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
$2.37 Million 0.21% of portfolio
83,650
Q3 2025 Reduced 0.23%
$404B
$2.38 Million 0.21% of portfolio
2,574
Q3 2025 Added 1.62%
$0
$2.39 Million 0.21% of portfolio
8,477
Q3 2025 Added 13.15%
$0
$2.39 Million 0.21% of portfolio
101,928
Q3 2025 Added 2.57%
$74.3B
$2.4 Million 0.21% of portfolio
11,930
Q3 2025 Reduced 0.61%
$0
$2.43 Million 0.21% of portfolio
9,550
Q3 2025 Reduced 12.03%
$0
$2.36 Million 0.21% of portfolio
26,397
Q3 2025 Added 14.27%
$0
$2.29 Million 0.2% of portfolio
108,991
Q3 2025 Added 7.33%
$148B
$2.25 Million 0.2% of portfolio
28,158
Q3 2025 New
$0
$2.27 Million 0.2% of portfolio
11,648
Q3 2025 Reduced 36.94%
$0
$2.31 Million 0.2% of portfolio
54,964
Q3 2025 New
$0
$2.27 Million 0.2% of portfolio
68,811
Q3 2025 Reduced 1.55%
$0
$2.24 Million 0.2% of portfolio
14,419
Q3 2025 Added 14.46%
$0
$2.2 Million 0.19% of portfolio
21,864
Q3 2025 Added 30.46%
$0
$2.12 Million 0.19% of portfolio
10,148
Q3 2025 Added 1.58%
$0
$2.16 Million 0.19% of portfolio
37,789
Q3 2025 Added 16.69%
$413B
$2.13 Million 0.19% of portfolio
41,347
Q3 2025 Added 7.73%
$0
$2.21 Million 0.19% of portfolio
7,525
Q3 2025 Reduced 38.44%
$0
$2.02 Million 0.18% of portfolio
46,154
Q3 2025 Added 0.6%
$0
$2.02 Million 0.18% of portfolio
78,138
Q3 2025 Added 7.56%
$0
$2.02 Million 0.18% of portfolio
42,507
Q3 2025 Added 34.9%
$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%
$0
$2.06 Million 0.18% of portfolio
8,331
Q3 2025 Added 15.58%
$0
$2.06 Million 0.18% of portfolio
14,835
Q3 2025 Reduced 10.13%
$0
$2.09 Million 0.18% of portfolio
7,039
Q3 2025 Added 1.81%
$181B
$2.11 Million 0.18% of portfolio
74,633
Q3 2025 Added 4.18%
$0
$1.91 Million 0.17% of portfolio
20,864
Q3 2025 Added 13.48%
$0
$1.92 Million 0.17% of portfolio
32,062
Q3 2025 Added 3.72%
$0
$1.92 Million 0.17% of portfolio
25,147
Q3 2025 Added 0.2%
$0
$1.93 Million 0.17% of portfolio
29,625
Q3 2025 Added 0.27%
$0
$1.99 Million 0.17% of portfolio
8,214
Q3 2025 Reduced 5.2%
$0
$1.78 Million 0.16% of portfolio
35,038
Q3 2025 Reduced 0.48%
$72.7B
$1.8 Million 0.16% of portfolio
1,364
Q3 2025 Reduced 0.29%
$0
$1.81 Million 0.16% of portfolio
28,049
Q3 2025 Added 6.16%
$204B
$1.83 Million 0.16% of portfolio
13,024
Q3 2025 Reduced 3.48%
$0
$1.75 Million 0.15% of portfolio
2,865
Q3 2025 Added 38.41%
$0
$1.66 Million 0.15% of portfolio
30,050
Q3 2025 Reduced 0.06%
$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%
$0
$1.6 Million 0.14% of portfolio
13,918
Q3 2025 New
$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%
$0
$1.56 Million 0.14% of portfolio
22,573
Q3 2025 Reduced 16.11%
$24.1B
$1.5 Million 0.13% of portfolio
35,440
Q3 2025 Added 17.76%
$0
$1.51 Million 0.13% of portfolio
23,000
Q3 2025 New
$0
$1.52 Million 0.13% of portfolio
14,769
Q3 2025 Reduced 8.35%

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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