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MONECO Advisors

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

Top 5 stock holdings are SGOV, SPYM, SPYV, IWY, AAPL, and represent 17.15% of Moneco Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$7.2M), SPDW (+$6.3M), SPEM, IWY, SPXX, BSCW, SPYV, ET, MDYV, COP.
Started 45 new stock positions in BCI, ALL, NXPI, DIVI, STX, USTB, SCHO, BKGI, MYCH, VONG.
Reduced shares in these 10 stocks: SGOV (-$7.3M), , GOOGL, BABA, TD, COWZ, EWS, SCHD, PTLC, C.
Sold out of its positions in ARKK, BABA, AQST, AstraZeneca, BIDD, BOW, DHR, DELL, FBTC, FTEC.
Moneco Advisors was a net buyer of stock by $42M.
Moneco Advisors has $1.3B in assets under management (AUM), dropping by 2.36%.
Central Index Key (CIK): 0001765690

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Portfolio Holdings for Moneco Advisors

Moneco Advisors holds 515 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Moneco Advisors has 515 total positions. Only the first 250 positions are shown.

Sign up to view all of the Moneco Advisors March 31, 2026 positions
Download the Moneco Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.7	$60M	-10%	600k	100.66	View chart
Spdr Series Trust State Street Spd (SPYM)	3.7	$47M	+18%	617k	76.54	View chart
Spdr Series Trust State Street Spd (SPYV)	3.3	$42M	+6%	744k	56.58	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.9	$37M	+10%	150k	248.84	View chart
Apple (AAPL)	2.6	$34M	+2%	134k	253.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.1	$27M	+4%	1.4M	19.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.1	$27M	+2%	1.4M	19.53	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.0	$26M	+3%	1.2M	20.42	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.9	$25M	+2%	1.3M	18.66	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.9	$24M	+6%	1.5M	16.46	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.8	$24M	+5%	1.4M	16.72	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.7	$22M	+39%	487k	45.65	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.7	$22M	+15%	1.1M	20.59	View chart
NVIDIA Corporation (NVDA)	1.6	$21M	+2%	119k	174.40	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$20M		45k	436.79	View chart
Microsoft Corporation (MSFT)	1.5	$20M		53k	370.17	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	1.2	$16M	-5%	219k	71.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$15M	+2%	23k	650.34	View chart
Johnson & Johnson (JNJ)	1.1	$14M		58k	244.44	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$12M	+2%	29k	430.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.8	$11M	+11%	93k	114.91	View chart
Amazon (AMZN)	0.8	$11M	+6%	51k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$10M	-21%	36k	287.56	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.8	$10M	+59%	221k	46.91	View chart
Spdr Series Trust State Street Spd (SPYG)	0.8	$10M	+16%	104k	97.91	View chart
Spdr Series Trust State Street Spd (MDYV)	0.8	$10M	+32%	118k	85.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$9.8M	-3%	106k	92.74	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$9.4M	-5%	85k	110.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$9.0M		19k	479.19	View chart
Spdr Series Trust State Street Spd (SLYG)	0.7	$8.9M	+28%	92k	96.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$8.5M	-22%	136k	62.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$8.4M	-16%	273k	30.68	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$8.4M	-2%	57k	145.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$8.3M	+3%	26k	320.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$7.4M	-3%	52k	142.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$7.3M	+7%	13k	577.17	View chart
Spdr Series Trust State Street Spd (MDYG)	0.5	$7.0M	+27%	73k	95.96	View chart
Exxon Mobil Corporation (XOM)	0.5	$6.8M	-4%	40k	169.66	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.5	$6.7M		151k	44.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$6.7M	-6%	21k	318.08	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.5	$6.7M	-8%	104k	63.91	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.5	$6.3M	-2%	139k	45.18	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.5	$6.3M	-20%	119k	52.46	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.9M	+3%	20k	294.16	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$5.9M	+29%	62k	94.58	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$5.7M	+12%	62k	92.69	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$5.7M	+5%	62k	91.64	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.4	$5.6M	+16%	108k	52.19	View chart
Broadcom (AVGO)	0.4	$5.6M		18k	309.51	View chart
Chevron Corporation (CVX)	0.4	$5.6M	-4%	27k	206.90	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.4	$5.1M		46k	110.41	View chart
Duke Energy Corp Com New (DUK)	0.4	$5.0M		38k	130.94	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$5.0M	+8%	13k	383.41	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$5.0M	+4%	196k	25.33	View chart
Meta Platforms Cl A (META)	0.4	$4.9M	+3%	8.6k	572.11	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$4.9M	+17%	80k	61.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.8M	+2%	17k	286.87	View chart
Eli Lilly & Co. (LLY)	0.4	$4.8M	+12%	5.2k	919.80	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$4.8M	-3%	70k	68.14	View chart
Tesla Motors (TSLA)	0.4	$4.6M		13k	371.75	View chart
Enterprise Products Partners (EPD)	0.4	$4.6M		121k	37.84	View chart
Raytheon Technologies Corp (RTX)	0.4	$4.5M		24k	192.90	View chart
Caterpillar (CAT)	0.3	$4.5M	+4%	6.3k	708.44	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$4.2M		175k	24.24	View chart
Eni Spa Sponsored Adr (E)	0.3	$4.2M		74k	56.61	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.3	$4.2M	+6%	52k	79.90	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.3	$4.2M	+18%	31k	133.19	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$4.2M		16k	257.35	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.3	$4.1M	-19%	54k	75.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$4.0M	-2%	21k	196.20	View chart
Abbvie (ABBV)	0.3	$3.9M		18k	217.49	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$3.9M	+63%	40k	96.70	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$3.9M	+5%	159k	24.24	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$3.8M	+8%	79k	48.32	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.3	$3.7M	+15%	159k	23.40	View chart
Spdr Series Trust State Street Spd (FLRN)	0.3	$3.7M		119k	30.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.3	$3.7M	+8%	155k	23.62	View chart
GSK Sponsored Adr (GSK)	0.3	$3.6M		65k	55.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.3	$3.6M	+11%	150k	23.65	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.3	$3.5M	+14%	163k	21.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.3	$3.5M	+14%	153k	23.02	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$3.5M	+24%	69k	50.81	View chart
Micron Technology (MU)	0.3	$3.5M	+115%	10k	337.83	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$3.5M	+252%	180k	19.30	View chart
International Business Machines (IBM)	0.3	$3.5M	+3%	14k	242.39	View chart
Altria (MO)	0.3	$3.4M		52k	65.99	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$3.4M	+17%	21k	165.70	View chart
ConocoPhillips (COP)	0.3	$3.4M	+169%	26k	132.00	View chart
Lowe's Companies (LOW)	0.3	$3.4M		14k	236.28	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$3.4M	+94%	46k	73.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.4M		37k	90.53	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$3.3M		63k	52.76	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.3	$3.3M		55k	60.26	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.3	$3.3M	NEW	203k	16.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.2M		36k	88.16	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$3.2M	+10%	35k	91.77	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$3.1M	-17%	42k	72.96	View chart
Home Depot (HD)	0.2	$3.0M	+5%	9.2k	328.89	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.0M	+2%	60k	50.61	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.2	$2.9M	+5%	93k	31.01	View chart
McKesson Corporation (MCK)	0.2	$2.9M		3.3k	865.36	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.2	$2.9M		136k	20.90	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$2.8M	+67%	58k	49.37	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$2.8M	+21%	114k	24.85	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.2	$2.8M	+21%	135k	20.88	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$2.8M	+13%	121k	23.26	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$2.7M	+4%	46k	59.22	View chart
Ishares Msci Chile Etf (ECH)	0.2	$2.7M		69k	39.76	View chart
Visa Com Cl A (V)	0.2	$2.7M	+2%	8.9k	302.24	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.2	$2.7M	-8%	84k	32.25	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$2.7M	+6%	48k	55.16	View chart
Costco Wholesale Corporation (COST)	0.2	$2.7M		2.7k	996.55	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.6M	+26%	11k	237.62	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.6M	+8%	26k	100.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$2.6M	-9%	51k	50.48	View chart
PNC Financial Services (PNC)	0.2	$2.5M		12k	208.09	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$2.5M	-3%	20k	125.13	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$2.5M		33k	75.19	View chart
Procter & Gamble Company (PG)	0.2	$2.4M	-3%	17k	144.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.4M	-3%	5.7k	426.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$2.4M	-5%	12k	191.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.3M	-3%	3.5k	653.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.3M	-2%	26k	88.70	View chart
Netflix (NFLX)	0.2	$2.3M		24k	96.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.3M	-6%	8.7k	261.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.2M	+6%	7.4k	302.26	View chart
Wal-Mart Stores (WMT)	0.2	$2.2M	+3%	18k	124.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.2M		10k	217.25	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSJW)	0.2	$2.2M	+4%	87k	25.18	View chart
Advanced Micro Devices (AMD)	0.2	$2.2M		11k	203.43	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$2.1M	-5%	16k	132.90	View chart
At&t (T)	0.2	$2.1M		73k	28.99	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.1M	+7%	14k	146.28	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.2	$2.1M		23k	88.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.0M	-6%	11k	191.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.0M		6.0k	337.96	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.2	$2.0M	-14%	95k	21.04	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.2	$2.0M	+18%	56k	35.52	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$2.0M	-6%	14k	146.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.9M	+15%	3.2k	597.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.9M	-5%	7.7k	248.01	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$1.9M	NEW	28k	68.43	View chart
Bank of America Corporation (BAC)	0.1	$1.9M	-4%	39k	48.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.9M	-9%	6.6k	287.18	View chart
Pepsi (PEP)	0.1	$1.8M	-14%	12k	155.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.8M	-10%	29k	64.08	View chart
Kkr & Co (KKR)	0.1	$1.8M	-2%	20k	92.50	View chart
Freeport Mcmoran CL B (FCX)	0.1	$1.8M	+3%	31k	58.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.8M	-8%	27k	67.53	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.1	$1.8M		86k	20.70	View chart
Ishares Msci Switzerland (EWL)	0.1	$1.8M		30k	58.81	View chart
Goldman Sachs (GS)	0.1	$1.7M		2.0k	845.88	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$1.7M	-36%	21k	79.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.7M		9.1k	184.27	View chart
McDonald's Corporation (MCD)	0.1	$1.7M		5.4k	310.81	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.1	$1.6M		61k	26.67	View chart
Pfizer (PFE)	0.1	$1.6M	+5%	58k	28.08	View chart
Coca-Cola Company (KO)	0.1	$1.6M		21k	76.05	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$1.6M	-13%	24k	67.12	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$1.6M	-7%	33k	48.14	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$1.6M	+37%	78k	20.36	View chart
Merck & Co (MRK)	0.1	$1.6M	+4%	13k	120.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.6M		7.3k	215.06	View chart
Phillips 66 (PSX)	0.1	$1.5M	-4%	8.5k	182.18	View chart
Applied Materials (AMAT)	0.1	$1.5M		4.5k	341.79	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.5M	-3%	15k	100.62	View chart
Nextera Energy (NEE)	0.1	$1.5M	+4%	16k	92.88	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$1.5M		28k	53.87	View chart
Gladstone Ld (LAND)	0.1	$1.5M	NEW	145k	10.20	View chart
Ssga Active Tr State Str My2032 (MYCL)	0.1	$1.4M	-3%	58k	24.78	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.1	$1.4M	+113%	70k	20.52	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.4M	-8%	13k	106.01	View chart
Honeywell International (HON)	0.1	$1.4M	+12%	6.2k	226.05	View chart
Verizon Communications (VZ)	0.1	$1.4M		28k	50.20	View chart
Prologis (PLD)	0.1	$1.4M		10k	132.18	View chart
Ge Vernova (GEV)	0.1	$1.4M	+83%	1.6k	872.72	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	-8%	9.2k	147.10	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$1.3M	+67%	26k	49.97	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.3M	-5%	2.6k	499.73	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	+2%	4.6k	283.77	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$1.3M	-2%	13k	96.98	View chart
Eaton Corp SHS (ETN)	0.1	$1.3M	+18%	3.6k	357.68	View chart
Axsome Therapeutics (AXSM)	0.1	$1.3M		7.5k	169.02	View chart
Amgen (AMGN)	0.1	$1.3M		3.6k	351.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M	-6%	10k	124.31	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$1.2M	-16%	19k	66.00	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.2M	-2%	23k	54.55	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.1	$1.2M	+30%	48k	26.00	View chart
Citigroup Com New (C)	0.1	$1.2M	-55%	11k	113.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.2M	+8%	9.3k	128.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M		5.5k	213.68	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.2M	-4%	7.6k	155.10	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M		1.9k	604.25	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.1	$1.2M		69k	17.07	View chart
Cisco Systems (CSCO)	0.1	$1.2M	+6%	15k	77.59	View chart
Union Pacific Corporation (UNP)	0.1	$1.2M		4.8k	242.64	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.2M	+6%	13k	91.37	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.1	$1.2M	+3%	48k	24.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.2M	-14%	45k	25.64	View chart
Newmont Mining Corporation (NEM)	0.1	$1.1M	+2%	10k	108.26	View chart
Boeing Company (BA)	0.1	$1.1M	+3%	5.6k	199.02	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.1M		4.4k	250.57	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.1M	-5%	21k	52.85	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$1.1M	-44%	7.6k	144.95	View chart
Cummins (CMI)	0.1	$1.1M	+6%	2.0k	538.13	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.1M	-2%	4.4k	239.99	View chart
Rockwell Automation (ROK)	0.1	$1.1M	+3%	2.9k	358.86	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$1.0M	+22%	47k	21.89	View chart
UnitedHealth (UNH)	0.1	$1.0M		3.7k	270.60	View chart
Southern Company (SO)	0.1	$1.0M	-7%	11k	96.52	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.0M	+5%	11k	89.33	View chart
Enbridge (ENB)	0.1	$1.0M	+2%	19k	54.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M		8.9k	113.11	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$997k		17k	60.12	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$991k	+2%	20k	50.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$979k	+24%	8.5k	114.99	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$976k	-10%	14k	69.75	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.1	$974k	+7%	46k	21.15	View chart
Walt Disney Company (DIS)	0.1	$971k	-2%	10k	96.38	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$969k		29k	33.58	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$962k		11k	87.84	View chart
ON Semiconductor (ON)	0.1	$961k	+3%	16k	61.92	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$955k	-19%	9.8k	97.23	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$953k		25k	38.39	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$942k	+16%	7.9k	118.62	View chart
Waste Management (WM)	0.1	$930k	-11%	4.0k	229.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$919k	+28%	6.2k	148.11	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$885k		12k	73.14	View chart
Bristol Myers Squibb (BMY)	0.1	$873k	+6%	14k	60.65	View chart
TJX Companies (TJX)	0.1	$866k	-11%	5.4k	159.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$866k	-16%	12k	73.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$853k		2.4k	356.59	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$851k	-5%	8.3k	102.25	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$826k	+20%	13k	62.13	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$816k	+24%	34k	24.24	View chart
Lam Research Corp Com New (LRCX)	0.1	$810k	+6%	3.8k	213.67	View chart
Travelers Companies (TRV)	0.1	$784k		2.7k	291.63	View chart
salesforce (CRM)	0.1	$780k	-10%	4.2k	186.68	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$778k	+14%	37k	20.93	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$764k	+2%	21k	35.90	View chart
Analog Devices (ADI)	0.1	$758k	+5%	2.4k	318.14	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$726k	+3%	16k	45.89	View chart
General Dynamics Corporation (GD)	0.1	$725k	+6%	2.1k	343.22	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$722k	+31%	8.7k	82.57	View chart
BP Sponsored Adr (BP)	0.1	$719k	-4%	15k	47.00	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$718k		15k	48.26	View chart
Qualcomm (QCOM)	0.1	$708k		5.5k	128.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$703k	+16%	13k	54.05	View chart
Palo Alto Networks (PANW)	0.1	$700k	+39%	4.4k	160.32	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$698k	-36%	10k	70.03	View chart

Past Filings by Moneco Advisors

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

Moneco Advisors 2026 Q1 filed May 8, 2026
Moneco Advisors 2025 Q4 filed Feb. 4, 2026
MONECO Advisors 2025 Q3 filed Nov. 5, 2025
MONECO Advisors 2024 Q4 restated filed Aug. 15, 2025
MONECO Advisors 2025 Q1 restated filed Aug. 15, 2025
MONECO Advisors 2025 Q2 filed Aug. 13, 2025
MONECO Advisors 2025 Q1 filed May 8, 2025
MONECO Advisors 2024 Q4 filed Feb. 4, 2025
MONECO Advisors 2024 Q3 filed Oct. 25, 2024
MONECO Advisors 2024 Q1 restated filed July 19, 2024
MONECO Advisors 2024 Q2 filed July 19, 2024
MONECO Advisors 2024 Q1 filed April 25, 2024
MONECO Advisors 2023 Q2 restated filed March 13, 2024
MONECO Advisors 2023 Q3 restated filed March 13, 2024
MONECO Advisors 2023 Q4 restated filed March 13, 2024
MONECO Advisors 2023 Q4 filed Feb. 5, 2024

View all past filings

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