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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.1 Million 5.87% of portfolio
666,085
Q3 2025 Added 9.43%
$0
$36.6 Million 3.2% of portfolio
661,469
Q3 2025 Added 8.12%
$0
$34.8 Million 3.05% of portfolio
127,249
Q3 2025 Added 4.09%
$0
$33.7 Million 2.95% of portfolio
430,160
Q3 2025 Added 29.61%
$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%
$0
$25 Million 2.19% of portfolio
1,276,992
Q3 2025 Added 14.39%
$0
$24.5 Million 2.14% of portfolio
1,241,866
Q3 2025 Added 14.45%
$0
$24 Million 2.1% of portfolio
1,160,062
Q3 2025 Added 11.83%
$0
$23.4 Million 2.04% of portfolio
1,135,738
Q3 2025 Added 14.14%
$0
$23.1 Million 2.02% of portfolio
1,226,776
Q3 2025 Added 12.29%
$0
$22 Million 1.92% of portfolio
45,834
Q3 2025 Reduced 4.57%
$0
$21.7 Million 1.9% of portfolio
1,285,809
Q3 2025 Added 14.45%
$465B
$21.3 Million 1.86% of portfolio
113,906
Q3 2025 Added 1.72%
$0
$21 Million 1.83% of portfolio
1,257,278
Q3 2025 Added 21.23%
$0
$15.1 Million 1.32% of portfolio
22,632
Q3 2025 Reduced 0.61%
$0
$12.5 Million 1.09% of portfolio
292,287
Q3 2025 Added 43.82%
$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%
$0
$10.3 Million 0.9% of portfolio
108,061
Q3 2025 Reduced 3.29%
$0
$10 Million 0.88% of portfolio
366,798
Q3 2025 Reduced 5.58%
$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%
$130B
$9.21 Million 0.81% of portfolio
25,919
Q3 2025 Added 0.78%
$0
$9.17 Million 0.8% of portfolio
167,501
Q3 2025 Reduced 10.41%
$0
$8.79 Million 0.77% of portfolio
79,442
Q3 2025 Added 3.73%
$0
$8.6 Million 0.75% of portfolio
82,268
Q3 2025 Added 16.61%
$0
$8.4 Million 0.74% of portfolio
60,010
Q3 2025 Reduced 1.81%
$0
$8.51 Million 0.74% of portfolio
85,517
Q3 2025 Added 4.15%
$0
$8.06 Million 0.7% of portfolio
24,549
Q3 2025 Reduced 1.0%
$0
$7.82 Million 0.68% of portfolio
53,667
Q3 2025 Reduced 1.94%
$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%
$0
$6.34 Million 0.55% of portfolio
23,839
Q3 2025 Reduced 33.53%
$51.1B
$6.23 Million 0.55% of portfolio
69,420
Q3 2025 Reduced 0.14%
$0
$5.86 Million 0.51% of portfolio
85,293
Q3 2025 Reduced 16.77%
$0
$5.7 Million 0.5% of portfolio
124,818
Q3 2025 Added 36.33%
$0
$5.74 Million 0.5% of portfolio
9,559
Q3 2025 Added 20.65%
$5.65B
$5.63 Million 0.49% of portfolio
152,886
Q3 2025 Added 0.27%
$139B
$5.62 Million 0.49% of portfolio
17,036
Q3 2025 Added 5.68%
$0
$5.4 Million 0.47% of portfolio
57,307
Q3 2025 Added 20.91%
$1.29T
$5.27 Million 0.46% of portfolio
11,855
Q3 2025 Added 4.39%
$0
$5.07 Million 0.44% of portfolio
108,407
Q3 2025 Added 65.41%
$0
$4.98 Million 0.44% of portfolio
197,873
Q3 2025 Reduced 1.67%
$490B
$4.86 Million 0.43% of portfolio
43,115
Q3 2025 Reduced 0.4%
$0
$4.86 Million 0.43% of portfolio
53,008
Q3 2025 Reduced 1.27%
$0
$4.91 Million 0.43% of portfolio
58,913
Q3 2025 Added 35.59%
$96.4B
$4.78 Million 0.42% of portfolio
38,597
Q3 2025 Added 1.44%
$0
$4.63 Million 0.41% of portfolio
15,760
Q3 2025 Reduced 2.64%

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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