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CIK: 0001765690
Total reported value
$1.6B
$1.6B
454 檔
9.2%
At the close of Q1 2025, Moneco Advisors, LLC disclosed equity holdings valued at approximately $1.6B, spread across 454 reported holdings.
During Q1 2025, 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 SGOV, SPYV, AAPL) accounted for 9.2% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 454 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.60% | -0.77% | +2.36% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.86% | -0.11% | +19.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.29% | +2.26% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.51% | -0.25% | +18.08% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 1.98% | -0.06% | -8.77% | |
| 6 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.96% | — | +39.80% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.96% | -0.35% | +41.25% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | -0.07% | +37.53% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.90% | -0.33% | +40.85% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.90% | -0.21% | +3.91% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.12% | +14.27% | |
| 12 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.82% | -0.27% | +40.14% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.79% | -0.28% | +41.57% | |
| 14 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.66% | -0.28% | +44.76% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | -0.12% | -1.77% | |
| 16 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.45% | -0.28% | +91.01% | |
| 17 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.37% | -0.29% | +42.54% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.29% | -0.07% | -28.74% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | +0.45% | +1.93% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.19% | -0.07% | -1.64% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.20% | -1.87% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.11% | +1.18% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.04% | -0.17% | +0.63% | |
| 24 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.03% | -0.07% | +4.24% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.01% | -26.12% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.85% | -0.09% | -1.48% | |
| 27 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.83% | -0.07% | -12.10% | |
| 28 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.79% | -0.08% | +0.63% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.09% | +4.67% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | -0.31% | +0.02% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.71% | -0.09% | -8.19% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.44% | +6.97% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.57% | +0.17% | +100.28% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.16% | +3.31% | |
| 35 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.51% | — | +8.06% | |
| 36 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.50% | -0.02% | +3.00% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.49% | -0.10% | -0.29% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.48% | -0.18% | -8.18% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.48% | -0.09% | -10.13% | |
| 40 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.48% | -0.24% | +2.00% | |
| 41 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.48% | -0.09% | +2.28% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.48% | +0.19% | +31.90% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.03% | -0.68% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | — | -32.58% | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.44% | -0.09% | +0.10% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.43% | -0.02% | -30.82% | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.42% | +0.01% | -0.69% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | +0.05% | -0.12% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.04% | -0.66% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | +0.12% | -1.75% |
According to official SEC Form 13F filings, Moneco Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 454 disclosed positions in Q1 2025.
During Q1 2025, Moneco Advisors, LLC's top holdings by market value included SGOV (5.6%)、SPYV (2.9%)、AAPL (2.6%). The largest single position, SGOV, represented 5.6% of total portfolio value.
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In Q1 2025, 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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