Moneco Advisors, LLC Incresed Positions in Q3 2024

Moneco Advisors, LLC

  • $778 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
16
+ 0.2%
$111.95 - $132.43 $1.79K - $2.12K
8K $1.01M
SYK
Stryker Corp

Healthcare
213
+ 12.34%
$315.94 - $371.96 $67.3K - $79.2K
1.94K $700K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
135
+ 8.98%
$475.2 - $527.7 $64.2K - $71.2K
1.64K $864K
FCX
Freeport Mcmoran Inc

Basic Materials
1.36K
+ 4.84%
$39.52 - $51.92 $53.8K - $70.7K
29.5K $1.47M
GILD
Gilead Sciences, Inc.

Healthcare
87
+ 1.39%
$66.59 - $83.99 $5.79K - $7.31K
6.35K $532K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
475
+ 16.98%
$74.21 - $96.5 $35.2K - $45.8K
3.27K $314K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
300
+ 5.26%
$111.9 - $124.28 $33.6K - $37.3K
6.01K $742K
CARR
Carrier Global Corp

Industrials
375
+ 10.12%
$61.9 - $80.88 $23.2K - $30.3K
4.08K $328K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
82
+ 0.61%
$71.9 - $79.86 $5.9K - $6.55K
13.5K $1.07M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.08K
+ 22.51%
$58.75 - $64.07 $63.5K - $69.2K
5.88K $376K
SHW
Sherwin Williams CO

Basic Materials
60
+ 7.35%
$294.65 - $384.0 $17.7K - $23K
876 $334K
IWD
Ishares Russell 1000 Val ETF

ETFs
9
+ 0.16%
$173.36 - $189.8 $1.56K - $1.71K
5.67K $1.08M
KHC
Kraft Heinz CO

Consumer Defensive
1.26K
+ 8.33%
$31.86 - $36.13 $40.1K - $45.5K
16.4K $574K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.13K
+ 5.24%
$23.54 - $26.35 $26.6K - $29.8K
22.7K $593K
CTAS
Cintas Corp

Industrials
2.11K
+ 298.16%
$201.38 - $819.83 $424K - $1.73M
2.81K $578K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
209
+ 2.8%
$77.23 - $87.97 $16.1K - $18.4K
7.67K $665K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
343
+ 12.83%
$178.94 - $207.0 $61.4K - $71K
3.02K $605K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
459
+ 8.82%
$94.31 - $103.26 $43.3K - $47.4K
5.67K $581K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
426
+ 4.33%
$81.1 - $89.18 $34.5K - $38K
10.3K $901K
ISRG
Intuitive Surgical Inc

Healthcare
59
+ 5.99%
$416.14 - $494.01 $24.6K - $29.1K
1.04K $512K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.38K
+ 2.11%
$30.55 - $30.85 $72.8K - $73.5K
115K $3.56M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
21
+ 0.15%
$75.88 - $83.21 $1.59K - $1.75K
13.9K $1.16M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
2.82K
+ 4.25%
$23.06 - $25.77 $65.1K - $72.7K
69.1K $1.74M
AXP
American Express CO

Financial Services
37
+ 2.38%
$225.92 - $271.17 $8.36K - $10K
1.59K $431K
DIS
Walt Disney CO

Communication Services
1.24K
+ 7.5%
$85.6 - $98.61 $106K - $122K
17.7K $1.71M
ACN
Accenture PLC

Technology
1
+ 0.07%
$295.44 - $355.81 $295 - $356
1.35K $477K
FNX
First Tr Mid Cap Core Alphadex

ETFs
3
+ 0.04%
$106.85 - $117.19 $321 - $352
7.43K $870K
TRV
Travelers Companies, Inc.

Financial Services
22
+ 1.14%
$201.87 - $242.35 $4.44K - $5.33K
1.95K $457K
DNLI
Denali Therapeutics Inc.

Healthcare
400
+ 4.6%
$20.96 - $31.05 $8.38K - $12.4K
9.1K $265K
ETN
Eaton Corp PLC

Industrials
63
+ 2.78%
$272.52 - $333.02 $17.2K - $21K
2.33K $772K
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.03%
$47.07 - $58.09 $94.1 - $116
6.87K $398K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.86K
+ 3.11%
$23.75 - $23.75 $67.9K - $67.9K
94.9K $2.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
46
+ 0.31%
$57.32 - $62.65 $2.64K - $2.88K
14.8K $919K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
19
+ 5.08%
$1015.62 - $1159.62 $19.3K - $22K
393 $452K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.34%
$385.65 - $450.49 $1.16K - $1.35K
878 $394K
ITB
Ishares Tr

ETFs
2
+ 0.1%
$97.52 - $128.64 $195 - $257
2.03K $257K
VRT
Vertiv Holdings CO

Industrials
610
+ 14.94%
$86.66 - $86.66 $52.9K - $52.9K
4.69K $406K
TJX
Tjx Companies Inc

Consumer Cyclical
159
+ 3.41%
$107.93 - $120.23 $17.2K - $19.1K
4.82K $565K
XLK
Technology Sector Spdr

ETFs
254
+ 3.03%
$197.34 - $237.68 $50.1K - $60.4K
8.64K $1.95M
IBDV
Ishares Tr

Technology
1.07K
+ 3.4%
$21.11 - $22.24 $22.6K - $23.8K
32.5K $720K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
298
+ 8.88%
$147.95 - $191.05 $44.1K - $56.9K
3.65K $634K
JEPI
J P Morgan Exchange Traded Fd

ETFs
233
+ 1.86%
$54.98 - $59.51 $12.8K - $13.9K
12.8K $761K
IEF
Ishares Barclays

ETFs
388
+ 14.93%
$92.67 - $99.14 $36K - $38.5K
2.99K $292K
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.4%
$73.58 - $89.21 $883 - $1.07K
3.01K $268K
TTE
Total Energies Se

Energy
564
+ 13.01%
$68.61 - $68.61 $38.7K - $38.7K
4.9K $336K
BLK
Black Rock Inc.

Financial Services
4
+ 1.52%
$782.27 - $949.51 $3.13K - $3.8K
268 $254K
BSX
Boston Scientific Corp

Healthcare
272
+ 7.58%
$72.96 - $84.0 $19.8K - $22.8K
3.86K $323K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.11%
$117.9 - $128.2 $590 - $641
4.61K $591K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
338
+ 6.27%
$63.28 - $70.06 $21.4K - $23.7K
5.73K $401K
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