Moneco Advisors, LLC Purchases in Q4 2024

Moneco Advisors, LLC

  • $912 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
39
+ 2.19%
$324.93 - $383.42 $12.7K - $15K
1.82K $633K
CLX
Clorox CO

Consumer Defensive
361
+ 22.65%
$156.51 - $169.74 $56.5K - $61.3K
1.96K $317K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.89K
+ 128.51%
$25.33 - $51.16 $250K - $506K
17.6K $454K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
3.95K
+ 6.21%
$21.34 - $21.82 $84.3K - $86.1K
67.5K $1.44M
LRGF
Ishares Tr

ETFs
179
+ 0.66%
$58.25 - $63.26 $10.4K - $11.3K
27.3K $1.65M
TTE
Total Energies Se

Energy
774
+ 15.8%
N/A
5.67K $389K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.93K
+ 20.83%
$44.04 - $49.49 $84.9K - $95.4K
11.2K $492K
SCHW
Schwab Charles Corp

Financial Services
279
+ 9.02%
$63.31 - $82.85 $17.7K - $23.1K
3.37K $249K
TMUS
T Mobile Us, Inc.

Communication Services
72
+ 3.05%
$206.1 - $246.94 $14.8K - $17.8K
2.43K $536K
XLF
Financial Sector Spdr

ETFs
398
+ 4.27%
$44.89 - $51.34 $17.9K - $20.4K
9.71K $469K
BDX
Becton Dickinson & CO

Healthcare
276
+ 22.72%
$220.02 - $243.75 $60.7K - $67.3K
1.49K $338K
TT
Trane Technologies PLC

Industrials
155
+ 18.9%
$369.35 - $419.14 $57.2K - $65K
975 $360K
MCD
Mcdonalds Corp

Consumer Cyclical
371
+ 8.18%
$288.47 - $316.54 $107K - $117K
4.9K $1.42M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
627
+ 11.07%
$98.47 - $109.35 $61.7K - $68.6K
6.29K $619K
FISV
Fiserv Inc

Technology
305
+ 8.49%
N/A
3.9K $487K
VTV
Vanguard Value ETF

ETFs
778
+ 4.36%
$168.32 - $181.87 $131K - $141K
18.6K $3.16M
MCO
Moodys Corp

Financial Services
76
+ 16.56%
$454.04 - $500.88 $34.5K - $38.1K
535 $253K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.51K
+ 4.86%
$22.71 - $23.47 $102K - $106K
97.4K $2.22M
ADI
Analog Devices Inc

Technology
301
+ 16.55%
$206.35 - $236.48 $62.1K - $71.2K
2.12K $450K
SYK
Stryker Corp

Healthcare
96
+ 4.95%
$345.14 - $392.15 $33.1K - $37.6K
2.04K $732K
VBR
Vanguard Small Cap Value ETF

ETFs
289
+ 2.84%
$197.36 - $217.3 $57K - $62.8K
10.5K $2.08M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
61
+ 6.64%
$229.83 - $258.46 $14K - $15.8K
979 $241K
ISCV
Ishares Morningstar Small Cap

ETFs
450
+ 7.32%
$62.21 - $69.5 $28K - $31.3K
6.6K $418K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
860
+ 6.0%
$36.74 - $40.43 $31.6K - $34.8K
15.2K $560K
MSI
Motorola Solutions, Inc.

Technology
34
+ 3.87%
$449.08 - $504.6 $15.3K - $17.2K
912 $421K
KR
Kroger CO

Consumer Defensive
122
+ 2.61%
$55.21 - $63.3 $6.74K - $7.72K
4.79K $293K
CMCSA
Comcast Corp

Communication Services
1.41K
+ 21.86%
$37.39 - $45.14 $52.8K - $63.8K
7.88K $295K
EOG
Eog Resources Inc

Energy
209
+ 12.48%
$118.22 - $136.54 $24.7K - $28.5K
1.88K $230K
DJP
Barclays Bank PLC

ETFs
771
+ 2.94%
N/A
27K $872K
MLPA
Global X Mlp ETF

ETFs
280
+ 3.86%
$47.44 - $52.61 $13.3K - $14.7K
7.54K $372K
DE
Deere & CO

Industrials
43
+ 4.82%
$389.45 - $466.0 $16.7K - $20K
935 $396K
PGR
Progressive Corp

Financial Services
155
+ 14.47%
$239.6 - $268.88 $37.1K - $41.7K
1.23K $293K
XLV
Select Sector Spdr Fund Health

ETFs
1.71K
+ 13.14%
$136.28 - $154.74 $232K - $264K
14.7K $2.02M
TRV
Travelers Companies, Inc.

Financial Services
29
+ 1.49%
$225.97 - $266.66 $6.55K - $7.73K
1.98K $477K
IAU
Ishares Gold Trust

ETFs
436
+ 3.25%
$48.37 - $52.65 $21.1K - $23K
13.9K $686K
JCI
Johnson Controls International PLC

Industrials
120
+ 4.05%
$74.23 - $86.6 $8.91K - $10.4K
3.08K $243K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
113
+ 11.69%
$209.89 - $233.24 $23.7K - $26.4K
1.08K $229K
FLRN
Spdr Bloomberg Investment Grad

ETFs
846
+ 0.73%
$30.67 - $30.84 $25.9K - $26.1K
116K $3.57M
AEP
American Electric Power CO Inc

Utilities
368
+ 16.96%
$90.91 - $102.21 $33.5K - $37.6K
2.54K $234K
AZN
Astrazeneca PLC

Healthcare
686
+ 24.4%
$63.2 - $79.58 $43.4K - $54.6K
3.5K $229K
FDX
Fedex Corp

Industrials
12
+ 1.39%
$260.5 - $305.15 $3.13K - $3.66K
877 $246K
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.03%
$55.43 - $62.69 $111 - $125
6.87K $407K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.53K
+ 200.0%
$22.01 - $66.82 $188K - $570K
12.8K $290K
PFE
Pfizer Inc

Healthcare
2.42K
+ 10.19%
$24.8 - $30.19 $60K - $73.1K
26.2K $694K
STZ
Constellation Brands, Inc.

Consumer Defensive
222
+ 18.21%
$219.66 - $257.62 $48.8K - $57.2K
1.44K $318K
QCOM
Qualcomm Inc

Technology
445
+ 11.46%
$150.4 - $178.04 $66.9K - $79.2K
4.33K $664K
EFG
Msci Eafe Growth ETF

ETFs
600
+ 12.06%
$96.83 - $106.88 $58.1K - $64.1K
5.58K $539K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.74K
+ 109.96%
$25.74 - $53.78 $122K - $255K
9.04K $233K
RSG
Republic Services, Inc.

Industrials
17
+ 1.15%
$198.0 - $218.75 $3.37K - $3.72K
1.5K $300K
Activity Summary
Buys All Purchases 334 New Holdings 62 Increased Positions 272 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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