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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 17.65% of Moneco Advisors's stock portfolio.
Added to shares of these 10 stocks: BSCW (+$18M), SPYM (+$7.4M), AAPL, E, MCK, GSK, MDYV, IWY, SPDW, SLV.
Started 42 new stock positions in UCON, BSCZ, IBB, IEF, BIIB, MCK, UL, TTE, UGI, JEPQ.
Reduced shares in these 10 stocks: BSCP (-$24M), IBDQ, EWJ, COWZ, BSMP, MA, TDG, IGV, BLK, COIN.
Sold out of its positions in AZO, BGT, COIN, DNLI, DOCU, EOG, EOS, FI, BSMP, BSCP.
Moneco Advisors was a net buyer of stock by $48M.
Moneco Advisors has $1.3B in assets under management (AUM), dropping by 5.15%.
Central Index Key (CIK): 0001765690

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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 507 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Moneco Advisors has 507 total positions. Only the first 250 positions are shown.

Sign up to view all of the Moneco Advisors Dec. 31, 2025 positions
Download the Moneco Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	5.4	$68M		673k	100.38	View chart
Spdr Series Trust State Street Spd (SPYM)	3.3	$42M	+21%	523k	80.22	View chart
Spdr Series Trust State Street Spd (SPYV)	3.1	$40M	+5%	696k	56.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.0	$38M	+7%	137k	276.94	View chart
Apple (AAPL)	2.8	$36M	+10%	131k	271.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.1	$26M	+4%	1.3M	19.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.1	$26M	+5%	1.3M	19.74	View chart
Microsoft Corporation (MSFT)	2.0	$25M		52k	483.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.0	$25M	+6%	1.2M	20.60	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.9	$24M	+5%	1.3M	18.84	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.8	$23M	+5%	1.4M	16.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.8	$23M	+8%	1.4M	16.70	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$22M		45k	487.86	View chart
NVIDIA Corporation (NVDA)	1.7	$22M		115k	186.50	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.5	$19M	+2286%	918k	20.88	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	1.4	$17M	+3%	232k	74.69	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.2	$16M	+19%	350k	44.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$15M	-2%	22k	681.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$14M		46k	313.00	View chart
Johnson & Johnson (JNJ)	1.0	$12M		59k	206.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$11M	+7%	28k	396.31	View chart
Amazon (AMZN)	0.9	$11M	+6%	48k	230.82	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$11M	-20%	176k	60.17	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$10M		110k	94.16	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.8	$9.6M	+5%	84k	114.50	View chart
Spdr Series Trust State Street Spd (SPYG)	0.8	$9.6M	+8%	90k	106.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$9.4M		19k	502.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$9.2M	+5%	91k	101.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$9.0M	-10%	328k	27.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$8.4M	+2%	25k	335.27	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.7	$8.4M	-10%	151k	55.58	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$8.2M	-2%	59k	139.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$8.0M		54k	148.69	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$7.7M	-5%	23k	342.97	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.6	$7.6M	+5%	114k	66.43	View chart
Spdr Series Trust State Street Spd (MDYV)	0.6	$7.6M	+51%	89k	84.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$7.2M	+22%	12k	614.30	View chart
Spdr Series Trust State Street Spd (SLYG)	0.5	$6.7M	+24%	71k	94.19	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.5	$6.5M	+14%	143k	45.69	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$6.5M	+27%	139k	46.81	View chart
JPMorgan Chase & Co. (JPM)	0.5	$6.3M	-2%	20k	322.22	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.5	$6.3M		153k	41.08	View chart
Broadcom (AVGO)	0.5	$6.2M	+4%	18k	346.10	View chart
Tesla Motors (TSLA)	0.5	$5.7M	+6%	13k	449.71	View chart
Meta Platforms Cl A (META)	0.4	$5.5M	-13%	8.3k	660.09	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$5.4M	+10%	59k	91.38	View chart
Spdr Series Trust State Street Spd (MDYG)	0.4	$5.3M	+16%	57k	92.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.2M	+3%	17k	313.80	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.4	$5.1M	+66%	46k	111.60	View chart
Exxon Mobil Corporation (XOM)	0.4	$5.0M	-3%	42k	120.34	View chart
Eli Lilly & Co. (LLY)	0.4	$5.0M	+10%	4.6k	1074.78	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.4	$4.8M	+26%	93k	52.34	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$4.8M	+4%	187k	25.45	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$4.7M		55k	85.37	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.4	$4.7M	-21%	67k	69.52	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$4.7M	+104%	72k	64.42	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$4.5M	+3%	16k	279.14	View chart
Duke Energy Corp Com New (DUK)	0.4	$4.5M		39k	117.21	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$4.4M	-7%	64k	68.36	View chart
Spdr Series Trust State Street Spd (SLYV)	0.3	$4.4M		48k	90.97	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$4.3M	+17%	12k	360.14	View chart
Raytheon Technologies Corp (RTX)	0.3	$4.3M	-2%	23k	183.40	View chart
Chevron Corporation (CVX)	0.3	$4.3M		28k	152.41	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$4.2M	-4%	172k	24.23	View chart
Abbvie (ABBV)	0.3	$4.2M	+5%	18k	228.49	View chart
International Business Machines (IBM)	0.3	$4.1M		14k	296.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$4.0M	+8%	21k	190.99	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$4.0M	-11%	51k	78.65	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.3	$3.9M	+10%	49k	78.95	View chart
Enterprise Products Partners (EPD)	0.3	$3.8M		118k	32.06	View chart
Spdr Series Trust State Street Spd (FLRN)	0.3	$3.7M		121k	30.73	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$3.6M	+4%	150k	24.28	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.3	$3.6M		247k	14.70	View chart
Caterpillar (CAT)	0.3	$3.5M	-2%	6.0k	572.86	View chart
Lowe's Companies (LOW)	0.3	$3.4M		14k	241.16	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$3.4M	+9%	73k	46.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.3	$3.4M	+7%	143k	23.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.3M	+8%	37k	89.46	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.3	$3.3M	+23%	26k	124.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.3	$3.2M	+4%	138k	23.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.3	$3.2M	+5%	135k	23.67	View chart
GSK Sponsored Adr (GSK)	0.3	$3.2M	+532%	65k	49.04	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.3	$3.2M	-4%	56k	57.14	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$3.1M		142k	22.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$3.1M	+3%	133k	23.15	View chart
Visa Com Cl A (V)	0.2	$3.1M		8.7k	350.70	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$3.0M	+155%	68k	44.71	View chart
Home Depot (HD)	0.2	$3.0M		8.7k	344.10	View chart
Altria (MO)	0.2	$3.0M	-3%	52k	57.66	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.2	$3.0M	+4%	137k	21.66	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$2.9M	+65%	58k	50.59	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.9M	-2%	36k	81.17	View chart
Eni S P A Sponsored Adr (E)	0.2	$2.8M	NEW	74k	37.94	View chart
Citigroup Com New (C)	0.2	$2.8M	+197%	24k	116.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.8M	+3%	5.9k	473.28	View chart
Ishares Msci Chile Etf (ECH)	0.2	$2.8M		69k	40.40	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$2.8M	+22%	18k	156.63	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$2.8M	+192%	34k	82.50	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$2.7M	-17%	56k	48.72	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$2.7M		19k	146.58	View chart
McKesson Corporation (MCK)	0.2	$2.7M	NEW	3.3k	820.35	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$2.7M	+25%	32k	85.77	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$2.7M		20k	132.37	View chart
Toronto Dominion Bk Ont Com New (TD)	0.2	$2.7M		28k	94.20	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$2.6M	+30%	55k	47.79	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$2.6M	+17%	44k	57.91	View chart
Kkr & Co (KKR)	0.2	$2.6M	-18%	20k	127.48	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.6M	+92%	25k	103.56	View chart
Procter & Gamble Company (PG)	0.2	$2.5M	+2%	18k	143.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.5M		3.7k	684.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$2.5M	-4%	13k	191.56	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$2.5M	+4%	107k	23.41	View chart
PNC Financial Services (PNC)	0.2	$2.5M		12k	208.74	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$2.5M	-7%	33k	75.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$2.5M	+101%	17k	143.97	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.2	$2.4M	-9%	112k	21.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.4M	-3%	9.2k	257.95	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.4M	+8%	24k	100.34	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$2.4M	+303%	94k	25.11	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.2	$2.3M		111k	21.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.3M	+26%	26k	88.49	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.3M	+16%	13k	177.76	View chart
Ishares Msci Singpor Etf (EWS)	0.2	$2.3M		84k	27.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.3M		12k	198.63	View chart
Advanced Micro Devices (AMD)	0.2	$2.3M	-2%	11k	214.16	View chart
Costco Wholesale Corporation (COST)	0.2	$2.3M		2.6k	862.33	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$2.2M	-3%	14k	154.80	View chart
Bank of America Corporation (BAC)	0.2	$2.2M	-2%	41k	55.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.2M	+5%	8.8k	252.93	View chart
Netflix (NFLX)	0.2	$2.2M	+953%	24k	93.76	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.2	$2.2M	+12%	88k	24.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.2M		10k	211.80	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSJW)	0.2	$2.2M		83k	25.80	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.2	$2.1M	-3%	91k	23.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.1M	-3%	7.3k	290.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.1M		7.0k	302.12	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$2.1M		45k	45.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.0M		32k	62.47	View chart
Pepsi (PEP)	0.2	$2.0M	+6%	14k	143.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.0M		8.1k	246.15	View chart
Oracle Corporation (ORCL)	0.2	$1.9M		10k	194.92	View chart
Wal-Mart Stores (WMT)	0.2	$1.9M	+12%	17k	111.41	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$1.9M	+56%	14k	141.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.9M		29k	66.00	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.9M	+66%	34k	54.77	View chart
At&t (T)	0.1	$1.8M		74k	24.84	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.1	$1.8M	-11%	86k	21.02	View chart
Ishares Msci Switzerland (EWL)	0.1	$1.8M		30k	59.96	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$1.8M	-2%	28k	65.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.8M	-3%	5.9k	303.89	View chart
Goldman Sachs (GS)	0.1	$1.8M	+4%	2.0k	878.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.8M		2.8k	627.05	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.1	$1.8M	-3%	62k	28.52	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.1	$1.7M		23k	73.92	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$1.7M		69k	24.37	View chart
McDonald's Corporation (MCD)	0.1	$1.6M		5.4k	305.65	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.6M	-57%	2.8k	570.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.6M		7.2k	219.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.6M	+3%	8.9k	177.38	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$1.6M		23k	69.43	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.5M		16k	96.88	View chart
Ssga Active Tr State Str My2032 (MYCL)	0.1	$1.5M	NEW	61k	24.98	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.5M		15k	104.07	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.5M		30k	50.79	View chart
Coca-Cola Company (KO)	0.1	$1.5M	+6%	21k	69.91	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.4M	NEW	22k	65.51	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$1.4M		47k	30.45	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$1.4M	+112%	24k	60.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.4M		52k	26.91	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.4M		23k	59.28	View chart
Axsome Therapeutics (AXSM)	0.1	$1.4M		7.5k	182.64	View chart
Ge Aerospace Com New (GE)	0.1	$1.4M	-6%	4.4k	308.05	View chart
Micron Technology (MU)	0.1	$1.4M	+4%	4.8k	285.42	View chart
Pfizer (PFE)	0.1	$1.4M	+12%	55k	24.90	View chart
Prologis (PLD)	0.1	$1.4M	-9%	11k	127.66	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$1.4M	+17%	36k	37.61	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.3M		7.9k	167.93	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$1.3M	-3%	27k	48.41	View chart
Ishares Msci Pac Jp Etf (EPP)	0.1	$1.3M		26k	50.47	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$1.3M		14k	96.12	View chart
Merck & Co (MRK)	0.1	$1.3M		13k	105.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	+9%	11k	120.18	View chart
Nextera Energy (NEE)	0.1	$1.2M	+15%	16k	80.28	View chart
salesforce (CRM)	0.1	$1.2M	+4%	4.7k	264.89	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$1.2M	+42%	57k	21.55	View chart
UnitedHealth (UNH)	0.1	$1.2M	-10%	3.7k	330.12	View chart
Walt Disney Company (DIS)	0.1	$1.2M		10k	113.77	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.2M		12k	96.27	View chart
Boeing Company (BA)	0.1	$1.2M	+6%	5.4k	217.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.2M		8.6k	136.94	View chart
Applied Materials (AMAT)	0.1	$1.2M	-2%	4.5k	257.00	View chart
Amgen (AMGN)	0.1	$1.2M	-10%	3.6k	327.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	+2%	5.5k	210.33	View chart
Phillips 66 (PSX)	0.1	$1.2M	+6%	8.9k	129.05	View chart
Verizon Communications (VZ)	0.1	$1.1M	-39%	28k	40.73	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.1	$1.1M	+3%	46k	24.58	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.1M		4.5k	250.31	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M		4.8k	231.31	View chart
Rockwell Automation (ROK)	0.1	$1.1M	+17%	2.8k	389.07	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.1M		6.8k	160.97	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-2%	14k	77.03	View chart
Honeywell International (HON)	0.1	$1.1M	-3%	5.5k	195.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.1M		8.7k	123.25	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$1.1M	-20%	16k	66.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.1M	+5%	6.8k	154.15	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.0M		16k	67.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.0M	+2%	14k	74.07	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.0M	+3%	12k	86.25	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.0M	-2%	17k	61.13	View chart
Waste Management (WM)	0.1	$1.0M	+7%	4.6k	219.70	View chart
Newmont Mining Corporation (NEM)	0.1	$1.0M		10k	99.85	View chart
Southern Company (SO)	0.1	$984k		11k	87.20	View chart
Eaton Corp SHS (ETN)	0.1	$971k	+43%	3.0k	318.50	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$969k		11k	89.43	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.1	$969k	+104%	36k	26.70	View chart
Cummins (CMI)	0.1	$960k		1.9k	510.58	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$960k	+12%	19k	50.46	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$948k	+10%	11k	88.08	View chart
Qualcomm (QCOM)	0.1	$946k	+4%	5.5k	171.05	View chart
Lockheed Martin Corporation (LMT)	0.1	$945k		2.0k	483.56	View chart
TJX Companies (TJX)	0.1	$937k		6.1k	153.62	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$926k	+27%	29k	32.45	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.1	$922k		43k	21.46	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$902k	-2%	8.8k	102.54	View chart
ConocoPhillips (COP)	0.1	$893k	+14%	9.5k	93.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$892k	+12%	2.4k	373.39	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$880k	-52%	26k	34.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$877k		12k	71.42	View chart
Enbridge (ENB)	0.1	$872k		18k	47.83	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$869k	+3%	7.3k	119.31	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$842k		51k	16.49	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$836k	+15%	38k	22.07	View chart
ON Semiconductor (ON)	0.1	$813k	-7%	15k	54.15	View chart
Applovin Corp Com Cl A (APP)	0.1	$809k	+13%	1.2k	673.94	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$799k	+2%	21k	38.29	View chart
American Express Company (AXP)	0.1	$798k	-3%	2.2k	370.01	View chart
Stryker Corporation (SYK)	0.1	$794k	+7%	2.3k	351.51	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$793k	NEW	25k	31.77	View chart
Travelers Companies (TRV)	0.1	$781k	+15%	2.7k	290.04	View chart
Abbott Laboratories (ABT)	0.1	$769k		6.1k	125.28	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$753k		15k	50.52	View chart
Wells Fargo & Company (WFC)	0.1	$732k	+9%	7.9k	93.20	View chart
Bristol Myers Squibb (BMY)	0.1	$729k	-16%	14k	53.94	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$717k	-3%	4.4k	162.02	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$717k	+200%	16k	45.35	View chart
Te Connectivity Ord Shs (TEL)	0.1	$706k		3.1k	227.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$693k	+3%	4.8k	143.51	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$691k		5.3k	131.60	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$687k	+17%	33k	21.15	View chart
Ford Motor Company (F)	0.1	$685k		52k	13.12	View chart

Past Filings by Moneco Advisors

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

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
MONECO Advisors 2023 Q3 filed Nov. 6, 2023

View all past filings

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