Money Concepts Capital Corp New Holdings in Q1 2025

Money Concepts Capital Corp

  • $1.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTA
Simplify Exch Traded Fds Simpl

ETFs
172K
New
$27.81 - $30.21 $4.79M - $5.21M
172K $5.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.7K
New
$117.4 - $131.02 $1.72M - $1.92M
14.7K $1.76M
IJS
Ishares S&P Smallcap 600 Value

ETFs
16.7K
New
$96.3 - $112.23 $1.6M - $1.87M
16.7K $1.62M
XLB
Select Sector Spdr Fd Material

ETFs
17.6K
New
$83.19 - $90.99 $1.47M - $1.6M
17.6K $1.51M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
31K
New
$46.86 - $50.66 $1.45M - $1.57M
31K $1.51M
KR
Kroger CO

Consumer Defensive
18.4K
New
$58.36 - $67.72 $1.08M - $1.25M
18.4K $1.25M
BSX
Boston Scientific Corp

Healthcare
11.7K
New
$89.38 - $106.18 $1.04M - $1.24M
11.7K $1.18M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
19.8K
New
$41.74 - $43.57 $828K - $864K
19.8K $836K
ALB
Albemarle Corp

Basic Materials
9.85K
New
$69.95 - $97.49 $689K - $961K
9.85K $709K
MO
Altria Group, Inc.

Consumer Defensive
9.8K
New
$50.81 - $60.02 $498K - $588K
9.8K $587K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
30.2K
New
$16.57 - $18.85 $500K - $569K
30.2K $501K
BK
Bank Of New York Mellon Corp

Financial Services
5.47K
New
$75.42 - $88.95 $412K - $486K
5.47K $458K
ETR
Entergy Corp

Utilities
5.08K
New
$75.26 - $87.89 $382K - $446K
5.08K $434K
SPTL
Spdr Portfolio Long Term Treas

ETFs
13.4K
New
$25.54 - $27.64 $342K - $370K
13.4K $365K
SLV
I Shares Silver Trust

ETFs
11.6K
New
$26.93 - $31.32 $312K - $363K
11.6K $359K
OXLC
Oxford Lane Capital Corp.

Financial Services
75.5K
New
$4.3 - $5.17 $324K - $390K
75.5K $356K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7.28K
New
$42.18 - $45.16 $307K - $329K
7.28K $322K
EPD
Enterprise Products Partners L.P.

Energy
8.96K
New
$31.75 - $34.14 $285K - $306K
8.96K $305K
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.9K
New
$25.69 - $26.89 $281K - $294K
10.9K $294K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.7K
New
$21.77 - $22.56 $276K - $287K
12.7K $285K
PM
Philip Morris International Inc.

Consumer Defensive
1.71K
New
$117.15 - $158.79 $200K - $271K
1.71K $270K
IDU
Ishares Tr U S Utils ETF

ETFs
2.57K
New
$95.33 - $102.77 $245K - $264K
2.57K $260K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.18K
New
$39.02 - $42.89 $241K - $265K
6.18K $244K
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.72K
New
$41.09 - $43.24 $235K - $248K
5.72K $237K
LVHI
Franklin International Low Vol

ETFs
7.33K
New
$30.53 - $32.85 $224K - $241K
7.33K $237K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.56K
New
$50.87 - $51.09 $232K - $233K
4.56K $232K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.32K
New
$48.65 - $53.06 $210K - $229K
4.32K $224K
UPS
United Parcel Service Inc

Industrials
2K
New
$109.66 - $136.26 $219K - $272K
2K $219K
XLU
Utilities Sector Spdr

ETFs
2.76K
New
$74.7 - $80.27 $206K - $221K
2.76K $217K
VIS
Vanguard Industrial ETF

ETFs
873
New
$243.63 - $273.99 $213K - $239K
873 $216K
UNP
Union Pacific Corp

Industrials
875
New
$225.21 - $254.42 $197K - $223K
875 $206K
WPC
W. P. Carey Inc.

Real Estate
3.22K
New
$53.5 - $65.05 $172K - $209K
3.22K $203K
TPL
Texas Pacific Land Corp

Energy
153
New
$1180.08 - $1431.01 $181K - $219K
153 $202K
VOX
Vanguard Communication Service

ETFs
1.35K
New
$147.73 - $169.24 $199K - $228K
1.35K $200K
WU
Western Union CO

Financial Services
15.9K
New
$10.24 - $11.62 $163K - $184K
15.9K $167K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
10.7K
New
$13.81 - $14.82 $148K - $158K
10.7K $148K
Wk Kellogg CO
10.7K
New
N/A
10.7K $0
Bgc Group Inc
72.4K
New
N/A
72.4K $0
Calamos ETF Tr
9.3K
New
N/A
9.3K $0
QTUM
ETF Ser Solutions Defiance Qua
2.94K
New
N/A
2.94K $0
Managed Portfolio Series
274K
New
N/A
274K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
16K
New
N/A
16K $0
Morgan Stanley ETF Trust
3.95K
New
N/A
3.95K $0
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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