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CIK: 0001765690
Total reported value
$1.6B
$1.6B
407 檔
5.0%
As reported in its official Q1 2024 Form 13F filing, Moneco Advisors, LLC's tracked investment portfolio stood at $1.6B with 407 total positions.
During Q1 2024, Moneco Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, OEF, AAPL) accounted for 5.0% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 407 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.12% | -0.06% | +5.59% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.81% | -0.07% | +12.93% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.29% | -1.85% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.12% | +6.72% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | -0.12% | +5.50% | |
| 6 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.84% | -0.07% | +76.59% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.82% | -0.07% | -7.33% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.71% | -0.11% | +34.73% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.20% | +2.29% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.56% | -0.11% | +0.54% | |
| 11 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 1.44% | -0.03% | +10.33% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.43% | -0.17% | -3.86% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.36% | -0.09% | +1.33% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.01% | +28.52% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.45% | +24.86% | |
| 16 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.07% | -0.07% | +2.76% | |
| 17 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.05% | -0.18% | — | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.04% | -0.09% | -1.12% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.04% | — | +11.14% | |
| 20 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.93% | -0.08% | +15.53% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | -0.01% | +16.87% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.87% | -0.02% | EXIT | |
| 23 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.81% | — | -5.54% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.80% | -0.09% | +10.20% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.79% | -0.01% | +12.66% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.76% | -0.02% | +6.54% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.31% | -8.10% | |
| 28 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.75% | — | +69.12% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.74% | -0.25% | +148.93% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.08% | -0.83% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | -0.02% | +10.89% | |
| 32 | EPI | Wisdomtree India Earnings | ETF-Other | 0.65% | — | +0.81% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.63% | +0.01% | +7.61% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.03% | +50.11% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.62% | -0.21% | +49.21% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.62% | +0.07% | +36.84% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.04% | -1.40% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.09% | -51.18% | |
| 39 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.59% | -0.05% | +5.20% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.58% | -0.09% | +23.51% | |
| 41 | XBXMX | Nuveen S&p 500 Buy-wr Inc | Stock-Other | 0.56% | — | -1.87% | |
| 42 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.55% | -0.02% | EXIT | |
| 43 | EPD | Enterprise Products Partners | Stock-Energy | 0.53% | -0.09% | +20.26% | |
| 44 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.53% | -0.02% | +35.63% | |
| 45 | IIPR | Innovative Industrial Proper | Stock-Real Estate | 0.53% | — | +1.04% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.16% | +12.98% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | — | +2.93% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.49% | — | +432.57% | |
| 49 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.49% | — | +8.20% | |
| 50 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.48% | -0.02% | -18.71% |
According to official SEC Form 13F filings, Moneco Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 407 disclosed positions in Q1 2024.
During Q1 2024, Moneco Advisors, LLC's top holdings by market value included VUG (3.1%)、OEF (2.8%)、AAPL (2.7%). The largest single position, VUG, represented 3.1% of total portfolio value.
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In Q1 2024, Moneco Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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