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
$1.54 Million 0.13% of portfolio
16,022
Q3 2025 Reduced 9.7%
$0
$1.5 Million 0.13% of portfolio
8,570
Q3 2025 Added 1.89%
$0
$1.36 Million 0.12% of portfolio
19,856
Q3 2025 Reduced 17.97%
$40.3B
$1.36 Million 0.12% of portfolio
4,043
Q3 2025 Reduced 0.05%
$114B
$1.35 Million 0.12% of portfolio
11,813
Q3 2025 Added 56.07%
$328B
$1.42 Million 0.12% of portfolio
4,735
Q3 2025 Added 0.17%
$0
$1.35 Million 0.12% of portfolio
26,148
Q3 2025 New
$0
$1.35 Million 0.12% of portfolio
46,575
Q3 2025 New
$0
$1.34 Million 0.12% of portfolio
23,271
Q3 2025 Reduced 0.6%
$300B
$1.43 Million 0.12% of portfolio
4,130
Q3 2025 Added 2.74%
$0
$1.38 Million 0.12% of portfolio
52,381
Q3 2025 Reduced 2.22%
$0
$1.38 Million 0.12% of portfolio
28,489
Q3 2025 Reduced 0.81%
$0
$1.33 Million 0.12% of portfolio
8,072
Q3 2025 Added 5.45%
$0
$1.31 Million 0.11% of portfolio
7,192
Q3 2025 Reduced 11.2%
$306B
$1.31 Million 0.11% of portfolio
19,702
Q3 2025 Added 4.93%
$123B
$1.28 Million 0.11% of portfolio
1,828
Q3 2025 New
$132B
$1.21 Million 0.11% of portfolio
5,749
Q3 2025 Reduced 0.47%
$0
$1.21 Million 0.11% of portfolio
8,477
Q3 2025 Reduced 0.99%
$0
$1.26 Million 0.11% of portfolio
13,850
Q3 2025 Reduced 1.51%
$0
$1.16 Million 0.1% of portfolio
4,521
Q3 2025 Reduced 4.4%
$0
$1.16 Million 0.1% of portfolio
12,054
Q3 2025 Reduced 10.07%
$136B
$1.15 Million 0.1% of portfolio
4,869
Q3 2025 Added 9.56%
$114B
$1.09 Million 0.1% of portfolio
5,063
Q3 2025 Added 0.38%
$0
$1.1 Million 0.1% of portfolio
5,404
Q3 2025 Reduced 7.21%
$98.1B
$1.11 Million 0.1% of portfolio
6,468
Q3 2025 Reduced 1.72%
$0
$1.11 Million 0.1% of portfolio
20,615
Q3 2025 Added 62.54%
$183B
$1.12 Million 0.1% of portfolio
3,977
Q3 2025 Added 15.71%
$0
$1.16 Million 0.1% of portfolio
9,723
Q3 2025 Reduced 2.65%
$68.5B
$1.14 Million 0.1% of portfolio
8,389
Q3 2025 Reduced 0.57%
$193B
$1.17 Million 0.1% of portfolio
10,201
Q3 2025 Added 1.39%
$13.6B
$1.17 Million 0.1% of portfolio
16,249
Q3 2025 Reduced 3.85%
$57.4B
$1.17 Million 0.1% of portfolio
29,868
Q3 2025 Reduced 1.31%
$0
$1.2 Million 0.1% of portfolio
8,676
Q3 2025 Reduced 33.56%
$0
$1.1 Million 0.1% of portfolio
12,800
Q3 2025 Added 293.48%
$98.6B
$1.05 Million 0.09% of portfolio
11,103
Q3 2025 Added 18.0%
$0
$1.03 Million 0.09% of portfolio
17,051
Q3 2025 Added 0.02%
$237B
$1.06 Million 0.09% of portfolio
4,489
Q3 2025 Reduced 0.77%
$168B
$1.02 Million 0.09% of portfolio
13,466
Q3 2025 Reduced 0.53%
$0
$988,000 0.09% of portfolio
30,598
Q3 2025 Added 11.29%
$174B
$1.02 Million 0.09% of portfolio
6,831
Q3 2025 Added 2.18%
$0
$1.01 Million 0.09% of portfolio
13,641
Q3 2025 Reduced 5.36%
$103B
$1.01 Million 0.09% of portfolio
434
Q3 2025 New
$0
$1.05 Million 0.09% of portfolio
8,717
Q3 2025 Reduced 1.3%
$319B
$999,000 0.09% of portfolio
14,612
Q3 2025 Reduced 74.86%
$10.4B
$984,000 0.09% of portfolio
14,678
Q3 2025 Reduced 1.8%
$123B
$979,000 0.09% of portfolio
1,962
Q3 2025 Reduced 2.34%
$0
$978,000 0.09% of portfolio
11,533
Q3 2025 Reduced 5.9%
$235B
$1.03 Million 0.09% of portfolio
12,303
Q3 2025 Added 0.81%
$85.9B
$942,000 0.08% of portfolio
4,269
Q3 2025 Reduced 1.95%

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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