Moneco Advisors, LLC Portfolio Holdings

Moneco Advisors, LLC

  • $1.14 Billion
  • Q3 2025

Moneco Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 494 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $67.1M, Spdr Portfolio S&P 500 Value E with a value of $36.6M, Ishares Tr Russell 200 Growth with a value of $34.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $33.7M, and Apple Inc. with a value of $30.2M.

Examining the 13F form we can see an increase of $118M in the current position value, from $1.02B to 1.14B.

Moneco Advisors, LLC is based out at Fairfield, CT

Below you can find more details about Moneco Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.14 Billion
ETFs: $775 Million
Technology: $115 Million
Financial Services: $51.4 Million
Communication Services: $32.2 Million
Consumer Cyclical: $32 Million
Healthcare: $31.8 Million
Industrials: $27.7 Million
Energy: $20.7 Million
Other: $32.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$30.2 Million 2.64% of portfolio
118,714
Q3 2025 Added 1.22%
$3.78T
$26.5 Million 2.32% of portfolio
51,132
Q3 2025 Added 5.15%
$465B
$21.3 Million 1.86% of portfolio
113,906
Q3 2025 Added 1.72%
$1.65T
$11.1 Million 0.97% of portfolio
45,745
Q3 2025 Added 28.52%
$522B
$11.1 Million 0.97% of portfolio
59,880
Q3 2025 Reduced 2.63%
$2.39T
$9.84 Million 0.86% of portfolio
44,827
Q3 2025 Added 4.22%
$662B
$9.44 Million 0.83% of portfolio
18,787
Q3 2025 Reduced 0.66%
$1.37T
$7.08 Million 0.62% of portfolio
9,642
Q3 2025 Added 0.83%
$881B
$6.31 Million 0.55% of portfolio
20,003
Q3 2025 Added 2.09%
$51.1B
$6.23 Million 0.55% of portfolio
69,420
Q3 2025 Reduced 0.14%
$139B
$5.62 Million 0.49% of portfolio
17,036
Q3 2025 Added 5.68%
$1.29T
$5.27 Million 0.46% of portfolio
11,855
Q3 2025 Added 4.39%
$490B
$4.86 Million 0.43% of portfolio
43,115
Q3 2025 Reduced 0.4%
$96.4B
$4.78 Million 0.42% of portfolio
38,597
Q3 2025 Added 1.44%
$303B
$4.45 Million 0.39% of portfolio
28,632
Q3 2025 Added 24.81%
$258B
$4.02 Million 0.35% of portfolio
24,004
Q3 2025 Added 9.26%
$266B
$3.9 Million 0.34% of portfolio
13,819
Q3 2025 Added 2.56%
$1.74T
$3.9 Million 0.34% of portfolio
16,001
Q3 2025 Reduced 11.92%
$512B
$3.78 Million 0.33% of portfolio
6,646
Q3 2025 Added 0.14%
$140B
$3.62 Million 0.32% of portfolio
14,413
Q3 2025 Added 276.02%
$70.2B
$3.68 Million 0.32% of portfolio
117,554
Q3 2025 Reduced 1.21%
$0
$3.63 Million 0.32% of portfolio
251,254
Q3 2025 Reduced 2.6%
$104B
$3.57 Million 0.31% of portfolio
54,077
Q3 2025 Added 0.41%
$367B
$3.53 Million 0.31% of portfolio
8,716
Q3 2025 Added 1.44%
$418B
$3.33 Million 0.29% of portfolio
18,641
Q3 2025 Reduced 2.3%
$971B
$3.19 Million 0.28% of portfolio
4,185
Q3 2025 Added 1.04%
$103B
$3.19 Million 0.28% of portfolio
24,542
Q3 2025 Added 0.2%
$291B
$2.95 Million 0.26% of portfolio
6,193
Q3 2025 Added 1.38%
$533B
$2.93 Million 0.26% of portfolio
8,592
Q3 2025 Added 2.73%
$593B
$2.85 Million 0.25% of portfolio
10,131
Q3 2025 Reduced 0.9%
$346B
$2.63 Million 0.23% of portfolio
17,121
Q3 2025 Reduced 6.47%
$49.1B
$2.68 Million 0.23% of portfolio
2,233
Q3 2025 Added 3.14%
$404B
$2.38 Million 0.21% of portfolio
2,574
Q3 2025 Added 1.62%
$74.3B
$2.4 Million 0.21% of portfolio
11,930
Q3 2025 Reduced 0.61%
$148B
$2.25 Million 0.2% of portfolio
28,158
Q3 2025 New
$413B
$2.13 Million 0.19% of portfolio
41,347
Q3 2025 Added 7.73%
$342B
$2.05 Million 0.18% of portfolio
11,245
Q3 2025 Added 2.56%
$172B
$2.06 Million 0.18% of portfolio
46,782
Q3 2025 Added 1.63%
$181B
$2.11 Million 0.18% of portfolio
74,633
Q3 2025 Added 4.18%
$72.7B
$1.8 Million 0.16% of portfolio
1,364
Q3 2025 Reduced 0.29%
$204B
$1.83 Million 0.16% of portfolio
13,024
Q3 2025 Reduced 3.48%
$0
$1.76 Million 0.15% of portfolio
64,221
Q3 2025 Reduced 3.88%
$388B
$1.75 Million 0.15% of portfolio
10,840
Q3 2025 Added 2.23%
$1.46T
$1.71 Million 0.15% of portfolio
6,126
Q3 2025 Added 1.52%
$224B
$1.61 Million 0.14% of portfolio
5,293
Q3 2025 Reduced 0.53%
$279B
$1.58 Million 0.14% of portfolio
15,340
Q3 2025 Reduced 0.92%
$265B
$1.55 Million 0.14% of portfolio
1,942
Q3 2025 Added 14.1%
$40.3B
$1.36 Million 0.12% of portfolio
4,043
Q3 2025 Reduced 0.05%
$114B
$1.35 Million 0.12% of portfolio
11,813
Q3 2025 Added 56.07%

Summary

  • Portfolio
  • No. of Stocks 494
  • Current Value $1.14 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 49 stocks
  • Additional Purchases 228 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 188 stocks
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