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
MMM
3 M CO

Industrials
146
+ 6.39%
$129.7 - $155.12 $18.9K - $22.6K
2.43K $356K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.02K
+ 11.31%
$34.25 - $37.6 $35K - $38.4K
10.1K $370K
EXR
Extra Space Storage Inc.

Real Estate
432
+ 8.53%
$143.8 - $161.28 $62.1K - $69.7K
5.5K $816K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.44K
+ 5.01%
$507.05 - $563.67 $1.75M - $1.94M
72.2K $37.1M
CB
Chubb LTD

Financial Services
20
+ 1.1%
$257.71 - $301.99 $5.15K - $6.04K
1.83K $553K
IYF
Ishares Tr

ETFs
399
+ 17.37%
$107.69 - $119.37 $43K - $47.6K
2.7K $304K
ITOT
Ishares Core S&P Total U.S. St

ETFs
857
+ 10.22%
$120.29 - $134.6 $103K - $115K
9.24K $1.13M
VNQ
Vanguard Specialized Funds Van

ETFs
424
+ 7.25%
$85.55 - $94.34 $36.3K - $40K
6.27K $567K
NEE
Nextera Energy Inc

Utilities
789
+ 5.65%
$66.96 - $76.16 $52.8K - $60.1K
14.8K $1.05M
FDL
First Tr Morningstar Dividend

ETFs
385
+ 4.4%
$39.69 - $43.83 $15.3K - $16.9K
9.14K $396K
XLF
Financial Sector Spdr

ETFs
414
+ 2.72%
$47.32 - $52.19 $19.6K - $21.6K
15.6K $778K
INTU
Intuit Inc

Technology
102
+ 7.24%
$555.63 - $630.23 $56.7K - $64.3K
1.51K $927K
SYY
Sysco Corp

Consumer Defensive
1.22K
+ 3.34%
$70.0 - $77.13 $85.1K - $93.8K
37.7K $2.83M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.15K
+ 19.17%
$38.92 - $41.1 $44.8K - $47.3K
7.15K $279K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
270
+ 7.22%
$68.32 - $75.06 $18.4K - $20.3K
4.01K $299K
VO
Vanguard Mid Cap ETF

ETFs
138
+ 14.29%
$251.87 - $277.95 $34.8K - $38.4K
1.1K $285K
SCHV
Schwab Strategic Tr Us Large C

ETFs
161
+ 0.36%
$25.77 - $27.6 $4.15K - $4.44K
44.9K $1.19M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
322
+ 6.62%
N/A
5.19K $445K
YYY
Amplify ETF Tr High Income ETF

ETFs
2.41K
+ 19.76%
$11.38 - $12.01 $27.4K - $28.9K
14.6K $166K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
385
+ 5.9%
$47.27 - $50.52 $18.2K - $19.5K
6.91K $337K
CRWD
Crowd Strike Holdings, Inc.

Technology
21
+ 2.32%
$308.86 - $455.36 $6.49K - $9.56K
925 $326K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.27K
+ 8.44%
$32.49 - $37.99 $73.7K - $86.1K
29.1K $975K
FVD
First Tr Value Line Divid Inde

ETFs
91
+ 0.98%
$42.61 - $45.51 $3.88K - $4.14K
9.34K $416K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
116
+ 4.38%
$196.12 - $229.48 $22.7K - $26.6K
2.77K $559K
FTCS
First Trust Capital Strength E

ETFs
2
+ 0.04%
$86.39 - $91.35 $173 - $183
5.12K $459K
VOR
Vor Biopharma Inc.

Healthcare
26.5K
+ 106.14%
$0.72 - $1.74 $19.1K - $46.2K
51.5K $37K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
65
+ 0.85%
$38.99 - $40.37 $2.53K - $2.62K
7.71K $310K
JPIE
J P Morgan Exchange Traded Fd
115
+ 2.17%
$45.46 - $46.18 $5.23K - $5.31K
5.41K $249K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19
+ 0.55%
$73.78 - $76.59 $1.4K - $1.46K
3.5K $268K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
20
+ 0.33%
$47.59 - $48.35 $952 - $967
5.99K $289K
First Tr Exchng Traded Fd Vi
443
+ 6.56%
N/A
7.19K $0
Blackrock Inc
11
+ 0.97%
N/A
1.15K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
48.5K
+ 28.55%
N/A
218K $0
Rbb Fd Inc
1.11K
+ 7.65%
N/A
15.6K $0
ILCG
Ishares Morningstar Growth ETF
5.22K
+ 6.69%
N/A
83.2K $0
Innovator Etfs Trust
23.2K
+ 64.13%
N/A
59.5K $0
Linde PLC
73
+ 6.94%
N/A
1.13K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3K
+ 42.28%
N/A
10.1K $0
Ea Series Trust
7.48K
+ 62.89%
N/A
19.4K $0
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
115
+ 3.54%
$72.31 - $80.69 $8.32K - $9.28K
3.36K $244K
Listed Fd Tr
150K
+ 15.35%
N/A
1.13M $0
Gsk PLC
425
+ 3.02%
N/A
14.5K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
825
+ 7.91%
N/A
11.3K $0
Victory Portfolios Ii
11.9K
+ 113.23%
N/A
22.5K $0
Healthcare Rlty Tr
4.83K
+ 10.97%
N/A
48.8K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
300
+ 2.54%
N/A
12.1K $0
XAR
Spdr S&P Aerospace & Defense E

ETFs
119
+ 3.08%
$157.71 - $180.77 $18.8K - $21.5K
3.99K $640K
DIS
Walt Disney CO

Communication Services
977
+ 12.55%
$96.87 - $114.0 $94.6K - $111K
8.76K $865K
SPMD
Spdr Portfolio

ETFs
831
+ 5.68%
$50.21 - $57.73 $41.7K - $48K
15.5K $790K
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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