Money Concepts Capital Corp has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 468 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii S&P 500 Mome with a value of $121M, Ishares Tr Us Small Cap Value with a value of $77M, Invesco Exchange Traded Fd Tr with a value of $63.6M, Ishares Russell Midcap Value E with a value of $61.1M, and Vanguard Index Fds S&P 500 ETF with a value of $48.9M.
Examining the 13F form we can see an increase of $105M in the current position value, from $1.39B to 1.5B.
Below you can find more details about Money Concepts Capital Corp portfolio as well as his latest detailed transactions.
Portfolio value
$1.5 Billion
ETFs: $977 Million
Technology: $150 Million
Healthcare: $87.7 Million
Consumer Defensive: $73.2 Million
Financial Services: $48.5 Million
Industrials: $40 Million
Consumer Cyclical: $36.8 Million
Communication Services: $33.7 Million
Other: $45.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
