Money Concepts Capital Corp Reduced Holdings in Q1 2025

Money Concepts Capital Corp

  • $1.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-1.12K
- 5.27%
$104.71 - $107.69 $117K - $120K
20K $2.11M
IT
Gartner Inc

Technology
-55
- 3.14%
$418.25 - $548.38 $23K - $30.2K
1.7K $711K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-586
- 10.35%
$121.0 - $142.28 $70.9K - $83.4K
5.07K $631K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.16K
- 3.07%
$78.0 - $84.37 $90.4K - $97.8K
36.6K $2.93M
SYLD
Cambria Shareholder Yld ETF

ETFs
-1.3K
- 13.13%
$62.77 - $71.4 $81.8K - $93K
8.62K $550K
KCE
Spdr S&P Capital Markets ETF

ETFs
-87
- 0.88%
$122.39 - $146.44 $10.6K - $12.7K
9.82K $1.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-310
- 14.21%
$165.25 - $224.62 $51.2K - $69.6K
1.87K $310K
NVO
Novo Nordisk A S

Healthcare
-258
- 5.27%
$69.3 - $90.95 $17.9K - $23.5K
4.64K $321K
AGX
Argan Inc

Industrials
-270
- 2.59%
$104.05 - $185.35 $28.1K - $50K
10.2K $1.33M
VIG
Vanguard Dividend Appreciation

ETFs
-524
- 3.23%
N/A
15.7K $2.86M
IFRA
Ishares Tr

ETFs
-698
- 1.65%
$44.8 - $49.25 $31.3K - $34.4K
41.6K $1.87M
IWM
Ishares Russell 2000 ETF

ETFs
-51
- 1.5%
$198.1 - $229.79 $10.1K - $11.7K
3.34K $665K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-728
- 6.47%
$45.72 - $51.73 $33.3K - $37.7K
10.5K $484K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-831
- 3.49%
$23.16 - $27.04 $19.2K - $22.5K
23K $537K
VSDA
Victory Portfolios Ii Victorys

ETFs
-2.34K
- 4.3%
$49.77 - $53.06 $117K - $124K
52.1K $2.69M
VEA
Vanguard Ftse Developed Market

ETFs
-1.79K
- 28.25%
$47.4 - $52.99 $84.8K - $94.7K
4.54K $230K
XSW
Spdr S&P Software & Services E

ETFs
-70
- 3.42%
$159.76 - $197.42 $11.2K - $13.8K
1.98K $316K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-662
- 4.45%
$81.8 - $88.86 $54.2K - $58.8K
14.2K $1.2M
PLBY
Plby Group, Inc.

Consumer Cyclical
-33.9K
- 51.0%
$1.06 - $2.1 $36K - $71.2K
32.6K $35K
KHC
Kraft Heinz CO

Consumer Defensive
-1.96K
- 22.96%
$28.51 - $32.22 $55.9K - $63.2K
6.58K $200K
LRGF
Ishares Tr

ETFs
-846
- 16.03%
$56.95 - $63.95 $48.2K - $54.1K
4.43K $256K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-261
- 6.83%
$217.62 - $242.36 $56.8K - $63.3K
3.56K $804K
CSX
Csx Corp

Industrials
-419
- 2.95%
$29.11 - $33.67 $12.2K - $14.1K
13.8K $405K
VXF
Vanguard Extended Market ETF

ETFs
-7
- 0.25%
$170.36 - $201.04 $1.19K - $1.41K
2.78K $479K
IR
Ingersoll Rand Inc.

Industrials
-10
- 0.24%
$79.44 - $94.23 $794 - $942
4.13K $330K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-394
- 1.01%
$66.28 - $72.04 $26.1K - $28.4K
38.5K $2.64M
IYW
Ishares Dj Us Tech ETF

ETFs
-4
- 0.2%
$140.44 - $166.79 $562 - $667
2.04K $287K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-644
- 5.92%
$89.33 - $95.17 $57.5K - $61.3K
10.2K $945K
ITW
Illinois Tool Works Inc

Industrials
-54
- 1.34%
$244.9 - $274.48 $13.2K - $14.8K
3.97K $983K
XLP
Consumer Staples Sector Spdr

ETFs
-442
- 0.5%
N/A
87.2K $6.63M
COF
Capital One Financial Corp

Financial Services
-193
- 12.33%
$163.87 - $209.82 $31.6K - $40.5K
1.37K $245K
RDVY
First Trust Rising Dividend Ac

ETFs
-469
- 5.23%
$57.22 - $63.39 $26.8K - $29.7K
8.51K $497K
BA
Boeing CO

Industrials
-93
- 4.27%
$148.15 - $186.25 $13.8K - $17.3K
2.08K $355K
DGRO
Ishares Core Dividend Growth E

ETFs
-780
- 1.79%
$60.46 - $64.42 $47.2K - $50.2K
42.8K $2.64M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-106
- 5.68%
$113.22 - $126.36 $12K - $13.4K
1.76K $202K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-124
- 2.93%
$75.99 - $81.58 $9.42K - $10.1K
4.11K $315K
CHWY
Chewy, Inc.

Consumer Cyclical
-245
- 3.64%
$31.83 - $39.8 $7.8K - $9.75K
6.49K $210K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-731
- 6.68%
$39.65 - $43.35 $29K - $31.7K
10.2K $429K
IYH
Ishares Tr

ETFs
-1.14K
- 5.22%
$58.32 - $62.76 $66.4K - $71.5K
20.7K $1.26M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-157
- 1.69%
$61.92 - $76.95 $9.72K - $12.1K
9.12K $684K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-346
- 6.08%
$58.32 - $65.09 $20.2K - $22.5K
5.35K $321K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-161
- 2.23%
$32.69 - $34.66 $5.26K - $5.58K
7.07K $234K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.45K
- 2.4%
$45.56 - $47.23 $66.2K - $68.7K
59.1K $2.78M
QCOM
Qualcomm Inc

Technology
-65
- 2.7%
$151.94 - $175.86 $9.88K - $11.4K
2.34K $359K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-382
- 3.77%
$26.64 - $27.14 $10.2K - $10.4K
9.76K $261K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-39
- 0.39%
$34.08 - $35.99 $1.33K - $1.4K
9.95K $341K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-414
- 2.46%
$28.92 - $29.24 $12K - $12.1K
16.4K $480K
IQI
Invesco Quality Municipal Income Trust

Financial Services
-500
- 3.06%
$9.59 - $10.1 $4.8K - $5.05K
15.8K $153K
FTNT
Fortinet, Inc.

Technology
-396
- 2.24%
$92.49 - $114.57 $36.6K - $45.4K
17.3K $1.67M
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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