Money Concepts Capital Corp Portfolio Holdings
Money Concepts Capital Corp
- $1.25 Billion
- Q3 2024
Money Concepts Capital Corp has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.25 Billion distributed in 397 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Us Small Cap Value with a value of $65M, Invesco ETF Tr Ii S&P 500 Mome with a value of $50.8M, Ishares Russell Midcap Value E with a value of $46.6M, Invesco Exchange Traded Fd Tr with a value of $42.2M, and Vanguard Index Fds S&P 500 ETF with a value of $36.2M.
Examining the 13F form we can see an increase of $136M in the current position value, from $1.11B to 1.25B.
Below you can find more details about Money Concepts Capital Corp portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 397
- Current Value $1.25 Billion
- Prior Value $1.11 Billion
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 28 stocks
- Additional Purchases 197 stocks
- Sold out of 0 stocks
- Reduced holdings in 153 stocks