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CIK: 0001765690
Total reported value
$1.6B
$1.6B
465 檔
9.2%
During the Q4 2024 filing period, Moneco Advisors, LLC (CIK: 0001765690) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 465 reported positions.
During Q4 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 465 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.56% | -0.77% | +167.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.95% | +0.29% | +9.26% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.45% | -0.11% | +30.81% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.44% | -0.06% | -1.98% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.41% | -0.25% | +29.70% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.97% | -0.07% | -7.97% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.92% | -0.21% | +51.83% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.12% | +7.00% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | -0.12% | +23.42% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.45% | +10.65% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | -0.07% | +36.35% | |
| 12 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.43% | — | +49.83% | |
| 13 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.41% | -0.35% | +49.53% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.20% | +3.64% | |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.37% | -0.33% | +61.71% | |
| 16 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.31% | -0.27% | +47.56% | |
| 17 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.27% | -0.28% | +54.50% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.21% | -0.07% | +201.96% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.01% | +3.68% | |
| 20 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.16% | -0.28% | +49.39% | |
| 21 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.04% | -0.07% | +10.13% | |
| 22 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.03% | -0.07% | -9.49% | |
| 23 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.03% | -0.29% | +53.26% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.00% | -0.17% | +0.63% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.11% | -0.69% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.09% | +72.91% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.86% | -0.09% | -1.22% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.83% | -0.09% | -0.60% | |
| 29 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.79% | -0.08% | +6.09% | |
| 30 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.76% | -0.28% | +145.20% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | — | -7.04% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.66% | -0.02% | +20.60% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.44% | +103.95% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.31% | +13.53% | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.61% | -0.18% | +1.51% | |
| 36 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.59% | — | -28.56% | |
| 37 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.57% | -0.03% | -26.65% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.55% | -0.09% | +24.65% | |
| 39 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.51% | -0.02% | +4.95% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.03% | -6.53% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | +0.03% | +5.21% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.48% | — | +8.35% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.16% | +10.40% | |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.47% | -0.09% | +5.54% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.01% | -9.89% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.47% | -0.02% | EXIT | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.04% | +5.37% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.03% | +20.77% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.45% | +0.01% | -0.63% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.44% | -0.10% | +3.87% |
According to official SEC Form 13F filings, Moneco Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 465 disclosed positions in Q4 2024.
During Q4 2024, Moneco Advisors, LLC's top holdings by market value included SGOV (5.6%)、AAPL (3.0%)、SPYV (2.5%). The largest single position, SGOV, represented 5.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, AAPL, SPYV) accounted for 9.2% of total reported equity market value during Q4 2024.
In Q4 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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