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CIK: 0001765690
Total reported value
$1.6B
$1.6B
418 檔
5.9%
In Q2 2024, Moneco Advisors, LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 418 disclosed stock positions.
During Q2 2024, Moneco Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 418 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.59% | +0.29% | +15.20% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 3.18% | -0.06% | +1.47% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.77% | -0.07% | -0.45% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.12% | +5.18% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.07% | -0.11% | +34.56% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | -0.12% | -1.29% | |
| 7 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.73% | -0.07% | +8.89% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | +0.45% | +934.16% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.20% | +2.91% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.48% | -0.25% | +96.57% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.46% | -0.07% | -10.07% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.01% | +17.71% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.11% | +1.56% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.31% | -0.21% | +144.14% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.30% | -0.17% | -2.56% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.20% | -0.09% | -2.19% | |
| 17 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 1.16% | -0.03% | -5.91% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.11% | -0.07% | +7.33% | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.02% | — | +65.43% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.00% | -0.09% | +0.81% | |
| 21 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.97% | -0.08% | +13.53% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.07% | +174.82% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | — | +0.41% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.82% | -0.02% | EXIT | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.12% | +94.02% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.72% | -0.02% | -0.82% | |
| 27 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.72% | — | -4.58% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.72% | -0.01% | +1.39% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | -0.31% | -3.55% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | -0.01% | -16.39% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.09% | +4.51% | |
| 32 | EPI | Wisdomtree India Earnings | ETF-Other | 0.66% | — | -1.46% | |
| 33 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.63% | -0.02% | +21.97% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | +0.03% | +45.32% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.08% | -3.36% | |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.60% | -0.18% | -26.24% | |
| 37 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.60% | -0.35% | +108.99% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.59% | -0.09% | -19.68% | |
| 39 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.59% | — | +104.91% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.04% | -1.36% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.58% | +0.07% | +3.11% | |
| 42 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.58% | -0.27% | +78.88% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.58% | +0.01% | +1.56% | |
| 44 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.57% | -0.33% | +139.30% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.03% | -2.00% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.02% | -2.32% | |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.56% | -0.28% | +74.79% | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.55% | -0.10% | +39.50% | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.55% | -0.09% | +1.57% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.16% | +13.10% |
According to official SEC Form 13F filings, Moneco Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 418 disclosed positions in Q2 2024.
During Q2 2024, Moneco Advisors, LLC's top holdings by market value included AAPL (3.6%)、VUG (3.2%)、OEF (2.8%). The largest single position, AAPL, represented 3.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, OEF) accounted for 5.9% of total reported equity market value during Q2 2024.
In Q2 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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