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CIK: 0001765690
Total reported value
$1.6B
$1.6B
494 檔
12.4%
In Q3 2025, Moneco Advisors, LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 494 disclosed stock positions.
In Q3 2025, Moneco Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 494 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% | +9.43% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.06% | -0.11% | +8.12% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.91% | -0.25% | +4.09% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | -0.07% | +29.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.29% | +1.22% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | -0.12% | +5.15% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.09% | -0.35% | +14.39% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.04% | -0.33% | +14.45% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.00% | — | +11.83% | |
| 10 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.95% | -0.28% | +14.14% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.93% | -0.27% | +12.29% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.84% | -0.06% | -4.57% | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.81% | -0.28% | +14.45% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | +0.45% | +1.72% | |
| 15 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.75% | -0.28% | +21.23% | |
| 16 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.38% | -0.29% | -1.69% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | -0.12% | -0.61% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.07% | -0.21% | -23.08% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.04% | +0.19% | +43.82% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.09% | +28.52% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.11% | -2.63% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.86% | -0.17% | -3.29% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.84% | -0.07% | -5.58% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.20% | +4.22% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.01% | -0.66% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.77% | -0.31% | +0.78% | |
| 27 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.77% | -0.07% | -10.41% | |
| 28 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.73% | -0.08% | +3.73% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.44% | +16.61% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.71% | +0.17% | +4.15% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.70% | -0.09% | -1.81% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.04% | -1.00% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.66% | -0.07% | -33.53% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.65% | -0.09% | -1.94% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | +0.12% | +0.83% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.58% | -0.13% | +4.96% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.03% | +2.09% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.52% | -0.18% | -0.14% | |
| 39 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.49% | -0.07% | -16.77% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.04% | +20.65% | |
| 41 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.48% | -0.16% | +36.33% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.47% | -0.24% | +0.27% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.26% | +5.68% | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.45% | +0.07% | +20.91% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.03% | +4.39% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.42% | +0.02% | +65.41% | |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.42% | — | -1.67% | |
| 48 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.41% | -0.04% | +35.59% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | -0.09% | -1.27% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.16% | -0.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.9% | +29.61% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.6% | +43.82% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +1.72% | Add |
| 4 | IWY | Ishares Russell Top 200 Grow | +0.4% | +4.09% | Add |
| 5 | HELO | Jpmorgan Hedged Equity ETF | +0.4% | +4.96% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +5.15% | Add |
| 7 | BSCV | Invesco Bulletshares 2031 Cb | +0.3% | +21.23% | Add |
| 8 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +65.41% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | -1.00% | Add |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +8.12% | Add |
| 11 | LOW | Lowe's Cos Inc | +0.2% | +276.02% | Add |
| 12 | JMBS | Janus Henderson Mortg Backed | +0.2% | +36.33% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | +5.68% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +0.83% | Add |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.2% | +45.52% | Add |
| 16 | UTES | Virtus Reaves Utilities ETF | +0.2% | +4.56% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +28.52% | Trim |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | +14.14% | Add |
| 19 | BSCU | Invesco Bulletshares 2030 Cb | +0.2% | +14.45% | Add |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | +0.2% | +14.45% | Add |
| 21 | BSCQ | Invesco Bulletshares 2026 Cb | +0.2% | +14.39% | Add |
| 22 | RTX | Rtx CORP | +0.2% | +9.26% | Add |
| 23 | AVUV | Avantis US Small Cap Value | +0.1% | +4.15% | Add |
| 24 | MA | Mastercard Inc - A | +0.1% | +0.14% | Add |
| 25 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +12.29% | Add |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +35.59% | Add |
| 27 | TSLA | Tesla Inc | +0.1% | +4.39% | Trim |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | +29.30% | Add |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +16.61% | Add |
| 30 | BSCP | Invesco Bulletshares 2025 Cb | +0.1% | +11.83% | Add |
| 31 | SGOV | Ishares 0-3 Month Treasury B | 0% | +9.43% | Add |
| 32 | GLD | Spdr Gold Shares | 0% | +0.78% | Add |
| 33 | JPEF | Jpmorgan Equity Focus ETF | 0% | -1.69% | Add |
| 34 | AAPL | Apple Inc | -0.1% | +1.22% | Add |
| 35 | VUG | Vanguard Growth ETF | -0.1% | -4.57% | Trim |
| 36 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -65.13% | Trim |
| 37 | EFV | Ishares Msci Eafe Value ETF | -0.3% | -74.37% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | -0.3% | -38.44% | Trim |
| 39 | CSCO | Cisco Systems Inc | -0.3% | -74.86% | Trim |
| 40 | ADP | Automatic Data Processing | -0.3% | +0.39% | Trim |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.3% | -38.23% | Trim |
| 42 | ABT | Abbott Laboratories | -0.3% | +5.19% | Trim |
| 43 | SYLD | Cambria Shareholder Yield Et | -0.3% | -16.77% | Trim |
| 44 | OEF | Ishares S&p 100 ETF | -0.6% | -33.53% | Trim |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | -0.8% | -23.08% | Trim |
| 46 | FXF | Invesco Currencyshares Swiss | — | NEW | New buy |
| 47 | EWS | Ishares Msci Singapore ETF | — | NEW | New buy |
| 48 | KWEB | Kranesh Csi China Internet | — | NEW | New buy |
| 49 | ECH | Ishares Msci Chile ETF | — | NEW | New buy |
| 50 | TD | Toronto-dominion Bank | — | NEW | New buy |
According to official SEC Form 13F filings, Moneco Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 494 disclosed positions in Q3 2025.
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 SGOV, SPYV, IWY) accounted for 12.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
FXF
市值: $3.1M
Top Position Liquidated / Trimmed
VUG
前期市值: $19.1M
During Q3 2025, Moneco Advisors, LLC's top holdings by market value included SGOV (5.6%)、SPYV (3.1%)、IWY (2.9%). The largest single position, SGOV, represented 5.6% of total portfolio value.
In Q3 2025, Moneco Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 13 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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