Moneco Advisors, LLC Purchases in Q3 2024

Moneco Advisors, LLC

  • $778 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSMP
Invesco Bulletshares 2025 Muni

ETFs
16.4K
+ 52.33%
$24.29 - $24.63 $397K - $403K
47.6K $1.17M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.88K
New
$50.61 - $50.96 $399K - $402K
7.88K $401K
MCD
Mcdonalds Corp

Consumer Cyclical
668
+ 17.28%
$245.82 - $304.51 $164K - $203K
4.53K $1.38M
TMO
Thermo Fisher Scientific Inc.

Healthcare
76
+ 1.5%
$531.86 - $624.21 $40.4K - $47.4K
5.16K $3.19M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.86K
+ 36.79%
$211.47 - $281.27 $394K - $523K
6.92K $1.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.76K
+ 51.55%
$103.87 - $117.59 $287K - $325K
8.11K $951K
VBR
Vanguard Small Cap Value ETF

ETFs
958
+ 10.37%
$179.99 - $201.6 $172K - $193K
10.2K $2.05M
HQH
Tekla Healthcare Investors

Financial Services
19.4K
New
$17.4 - $19.67 $337K - $381K
19.4K $360K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
14.8K
+ 62.24%
$23.41 - $23.78 $346K - $352K
38.6K $914K
SLV
I Shares Silver Trust

ETFs
6.28K
+ 6.51%
$24.33 - $29.38 $153K - $184K
103K $2.92M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
14.2K
+ 42.51%
$23.15 - $23.58 $329K - $335K
47.6K $1.12M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.82K
+ 28.47%
$41.02 - $46.01 $239K - $268K
26.3K $1.2M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
7.99K
+ 118.05%
$37.45 - $52.79 $299K - $422K
14.8K $676K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.91K
New
$98.71 - $117.61 $287K - $342K
2.91K $341K
SPYG
Spdr Portfolio

ETFs
2.99K
+ 9.7%
$73.38 - $84.1 $219K - $251K
33.8K $2.8M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
13.6K
+ 49.31%
$22.87 - $23.34 $311K - $317K
41.1K $956K
PFF
Ishares Trust Ishares Pfd And

ETFs
9.04K
+ 78.42%
$31.18 - $33.5 $282K - $303K
20.6K $683K
TT
Trane Technologies PLC

Industrials
820
New
$314.21 - $388.71 $258K - $319K
820 $318K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.16K
+ 39.91%
$102.05 - $114.97 $220K - $248K
7.56K $869K
FDVV
Fidelity High Dividend ETF

ETFs
6.17K
New
$46.26 - $50.65 $285K - $313K
6.17K $312K
O
Realty Income Corp

Real Estate
4.89K
New
$52.36 - $63.42 $256K - $310K
4.89K $310K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3.08K
+ 5.2%
$68.53 - $74.13 $211K - $228K
62.3K $4.57M
MRVL
Marvell Technology, Inc.

Technology
3.95K
New
$56.15 - $76.24 $222K - $301K
3.95K $285K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.73K
+ 75.42%
$100.09 - $100.69 $273K - $274K
6.34K $638K
MGV
Vanguard Mega Cap Value

ETFs
186
+ 0.74%
$118.0 - $128.28 $21.9K - $23.9K
25.3K $3.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
106
+ 0.37%
$162.64 - $179.3 $17.2K - $19K
28.9K $5.19M
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.14%
$99.55 - $123.34 $1.59K - $1.97K
11.8K $1.43M
GE
General Electric CO

Industrials
936
+ 40.77%
$156.66 - $189.66 $147K - $178K
3.23K $609K
CGDV
Capital Group Divid Value ETF

ETFs
6.65K
New
$32.96 - $36.48 $219K - $243K
6.65K $242K
NOC
Northrop Grumman Corp

Industrials
457
New
$423.73 - $533.14 $194K - $244K
457 $241K
VKTX
Viking Therapeutics, Inc.

Healthcare
3.81K
New
$49.84 - $70.47 $190K - $268K
3.81K $241K
PEP
Pepsico Inc

Consumer Defensive
1.02K
+ 7.59%
$161.9 - $179.3 $164K - $182K
14.4K $2.45M
COST
Costco Wholesale Corp

Consumer Defensive
157
+ 5.92%
$801.83 - $917.05 $126K - $144K
2.81K $2.49M
PHO
Invesco Exchange Traded Fd Tr

ETFs
59
+ 0.14%
$63.82 - $70.54 $3.77K - $4.16K
40.8K $2.88M
T
At&T Inc.

Communication Services
5.39K
+ 13.91%
$18.21 - $22.28 $98.1K - $120K
44.1K $970K
HWM
Howmet Aerospace Inc.

Industrials
2.29K
New
$77.3 - $100.22 $177K - $229K
2.29K $229K
BIDU
Baidu, Inc.

Communication Services
2.17K
New
$81.0 - $105.29 $176K - $229K
2.17K $228K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.99K
+ 7.68%
$23.63 - $24.42 $165K - $171K
98K $2.39M
NSC
Norfolk Southern Corp

Industrials
910
New
$213.75 - $259.69 $195K - $236K
910 $226K
AVGO
Broadcom Inc.

Technology
13.6K
+ 918.65%
$136.27 - $1745.86 $1.85M - $23.7M
15.1K $2.6M
PBA
Pembina Pipeline Corp

Energy
5.42K
New
$36.86 - $41.36 $200K - $224K
5.42K $223K
DELL
Dell Technologies Inc.

Technology
1.84K
New
$87.89 - $145.97 $162K - $268K
1.84K $217K
MCO
Moodys Corp

Financial Services
459
New
$421.49 - $494.67 $193K - $227K
459 $217K
XLE
Energy Sector Spdr

ETFs
3.08K
+ 18.7%
$84.35 - $93.39 $260K - $288K
19.6K $1.72M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.04K
New
$168.57 - $213.65 $175K - $222K
1.04K $211K
FDS
Factset Research Systems Inc

Financial Services
457
New
$397.04 - $469.48 $181K - $215K
457 $210K
VHT
Vanguard Health Care ETF

ETFs
744
New
$261.88 - $288.1 $195K - $214K
744 $209K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.31K
New
$80.24 - $91.14 $185K - $210K
2.31K $209K
AMD
Advanced Micro Devices Inc

Technology
1.19K
+ 17.78%
$128.67 - $183.96 $154K - $220K
7.91K $1.3M
Activity Summary
Buys All Purchases 249 New Holdings 37 Increased Positions 212 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Moneco Advisors, LLC Portfolio

Follow Moneco Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email