MONECO Advisors

Latest statistics and disclosures from MONECO Advisors's latest quarterly 13F-HR filing:

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Positions held by MONECO Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MONECO Advisors

MONECO Advisors holds 404 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 3.2 $20M +5% 57k 344.20
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Ishares Tr S&p 100 Etf (OEF) 2.9 $18M +12% 72k 247.41
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Apple (AAPL) 2.8 $17M -2% 100k 171.48
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Microsoft Corporation (MSFT) 2.4 $15M 35k 420.72
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $12M +5% 23k 523.07
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Cambria Etf Tr Shshld Yield Etf (SYLD) 1.9 $12M +75% 157k 73.27
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.8 $11M -7% 141k 80.63
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.7 $11M +34% 215k 50.10
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Amazon (AMZN) 1.6 $9.9M +2% 55k 180.38
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Johnson & Johnson (JNJ) 1.5 $9.4M -3% 60k 158.19
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 1.5 $9.1M +10% 160k 56.94
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Ishares Tr Msci Usa Min Vol (USMV) 1.5 $9.1M -3% 109k 83.58
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Spdr Ser Tr S&p Divid Etf (SDY) 1.4 $8.6M 65k 131.24
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $8.3M +28% 20k 420.52
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NVIDIA Corporation (NVDA) 1.1 $7.0M +7% 7.8k 903.59
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.1 $6.7M +2% 141k 47.72
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 1.1 $6.6M NEW 105k 63.17
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $6.6M 57k 115.30
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Vanguard Index Fds Mid Cap Etf (VO) 1.1 $6.5M +11% 26k 249.86
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $5.9M +18% 35k 169.37
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.9 $5.8M +14% 62k 93.73
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $5.5M +46% 58k 94.62
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J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.8 $5.1M -5% 101k 50.94
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $5.0M +10% 55k 91.80
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Ishares Tr Eafe Value Etf (EFV) 0.8 $5.0M +12% 91k 54.40
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $4.8M +6% 29k 164.35
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Spdr Gold Tr Gold Shs (GLD) 0.8 $4.7M -9% 23k 205.72
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Pacer Fds Tr Pacer Us Small (CALF) 0.8 $4.7M +66% 95k 49.16
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.7 $4.6M +147% 24k 195.10
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UnitedHealth (UNH) 0.7 $4.3M 8.6k 494.69
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $4.2M +11% 18k 228.59
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Wisdomtree Tr India Erngs Fd (EPI) 0.7 $4.1M 94k 43.56
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $4.0M +7% 17k 235.79
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.6 $3.9M +37% 45k 87.23
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $3.8M +47% 66k 58.11
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JPMorgan Chase & Co. (JPM) 0.6 $3.7M +43% 19k 200.30
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $3.7M 8.4k 444.00
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.6 $3.7M +5% 120k 30.83
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.6 $3.6M +20% 144k 24.91
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.5M -53% 23k 150.93
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Nuveen Equity Premium Income Fund (BXMX) 0.6 $3.5M 266k 13.23
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Spotify Technology S A SHS (SPOT) 0.6 $3.5M 13k 263.90
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Innovative Industria A (IIPR) 0.5 $3.3M 32k 103.54
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.5 $3.3M +34% 48k 68.68
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Mastercard Incorporated Cl A (MA) 0.5 $3.3M +2% 6.8k 481.55
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Thermo Fisher Scientific (TMO) 0.5 $3.1M +432% 5.3k 581.22
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $3.0M -18% 29k 103.79
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Exxon Mobil Corporation (XOM) 0.5 $3.0M +4% 26k 116.24
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.5 $3.0M +5% 119k 25.05
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Vanguard World Mega Cap Val Etf (MGV) 0.5 $3.0M +16% 25k 119.51
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $2.9M +2% 8.3k 346.59
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Vanguard Index Fds Value Etf (VTV) 0.5 $2.8M 17k 162.86
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.5 $2.8M NEW 42k 66.57
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Enterprise Products Partners (EPD) 0.4 $2.8M 94k 29.18
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Chevron Corporation (CVX) 0.4 $2.7M -4% 17k 157.74
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Ishares Tr Latn Amer 40 Etf (ILF) 0.4 $2.6M 93k 28.44
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Meta Platforms Cl A (META) 0.4 $2.6M -9% 5.4k 485.61
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Amplify Etf Tr Amplify Cybersec (HACK) 0.4 $2.6M NEW 41k 64.11
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Duke Energy Corp Com New (DUK) 0.4 $2.6M 27k 96.71
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Wells Fargo & Company (WFC) 0.4 $2.6M +551% 45k 57.96
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Altria (MO) 0.4 $2.6M -6% 59k 43.62
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.6M +82% 35k 74.22
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.6M -2% 7.6k 337.06
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Procter & Gamble Company (PG) 0.4 $2.6M +15% 16k 162.25
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Cummins (CMI) 0.4 $2.5M +295% 8.6k 294.64
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Walt Disney Company (DIS) 0.4 $2.5M 20k 122.36
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Emerson Electric (EMR) 0.4 $2.5M +435% 22k 113.42
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Eli Lilly & Co. (LLY) 0.4 $2.4M +3% 3.1k 778.08
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $2.4M +33% 98k 24.81
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.4 $2.4M 114k 21.24
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Crown Castle Intl (CCI) 0.4 $2.3M 22k 105.83
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Iqvia Holdings (IQV) 0.4 $2.3M NEW 9.1k 252.89
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $2.3M 38k 61.53
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Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.4 $2.3M -3% 105k 22.06
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $2.3M +28% 32k 73.15
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Adobe Systems Incorporated (ADBE) 0.4 $2.3M +2% 4.6k 504.64
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.3M +4% 22k 101.41
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Tesla Motors (TSLA) 0.4 $2.2M +40% 13k 175.79
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.4 $2.2M +152% 121k 18.30
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.4 $2.2M +41% 109k 20.07
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Ishares Core Msci Emkt (IEMG) 0.4 $2.2M +36% 42k 51.60
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.4 $2.2M +92% 51k 42.81
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.1M -18% 42k 50.17
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Global X Fds Fintech Etf (FINX) 0.3 $2.1M 76k 27.86
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.1M +13% 8.1k 259.89
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Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $2.1M +43% 87k 23.80
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Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $2.1M +28% 86k 23.85
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.0M +17% 3.9k 525.73
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Alphabet Cap Stk Cl C (GOOG) 0.3 $2.0M -5% 13k 152.26
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Visa Com Cl A (V) 0.3 $2.0M +4% 7.3k 279.10
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $1.9M +75% 101k 19.21
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $1.9M +62% 95k 20.43
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Broadcom (AVGO) 0.3 $1.9M +3% 1.5k 1324.98
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Costco Wholesale Corporation (COST) 0.3 $1.9M 2.6k 732.58
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Pepsi (PEP) 0.3 $1.9M +42% 11k 175.00
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International Business Machines (IBM) 0.3 $1.8M +19% 9.5k 190.96
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.3 $1.8M 86k 20.97
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Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.3 $1.8M -7% 73k 24.14
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.3 $1.7M -27% 27k 65.69
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.7M -5% 8.1k 210.30
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.7M 6.5k 260.73
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.7M 8.7k 191.89
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $1.6M +106% 84k 19.29
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Abbvie (ABBV) 0.3 $1.6M 8.9k 182.10
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.6M -16% 8.7k 182.60
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Abbott Laboratories (ABT) 0.3 $1.6M 14k 113.66
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $1.6M +10% 17k 91.25
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.2 $1.5M 100k 15.21
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Merck & Co (MRK) 0.2 $1.5M +2% 11k 131.95
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Ishares Tr U S Equity Factr (LRGF) 0.2 $1.5M +49% 27k 53.81
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Global X Fds Us Infr Dev Etf (PAVE) 0.2 $1.5M NEW 37k 39.81
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Select Sector Spdr Tr Technology (XLK) 0.2 $1.4M +5% 6.9k 208.27
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $1.4M -6% 39k 35.84
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Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.2 $1.4M -2% 30k 46.99
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.4M +257% 6.0k 224.98
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $1.3M +225% 82k 16.39
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $1.3M NEW 13k 100.71
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Home Depot (HD) 0.2 $1.3M +4% 3.3k 383.54
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.3M 15k 86.48
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.3M -46% 21k 62.06
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.3M -7% 15k 84.09
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.3M -4% 8.1k 155.91
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CVS Caremark Corporation (CVS) 0.2 $1.3M -11% 16k 79.76
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Prologis (PLD) 0.2 $1.2M 9.4k 130.22
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Union Pacific Corporation (UNP) 0.2 $1.2M -4% 5.0k 245.94
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.2M 17k 72.63
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MercadoLibre (MELI) 0.2 $1.2M NEW 801.00 1511.96
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Netflix (NFLX) 0.2 $1.2M -20% 2.0k 607.37
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ON Semiconductor (ON) 0.2 $1.2M +6% 16k 73.55
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $1.2M 66k 17.56
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Invesco Exchng Trad Slf Inde Invesco Bulletsh (BSCX) 0.2 $1.2M NEW 56k 20.85
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Freeport-mcmoran CL B (FCX) 0.2 $1.2M -6% 25k 47.02
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.1M +30% 5.9k 187.35
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Raytheon Technologies Corp (RTX) 0.2 $1.1M +14% 11k 97.53
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.1M +64% 2.3k 480.73
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Verizon Communications (VZ) 0.2 $1.1M -2% 26k 41.96
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Ishares Tr International Sl (ISCF) 0.2 $1.1M 33k 32.98
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Oracle Corporation (ORCL) 0.2 $1.1M +3% 8.7k 125.61
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Coca-Cola Company (KO) 0.2 $1.1M 18k 61.18
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.2 $1.1M -19% 45k 23.75
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $1.1M +8% 14k 76.00
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $1.1M 34k 31.62
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McDonald's Corporation (MCD) 0.2 $1.1M -4% 3.7k 281.96
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $1.1M +17% 21k 51.36
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $1.1M -5% 14k 76.19
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.0M 9.2k 114.14
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Phillips 66 (PSX) 0.2 $1.0M +4% 6.3k 163.34
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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.2 $1.0M -17% 44k 23.18
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Caterpillar (CAT) 0.2 $1.0M 2.8k 366.42
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.0M +5% 5.6k 179.10
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Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.2 $988k -14% 46k 21.66
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Pacer Fds Tr Trendpilot Intl (PTIN) 0.2 $965k 33k 29.07
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Advanced Micro Devices (AMD) 0.2 $964k +13% 5.3k 180.49
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Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $944k 15k 61.20
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $942k -3% 9.1k 103.79
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $940k +13% 14k 65.87
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $918k +485% 15k 60.74
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $916k -33% 8.1k 113.37
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Honeywell International (HON) 0.1 $914k -2% 4.5k 205.24
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Applied Materials (AMAT) 0.1 $911k -15% 4.4k 206.24
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Waste Management (WM) 0.1 $898k 4.2k 213.17
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $894k 29k 31.10
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Lockheed Martin Corporation (LMT) 0.1 $891k 2.0k 454.96
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Springworks Therapeutics (SWTX) 0.1 $879k 18k 49.22
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Pfizer (PFE) 0.1 $871k +3% 31k 27.75
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $869k 10k 84.44
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $866k +21% 5.9k 147.73
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Select Sector Spdr Tr Energy (XLE) 0.1 $849k 9.0k 94.41
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.1 $847k -16% 14k 59.53
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Boeing Company (BA) 0.1 $836k +22% 4.3k 193.01
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Lowe's Companies (LOW) 0.1 $832k 3.3k 254.73
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $811k +110% 8.3k 97.94
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $807k -9% 11k 76.67
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $802k 19k 43.04
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salesforce (CRM) 0.1 $801k +10% 2.7k 301.18
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $798k -3% 28k 28.04
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $794k +18% 14k 57.86
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Cisco Systems (CSCO) 0.1 $790k +9% 16k 49.91
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Bank of America Corporation (BAC) 0.1 $783k -19% 21k 37.92
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Devon Energy Corporation (DVN) 0.1 $769k +6% 15k 50.18
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Blackstone Group Inc Com Cl A (BX) 0.1 $763k +2% 5.8k 131.36
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $752k -10% 15k 50.45
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Nextera Energy (NEE) 0.1 $752k -2% 12k 63.91
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Wal-Mart Stores (WMT) 0.1 $751k +206% 13k 60.17
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Intel Corporation (INTC) 0.1 $747k +21% 17k 44.17
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $747k +74% 14k 53.34
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Cigna Corp (CI) 0.1 $743k +6% 2.0k 363.19
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $743k -2% 15k 50.69
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Illinois Tool Works (ITW) 0.1 $742k 2.8k 268.36
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Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $736k +125% 35k 21.18
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Eaton Corp SHS (ETN) 0.1 $733k +2% 2.3k 312.63
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At&t (T) 0.1 $705k -33% 40k 17.60
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Rockwell Automation (ROK) 0.1 $700k 2.4k 291.38
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Qualcomm (QCOM) 0.1 $679k -18% 4.0k 169.32
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ConocoPhillips (COP) 0.1 $679k +2% 5.3k 127.28
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $672k 5.7k 118.28
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $671k -12% 16k 41.77
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $671k -32% 11k 63.33
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $670k +83% 8.2k 81.78
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First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.1 $667k -59% 7.2k 93.23
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Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $663k +196% 29k 22.82
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Ford Motor Company (F) 0.1 $654k 49k 13.28
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Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW) 0.1 $647k +48% 32k 20.25
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Stryker Corporation (SYK) 0.1 $646k +5% 1.8k 357.91
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Align Technology (ALGN) 0.1 $641k -11% 2.0k 327.92
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Lpl Financial Holdings (LPLA) 0.1 $638k +25% 2.4k 264.17
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $633k NEW 13k 49.19
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.1 $629k +2% 18k 36.03
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $624k 2.2k 287.99
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $623k -10% 13k 49.24
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Ishares Tr Exponential Tech (XT) 0.1 $620k +45% 10k 59.62
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $619k +6% 5.6k 110.51
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Albemarle Corporation (ALB) 0.1 $612k +12% 4.6k 131.75
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $611k 8.6k 70.88
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Southern Company (SO) 0.1 $606k 8.4k 71.74
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Amgen (AMGN) 0.1 $599k +20% 2.1k 284.35
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Axsome Therapeutics (AXSM) 0.1 $597k 7.5k 79.80
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $588k NEW 9.7k 60.30
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $582k +168% 7.3k 79.86
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Ishares Gold Tr Ishares New (IAU) 0.1 $577k 14k 42.01
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $572k +93% 27k 21.40
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Automatic Data Processing (ADP) 0.1 $556k -3% 2.2k 249.77
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Cabot Oil & Gas Corporation (CTRA) 0.1 $556k +13% 20k 27.88
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Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.1 $548k 7.0k 78.51
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Micron Technology (MU) 0.1 $544k +8% 4.6k 117.88
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Colgate-Palmolive Company (CL) 0.1 $536k +5% 5.9k 90.05
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Intuit (INTU) 0.1 $535k -15% 824.00 649.77
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General Dynamics Corporation (GD) 0.1 $533k 1.9k 282.50
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Bristol Myers Squibb (BMY) 0.1 $528k 9.7k 54.23
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Medtronic SHS (MDT) 0.1 $525k 6.0k 87.15
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GSK Sponsored Adr (GSK) 0.1 $522k 12k 42.87
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Nutrien (NTR) 0.1 $519k -9% 9.6k 54.31
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Fiserv (FI) 0.1 $515k 3.2k 159.82
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Cintas Corporation (CTAS) 0.1 $515k +21% 749.00 687.03
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BP Sponsored Adr (BP) 0.1 $511k +3% 14k 37.68
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $507k -3% 4.2k 120.99
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Republic Services (RSG) 0.1 $505k -66% 2.6k 191.44
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Ishares Tr Rus Top 200 Etf (IWL) 0.1 $500k 3.9k 127.12
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $494k +91% 2.8k 175.29
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Blackrock Res & Commodities SHS (BCX) 0.1 $492k -11% 54k 9.08
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Newmont Mining Corporation (NEM) 0.1 $485k -17% 14k 35.84
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $477k -3% 5.1k 92.73
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Kraft Heinz (KHC) 0.1 $474k +2% 13k 36.90
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Dominion Resources (D) 0.1 $474k NEW 9.6k 49.19
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Oneok (OKE) 0.1 $461k -6% 5.7k 80.17
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $459k -89% 11k 42.13
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Travelers Companies (TRV) 0.1 $454k 2.0k 230.14
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Gilead Sciences (GILD) 0.1 $450k -2% 6.1k 73.25
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Flexshares Tr Qlt Div Def Idx (QDEF) 0.1 $449k 7.0k 64.21
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $442k +17% 11k 42.11
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.1 $433k NEW 14k 30.97
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $433k 7.4k 58.65
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 0.1 $431k NEW 13k 32.14
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Kkr & Co (KKR) 0.1 $431k +2% 4.3k 100.58
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Target Corporation (TGT) 0.1 $430k +7% 2.4k 177.18
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $429k NEW 3.2k 136.06
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $426k +17% 5.9k 72.36
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O'reilly Automotive (ORLY) 0.1 $422k +2% 374.00 1128.88
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $418k -76% 13k 32.23
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First Tr Exchange Traded Materials Alph (FXZ) 0.1 $415k -3% 5.8k 71.34
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $415k -4% 3.8k 110.04
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M&T Bank Corporation (MTB) 0.1 $407k -22% 2.8k 145.42
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Intuitive Surgical Com New (ISRG) 0.1 $404k +3% 1.0k 398.98
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Select Sector Spdr Tr Financial (XLF) 0.1 $403k -9% 9.6k 42.12
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TJX Companies (TJX) 0.1 $401k +10% 4.0k 101.41
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Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $401k -57% 25k 16.12
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $394k 5.2k 75.98
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Analog Devices (ADI) 0.1 $385k +8% 1.9k 197.78
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Chubb (CB) 0.1 $382k +10% 1.5k 259.13
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Deere & Company (DE) 0.1 $379k -2% 922.00 410.86
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $378k -3% 4.3k 87.30
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Sun Life Financial (SLF) 0.1 $376k 6.9k 54.58
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $375k -5% 7.8k 47.89
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Metropcs Communications (TMUS) 0.1 $373k +14% 2.3k 163.19
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Westrock (WRK) 0.1 $372k -16% 7.5k 49.45
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $371k -3% 7.1k 52.16
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $370k 18k 20.49
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Mondelez Intl Cl A (MDLZ) 0.1 $367k +10% 5.2k 70.00
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $363k NEW 3.6k 100.55
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Paypal Holdings (PYPL) 0.1 $361k NEW 5.4k 66.99
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Invesco Exchng Trad Slf Inde Bulletshs 2030 (BSJU) 0.1 $359k -6% 14k 25.63
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Uber Technologies (UBER) 0.1 $355k +4% 4.6k 76.99
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Goldman Sachs (GS) 0.1 $355k 849.00 417.60
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Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $354k +9% 7.3k 48.22
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Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $352k -30% 15k 23.46
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Linde SHS (LIN) 0.1 $351k +10% 756.00 464.50
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Tidal Etf Tr Sp Dwjns Sukuk (SPSK) 0.1 $348k NEW 20k 17.78
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American Express Company (AXP) 0.1 $348k 1.5k 227.70
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Fortinet (FTNT) 0.1 $342k 5.0k 68.31
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Citigroup Com New (C) 0.1 $341k +19% 5.4k 63.24
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MasTec (MTZ) 0.1 $340k +10% 3.6k 93.25
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Shockwave Med (SWAV) 0.1 $337k NEW 1.0k 325.63
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.1 $335k +53% 3.4k 99.42
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $334k 2.9k 117.20
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Vertiv Holdings Com Cl A (VRT) 0.1 $334k NEW 4.1k 81.67
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Constellation Brands Cl A (STZ) 0.1 $332k -31% 1.2k 271.73
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $331k -2% 5.9k 56.59
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $329k -8% 1.8k 186.81
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Dex (DXCM) 0.1 $327k NEW 2.4k 138.70
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Vanguard World Inf Tech Etf (VGT) 0.1 $326k 622.00 524.60
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Comcast Corp Cl A (CMCSA) 0.1 $326k +4% 7.5k 43.35
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $324k 1.1k 300.05
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Vanguard World Utilities Etf (VPU) 0.1 $322k +28% 2.3k 142.56
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $321k 20k 15.73
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Ishares Tr Expanded Tech (IGV) 0.1 $320k NEW 3.8k 85.27
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Ishares Tr Mbs Etf (MBB) 0.1 $319k -7% 3.5k 92.41
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Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.1 $317k +4% 14k 23.48
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General Electric Com New (GE) 0.1 $313k -14% 1.8k 175.55
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Ares Capital Corporation (ARCC) 0.1 $310k -8% 15k 20.82
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3M Company (MMM) 0.1 $309k -13% 2.9k 106.08
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $308k -79% 26k 11.88
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Fs Kkr Capital Corp (FSK) 0.0 $302k +4% 16k 19.07
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BlackRock Floating Rate Income Trust (BGT) 0.0 $302k +31% 23k 12.98
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Totalenergies Se Sponsored Ads (TTE) 0.0 $300k -4% 4.4k 68.84
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Danaher Corporation (DHR) 0.0 $297k +20% 1.2k 249.79
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $292k NEW 6.6k 44.49
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $290k 5.9k 48.77
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $290k NEW 2.8k 105.27
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Microchip Technology (MCHP) 0.0 $288k 3.2k 89.72
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FedEx Corporation (FDX) 0.0 $288k 993.00 289.83
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Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.0 $286k -6% 13k 22.25
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Te Connectivity SHS (TEL) 0.0 $286k +8% 2.0k 145.28
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Philip Morris International (PM) 0.0 $285k 3.1k 91.61
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Shell Spon Ads (SHEL) 0.0 $284k -66% 4.2k 67.04
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $282k NEW 4.4k 64.15
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $279k 7.2k 39.02
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Ishares Tr Ibonds Dec (IBMM) 0.0 $278k 11k 25.95
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Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $277k 11k 26.46
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Victory Portfolios Ii Vcshs Us Discvry (CSF) 0.0 $277k -14% 5.4k 51.25
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $276k 11k 25.27
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Cbre Group Cl A (CBRE) 0.0 $276k 2.8k 97.24
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Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $276k 11k 25.35
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Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $275k 11k 25.17
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Broadridge Financial Solutions (BR) 0.0 $272k +10% 1.3k 204.86
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $267k -46% 12k 22.95
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Ameriprise Financial (AMP) 0.0 $266k 607.00 438.16
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $265k -9% 1.5k 182.73
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Kroger (KR) 0.0 $265k 4.6k 57.13
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Mettler-Toledo International (MTD) 0.0 $261k +10% 196.00 1331.29
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $260k 4.3k 61.05
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Clorox Company (CLX) 0.0 $259k +2% 1.7k 153.11
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $255k 2.2k 114.96
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Cme (CME) 0.0 $255k +10% 1.2k 215.37
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $255k NEW 13k 19.77
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Nxp Semiconductors N V (NXPI) 0.0 $254k -24% 1.0k 247.86
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Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.0 $252k -2% 11k 23.65
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $251k 925.00 270.84
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $250k -14% 5.0k 50.08
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Eversource Energy (ES) 0.0 $249k NEW 4.2k 59.77
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Xylem (XYL) 0.0 $249k 1.9k 129.24
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Nike CL B (NKE) 0.0 $246k NEW 2.6k 93.97
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Texas Instruments Incorporated (TXN) 0.0 $246k -3% 1.4k 174.16
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $244k NEW 3.8k 64.40
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Williams-Sonoma (WSM) 0.0 $243k NEW 765.00 317.50
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Parker-Hannifin Corporation (PH) 0.0 $243k NEW 437.00 555.79
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $243k 1.9k 125.35
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Kimberly-Clark Corporation (KMB) 0.0 $241k 1.9k 129.32
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Kla Corp Com New (KLAC) 0.0 $241k NEW 344.00 699.43
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Skyworks Solutions (SWKS) 0.0 $239k 2.2k 108.32
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $239k -24% 2.7k 89.88
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Boston Scientific Corporation (BSX) 0.0 $239k -11% 3.5k 68.49
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Sherwin-Williams Company (SHW) 0.0 $239k -2% 687.00 347.16
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Sprott Fds Tr Uranium Miners E (URNM) 0.0 $238k +9% 4.8k 49.29
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EOG Resources (EOG) 0.0 $237k +9% 1.9k 127.84
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Summit Matls Cl A (SUM) 0.0 $237k 5.3k 44.57
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NVR (NVR) 0.0 $235k -3% 29.00 8099.97
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.0 $234k +11% 9.9k 23.57
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Ishares Tr Us Home Cons Etf (ITB) 0.0 $234k 2.0k 115.77
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Charles Schwab Corporation (SCHW) 0.0 $233k -2% 3.2k 72.34
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Novo-nordisk A S Adr (NVO) 0.0 $229k NEW 1.8k 128.38
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Diageo Spon Adr New (DEO) 0.0 $229k -5% 1.5k 148.73
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Allison Transmission Hldngs I (ALSN) 0.0 $227k NEW 2.8k 81.16
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Genuine Parts Company (GPC) 0.0 $227k NEW 1.5k 154.96
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Olin Corp Com Par $1 (OLN) 0.0 $227k -4% 3.9k 58.80
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Ishares Tr Glb Infrastr Etf (IGF) 0.0 $225k -46% 4.7k 47.62
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Ishares Tr National Mun Etf (MUB) 0.0 $223k +10% 2.1k 107.60
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Norfolk Southern (NSC) 0.0 $222k 871.00 254.75
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Becton, Dickinson and (BDX) 0.0 $222k NEW 896.00 247.41
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Dow (DOW) 0.0 $220k -15% 3.8k 57.93
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BlackRock (BLK) 0.0 $220k +5% 264.00 832.78
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Lam Research Corporation (LRCX) 0.0 $220k NEW 226.00 971.56
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Zscaler Incorporated (ZS) 0.0 $218k NEW 1.1k 192.63
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Capital One Financial (COF) 0.0 $218k NEW 1.5k 148.89
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American Electric Power Company (AEP) 0.0 $216k 2.5k 86.09
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $215k NEW 4.2k 50.75
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Vanguard World Health Car Etf (VHT) 0.0 $212k 784.00 270.43
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Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.0 $210k NEW 8.5k 24.67
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 0.0 $209k NEW 6.5k 32.17
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Northrop Grumman Corporation (NOC) 0.0 $209k -9% 436.00 478.92
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Spdr Ser Tr Portfolio Short (SPSB) 0.0 $208k NEW 7.0k 29.77
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $208k NEW 4.6k 45.61
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.0 $208k -11% 8.5k 24.34
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Marathon Petroleum Corp (MPC) 0.0 $207k -25% 1.0k 201.43
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Carrier Global Corporation (CARR) 0.0 $204k NEW 3.5k 58.13
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Spdr Index Shs Fds S&p China Etf (GXC) 0.0 $203k -29% 3.1k 65.78
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.0 $203k -9% 8.2k 24.78
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $202k -23% 5.7k 35.19
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Public Service Enterprise (PEG) 0.0 $201k NEW 3.0k 66.78
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Highland Opportunities Highland Income (HFRO) 0.0 $182k -6% 26k 7.03
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Morgan Stanley Emerging Markets Debt (MSD) 0.0 $88k NEW 12k 7.23
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Medical Properties Trust (MPW) 0.0 $73k -14% 16k 4.70
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Uranium Energy (UEC) 0.0 $68k 10k 6.75
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New York Community Ban (NYCB) 0.0 $35k -21% 11k 3.22
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Clean Energy Fuels (CLNE) 0.0 $28k 11k 2.68
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Past Filings by MONECO Advisors

SEC 13F filings are viewable for MONECO Advisors going back to 2018

View all past filings