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
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
241
+ 1.42%
$63.36 - $80.23 $15.3K - $19.3K
17.2K $1.38M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.88K
+ 13.64%
$35.35 - $42.68 $102K - $123K
24K $1.02M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.87K
+ 54.1%
$21.85 - $22.76 $150K - $156K
19.6K $445K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
920
+ 18.47%
$86.93 - $109.64 $80K - $101K
5.9K $647K
HSY
Hershey CO

Consumer Defensive
1.09K
+ 22.37%
$151.29 - $173.13 $165K - $189K
5.96K $988K
DOX
Amdocs LTD

Technology
1.73K
+ 20.93%
$80.46 - $94.08 $139K - $162K
9.97K $909K
AXP
American Express CO

Financial Services
69
+ 2.61%
$231.39 - $318.98 $16K - $22K
2.71K $864K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.15K
+ 11.78%
$34.72 - $42.74 $74.6K - $91.9K
20.4K $871K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.11K
+ 42.73%
$121.58 - $136.74 $135K - $152K
3.72K $504K
CMI
Cummins Inc

Industrials
177
+ 2.79%
$267.12 - $336.65 $47.3K - $59.6K
6.51K $2.13M
BA
Boeing CO

Industrials
281
+ 13.48%
$136.59 - $217.51 $38.4K - $61.1K
2.37K $495K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
88
+ 4.7%
$141.37 - $228.57 $12.4K - $20.1K
1.96K $443K
VIG
Vanguard Dividend Appreciation

ETFs
695
+ 4.42%
N/A
16.4K $2.99M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.81K
+ 6.26%
$23.55 - $27.67 $66.1K - $77.7K
47.7K $1.32M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.72K
+ 16.84%
$37.51 - $45.52 $64.6K - $78.3K
11.9K $540K
RELX
Relx PLC

Communication Services
621
+ 3.98%
$45.31 - $55.66 $28.1K - $34.6K
16.2K $881K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
81
+ 0.27%
$46.54 - $55.66 $3.77K - $4.51K
30.3K $1.69M
GILD
Gilead Sciences, Inc.

Healthcare
1.77K
+ 1.97%
$96.91 - $113.0 $172K - $200K
91.7K $10.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.13K
+ 3.13%
$107.93 - $110.97 $122K - $126K
37.4K $4.11M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
141
+ 0.5%
$16.5 - $21.35 $2.33K - $3.01K
28.6K $610K
NEE
Nextera Energy Inc

Utilities
1.51K
+ 10.22%
$64.11 - $75.0 $96.6K - $113K
16.3K $1.13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.54K
+ 6.7%
$20.42 - $25.3 $31.4K - $38.9K
24.5K $619K
IDU
Ishares Tr U S Utils ETF

ETFs
656
+ 25.52%
$93.98 - $106.11 $61.7K - $69.6K
3.23K $337K
PLD
Prologis, Inc.

Real Estate
1.18K
+ 16.13%
$89.76 - $112.34 $106K - $132K
8.47K $890K
TXN
Texas Instruments Inc

Technology
385
+ 7.17%
N/A
5.75K $1.12M
ABT
Abbott Laboratories

Healthcare
244
+ 2.2%
$123.95 - $138.08 $30.2K - $33.7K
11.3K $1.54M
YYY
Amplify ETF Tr High Income ETF

ETFs
5.3K
+ 36.3%
$10.18 - $11.74 $53.9K - $62.2K
19.9K $232K
COF
Capital One Financial Corp

Financial Services
85
+ 6.2%
$150.57 - $212.76 $12.8K - $18.1K
1.46K $309K
EXR
Extra Space Storage Inc.

Real Estate
472
+ 8.59%
$126.61 - $152.99 $59.8K - $72.2K
5.97K $880K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.23K
+ 27.0%
$50.1 - $51.02 $61.6K - $62.8K
5.79K $295K
CRM
Salesforce, Inc.

Technology
211
+ 22.16%
$236.26 - $291.15 $49.9K - $61.4K
1.16K $317K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.26K
+ 20.51%
$45.2 - $46.6 $57K - $58.8K
7.41K $343K
VIS
Vanguard Industrial ETF

ETFs
99
+ 11.34%
$220.04 - $280.07 $21.8K - $27.7K
972 $272K
VDC
Vanguard Consumer Staples ETF

ETFs
251
+ 10.89%
$204.89 - $224.73 $51.4K - $56.4K
2.56K $559K
SO
Southern CO

Utilities
661
+ 1.22%
$84.91 - $92.56 $56.1K - $61.2K
55K $5.05M
IYF
Ishares Tr

ETFs
264
+ 9.79%
$99.23 - $120.99 $26.2K - $31.9K
2.96K $358K
SYK
Stryker Corp

Healthcare
8
+ 0.39%
$337.37 - $395.63 $2.7K - $3.17K
2.06K $815K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
172
+ 5.12%
$62.35 - $83.2 $10.7K - $14.3K
3.53K $293K
NOC
Northrop Grumman Corp

Industrials
117
+ 13.22%
$456.3 - $540.39 $53.4K - $63.2K
1K $500K
RPV
Invesco Exchange Traded Fd Tr

ETFs
300
+ 2.93%
$81.66 - $93.76 $24.5K - $28.1K
10.5K $988K
BK
Bank Of New York Mellon Corp

Financial Services
39
+ 0.71%
$73.31 - $91.62 $2.86K - $3.57K
5.51K $501K
O
Realty Income Corp

Real Estate
863
+ 4.95%
$52.27 - $58.52 $45.1K - $50.5K
18.3K $1.05M
CVS
Cvs Health Corp

Healthcare
514
+ 8.94%
$60.04 - $70.18 $30.9K - $36.1K
6.27K $432K
SYLD
Cambria Shareholder Yld ETF

ETFs
477
+ 5.53%
$55.35 - $65.57 $26.4K - $31.3K
9.1K $591K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.18%
$149.23 - $184.95 $448 - $555
1.71K $311K
VO
Vanguard Mid Cap ETF

ETFs
53
+ 4.8%
$228.54 - $279.83 $12.1K - $14.8K
1.16K $323K
INTC
Intel Corp

Technology
2.16K
+ 4.87%
$18.13 - $22.69 $39.2K - $49.1K
46.6K $1.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
55
+ 0.41%
$19.6 - $24.44 $1.08K - $1.34K
13.5K $330K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.58K
+ 11.79%
$25.48 - $27.78 $40.3K - $43.9K
15K $398K
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
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