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CIK: 0001765690
Total reported value
$1.6B
$1.6B
468 檔
10.5%
The Q2 2025 SEC filing reveals that Moneco Advisors, LLC held a total portfolio value of $1.6B, covering 468 public equity positions.
During Q2 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, IWY) accounted for 10.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 468 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.70% | -0.77% | +13.20% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.98% | -0.11% | +12.94% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.80% | -0.25% | +6.42% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.12% | +0.19% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | -0.07% | +15.81% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.29% | +2.77% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.03% | -0.35% | +15.10% | |
| 8 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.00% | — | +13.07% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.98% | -0.33% | +15.59% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.96% | -0.06% | -6.65% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.90% | -0.27% | +15.02% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.90% | -0.28% | +17.25% | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.75% | -0.28% | +15.95% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +0.45% | +2.52% | |
| 15 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.60% | -0.28% | +20.43% | |
| 16 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.49% | -0.29% | +9.70% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.48% | -0.21% | -13.74% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | -0.12% | -15.73% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.02% | -0.07% | -22.31% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.98% | -0.17% | +4.23% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.96% | -0.07% | -5.58% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.88% | -0.07% | -3.19% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.20% | -26.34% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.11% | +1.13% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.01% | +4.78% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.77% | -0.09% | +0.44% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.77% | +0.19% | +61.04% | |
| 28 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.74% | -0.08% | -0.35% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.31% | +3.17% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | -0.04% | +82.99% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.70% | +0.17% | +29.72% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | -0.09% | -2.48% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | +0.12% | +41.07% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.44% | -4.28% | |
| 35 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.62% | -0.07% | -18.55% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.60% | -0.13% | +251.34% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.09% | -25.06% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.55% | -0.18% | -3.07% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.03% | +9.51% | |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.47% | — | +2.96% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.46% | -0.09% | +5.65% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.45% | -0.24% | -1.91% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.16% | +0.34% | |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.43% | -0.09% | +0.23% | |
| 45 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.43% | -0.02% | -3.86% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.43% | +0.01% | -3.38% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.42% | -0.10% | -2.01% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.26% | +3.67% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.04% | -6.39% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.39% | +0.07% | +10.74% |
According to official SEC Form 13F filings, Moneco Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 468 disclosed positions in Q2 2025.
During Q2 2025, Moneco Advisors, LLC's top holdings by market value included SGOV (5.7%)、SPYV (3.0%)、IWY (2.8%). The largest single position, SGOV, represented 5.7% of total portfolio value.
In Q2 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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