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CIK: 0001765690
Total reported value
$1.6B
$1.6B
507 檔
13.6%
At the close of Q4 2025, Moneco Advisors, LLC disclosed equity holdings valued at approximately $1.6B, spread across 507 reported holdings.
In Q4 2025, Moneco Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 507 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.36% | -0.77% | +1.00% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.33% | -0.07% | +21.49% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.14% | -0.11% | +5.17% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.00% | -0.25% | +7.25% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.29% | +10.05% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.07% | -0.35% | +4.24% | |
| 7 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.05% | -0.33% | +5.36% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.12% | +1.51% | |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.97% | -0.28% | +6.10% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.94% | -0.27% | +5.58% | |
| 11 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.81% | -0.28% | +5.08% | |
| 12 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.81% | -0.28% | +8.73% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.75% | -0.06% | -1.34% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.45% | +1.23% | |
| 15 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.52% | -0.21% | +2286.47% | |
| 16 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.38% | -0.29% | +3.68% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.23% | +0.19% | +19.61% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | -0.12% | -2.50% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.09% | +0.68% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.11% | -1.09% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.31% | +7.49% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.20% | +6.24% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.84% | -0.21% | -20.60% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.82% | -0.17% | +1.45% | |
| 25 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.76% | -0.08% | +5.43% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.44% | +8.83% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.01% | -0.60% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.73% | +0.17% | +5.86% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | -0.07% | -10.53% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.04% | +2.18% | |
| 31 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.66% | -0.07% | -10.18% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.65% | -0.09% | -2.11% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.64% | -0.09% | +0.58% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.61% | -0.07% | -5.36% | |
| 35 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.60% | -0.13% | +5.78% | |
| 36 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.60% | -0.04% | +51.64% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.04% | +22.96% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.53% | +0.07% | +24.44% | |
| 39 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.52% | -0.16% | +14.74% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.52% | +0.02% | +27.91% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | +0.03% | -2.15% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.50% | -0.24% | -0.05% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.26% | +4.77% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.03% | +6.56% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.12% | -13.66% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.43% | -0.09% | +10.52% | |
| 47 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.42% | +0.05% | +16.20% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.23% | +3.16% | |
| 49 | FXF | Invesco Currencyshares Swiss | ETF-Other | 0.41% | -0.39% | EXIT | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.16% | -3.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCW | Invesco Bulletshares 2032 Cb | +1.5% | +2286.47% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +21.49% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +10.05% | Add |
| 4 | SLV | Ishares Silver Trust | +0.2% | +104.07% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.68% | Add |
| 6 | GSK | Gsk Plc-spon Adr | +0.2% | +532.46% | Add |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +19.61% | Add |
| 8 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | +51.64% | Add |
| 9 | FXF | Invesco Currencyshares Swiss | +0.2% | +66.44% | Add |
| 10 | C | Citigroup Inc | +0.2% | +197.38% | Add |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +192.10% | Add |
| 12 | BSMW | Invesco Bulletshares 2032 Mb | +0.1% | +303.83% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | +10.32% | Add |
| 14 | GLD | Spdr Gold Shares | +0.1% | +7.49% | Add |
| 15 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +27.91% | Add |
| 16 | IWY | Ishares Russell Top 200 Grow | +0.1% | +7.25% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +22.96% | Add |
| 18 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +92.73% | Add |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +5.17% | Add |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +24.44% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +3.16% | Add |
| 22 | JPST | Jpmorgan Ultra-short Income | +0.1% | +65.63% | Add |
| 23 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +8.73% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +6.24% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | -1.09% | Trim |
| 26 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +6.10% | Add |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +5.36% | Add |
| 28 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +5.58% | Add |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | — | +5.08% | Add |
| 30 | KWEB | Kranesh Csi China Internet | -0.1% | -52.99% | Trim |
| 31 | SYLD | Cambria Shareholder Yield Et | -0.1% | -21.03% | Trim |
| 32 | BLK | Blackrock Inc | -0.1% | -81.95% | Trim |
| 33 | META | Meta Platforms Inc-class A | -0.2% | -13.66% | Trim |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | -7.42% | Trim |
| 35 | MA | Mastercard Inc - A | -0.2% | -57.97% | Trim |
| 36 | MSFT | Microsoft CORP | -0.2% | +1.51% | Add |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -20.60% | Trim |
| 38 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 39 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 40 | EWJ | Ishares Msci Japan ETF | — | EXIT | Sold out |
| 41 | E | Eni Spa-sponsored Adr | — | NEW | New buy |
| 42 | MCK | Mckesson CORP | — | NEW | New buy |
| 43 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | EXIT | Sold out |
| 44 | TDG | Transdigm Group Inc | — | EXIT | Sold out |
| 45 | IGV | Ishares Expanded Tech-softwa | — | EXIT | Sold out |
| 46 | MYCL | State Street My2032 Corporat | — | NEW | New buy |
| 47 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 48 | COIN | Coinbase Global Inc -class A | — | EXIT | Sold out |
| 49 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 50 | DOCU | Docusign Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Moneco Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 507 disclosed positions in Q4 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, SPYM, SPYV) accounted for 13.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
E
市值: $2.8M
Top Position Liquidated / Trimmed
BSCP
前期市值: $24.0M
During Q4 2025, Moneco Advisors, LLC's top holdings by market value included SGOV (5.4%)、SPYM (3.3%)、SPYV (3.1%). The largest single position, SGOV, represented 5.4% of total portfolio value.
In Q4 2025, Moneco Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 29 positions, trimming 8 holdings, and fully liquidating 9 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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