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 418 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.6 $25M +15% 116k 210.62
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Vanguard Index Fds Growth Etf (VUG) 3.2 $22M 58k 374.01
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Ishares Tr S&p 100 Etf (OEF) 2.8 $19M 71k 264.30
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Microsoft Corporation (MSFT) 2.6 $18M +5% 40k 446.95
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.1 $14M +34% 289k 48.74
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $12M 23k 544.22
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Cambria Etf Tr Shshld Yield Etf (SYLD) 1.7 $12M +8% 172k 68.28
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NVIDIA Corporation (NVDA) 1.7 $12M +934% 94k 123.54
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Amazon (AMZN) 1.6 $11M +2% 57k 193.25
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Ishares Tr Rus Tp200 Gr Etf (IWY) 1.5 $10M +96% 47k 214.52
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $9.9M -10% 128k 77.76
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $9.5M +17% 23k 406.80
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Johnson & Johnson (JNJ) 1.4 $9.2M 63k 146.16
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.3 $8.9M +144% 164k 54.49
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Ishares Tr Msci Usa Min Vol (USMV) 1.3 $8.8M -2% 105k 83.96
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Spdr Ser Tr S&p Divid Etf (SDY) 1.2 $8.1M -2% 64k 127.18
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 1.2 $7.9M -5% 150k 52.38
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.1 $7.5M +7% 151k 49.76
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Pacer Fds Tr Pacer Us Small (CALF) 1.0 $6.9M +65% 159k 43.56
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $6.8M 57k 118.78
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 1.0 $6.6M +13% 71k 92.62
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $6.6M +174% 103k 64.00
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Vanguard Index Fds Mid Cap Etf (VO) 0.9 $6.4M 26k 242.10
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $5.6M +4% 61k 91.78
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Meta Platforms Cl A (META) 0.8 $5.3M +94% 11k 504.21
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $4.9M 29k 170.76
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J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.7 $4.9M -4% 96k 51.20
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Ishares Tr Eafe Value Etf (EFV) 0.7 $4.9M 92k 53.04
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Spdr Gold Tr Gold Shs (GLD) 0.7 $4.8M -3% 22k 215.01
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $4.8M -16% 29k 164.28
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $4.7M +4% 26k 182.15
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Wisdomtree Tr India Erngs Fd (EPI) 0.7 $4.5M 92k 48.28
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.6 $4.3M +21% 59k 72.09
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Procter & Gamble Company (PG) 0.6 $4.3M +45% 26k 164.92
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UnitedHealth (UNH) 0.6 $4.2M -3% 8.3k 509.24
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.6 $4.1M -26% 77k 53.24
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $4.1M +108% 214k 19.18
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $4.0M -19% 44k 91.78
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.6 $4.0M +104% 195k 20.45
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $4.0M 8.3k 479.10
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.6 $3.9M +3% 46k 85.86
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.6 $3.9M +78% 217k 18.16
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $3.9M 17k 229.56
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $3.9M +139% 202k 19.22
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JPMorgan Chase & Co. (JPM) 0.6 $3.9M 19k 202.26
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $3.9M -2% 18k 218.04
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.6 $3.8M +74% 191k 19.95
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Duke Energy Corp Com New (DUK) 0.6 $3.7M +39% 37k 100.23
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.5 $3.7M 150k 24.77
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Exxon Mobil Corporation (XOM) 0.5 $3.7M +13% 32k 115.12
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Nuveen Equity Premium Income Fund (BXMX) 0.5 $3.5M -2% 259k 13.50
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Enterprise Products Partners (EPD) 0.5 $3.5M +5% 120k 28.98
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.5 $3.5M -5% 113k 30.85
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Innovative Industria A (IIPR) 0.5 $3.5M 32k 109.22
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.5 $3.4M +153% 208k 16.26
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.5 $3.4M +84% 160k 21.06
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.5 $3.1M 123k 25.13
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Vanguard Index Fds Value Etf (VTV) 0.5 $3.1M +9% 19k 160.41
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Mastercard Incorporated Cl A (MA) 0.4 $3.0M 6.8k 441.15
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Vanguard World Mega Cap Val Etf (MGV) 0.4 $3.0M 25k 118.50
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $3.0M NEW 70k 42.59
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.4 $2.9M +42% 73k 40.07
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Chevron Corporation (CVX) 0.4 $2.9M -2% 18k 156.42
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J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.4 $2.9M NEW 46k 62.36
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Eli Lilly & Co. (LLY) 0.4 $2.8M 3.1k 905.32
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Thermo Fisher Scientific (TMO) 0.4 $2.8M -4% 5.1k 553.02
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $2.8M -11% 26k 106.95
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $2.7M +8% 110k 24.86
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.7M 7.5k 364.53
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Automatic Data Processing (ADP) 0.4 $2.7M 11k 238.68
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Alphabet Cap Stk Cl C (GOOG) 0.4 $2.7M +8% 15k 183.41
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Tesla Motors (TSLA) 0.4 $2.7M +4% 13k 197.88
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.4 $2.6M -2% 41k 64.91
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Ishares Silver Tr Ishares (SLV) 0.4 $2.6M NEW 96k 26.57
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Altria (MO) 0.4 $2.5M -5% 56k 45.55
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.5M +16% 9.4k 267.50
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $2.5M 31k 80.13
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $2.4M -3% 110k 22.22
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Janus Detroit Str Tr Henderson Mtg (JMBS) 0.4 $2.4M NEW 54k 44.65
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.4M -5% 33k 72.64
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Broadcom (AVGO) 0.3 $2.4M 1.5k 1605.33
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Abbvie (ABBV) 0.3 $2.3M +10% 14k 171.52
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Emerson Electric (EMR) 0.3 $2.3M -2% 21k 110.16
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $2.3M +66% 65k 35.08
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Costco Wholesale Corporation (COST) 0.3 $2.3M 2.7k 849.87
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Pepsi (PEP) 0.3 $2.2M 13k 164.92
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Goldman Sachs (GS) 0.3 $2.2M +471% 4.9k 452.30
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Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $2.2M +2% 92k 23.82
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Ishares Core Msci Emkt (IEMG) 0.3 $2.2M -4% 41k 53.53
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Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.3 $2.2M -6% 98k 22.15
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Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $2.2M 91k 23.73
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.2M 3.9k 547.26
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $2.1M 22k 96.13
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Crown Castle Intl (CCI) 0.3 $2.1M -3% 21k 97.70
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International Business Machines (IBM) 0.3 $2.0M 12k 172.94
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Colgate-Palmolive Company (CL) 0.3 $2.0M +238% 20k 97.04
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Select Sector Spdr Tr Technology (XLK) 0.3 $1.9M +11% 8.4k 226.22
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Visa Com Cl A (V) 0.3 $1.9M -2% 7.1k 262.48
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.8M +11% 7.2k 250.12
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.8M -14% 36k 49.42
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.8M +111% 12k 145.75
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.7M +5% 9.2k 182.52
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Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.2 $1.7M -8% 66k 25.08
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Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.2 $1.6M +43% 80k 20.61
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Walt Disney Company (DIS) 0.2 $1.6M -19% 17k 99.29
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.6M +2% 9.0k 182.55
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.6M -3% 7.9k 202.89
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Ishares Tr U S Equity Factr (LRGF) 0.2 $1.5M +2% 28k 55.69
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Abbott Laboratories (ABT) 0.2 $1.5M 15k 103.91
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.5M 17k 88.11
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Caterpillar (CAT) 0.2 $1.5M +14% 4.6k 333.10
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Select Sector Spdr Tr Energy (XLE) 0.2 $1.5M +84% 17k 91.15
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.2 $1.4M 100k 14.49
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.4M +17% 20k 72.05
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.2 $1.4M -18% 21k 65.89
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Global X Fds Us Infr Dev Etf (PAVE) 0.2 $1.4M +4% 38k 37.02
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Home Depot (HD) 0.2 $1.4M +22% 4.1k 344.20
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Merck & Co (MRK) 0.2 $1.4M -3% 11k 123.80
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Oracle Corporation (ORCL) 0.2 $1.4M +11% 9.8k 141.20
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Freeport-mcmoran CL B (FCX) 0.2 $1.4M +13% 28k 48.60
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Netflix (NFLX) 0.2 $1.3M 2.0k 674.92
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.3M -16% 5.1k 260.69
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.3M +3% 15k 83.76
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $1.3M +11% 38k 33.93
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MercadoLibre (MELI) 0.2 $1.3M -2% 777.00 1643.40
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $1.2M -4% 12k 100.71
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.2M 8.1k 150.44
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Coca-Cola Company (KO) 0.2 $1.2M 19k 63.65
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Raytheon Technologies Corp (RTX) 0.2 $1.2M +3% 12k 100.39
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.2M -3% 15k 81.08
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ON Semiconductor (ON) 0.2 $1.2M +6% 17k 68.55
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $1.1M -2% 64k 17.86
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.1M 5.9k 194.87
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.1M -13% 18k 64.25
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Verizon Communications (VZ) 0.2 $1.1M +3% 27k 41.24
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CVS Caremark Corporation (CVS) 0.2 $1.1M +18% 19k 59.06
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Union Pacific Corporation (UNP) 0.2 $1.1M 4.9k 226.25
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Applied Materials (AMAT) 0.2 $1.1M +5% 4.7k 235.99
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $1.1M +45% 22k 50.47
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Advanced Micro Devices (AMD) 0.2 $1.1M +16% 6.7k 162.21
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $1.1M 14k 78.05
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Hess (HES) 0.2 $1.1M +38% 7.2k 147.52
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salesforce (CRM) 0.2 $1.1M +56% 4.1k 257.12
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.1 $1.0M -5% 43k 23.59
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Lockheed Martin Corporation (LMT) 0.1 $1.0M +9% 2.2k 467.17
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $988k 5.7k 174.48
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McDonald's Corporation (MCD) 0.1 $985k +3% 3.9k 254.82
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $977k -4% 13k 72.94
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Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.1 $974k 45k 21.47
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Pacer Fds Tr Trendpilot Intl (PTIN) 0.1 $972k +5% 34k 28.92
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Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $970k +33% 46k 20.96
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Bank of America Corporation (BAC) 0.1 $964k +17% 24k 39.77
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Waste Management (WM) 0.1 $963k +7% 4.5k 213.35
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $955k 10k 92.54
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Phillips 66 (PSX) 0.1 $919k +2% 6.5k 141.17
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Wal-Mart Stores (WMT) 0.1 $907k +3% 13k 67.71
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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.1 $902k -11% 39k 23.06
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First Tr Exchange-traded Managd Mun Etf (FMB) 0.1 $900k -14% 18k 51.06
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Prologis (PLD) 0.1 $897k -19% 8.0k 112.32
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Honeywell International (HON) 0.1 $869k -8% 4.1k 213.53
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $865k -6% 13k 64.95
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $861k 15k 58.52
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Pfizer (PFE) 0.1 $855k -2% 31k 27.98
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $849k +9% 20k 41.53
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $842k -8% 26k 32.06
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $828k +127% 9.8k 84.06
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Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $817k +9% 36k 22.67
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Nextera Energy (NEE) 0.1 $816k -2% 12k 70.81
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $806k -4% 7.4k 108.53
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.1 $802k -3% 14k 58.56
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Amgen (AMGN) 0.1 $802k -5% 2.6k 312.47
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Boeing Company (BA) 0.1 $801k 4.4k 182.01
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $788k -2% 10k 76.70
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Intel Corporation (INTC) 0.1 $781k +25% 25k 30.97
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Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.1 $776k +147% 33k 23.23
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $771k +31% 13k 60.30
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Qualcomm (QCOM) 0.1 $760k -4% 3.8k 199.20
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $759k +266% 31k 24.29
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $752k -29% 1.5k 499.98
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At&t (T) 0.1 $740k -3% 39k 19.11
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $735k +2% 14k 51.30
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Cisco Systems (CSCO) 0.1 $731k -3% 15k 47.51
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $730k +46% 16k 45.75
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Intuit (INTU) 0.1 $729k +34% 1.1k 657.00
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Devon Energy Corporation (DVN) 0.1 $723k 15k 47.40
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $712k -8% 13k 56.68
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Eaton Corp SHS (ETN) 0.1 $711k -3% 2.3k 313.55
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $705k +201% 30k 23.50
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Lowe's Companies (LOW) 0.1 $704k -2% 3.2k 220.46
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Blackstone Group Inc Com Cl A (BX) 0.1 $701k -2% 5.7k 123.81
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $699k +11% 14k 48.67
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $694k +3% 8.5k 81.65
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First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.1 $694k +11% 7.7k 90.46
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Springworks Therapeutics (SWTX) 0.1 $673k 18k 37.67
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Lpl Financial Holdings (LPLA) 0.1 $669k 2.4k 279.33
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $668k +9% 31k 21.26
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Rockwell Automation (ROK) 0.1 $665k 2.4k 275.26
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Southern Company (SO) 0.1 $657k 8.5k 77.57
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $648k 5.7k 113.46
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Ishares Tr Exponential Tech (XT) 0.1 $641k +4% 11k 58.83
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $638k 2.1k 297.50
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $635k -14% 13k 50.66
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $635k +12% 6.0k 106.67
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.1 $632k +4% 18k 34.79
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Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.1 $631k NEW 28k 22.92
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $624k +34% 39k 16.22
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Micron Technology (MU) 0.1 $622k +2% 4.7k 131.54
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Ishares Tr International Sl (ISCF) 0.1 $612k -42% 19k 32.23
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Axsome Therapeutics (AXSM) 0.1 $603k 7.5k 80.50
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Illinois Tool Works (ITW) 0.1 $600k -8% 2.5k 236.91
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ConocoPhillips (COP) 0.1 $592k -2% 5.2k 114.38
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $591k -41% 5.4k 110.35
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Ishares Gold Tr Ishares New (IAU) 0.1 $590k -2% 13k 43.93
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Ford Motor Company (F) 0.1 $588k -4% 47k 12.54
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Stryker Corporation (SYK) 0.1 $587k -4% 1.7k 340.30
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $584k NEW 7.5k 78.31
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $583k +6% 3.4k 173.82
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $578k -17% 13k 43.76
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Cummins (CMI) 0.1 $575k -75% 2.1k 276.91
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $574k -28% 5.9k 97.06
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Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.1 $558k +122% 24k 23.48
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $555k NEW 5.4k 102.73
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $546k +10% 4.6k 118.61
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Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.1 $542k 7.0k 77.68
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Newmont Mining Corporation (NEM) 0.1 $536k -6% 13k 41.87
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $534k -8% 7.7k 69.36
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Dominion Resources (D) 0.1 $531k +10% 11k 49.00
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Bristol Myers Squibb (BMY) 0.1 $527k +30% 13k 41.53
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $527k +84% 2.7k 197.08
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Ishares Tr Rus Top 200 Etf (IWL) 0.1 $526k 3.9k 133.95
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Shell Spon Ads (SHEL) 0.1 $525k 7.3k 72.18
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Fiserv (FI) 0.1 $523k +8% 3.5k 149.04
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TJX Companies (TJX) 0.1 $513k +17% 4.7k 110.09
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $513k -14% 11k 47.45
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $512k -44% 5.0k 102.30
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Cabot Oil & Gas Corporation (CTRA) 0.1 $510k -4% 19k 26.67
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $509k NEW 22k 23.57
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Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $507k -20% 25k 20.02
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $505k +38% 5.2k 97.03
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Nutrien (NTR) 0.1 $499k +2% 9.8k 50.91
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Blackrock Res & Commodities SHS (BCX) 0.1 $498k 54k 9.19
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Cintas Corporation (CTAS) 0.1 $494k -5% 706.00 700.26
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Albemarle Corporation (ALB) 0.1 $491k +10% 5.1k 95.52
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BP Sponsored Adr (BP) 0.1 $490k 14k 36.10
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Kraft Heinz (KHC) 0.1 $487k +15% 15k 32.22
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Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.1 $487k NEW 22k 21.77
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General Dynamics Corporation (GD) 0.1 $486k -11% 1.7k 290.15
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $480k NEW 7.0k 68.14
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Medtronic SHS (MDT) 0.1 $474k 6.0k 78.70
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $466k -10% 4.6k 100.85
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Oneok (OKE) 0.1 $462k 5.7k 81.55
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Flexshares Tr Qlt Div Def Idx (QDEF) 0.1 $459k 7.0k 65.55
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GSK Sponsored Adr (GSK) 0.1 $446k -5% 12k 38.50
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Kkr & Co (KKR) 0.1 $445k 4.2k 105.25
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Intuitive Surgical Com New (ISRG) 0.1 $438k -2% 985.00 444.73
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Shopify Cl A (SHOP) 0.1 $437k NEW 6.6k 66.05
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Enbridge (ENB) 0.1 $435k NEW 12k 35.59
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Gilead Sciences (GILD) 0.1 $430k +2% 6.3k 68.61
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $424k -3% 10k 41.80
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Deere & Company (DE) 0.1 $422k +22% 1.1k 373.52
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $418k -12% 2.5k 168.80
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Metropcs Communications (TMUS) 0.1 $418k +3% 2.4k 176.21
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Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $415k +4% 26k 15.95
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Wells Fargo & Company (WFC) 0.1 $412k -84% 6.9k 59.39
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $409k -83% 1.3k 303.49
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Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.1 $406k +14% 16k 25.40
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Analog Devices (ADI) 0.1 $404k -9% 1.8k 228.25
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O'reilly Automotive (ORLY) 0.1 $395k 374.00 1056.06
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $394k -8% 6.7k 58.64
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Travelers Companies (TRV) 0.1 $392k -2% 1.9k 203.34
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MasTec (MTZ) 0.1 $390k 3.6k 106.99
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.1 $387k +90% 16k 24.82
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M&T Bank Corporation (MTB) 0.1 $383k -9% 2.5k 151.33
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Select Sector Spdr Tr Financial (XLF) 0.1 $379k -6% 9.2k 41.11
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $378k 5.1k 74.08
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Chubb (CB) 0.1 $376k 1.5k 255.09
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Linde SHS (LIN) 0.1 $374k +12% 853.00 438.97
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Westrock (WRK) 0.1 $368k -2% 7.3k 50.26
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $367k 18k 20.29
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Ge Aerospace Com New (GE) 0.1 $365k +28% 2.3k 158.99
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Adobe Systems Incorporated (ADBE) 0.1 $365k -85% 656.00 555.83
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First Tr Exchange Traded Materials Alph (FXZ) 0.1 $365k -3% 5.6k 64.82
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $364k 3.6k 100.64
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $364k -11% 12k 31.55
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $364k 2.9k 127.46
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Vanguard World Inf Tech Etf (VGT) 0.1 $363k 629.00 576.87
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American Express Company (AXP) 0.1 $360k 1.6k 231.50
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $358k +22% 5.4k 66.35
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Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $356k -60% 6.2k 57.91
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 0.1 $355k -20% 11k 33.20
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Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV) 0.1 $354k NEW 14k 26.02
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Vertiv Holdings Com Cl A (VRT) 0.1 $354k 4.1k 86.58
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Target Corporation (TGT) 0.1 $353k 2.4k 148.04
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.1 $352k NEW 11k 31.26
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Citigroup Com New (C) 0.1 $352k +2% 5.5k 63.46
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Uber Technologies (UBER) 0.1 $349k +4% 4.8k 72.68
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Tidal Etf Tr Sp Dwjns Sukuk (SPSK) 0.1 $348k 20k 17.69
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Mondelez Intl Cl A (MDLZ) 0.1 $345k 5.3k 65.44
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Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.1 $344k -20% 11k 31.15
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Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $339k -4% 7.0k 48.50
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Fortinet (FTNT) 0.0 $339k +7% 5.6k 60.27
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Align Technology (ALGN) 0.0 $339k -28% 1.4k 241.43
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Motorola Solutions Com New (MSI) 0.0 $338k NEW 875.00 386.05
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Sun Life Financial (SLF) 0.0 $337k 6.9k 48.99
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $334k 1.1k 308.72
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Danaher Corporation (DHR) 0.0 $333k +12% 1.3k 249.79
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Sprott Fds Tr Uranium Miners E (URNM) 0.0 $333k +40% 6.8k 49.24
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Philip Morris International (PM) 0.0 $321k 3.2k 101.32
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Constellation Brands Cl A (STZ) 0.0 $321k +2% 1.2k 257.32
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $320k 1.8k 182.01
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $318k -16% 6.6k 48.54
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Ares Capital Corporation (ARCC) 0.0 $313k 15k 20.84
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $310k -15% 6.0k 52.01
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Fs Kkr Capital Corp (FSK) 0.0 $309k 16k 19.73
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J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.0 $305k NEW 5.2k 58.56
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Vanguard World Utilities Etf (VPU) 0.0 $304k -8% 2.1k 147.90
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Nextera Energy Partners Com Unit Part In (NEP) 0.0 $299k NEW 11k 27.64
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $299k NEW 7.1k 42.12
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BlackRock Floating Rate Income Trust (BGT) 0.0 $296k 23k 12.76
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Broadridge Financial Solutions (BR) 0.0 $296k -7% 1.5k 197.00
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Microchip Technology (MCHP) 0.0 $293k 3.2k 91.49
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Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $293k -15% 13k 23.23
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3M Company (MMM) 0.0 $290k -2% 2.8k 102.18
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Te Connectivity SHS (TEL) 0.0 $290k -6% 1.9k 150.45
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $290k 6.6k 44.10
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Ishares Tr Mbs Etf (MBB) 0.0 $289k -8% 3.2k 91.81
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Totalenergies Se Sponsored Ads (TTE) 0.0 $289k 4.3k 66.68
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Novo-nordisk A S Adr (NVO) 0.0 $288k +12% 2.0k 142.74
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Cme (CME) 0.0 $287k +22% 1.5k 196.57
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FedEx Corporation (FDX) 0.0 $286k -4% 952.00 299.87
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J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.0 $284k NEW 4.8k 59.26
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Paypal Holdings (PYPL) 0.0 $280k -10% 4.8k 58.03
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $279k 6.0k 46.77
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Ishares Tr Ibonds Dec (IBMM) 0.0 $279k 11k 26.05
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Republic Services (RSG) 0.0 $279k -45% 1.4k 194.27
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Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $277k 11k 26.48
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Boston Scientific Corporation (BSX) 0.0 $276k +3% 3.6k 77.01
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Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $276k 11k 25.32
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $275k 7.2k 38.42
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Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $274k 11k 25.01
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $274k 11k 25.02
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Nxp Semiconductors N V (NXPI) 0.0 $272k 1.0k 268.98
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Dex (DXCM) 0.0 $270k 2.4k 113.38
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $268k 4.3k 62.87
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Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.0 $266k -6% 12k 22.08
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Victory Portfolios Ii Vcshs Us Discvry (CSF) 0.0 $265k -2% 5.3k 50.19
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $261k NEW 6.3k 41.81
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $261k 2.2k 119.31
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Xylem (XYL) 0.0 $260k 1.9k 135.63
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Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.0 $259k -81% 5.5k 46.85
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Ameriprise Financial (AMP) 0.0 $259k 606.00 427.12
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $259k -67% 9.3k 27.67
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Stanley Black & Decker (SWK) 0.0 $259k NEW 3.2k 79.89
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Charles Schwab Corporation (SCHW) 0.0 $255k +7% 3.5k 73.69
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Comcast Corp Cl A (CMCSA) 0.0 $253k -13% 6.5k 39.16
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Ishares Tr Msci Eafe Smcp (HSCZ) 0.0 $249k NEW 7.8k 31.94
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Becton, Dickinson and (BDX) 0.0 $249k +19% 1.1k 233.61
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Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.0 $246k NEW 6.0k 41.30
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First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.0 $246k NEW 3.0k 81.93
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Texas Pacific Land Corp (TPL) 0.0 $245k NEW 333.00 734.71
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Cigna Corp (CI) 0.0 $244k -63% 738.00 330.57
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Texas Instruments Incorporated (TXN) 0.0 $244k -13% 1.3k 194.53
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $244k -8% 3.5k 69.93
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Sherwin-Williams Company (SHW) 0.0 $243k +18% 816.00 298.29
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $243k NEW 2.6k 93.65
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $243k 926.00 262.43
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World Gold Tr Spdr Gld Minis (GLDM) 0.0 $242k NEW 5.2k 46.09
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Eversource Energy (ES) 0.0 $240k 4.2k 56.71
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $237k -20% 21k 11.55
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $236k -63% 3.8k 61.64
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $234k 1.9k 120.76
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Kroger (KR) 0.0 $234k 4.7k 49.93
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Carrier Global Corporation (CARR) 0.0 $234k +5% 3.7k 63.08
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Palo Alto Networks (PANW) 0.0 $233k NEW 687.00 339.01
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Essential Utils (WTRG) 0.0 $231k 6.2k 37.33
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Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $230k NEW 9.4k 24.46
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $230k -20% 2.2k 104.64
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Parker-Hannifin Corporation (PH) 0.0 $229k 453.00 505.98
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Ishares Tr National Mun Etf (MUB) 0.0 $228k +3% 2.1k 106.55
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Progressive Corporation (PGR) 0.0 $227k NEW 1.1k 207.72
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Ishares Tr Glb Infrastr Etf (IGF) 0.0 $226k 4.7k 47.92
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Kimberly-Clark Corporation (KMB) 0.0 $224k -12% 1.6k 138.20
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Clorox Company (CLX) 0.0 $223k -3% 1.6k 136.48
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Public Service Enterprise (PEG) 0.0 $221k 3.0k 73.69
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American Electric Power Company (AEP) 0.0 $221k 2.5k 87.75
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NVR (NVR) 0.0 $220k 29.00 7588.55
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $220k NEW 215.00 1022.88
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Highland Opportunities Highland Income (HFRO) 0.0 $220k +36% 35k 6.25
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Genuine Parts Company (GPC) 0.0 $220k +7% 1.6k 138.34
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Skyworks Solutions (SWKS) 0.0 $219k -6% 2.1k 106.58
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Zscaler Incorporated (ZS) 0.0 $219k 1.1k 192.19
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Apollo Global Mgmt (APO) 0.0 $217k NEW 1.8k 118.06
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Novartis Sponsored Adr (NVS) 0.0 $217k NEW 2.0k 106.45
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S&p Global (SPGI) 0.0 $214k NEW 481.00 445.66
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Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 0.0 $213k NEW 8.2k 25.92
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Johnson Ctls Intl SHS (JCI) 0.0 $213k NEW 3.2k 66.48
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Palantir Technologies Cl A (PLTR) 0.0 $213k NEW 8.4k 25.33
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Allison Transmission Hldngs I (ALSN) 0.0 $212k 2.8k 75.90
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EOG Resources (EOG) 0.0 $211k -9% 1.7k 125.87
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $211k -19% 10k 20.33
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BlackRock (BLK) 0.0 $208k 264.00 787.88
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Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.0 $208k 8.5k 24.38
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Kla Corp Com New (KLAC) 0.0 $207k -27% 251.00 825.81
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Ishares Tr Us Home Cons Etf (ITB) 0.0 $205k 2.0k 101.05
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $204k -11% 2.4k 86.62
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HEICO Corporation (HEI) 0.0 $203k NEW 909.00 223.61
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Capital One Financial (COF) 0.0 $203k 1.5k 138.45
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Marsh & McLennan Companies (MMC) 0.0 $203k NEW 962.00 210.72
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Astrazeneca Sponsored Adr (AZN) 0.0 $202k NEW 2.6k 77.99
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Denali Therapeutics (DNLI) 0.0 $202k NEW 8.7k 23.22
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Hilton Worldwide Holdings (HLT) 0.0 $200k NEW 918.00 218.20
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Walgreen Boots Alliance (WBA) 0.0 $182k NEW 15k 12.09
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Mp Materials Corp Com Cl A (MP) 0.0 $178k +2% 14k 12.73
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Morgan Stanley Emerging Markets Debt (MSD) 0.0 $90k 12k 7.34
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Medical Properties Trust (MPW) 0.0 $67k 16k 4.31
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Uranium Energy (UEC) 0.0 $60k 10k 6.01
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New York Community Ban (NYCB) 0.0 $36k +2% 11k 3.22
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Clean Energy Fuels (CLNE) 0.0 $28k 11k 2.67
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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