Money Concepts Capital Corp has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 381 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $79.3M, Vanguard Index Fds S&P 500 ETF with a value of $34.6M, Invesco Qqq Trust, Series 1 with a value of $32.5M, Invesco ETF Tr Ii Dwa Smallcap with a value of $31.8M, and Microsoft Corp with a value of $31.2M.
Examining the 13F form we can see an increase of $57.6M in the current position value, from $1.06B to 1.11B.
Below you can find more details about Money Concepts Capital Corp portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
ETFs: $686 Million
Technology: $120 Million
Healthcare: $83.3 Million
Consumer Defensive: $61.5 Million
Consumer Cyclical: $42.3 Million
Industrials: $37.7 Million
Financial Services: $29.4 Million
Communication Services: $18.7 Million
Other: $33.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more