Moneco Advisors, LLC Portfolio Holdings

Moneco Advisors, LLC

  • $912 Million
  • Q4 2024

Moneco Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $912 Million distributed in 464 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 $52.6M, Apple Inc. with a value of $28M, Vanguard Growth ETF with a value of $23.1M, Spdr Portfolio S&P 500 Value E with a value of $23.2M, and Ishares Tr Russell 200 Growth with a value of $22.8M.

Examining the 13F form we can see an increase of $134M in the current position value, from $778M to 912M.

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 $912 Million
ETFs: $603 Million
Technology: $89.8 Million
Financial Services: $48.5 Million
Healthcare: $31.5 Million
Communication Services: $26.3 Million
Consumer Cyclical: $25.5 Million
Industrials: $24.7 Million
Energy: $19.4 Million
Other: $33.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.88 Million 0.32% of portfolio
68,870
Q4 2024 Reduced 0.8%
$0
$2.86 Million 0.31% of portfolio
7,126
Q4 2024 Added 2.16%
$0
$2.73 Million 0.3% of portfolio
137,500
Q4 2024 Added 0.76%
$0
$2.73 Million 0.3% of portfolio
113,767
Q4 2024 Added 16.07%
$0
$2.78 Million 0.3% of portfolio
4,716
Q4 2024 Added 18.64%
$0
$2.67 Million 0.29% of portfolio
40,584
Q4 2024 Reduced 0.47%
$0
$2.58 Million 0.28% of portfolio
108,504
Q4 2024 Added 14.35%
$0
$2.49 Million 0.27% of portfolio
21,588
Q4 2024 Reduced 10.51%
$0
$2.41 Million 0.26% of portfolio
35,999
Q4 2024 New
$0
$2.24 Million 0.25% of portfolio
9,230
Q4 2024 Added 33.38%
$8.36B
$2.28 Million 0.25% of portfolio
43,788
Q4 2024 Added 702.71%
$0
$2.3 Million 0.25% of portfolio
42,864
Q4 2024 Added 4.73%
$0
$2.25 Million 0.25% of portfolio
50,048
Q4 2024 Added 90.52%
$0
$2.19 Million 0.24% of portfolio
35,101
Q4 2024 Added 137.8%
$0
$2.22 Million 0.24% of portfolio
97,367
Q4 2024 Added 4.86%
$1.73B
$2.1 Million 0.23% of portfolio
96,430
Q3 2024 Reduced 1.16%
$0
$2.11 Million 0.23% of portfolio
7,517
Q4 2024 Added 3.28%
$0
$2.08 Million 0.23% of portfolio
10,483
Q4 2024 Added 2.84%
$0
$2.01 Million 0.22% of portfolio
39,908
Q4 2024 Added 64.66%
$0
$2.02 Million 0.22% of portfolio
14,692
Q4 2024 Added 13.14%
$0
$1.95 Million 0.21% of portfolio
19,573
Q4 2024 Reduced 6.99%
$0
$1.81 Million 0.2% of portfolio
20,349
Q4 2024 Reduced 1.35%
$0
$1.7 Million 0.19% of portfolio
21,200
Q4 2024 Added 57.36%
$0
$1.66 Million 0.18% of portfolio
7,887
Q4 2024 Added 161.42%
$0
$1.67 Million 0.18% of portfolio
18,338
Q4 2024 Added 0.11%
$0
$1.65 Million 0.18% of portfolio
27,342
Q4 2024 Added 0.66%
$0
$1.65 Million 0.18% of portfolio
67,138
Q4 2024 Added 41.01%
$0
$1.65 Million 0.18% of portfolio
9,035
Q4 2024 Added 4.98%
$0
$1.53 Million 0.17% of portfolio
68,919
Q4 2024 New
$0
$1.57 Million 0.17% of portfolio
32,735
Q4 2024 Added 17.97%
$0
$1.58 Million 0.17% of portfolio
18,470
Q4 2024 Reduced 5.53%
$0
$1.51 Million 0.17% of portfolio
25,296
Q4 2024 New
$0
$1.48 Million 0.16% of portfolio
63,372
Q4 2024 Added 33.15%
$0
$1.46 Million 0.16% of portfolio
62,087
Q4 2024 Added 39.5%
$0
$1.46 Million 0.16% of portfolio
19,262
Q4 2024 Added 26.48%
$0
$1.44 Million 0.16% of portfolio
67,472
Q4 2024 Added 6.21%
$0
$1.5 Million 0.16% of portfolio
41,336
Q4 2024 New
$0
$1.5 Million 0.16% of portfolio
33,850
Q4 2024 Reduced 10.74%
$0
$1.35 Million 0.15% of portfolio
8,348
Q4 2024 Added 0.96%
$0
$1.32 Million 0.15% of portfolio
57,710
Q4 2024 Added 40.35%
$0
$1.33 Million 0.15% of portfolio
56,324
Q4 2024 Added 46.03%
$0
$1.34 Million 0.15% of portfolio
15,123
Q4 2024 Added 5.26%
$0
$1.38 Million 0.15% of portfolio
2,555
Q4 2024 Added 55.89%
$0
$1.23 Million 0.14% of portfolio
53,180
Q4 2024 Added 337.01%
$0
$1.25 Million 0.14% of portfolio
9,002
Q4 2024 Added 215.09%
$0
$1.31 Million 0.14% of portfolio
60,386
Q4 2024 Added 36.72%
$0
$1.29 Million 0.14% of portfolio
25,757
Q4 2024 Added 7.2%
$0
$1.15 Million 0.13% of portfolio
10,005
Q4 2024 Added 88.95%
$0
$1.22 Million 0.13% of portfolio
15,799
Q4 2024 Reduced 13.79%

Summary

  • Portfolio
  • No. of Stocks 464
  • Current Value $912 Million
  • Prior Value $778 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 62 stocks
  • Additional Purchases 272 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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