540K
47.2K $4.29M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
8.22K
+ 36.16%
$50.56 - $59.57 $416K - $490K
31K $1.6M
MA
Mastercard Inc

Financial Services
624
+ 34.4%
$479.92 - $590.74 $299K - $369K
2.44K $1.37M
VGT
Vanguard Information Technolog

ETFs
123
+ 5.27%
$470.37 - $663.28 $57.9K - $81.6K
2.46K $1.63M
MDT
Medtronic PLC

Healthcare
5.26K
+ 14.55%
$80.68 - $88.86 $424K - $467K
41.4K $3.61M
VTI
Vanguard Total Stock Market Et

ETFs
116
+ 1.05%
$243.75 - $303.93 $28.3K - $35.3K
11.2K $3.4M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.33K
+ 14.56%
$67.22 - $100.51 $89.3K - $133K
10.5K $1.04M
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.05K
+ 46.28%
$89.02 - $104.29 $272K - $318K
9.65K $1.01M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.22K
+ 27.63%
$32.66 - $40.75 $203K - $253K
28.7K $1.16M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.74K
+ 17.98%
$57.41 - $74.81 $158K - $205K
18K $1.34M
UBER
Uber Technologies, Inc

Technology
73
+ 0.45%
$64.62 - $93.3 $4.72K - $6.81K
16.3K $1.52M
SAND
Sandstorm Gold LTD

Basic Materials
2
+ 0.0%
$6.82 - $9.53 $13.6 - $19.1
179K $1.68M
TT
Trane Technologies PLC

Industrials
5
+ 0.16%
$315.21 - $437.41 $1.58K - $2.19K
3.21K $1.4M
LHX
L3 Harris Technologies, Inc.

Industrials
762
+ 24.2%
$200.21 - $256.99 $153K - $196K
3.91K $981K
CASY
Caseys General Stores Inc

Consumer Cyclical
330
+ 18.3%
$415.82 - $510.91 $137K - $169K
2.13K $1.09M
VXF
Vanguard Extended Market ETF

ETFs
1.22K
+ 44.0%
$150.43 - $192.71 $184K - $236K
4.01K $771K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.7K
+ 100.05%
$22.81 - $22.97 $291K - $293K
25.5K $584K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.01K
+ 22.99%
$73.19 - $85.21 $220K - $256K
16.1K $1.37M
APO
Apollo Global Management, Inc.

Financial Services
1.76K
+ 31.79%
$108.68 - $145.07 $191K - $255K
7.3K $1.04M
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
SLV
I Shares Silver Trust

ETFs
7.03K
+ 60.63%
$27.08 - $33.74 $190K - $237K
18.6K $611K
RDVY
First Trust Rising Dividend Ac

ETFs
3.21K
+ 37.77%
$51.6 - $62.74 $166K - $202K
11.7K $735K
RSG
Republic Services, Inc.

Industrials
851
+ 16.73%
$227.2 - $258.07 $193K - $220K
5.94K $1.46M
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
ADBE
Adobe Inc.

Technology
491
+ 9.23%
$340.0 - $420.68 $167K - $207K
5.81K $2.25M
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
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
Track This Portfolio

Track Money Concepts Capital Corp Portfolio

Follow Money Concepts Capital Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Money Concepts Capital Corp, based on Form 13F filings with the SEC.

News

Stay updated on Money Concepts Capital Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email