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
SAND
Sandstorm Gold LTD

Basic Materials
1.61K
+ 0.91%
$5.54 - $7.65 $8.91K - $12.3K
179K $1.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.01K
+ 1.82%
$42.5 - $46.71 $128K - $140K
168K $7.62M
SENEA
Seneca Foods Corp

Consumer Defensive
444
+ 1.51%
$71.34 - $90.35 $31.7K - $40.1K
29.9K $2.66M
ELV
Elevance Health, Inc.

Healthcare
419
+ 23.75%
$365.9 - $436.25 $153K - $183K
2.18K $949K
TSN
Tyson Foods, Inc.

Consumer Defensive
2.57K
+ 16.0%
$54.27 - $63.81 $140K - $164K
18.7K $1.19M
UBER
Uber Technologies, Inc

Technology
964
+ 6.3%
$63.17 - $81.49 $60.9K - $78.6K
16.3K $1.19M
XOM
Exxon Mobil Corp

Energy
1.6K
+ 28.05%
$105.44 - $118.93 $169K - $190K
7.31K $869K
XLE
Energy Sector Spdr

ETFs
508
+ 1.92%
$85.7 - $93.96 $43.5K - $47.7K
26.9K $2.52M
JPM
Jpmorgan Chase & CO

Financial Services
799
+ 7.85%
$225.19 - $279.95 $180K - $224K
11K $2.69M
NOC
Northrop Grumman Corp

Industrials
445
+ 101.14%
$433.45 - $513.82 $193K - $229K
885 $453K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.48K
+ 99.04%
$96.93 - $109.51 $240K - $271K
4.98K $487K
O
Realty Income Corp

Real Estate
2.69K
+ 18.24%
$51.67 - $58.49 $139K - $157K
17.4K $1.01M
IYK
Ishares U.S. Consumer Staples

ETFs
855
+ 3.18%
$63.29 - $71.8 $54.1K - $61.4K
27.7K $1.98M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.62K
+ 10.62%
$65.27 - $71.18 $236K - $258K
37.7K $2.5M
CVX
Chevron Corp

Energy
157
+ 1.97%
$146.71 - $167.97 $23K - $26.4K
8.14K $1.36M
VGT
Vanguard Information Technolog

ETFs
621
+ 36.23%
$542.38 - $646.34 $337K - $401K
2.34K $1.27M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.29K
+ 8.53%
$114.57 - $118.14 $148K - $152K
16.4K $1.94M
TJX
Tjx Companies Inc

Consumer Cyclical
1.43K
+ 16.7%
$112.81 - $126.16 $162K - $181K
10K $1.22M
DOX
Amdocs LTD

Technology
1.53K
+ 22.71%
$82.21 - $92.02 $125K - $140K
8.25K $754K
META
Meta Platforms, Inc.

Communication Services
433
+ 7.21%
$576.36 - $736.67 $250K - $319K
6.44K $3.71M
GE
General Electric CO

Industrials
37
+ 0.78%
$168.59 - $212.13 $6.24K - $7.85K
4.77K $954K
HON
Honeywell International Inc

Industrials
1.35K
+ 15.4%
$202.75 - $226.52 $274K - $306K
10.1K $2.15M
VDC
Vanguard Consumer Staples ETF

ETFs
686
+ 42.37%
$206.54 - $226.16 $142K - $155K
2.31K $504K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.16K
+ 6.04%
$49.78 - $53.19 $157K - $168K
55.4K $2.83M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.41K
+ 2.99%
$28.55 - $29.09 $126K - $128K
152K $4.38M
FTC
First Tr Lge Cap Growth

ETFs
1.61K
+ 16.54%
$127.87 - $148.89 $206K - $240K
11.3K $1.49M
V
Visa Inc.

Financial Services
130
+ 4.36%
$306.92 - $362.71 $39.9K - $47.2K
3.11K $1.09M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
3.31K
+ 2.93%
$25.83 - $27.09 $85.4K - $89.5K
116K $3.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.03K
+ 65.4%
$128.74 - $138.67 $133K - $143K
2.61K $353K
AFL
Aflac Inc

Financial Services
367
+ 2.78%
$100.99 - $111.19 $37.1K - $40.8K
13.6K $1.51M
GTO
Invesco Actively Managed ETF T

ETFs
2.7K
+ 8.89%
$45.9 - $47.37 $124K - $128K
33.1K $1.55M
GLD
Spdr Gold Trust

ETFs
23
+ 0.83%
$243.19 - $288.14 $5.59K - $6.63K
2.78K $801K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.4K
+ 67.02%
$55.41 - $60.74 $133K - $146K
5.99K $338K
FR
First Industrial Realty Trust Inc

Real Estate
1.22K
+ 8.51%
$48.46 - $57.99 $58.9K - $70.5K
15.5K $835K
PLD
Prologis, Inc.

Real Estate
685
+ 10.36%
$103.59 - $124.04 $71K - $85K
7.3K $815K
GD
General Dynamics Corp

Industrials
74
+ 0.7%
$241.94 - $272.58 $17.9K - $20.2K
10.6K $2.88M
HSY
Hershey CO

Consumer Defensive
624
+ 14.7%
$144.74 - $186.36 $90.3K - $116K
4.87K $832K
TMUS
T Mobile Us, Inc.

Communication Services
4
+ 0.2%
$211.3 - $272.83 $845 - $1.09K
2.05K $547K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.98K
+ 12.19%
$37.07 - $40.63 $73.5K - $80.6K
18.2K $718K
VTV
Vanguard Value ETF

ETFs
233
+ 1.55%
$167.73 - $179.21 $39.1K - $41.8K
15.3K $2.64M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.18K
+ 5.54%
$33.84 - $37.77 $40K - $44.6K
22.5K $819K
SPYG
Spdr Portfolio

ETFs
4.54K
+ 12.4%
$80.05 - $92.39 $364K - $420K
41.2K $3.31M
YUM
Yum Brands Inc

Consumer Cyclical
12
+ 0.32%
$123.25 - $162.53 $1.48K - $1.95K
3.74K $588K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
467
+ 1.3%
$55.76 - $59.54 $26K - $27.8K
36.4K $2.11M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.63K
+ 36.12%
$44.68 - $46.49 $72.9K - $75.8K
6.15K $284K
RWL
Invesco Exchange Traded Fd Tr

ETFs
688
+ 11.65%
$96.9 - $104.39 $66.7K - $71.8K
6.6K $655K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
998
+ 13.96%
$192.82 - $222.1 $192K - $222K
8.15K $1.57M
GNL
Global Net Lease, Inc.

Real Estate
3.01K
+ 5.42%
$6.91 - $8.26 $20.8K - $24.9K
58.5K $470K
TXN
Texas Instruments Inc

Technology
321
+ 6.36%
N/A
5.37K $1.04M
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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