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
OGN
Organon & Co.

Healthcare
-236
- 1.85%
$14.29 - $16.41 $3.37K - $3.87K
12.5K $186K
DVY
Ishares Tr

ETFs
-64
- 2.77%
$128.58 - $138.1 $8.23K - $8.84K
2.25K $302K
Veralto Corp
-82
- 3.62%
N/A
2.18K $0
Aptiv PLC
-33
- 0.38%
N/A
8.59K $0
Viking Holdings LTD
-284
- 1.22%
N/A
23K $0
SWAN
Amplify ETF Tr Blackswan Growt
-7.59K
- 42.09%
N/A
10.4K $0
Arista Networks Inc
-68
- 2.0%
N/A
3.34K $0
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-92
- 2.17%
$47.08 - $50.67 $4.33K - $4.66K
4.15K $208K
MA
Mastercard Inc

Financial Services
-60
- 3.2%
$504.67 - $576.31 $30.3K - $34.6K
1.81K $994K
SJM
J M Smucker CO

Consumer Defensive
-196
- 5.17%
$100.41 - $118.41 $19.7K - $23.2K
3.6K $425K
TRV
Travelers Companies, Inc.

Financial Services
-292
- 7.52%
$232.43 - $265.13 $67.9K - $77.4K
3.59K $949K
WMK
Weis Markets Inc

Consumer Defensive
-618
- 9.21%
$62.92 - $82.56 $38.9K - $51K
6.09K $469K
VPU
Vanguard Utilities ETF

ETFs
-75
- 1.73%
$161.24 - $173.33 $12.1K - $13K
4.25K $726K
MTRX
Matrix Service CO

Industrials
-2.35K
- 2.18%
$11.72 - $15.37 $27.6K - $36.2K
106K $1.31M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-20
- 0.57%
$98.98 - $113.18 $1.98K - $2.26K
3.52K $398K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-852
- 29.19%
$80.53 - $147.57 $68.6K - $126K
2.07K $273K
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 2.05%
$890.62 - $1076.86 $57K - $68.9K
3.06K $2.9M
IRT
Independence Realty Trust, Inc.

Real Estate
-173
- 0.6%
$18.23 - $21.8 $3.15K - $3.77K
28.9K $613K
HDV
Ishares Core High Dividend ETF

ETFs
-84
- 1.51%
$110.86 - $121.12 $9.31K - $10.2K
5.47K $662K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-7
- 3.45%
$1187.71 - $1432.58 $8.31K - $10K
196 $280K
ABT
Abbott Laboratories

Healthcare
-1.27K
- 10.3%
$111.1 - $140.22 $142K - $179K
11.1K $1.47M
BAX
Baxter International Inc

Healthcare
-198
- 1.06%
$29.26 - $36.57 $5.79K - $7.24K
18.4K $631K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.88K
- 2.46%
$30.38 - $34.94 $57.1K - $65.7K
74.6K $2.55M
IBM
International Business Machines Corp

Technology
-2.2K
- 9.77%
$217.4 - $264.74 $478K - $582K
20.3K $5.05M
KMB
Kimberly Clark Corp

Consumer Defensive
-3.21K
- 6.41%
$124.46 - $147.4 $399K - $473K
46.9K $6.66M
CVS
Cvs Health Corp

Healthcare
-440
- 7.11%
$44.22 - $68.64 $19.5K - $30.2K
5.75K $389K
INTC
Intel Corp

Technology
-205
- 0.46%
$19.1 - $27.39 $3.92K - $5.61K
44.4K $1.01M
TIP
Ishares Tr Tips Bd ETF

ETFs
-194
- 0.53%
$106.22 - $111.09 $20.6K - $21.6K
36.3K $4.03M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-204
- 0.37%
$61.46 - $66.32 $12.5K - $13.5K
55.5K $3.64M
DE
Deere & CO

Industrials
-155
- 2.48%
$408.57 - $509.27 $63.3K - $78.9K
6.09K $2.86M
AZN
Astrazeneca PLC

Healthcare
-219
- 0.67%
$65.37 - $77.96 $14.3K - $17.1K
32.5K $2.39M
CTAS
Cintas Corp

Industrials
-424
- 2.88%
$182.09 - $208.14 $77.2K - $88.3K
14.3K $2.94M
ED
Consolidated Edison Inc

Utilities
-35
- 0.19%
$88.0 - $110.59 $3.08K - $3.87K
18.6K $2.05M
AEM
Agnico Eagle Mines LTD

Basic Materials
-63
- 0.4%
$79.66 - $108.41 $5.02K - $6.83K
15.6K $1.69M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-1.84K
- 4.47%
$43.79 - $57.46 $80.7K - $106K
39.4K $2.25M
LLY
Eli Lilly & CO

Healthcare
-22
- 0.19%
$725.72 - $929.72 $16K - $20.5K
11.8K $9.74M
PHYS
Sprott Physical Gold Trust

Financial Services
-14.3K
- 5.28%
$20.25 - $24.06 $290K - $345K
257K $6.19M
GLDM
World Gold Trust

ETFs
-2.66K
- 2.7%
$52.19 - $61.89 $139K - $165K
95.9K $5.93M
ABBV
Abb Vie Inc.

Healthcare
-2.6K
- 6.09%
$169.2 - $216.66 $440K - $563K
40.1K $8.39M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5.04K
- 5.79%
$34.58 - $45.97 $174K - $232K
82K $3.77M
PSLV
Sprott Physical Silver Trust

Financial Services
-15.2K
- 2.46%
$9.86 - $11.68 $150K - $178K
604K $7.01M
CAH
Cardinal Health Inc

Healthcare
-1.49K
- 2.23%
$118.02 - $137.77 $175K - $205K
65.2K $8.98M
OUNZ
Van Eck Merk Gold Trust

ETFs
-992
- 0.41%
$25.41 - $30.14 $25.2K - $29.9K
241K $7.28M
GILD
Gilead Sciences, Inc.

Healthcare
-623
- 0.69%
$89.14 - $117.41 $55.5K - $73.1K
89.9K $10.1M
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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