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Money Concepts Capital Corp

Latest statistics and disclosures from Money Concepts Capital Corp's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPMO, IWM, MAGS, XMMO, IWS, and represent 23.53% of Money Concepts Capital Corp's stock portfolio.
Added to shares of these 10 stocks: IWM (+$87M), QQQ (+$43M), VOO (+$11M), XLK (+$8.7M), GLDM (+$6.8M), FDN (+$6.7M), RTX (+$5.3M), RWL, SGOV, SPHB.
Started 78 new stock positions in HOG, AXON, FJAN, MLI, D, WTAI, FJUL, NOW, VLO, CALF.
Reduced shares in these 10 stocks: SVAL (-$77M), VYM, KHPI, BIL, RSP, IEF, DGRW, SPGP, , IBTF.
Sold out of its positions in OKLO, APO, BGC, BIIB, BX, BSX, Bitwise Crypto Industry Innovators Etf, LOPE, INVO Fertility, PSI.
Money Concepts Capital Corp was a net buyer of stock by $148M.
Money Concepts Capital Corp has $1.8B in assets under management (AUM), dropping by 10.00%.
Central Index Key (CIK): 0000716851

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Portfolio Holdings for Money Concepts Capital Corp

Money Concepts Capital Corp holds 518 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Money Concepts Capital Corp has 518 total positions. Only the first 250 positions are shown.

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Download the Money Concepts Capital Corp December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	6.8	$121M		1.0M	119.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	5.0	$89M	+3781%	363k	246.16	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	4.4	$78M	-2%	1.2M	65.96	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	3.7	$67M	+2%	482k	138.46	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	3.6	$65M	+4%	457k	141.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$61M	+22%	98k	627.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$43M	NEW	69k	614.32	View chart
Apple (AAPL)	2.2	$39M	-2%	142k	271.86	View chart
Spdr Series Trust State Street Spd (SPTM)	1.4	$24M		296k	82.50	View chart
Microsoft Corporation (MSFT)	1.4	$24M	+7%	50k	483.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$23M	-12%	118k	191.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$22M	-17%	153k	143.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$21M	+12%	238k	89.46	View chart
NVIDIA Corporation (NVDA)	1.1	$20M		109k	186.50	View chart
Spdr Series Trust State Street Spd (SPAB)	1.1	$20M	+5%	756k	25.75	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.0	$18M	+95%	123k	143.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$16M		131k	120.18	View chart
Eli Lilly & Co. (LLY)	0.8	$15M	+4%	14k	1074.68	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$15M	+5%	182k	80.22	View chart
Sprott Asset Management Physical Silver (PSLV)	0.8	$15M		615k	23.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$14M		20k	684.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$14M	-19%	141k	96.16	View chart
Village Super Mkt Cl A New (VLGEA)	0.7	$13M	+10%	370k	35.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$13M	-15%	125k	99.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$12M	+3%	357k	34.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$12M	-9%	124k	94.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$11M	+2%	201k	53.76	View chart
Ishares Tr Global 100 Etf (IOO)	0.6	$11M	-2%	84k	126.67	View chart
Gilead Sciences (GILD)	0.6	$11M	-4%	86k	122.74	View chart
Amazon (AMZN)	0.6	$10M		45k	230.82	View chart
Johnson & Johnson (JNJ)	0.6	$10M	+4%	50k	206.95	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$10M		337k	30.07	View chart
Cardinal Health (CAH)	0.6	$10M		49k	205.50	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.6	$9.9M	-2%	238k	41.48	View chart
Abbvie (ABBV)	0.5	$9.6M		42k	228.49	View chart
Fonar Corp Com New (FONR)	0.5	$9.5M	+5%	511k	18.56	View chart
Palantir Technologies Cl A (PLTR)	0.5	$9.3M		52k	177.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$8.8M	-2%	28k	313.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$8.5M	+23%	13k	681.92	View chart
RBB Us Treas 3 Mnth (TBIL)	0.5	$8.5M		171k	49.88	View chart
Cadence Design Systems (CDNS)	0.5	$8.3M		27k	312.58	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.5	$8.3M		251k	33.02	View chart
Procter & Gamble Company (PG)	0.4	$8.0M	+4%	56k	143.31	View chart
McDonald's Corporation (MCD)	0.4	$7.8M	+4%	26k	305.63	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$7.6M	+9%	89k	85.77	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$7.5M		89k	84.64	View chart
Spdr Series Trust State Street Spd (SPSB)	0.4	$7.5M	+4%	247k	30.20	View chart
Coca-Cola Company (KO)	0.4	$7.5M	+4%	107k	69.91	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$7.4M	+8%	95k	77.68	View chart
Wal-Mart Stores (WMT)	0.4	$7.1M	+5%	63k	111.41	View chart
Cisco Systems (CSCO)	0.4	$6.8M		89k	77.03	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$6.8M	NEW	80k	85.37	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$6.7M	NEW	25k	269.17	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$6.6M	+36%	19k	360.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$6.6M	+33%	26k	252.92	View chart
Duke Energy Corp Com New (DUK)	0.4	$6.5M	+5%	56k	117.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$6.5M	+7%	98k	66.00	View chart
Caterpillar (CAT)	0.4	$6.4M	-2%	11k	572.87	View chart
Home Depot (HD)	0.4	$6.3M	+7%	18k	344.10	View chart
International Business Machines (IBM)	0.4	$6.3M	-3%	21k	296.20	View chart
Kimberly-Clark Corporation (KMB)	0.4	$6.3M	+24%	62k	100.89	View chart
Pfizer (PFE)	0.3	$6.2M		249k	24.90	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$5.9M	+10%	200k	29.36	View chart
Novo-nordisk A S Adr (NVO)	0.3	$5.9M	+96%	115k	50.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$5.5M	+416%	48k	114.50	View chart
Raytheon Technologies Corp (RTX)	0.3	$5.3M	NEW	29k	183.40	View chart
Meta Platforms Cl A (META)	0.3	$5.3M	+9%	8.0k	660.11	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$5.2M	+2%	50k	104.04	View chart
Southern Company (SO)	0.3	$5.2M	+8%	60k	87.20	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$5.2M	+231%	52k	100.38	View chart
At&t (T)	0.3	$5.2M	+5%	209k	24.84	View chart
Ishares Tr Core Divid Etf (DIVB)	0.3	$5.1M	+13%	96k	53.15	View chart
Colgate-Palmolive Company (CL)	0.3	$5.1M	+5%	64k	79.02	View chart
Alliant Energy Corporation (LNT)	0.3	$5.1M	+7%	78k	65.01	View chart
Verizon Communications (VZ)	0.3	$5.0M		124k	40.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$5.0M	+41%	23k	219.78	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$5.0M		71k	69.52	View chart
Corning Incorporated (GLW)	0.3	$4.9M	-14%	56k	87.56	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.3	$4.7M	+11%	29k	165.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$4.7M	-6%	25k	190.99	View chart
Waste Management (WM)	0.3	$4.7M	+8%	21k	219.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$4.6M	+2%	81k	57.24	View chart
Advanced Micro Devices (AMD)	0.3	$4.5M	+30%	21k	214.16	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.2	$4.5M		39k	113.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$4.4M		13k	335.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$4.4M	+5%	53k	82.82	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$4.3M	+13%	73k	58.12	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$4.3M		33k	130.08	View chart
Broadcom (AVGO)	0.2	$4.2M	+11%	12k	346.10	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$4.2M	+9%	40k	106.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.2M	+5%	8.4k	502.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$4.2M	+6%	128k	32.62	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$4.1M		14k	301.15	View chart
General Dynamics Corporation (GD)	0.2	$4.1M	+3%	12k	336.65	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$4.0M	+6%	43k	91.40	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$3.9M	+34%	61k	64.42	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$3.9M	+4%	38k	104.07	View chart
Medtronic SHS (MDT)	0.2	$3.9M		41k	96.06	View chart
UnitedHealth (UNH)	0.2	$3.9M	-4%	12k	330.10	View chart
Helmerich & Payne (HP)	0.2	$3.9M		136k	28.68	View chart
Comcast Corp Cl A (CMCSA)	0.2	$3.9M	+15%	129k	29.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$3.8M	+414%	18k	209.11	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$3.8M	+25%	50k	75.05	View chart
Honeywell International (HON)	0.2	$3.7M	+8%	19k	195.09	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.7M	-8%	15k	250.32	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.6M	+3%	7.5k	483.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.6M	+6%	11k	313.00	View chart
Spdr Series Trust State Street Spd (XSD)	0.2	$3.6M	-5%	11k	321.60	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$3.6M	+13%	63k	56.81	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$3.5M	+6%	75k	47.35	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$3.5M	+114%	82k	42.69	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$3.5M	+23%	29k	121.75	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$3.4M	+128%	28k	119.41	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.2	$3.4M	+2%	123k	27.20	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$3.3M	+125%	74k	44.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.2	$3.3M	NEW	28k	116.97	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$3.2M		31k	105.00	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.2M		10k	322.22	View chart
Seneca Foods Corp Cl A (SENEA)	0.2	$3.2M	-2%	29k	110.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.2M	-2%	26k	123.26	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$3.1M	-4%	62k	50.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.1M	+53%	7.9k	396.31	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$3.1M		20k	155.12	View chart
Amgen (AMGN)	0.2	$3.1M		9.4k	327.31	View chart
Deere & Company (DE)	0.2	$3.1M	+10%	6.6k	465.59	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$3.0M		7.4k	412.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$3.0M	NEW	33k	93.08	View chart
Kroger (KR)	0.2	$3.0M	+7%	49k	62.48	View chart
Astrazeneca Sponsored Adr	0.2	$3.0M	+2%	33k	91.93	View chart
Pepsi (PEP)	0.2	$3.0M	-30%	21k	143.52	View chart
Cummins (CMI)	0.2	$3.0M	-2%	5.9k	510.46	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$2.8M	+10%	53k	53.83	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$2.8M	-54%	31k	91.38	View chart
Costco Wholesale Corporation (COST)	0.2	$2.7M	+5%	3.2k	862.25	View chart
Agnico (AEM)	0.1	$2.7M		16k	169.53	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$2.6M	-52%	23k	113.86	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$2.6M		17k	154.80	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$2.6M	-8%	72k	35.57	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.5M	+18%	24k	107.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.5M	+6%	13k	199.68	View chart
Royal Gold (RGLD)	0.1	$2.5M	NEW	11k	222.29	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.5M	-14%	9.0k	276.94	View chart
Tesla Motors (TSLA)	0.1	$2.5M	+4%	5.5k	449.72	View chart
Palo Alto Networks (PANW)	0.1	$2.5M	+23%	13k	184.20	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$2.5M	+2%	44k	55.58	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.1	$2.4M	-4%	46k	52.78	View chart
Oracle Corporation (ORCL)	0.1	$2.4M	+339%	12k	194.91	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.4M		8.9k	268.30	View chart
Nomad Foods Usd Ord Shs (NOMD)	0.1	$2.3M	NEW	188k	12.51	View chart
Starbucks Corporation (SBUX)	0.1	$2.3M	+6%	28k	84.21	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$2.3M	+16%	35k	66.92	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$2.3M	+28%	25k	92.30	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.3M	+16%	4.8k	480.57	View chart
Bank Ozk (OZK)	0.1	$2.2M	-9%	48k	46.02	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.2M		18k	120.33	View chart
Spdr Series Trust State Street Spd (VLU)	0.1	$2.1M		10k	210.64	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$2.1M		35k	60.47	View chart
Daktronics (DAKT)	0.1	$2.1M	-3%	108k	19.77	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.1M	+14%	35k	60.17	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.1M	-2%	40k	52.62	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$2.1M	-29%	41k	50.46	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.1M	+2%	5.9k	349.99	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$2.1M		71k	29.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.0M	+6%	40k	50.59	View chart
Eagle Pt Cr (ECC)	0.1	$2.0M	+13%	355k	5.76	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.0M	+3%	27k	76.92	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.0M	+28%	46k	44.41	View chart
Visa Com Cl A (V)	0.1	$2.0M	+6%	5.8k	350.71	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.1	$2.0M		32k	64.16	View chart
Consolidated Edison (ED)	0.1	$2.0M		20k	99.32	View chart
Entergy Corporation (ETR)	0.1	$2.0M		21k	92.43	View chart
SYSCO Corporation (SYY)	0.1	$2.0M	+19%	27k	73.69	View chart
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST)	0.1	$2.0M	+53%	41k	48.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.0M		28k	69.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.9M	+5%	2.6k	753.75	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.9M	+22%	72k	26.68	View chart
Global X Fds Global X Uranium (URA)	0.1	$1.9M	-11%	45k	42.73	View chart
Cintas Corporation (CTAS)	0.1	$1.9M		10k	188.07	View chart
TJX Companies (TJX)	0.1	$1.9M	+5%	12k	153.61	View chart
Kyndryl Hldgs Common Stock (KD)	0.1	$1.8M	+2%	70k	26.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.8M	+4%	15k	119.35	View chart
Viking Holdings Ord Shs (VIK)	0.1	$1.8M	+4%	26k	71.41	View chart
Paypal Holdings (PYPL)	0.1	$1.8M	+564%	31k	58.38	View chart
Chime Finl Com Shs Cl A (CHYM)	0.1	$1.8M	+76%	71k	25.17	View chart
Nike CL B (NKE)	0.1	$1.8M	+47%	28k	63.71	View chart
Reddit Cl A (RDDT)	0.1	$1.8M	-14%	7.7k	229.87	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$1.8M		11k	159.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.8M	+45%	3.6k	487.81	View chart
Republic Services (RSG)	0.1	$1.7M	+19%	8.2k	211.93	View chart
Lamb Weston Hldgs (LW)	0.1	$1.7M	+11%	42k	41.89	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.7M	NEW	46k	37.96	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$1.7M	+38%	18k	99.22	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.7M	+17%	3.0k	570.24	View chart
Akamai Technologies (AKAM)	0.1	$1.7M		20k	87.25	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$1.7M	-48%	26k	65.89	View chart
Universal Display Corporation (OLED)	0.1	$1.7M	-6%	15k	116.78	View chart
Chevron Corporation (CVX)	0.1	$1.7M	+7%	11k	152.41	View chart
Spdr Series Trust State Street Spd (XITK)	0.1	$1.7M		9.4k	178.42	View chart
Datadog Cl A Com (DDOG)	0.1	$1.7M	NEW	12k	135.99	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M	+6%	5.4k	308.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.7M	+320%	20k	81.17	View chart
Nextera Energy (NEE)	0.1	$1.6M	+19%	20k	80.28	View chart
Goldman Sachs (GS)	0.1	$1.6M	-3%	1.8k	878.98	View chart
Vistra Energy (VST)	0.1	$1.6M	+22%	9.9k	161.33	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.6M	+8%	2.8k	566.36	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.6M	+12%	53k	29.61	View chart
Abbott Laboratories (ABT)	0.1	$1.6M	+7%	12k	125.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.5M	-21%	7.8k	198.63	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.5M	+12%	40k	38.32	View chart
Merck & Co (MRK)	0.1	$1.5M	-58%	14k	105.26	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.5M	-63%	14k	109.91	View chart
Casey's General Stores (CASY)	0.1	$1.5M	+23%	2.7k	552.79	View chart
AFLAC Incorporated (AFL)	0.1	$1.5M	+2%	14k	110.27	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$1.5M	-8%	16k	94.38	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$1.5M		14k	103.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.5M	-4%	53k	27.43	View chart
Albemarle Corporation (ALB)	0.1	$1.5M		10k	141.44	View chart
Spdr Series Trust State Street Spd (KCE)	0.1	$1.5M		9.7k	149.92	View chart
Netflix (NFLX)	0.1	$1.4M	+963%	15k	93.76	View chart
Prudential Financial (PRU)	0.1	$1.4M	+2%	13k	112.88	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$1.4M	+34%	62k	22.88	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.4M	+2%	17k	79.84	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.4M	-9%	29k	47.42	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M		2.4k	570.76	View chart
Pony Ai Sponsored Ads (PONY)	0.1	$1.4M	+2%	94k	14.50	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.1	$1.4M	+33%	90k	15.01	View chart
Servicenow (NOW)	0.1	$1.4M	NEW	8.8k	153.19	View chart
Winnebago Industries (WGO)	0.1	$1.4M	NEW	33k	40.52	View chart
Tyson Foods Cl A (TSN)	0.1	$1.3M	+8%	23k	58.62	View chart
Rubrik Cl A (RBRK)	0.1	$1.3M	NEW	18k	76.48	View chart
D-wave Quantum (QBTS)	0.1	$1.3M	NEW	51k	26.15	View chart
Harley-Davidson (HOG)	0.1	$1.3M	NEW	64k	20.49	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.3M	+2%	12k	105.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.3M	-4%	8.8k	148.70	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.3M	+34%	5.8k	224.65	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.3M	NEW	56k	23.02	View chart
Dollar Tree (DLTR)	0.1	$1.3M		10k	123.01	View chart
Intel Corporation (INTC)	0.1	$1.3M	-27%	35k	36.90	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.3M	+4%	27k	46.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.3M	-4%	17k	74.07	View chart
Trane Technologies SHS (TT)	0.1	$1.2M		3.2k	389.20	View chart
Realty Income (O)	0.1	$1.2M	+14%	22k	56.37	View chart
Walt Disney Company (DIS)	0.1	$1.2M	+24%	11k	113.77	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$1.2M	-11%	11k	109.66	View chart
Matrix Service Company (MTRX)	0.1	$1.2M		105k	11.70	View chart
Hershey Company (HSY)	0.1	$1.2M	+7%	6.7k	181.97	View chart
Blackrock (BLK)	0.1	$1.2M		1.1k	1069.96	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$1.2M	+10%	21k	57.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M	+8%	13k	96.03	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.2M	-13%	38k	30.96	View chart

Past Filings by Money Concepts Capital Corp

SEC 13F filings are viewable for Money Concepts Capital Corp going back to 2020

Money Concepts Capital Corp 2025 Q4 filed Feb. 4, 2026
Money Concepts Capital Corp 2025 Q3 filed Nov. 4, 2025
Money Concepts Capital Corp 2025 Q2 filed Aug. 14, 2025
Money Concepts Capital Corp 2025 Q1 filed April 24, 2025
Money Concepts Capital Corp 2024 Q4 filed Jan. 27, 2025
Money Concepts Capital Corp 2024 Q3 filed Oct. 31, 2024
Money Concepts Capital Corp 2024 Q2 filed Aug. 2, 2024
Money Concepts Capital Corp 2024 Q1 filed May 1, 2024
Money Concepts Capital Corp 2023 Q4 filed Feb. 12, 2024
Money Concepts Capital Corp 2023 Q3 filed Nov. 1, 2023
Money Concepts Capital Corp 2023 Q2 filed Aug. 1, 2023
Money Concepts Capital Corp 2023 Q1 filed May 1, 2023
Money Concepts Capital Corp 2022 Q4 filed Feb. 14, 2023
Money Concepts Capital Corp 2022 Q3 filed Oct. 27, 2022
Money Concepts Capital Corp 2022 Q2 filed July 18, 2022
Money Concepts Capital Corp 2022 Q1 filed May 13, 2022

View all past filings

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