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
$4.52 Million 0.4% of portfolio
49,372
Q3 2025 Added 45.52%
$0
$4.59 Million 0.4% of portfolio
179,777
Q3 2025 Reduced 2.05%
$0
$4.49 Million 0.39% of portfolio
57,916
Q3 2025 Reduced 10.58%
$303B
$4.45 Million 0.39% of portfolio
28,632
Q3 2025 Added 24.81%
$0
$4.26 Million 0.37% of portfolio
179,253
Q3 2025 Added 7.72%
$0
$4.25 Million 0.37% of portfolio
47,940
Q3 2025 Added 29.29%
$11.9B
$4.18 Million 0.37% of portfolio
54,637
Q3 2025 Added 8.43%
$258B
$4.02 Million 0.35% of portfolio
24,004
Q3 2025 Added 9.26%
$414B
$4 Million 0.35% of portfolio
17,272
Q3 2025 Added 1.09%
$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%
$0
$3.66 Million 0.32% of portfolio
118,650
Q3 2025 Added 0.76%
$0
$3.62 Million 0.32% of portfolio
19,428
Q3 2025 Added 2.76%
$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%
$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%
$0
$3.5 Million 0.31% of portfolio
143,652
Q3 2025 Added 2.7%
$0
$3.3 Million 0.29% of portfolio
58,426
Q3 2025 Reduced 5.64%
$0
$3.31 Million 0.29% of portfolio
68,435
Q3 2025 Reduced 10.24%
$418B
$3.33 Million 0.29% of portfolio
18,641
Q3 2025 Reduced 2.3%
$0
$3.33 Million 0.29% of portfolio
10,218
Q3 2025 Added 8.76%
$0
$3.16 Million 0.28% of portfolio
144,286
Q3 2025 Added 9.36%
$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%
$0
$3.15 Million 0.28% of portfolio
39,276
Q3 2025 Reduced 0.9%
$0
$3.07 Million 0.27% of portfolio
66,315
Q3 2025 Added 3.14%
$0
$3.08 Million 0.27% of portfolio
131,453
Q3 2025 Added 5.08%
$0
$3.14 Million 0.27% of portfolio
132,972
Q3 2025 Added 2.3%
$279M
$3.06 Million 0.27% of portfolio
27,526
Q3 2025 Added 0.47%
$0
$2.98 Million 0.26% of portfolio
128,810
Q3 2025 Added 7.65%
$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%
$0
$3.01 Million 0.26% of portfolio
34,429
Q3 2025 Reduced 2.59%
$0
$3.02 Million 0.26% of portfolio
127,682
Q3 2025 Added 6.04%
$593B
$2.85 Million 0.25% of portfolio
10,131
Q3 2025 Reduced 0.9%
$0
$2.84 Million 0.25% of portfolio
131,573
Q3 2025 Added 0.03%
$0
$2.91 Million 0.25% of portfolio
21,421
Q3 2025 Added 20.66%
$0
$2.7 Million 0.24% of portfolio
20,690
Q3 2025 Reduced 2.09%
$65.3B
$2.67 Million 0.23% of portfolio
36,652
Q3 2025 Reduced 3.17%
$0
$2.58 Million 0.23% of portfolio
13,618
Q3 2025 Reduced 11.27%
$346B
$2.63 Million 0.23% of portfolio
17,121
Q3 2025 Reduced 6.47%
$0
$2.62 Million 0.23% of portfolio
35,697
Q3 2025 Reduced 1.8%
$0
$2.6 Million 0.23% of portfolio
105,932
Q3 2025 Reduced 7.23%
$0
$2.67 Million 0.23% of portfolio
123,965
Q3 2025 Added 31.87%
$0
$2.68 Million 0.23% of portfolio
5,711
Q3 2025 Reduced 13.76%
$49.1B
$2.68 Million 0.23% of portfolio
2,233
Q3 2025 Added 3.14%
$0
$2.49 Million 0.22% of portfolio
3,715
Q3 2025 Added 0.05%

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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