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CIK: 0001765690
Total reported value
$1.6B
$1.6B
432 檔
6.3%
According to the latest 13F quarterly dataset, Moneco Advisors, LLC managed an equity portfolio of $1.6B at the end of Q3 2024, spanning 432 distinct U.S. exchange-listed positions.
During Q3 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 432 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.96% | +0.29% | -12.04% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 2.75% | -0.06% | -0.53% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.47% | -0.77% | +1503.50% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.43% | -0.07% | -1.28% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.29% | -0.11% | +20.19% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.12% | -0.25% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.05% | -0.25% | +59.95% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | -0.12% | -1.57% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.53% | -0.21% | +29.86% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.45% | +3.56% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.46% | -0.07% | +8.58% | |
| 12 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.42% | -0.07% | -8.06% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | -0.01% | +1.02% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.20% | +1.57% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.07% | +48.76% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.11% | -4.28% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.20% | -0.17% | +0.68% | |
| 18 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.13% | — | +124.18% | |
| 19 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.12% | -0.35% | +114.80% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.11% | -0.09% | -2.21% | |
| 21 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.10% | -0.07% | +11.17% | |
| 22 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.08% | -0.27% | +111.98% | |
| 23 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.04% | — | +12.77% | |
| 24 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.01% | -0.33% | +104.11% | |
| 25 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.99% | -0.28% | +102.73% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.96% | -0.09% | +7.06% | |
| 27 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.95% | -0.28% | +115.02% | |
| 28 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.93% | -0.03% | -9.33% | |
| 29 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.88% | -0.08% | +1.34% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | — | +0.91% | |
| 31 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.77% | -0.29% | +107.30% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.67% | -0.01% | +1.91% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.67% | -0.02% | EXIT | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | -0.31% | -1.09% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.65% | -0.02% | +0.37% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.08% | +0.48% | |
| 37 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.59% | — | -5.55% | |
| 38 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.58% | — | +38.88% | |
| 39 | EPI | Wisdomtree India Earnings | ETF-Other | 0.58% | — | -0.53% | |
| 40 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.57% | -0.02% | +5.20% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | +0.03% | -0.05% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.16% | +18.93% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.09% | +2.11% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.01% | -16.04% | |
| 45 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.54% | -0.09% | +13.01% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.54% | -0.10% | +0.24% | |
| 47 | IIPR | Innovative Industrial Proper | Stock-Real Estate | 0.52% | — | -1.12% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | -0.02% | -0.12% | |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.52% | — | +51.89% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.52% | -0.09% | +3.26% |
According to official SEC Form 13F filings, Moneco Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 432 disclosed positions in Q3 2024.
During Q3 2024, Moneco Advisors, LLC's top holdings by market value included AAPL (3.0%)、VUG (2.8%)、SGOV (2.5%). The largest single position, AAPL, represented 3.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, SGOV) accounted for 6.3% of total reported equity market value during Q3 2024.
In Q3 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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