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
$1.22 Million 0.13% of portfolio
22,387
Q4 2024 Added 43.34%
$0
$1.11 Million 0.12% of portfolio
9,704
Q4 2024 Added 28.34%
$0
$1.05 Million 0.12% of portfolio
12,052
Q4 2024 Added 57.15%
$0
$1.13 Million 0.12% of portfolio
13,934
Q4 2024 Added 0.24%
$0
$1.12 Million 0.12% of portfolio
5,395
Q4 2024 Reduced 5.58%
$0
$1.12 Million 0.12% of portfolio
12,920
Q4 2024 Added 25.75%
$0
$1.11 Million 0.12% of portfolio
27,518
Q4 2024 Added 93.83%
$0
$1.1 Million 0.12% of portfolio
8,640
Q4 2024 Added 6.48%
$0
$1.05 Million 0.11% of portfolio
10,303
Q4 2024 Added 1.21%
$0
$959,000 0.11% of portfolio
34,427
Q4 2024 Added 671.39%
$0
$1.04 Million 0.11% of portfolio
5,639
Q4 2024 Reduced 0.55%
$0
$1.02 Million 0.11% of portfolio
17,850
Q4 2024 New
$0
$915,000 0.1% of portfolio
11,250
Q4 2024 New
$0
$893,000 0.1% of portfolio
12,766
Q4 2024 Added 2.0%
$0
$870,000 0.1% of portfolio
17,336
Q4 2024 Added 9.7%
$0
$872,000 0.1% of portfolio
26,998
Q4 2024 Added 2.94%
$0
$955,000 0.1% of portfolio
17,625
Q4 2024 New
$0
$806,000 0.09% of portfolio
38,546
Q4 2024 Added 60.11%
$0
$862,000 0.09% of portfolio
11,159
Q4 2024 Reduced 3.47%
$0
$711,000 0.08% of portfolio
33,305
Q4 2024 Added 2.47%
$0
$688,000 0.08% of portfolio
2,137
Q4 2024 Reduced 0.56%
$0
$715,000 0.08% of portfolio
5,605
Q4 2024 Added 21.56%
$0
$747,000 0.08% of portfolio
10,396
Q4 2024 Added 64.31%
$0
$695,000 0.08% of portfolio
30,247
Q4 2024 New
$0
$698,000 0.08% of portfolio
25,175
Q4 2024 Reduced 9.03%
$46B
$686,000 0.08% of portfolio
13,861
Q4 2024 Added 3.25%
$0
$711,000 0.08% of portfolio
14,090
Q4 2024 Added 16.35%
$0
$749,000 0.08% of portfolio
5,996
Q4 2024 Reduced 0.18%
$0
$714,000 0.08% of portfolio
9,187
Q4 2024 New
$0
$734,000 0.08% of portfolio
31,130
Q4 2024 Reduced 3.74%
$0
$755,000 0.08% of portfolio
34,853
Q4 2024 Reduced 9.5%
$0
$625,000 0.07% of portfolio
5,401
Q4 2024 Reduced 27.3%
$0
$617,000 0.07% of portfolio
8,644
Q4 2024 Added 50.83%
$0
$655,000 0.07% of portfolio
7,077
Q4 2024 New
$0
$633,000 0.07% of portfolio
10,612
Q4 2024 Reduced 1.21%
$0
$619,000 0.07% of portfolio
6,292
Q4 2024 Added 11.07%
$0
$598,000 0.07% of portfolio
7,304
Q4 2024 Reduced 2.86%
$0
$666,000 0.07% of portfolio
28,480
Q4 2024 Added 25.21%
$0
$541,000 0.06% of portfolio
23,260
Q4 2024 Added 0.44%
$0
$539,000 0.06% of portfolio
14,057
Q4 2024 New
$0
$532,000 0.06% of portfolio
9,264
Q4 2024 Reduced 27.56%
$0
$554,000 0.06% of portfolio
10,939
Q4 2024 Added 38.84%
$0
$590,000 0.06% of portfolio
18,773
Q4 2024 Reduced 8.69%
$0
$560,000 0.06% of portfolio
15,198
Q4 2024 Added 6.0%
$0
$568,000 0.06% of portfolio
3,929
Q1 2020 New
$0
$539,000 0.06% of portfolio
5,576
Q4 2024 Added 12.06%
$0
$528,000 0.06% of portfolio
7,476
Q4 2024 Added 0.92%
$0
$419,000 0.05% of portfolio
4,178
Q4 2024 Reduced 34.08%
$0
$469,000 0.05% of portfolio
9,709
Q4 2024 Added 4.27%

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
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