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
$862,000 0.08% of portfolio
39,714
Q3 2025 New
$187B
$884,000 0.08% of portfolio
5,317
Q3 2025 Added 3.71%
$170B
$889,000 0.08% of portfolio
6,155
Q3 2025 Added 0.89%
$0
$902,000 0.08% of portfolio
9,025
Q3 2025 Added 28.45%
$0
$905,000 0.08% of portfolio
12,322
Q3 2025 Reduced 2.13%
$5.99B
$911,000 0.08% of portfolio
7,505
Q1 2025 Reduced 0.11%
$0
$924,000 0.08% of portfolio
11,460
Q3 2025 Added 13.54%
$52.5B
$881,000 0.08% of portfolio
51,367
Q3 2025 Added 0.08%
$96.7B
$931,000 0.08% of portfolio
18,451
Q3 2025 Added 5.33%
$197B
$951,000 0.08% of portfolio
4,646
Q3 2025 Reduced 12.41%
$0
$962,000 0.08% of portfolio
10,818
Q3 2025 Added 0.18%
$43.5B
$841,000 0.07% of portfolio
2,407
Q3 2025 Added 0.46%
$0
$835,000 0.07% of portfolio
20,317
Q3 2025 Reduced 0.41%
$228B
$825,000 0.07% of portfolio
6,163
Q3 2025 Added 5.19%
$190B
$824,000 0.07% of portfolio
8,128
Q3 2025 Reduced 0.93%
$268B
$766,000 0.07% of portfolio
4,581
Q3 2025 Reduced 2.2%
$140B
$794,000 0.07% of portfolio
2,123
Q3 2025 Reduced 5.73%
$65.2B
$785,000 0.07% of portfolio
1,859
Q3 2025 Reduced 0.32%
$113B
$785,000 0.07% of portfolio
8,300
Q3 2025 Added 9.34%
$0
$774,000 0.07% of portfolio
2,118
Q3 2025 Added 0.19%
$136B
$774,000 0.07% of portfolio
2,094
Q3 2025 Reduced 0.05%
$163B
$760,000 0.07% of portfolio
1,059
Q3 2025 Added 1.15%
$255B
$743,000 0.07% of portfolio
2,237
Q3 2025 Added 4.88%
$0
$846,000 0.07% of portfolio
9,722
Q3 2025 Added 0.12%
$0
$848,000 0.07% of portfolio
7,006
Q3 2025 New
$0
$855,000 0.07% of portfolio
16,914
Q3 2025 Reduced 0.11%
$69.1B
$856,000 0.07% of portfolio
10,156
Q3 2025 Reduced 5.1%
$0
$846,000 0.07% of portfolio
15,790
Q3 2025 Reduced 31.52%
$74.9B
$671,000 0.06% of portfolio
2,575
Q3 2025 Added 0.31%
$52.1B
$636,000 0.06% of portfolio
53,189
Q3 2025 Added 11.67%
$50.4B
$672,000 0.06% of portfolio
10,998
Q3 2025 Added 3.49%
$94.5B
$674,000 0.06% of portfolio
1,977
Q3 2025 Added 10.39%
$0
$678,000 0.06% of portfolio
5,227
Q3 2025 Reduced 14.04%
$0
$694,000 0.06% of portfolio
11,079
Q3 2025 New
$0
$658,000 0.06% of portfolio
6,272
Q3 2025 Added 1.64%
$67.3B
$651,000 0.06% of portfolio
2,335
Q3 2025 Added 0.34%
$19B
$646,000 0.06% of portfolio
3,151
Q3 2025 Added 3.52%
$6.2B
$640,000 0.06% of portfolio
5,943
Q3 2025 Added 7.27%
$0
$631,000 0.06% of portfolio
9,157
Q3 2025 Added 2.12%
$0
$652,000 0.06% of portfolio
3,929
Q1 2020 New
$0
$656,000 0.06% of portfolio
4,661
Q3 2025 Added 1.37%
$182B
$665,000 0.06% of portfolio
975
Q3 2025 Reduced 9.47%
$128B
$650,000 0.06% of portfolio
6,835
Q3 2025 Added 13.41%
$0
$695,000 0.06% of portfolio
22,840
Q3 2025 Reduced 3.66%
$0
$695,000 0.06% of portfolio
22,444
Q3 2025 Added 4.96%
$181B
$700,000 0.06% of portfolio
7,149
Q3 2025 Added 4.82%
$0
$702,000 0.06% of portfolio
28,893
Q3 2025 Reduced 10.71%
$103B
$709,000 0.06% of portfolio
9,411
Q3 2025 Reduced 3.46%
$0
$726,000 0.06% of portfolio
32,778
Q3 2025 Reduced 6.33%

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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