Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, SVAL, IWS, XMMO, MAGS, and represent 22.27% of Money Concepts Capital Corp's stock portfolio.
Added to shares of these 10 stocks: SPMO (+$17M), MAGS (+$6.9M), KHPI (+$6.6M), IWS (+$5.7M), BILS (+$5.5M), CTA (+$5.1M), BUFR, IEF, XMMO, TBIL.
Started 44 new stock positions in SLV, DIVB, BK, KLG, XLU, BGC, KR, XSHD, CPRY, SCHI.
Reduced shares in these 10 stocks: , AMZN (-$13M), MSFT (-$12M), JAAA, SPLG, DIA, , IVE, IWF, SBUX.
Sold out of its positions in ALCO, MCI, CHDN, DPZ, IQDY, UMAY, UJAN, UAPR, UJUL, PCEF.
Money Concepts Capital Corp was a net buyer of stock by $24M.
Money Concepts Capital Corp has $1.3B in assets under management (AUM), dropping by -0.66%.
Central Index Key (CIK): 0000716851

Tip: Access up to 7 years of quarterly data

Positions held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Money Concepts Capital Corp

Money Concepts Capital Corp holds 417 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	5.5	$74M	+30%	798k	92.53	View chart
Ishares Tr Us Sml Cp Value (SVAL)	4.9	$66M	+2%	2.2M	30.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	4.0	$53M	+11%	423k	125.97	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	3.9	$53M	+5%	463k	113.76	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	3.9	$52M	+15%	1.1M	45.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$37M	+5%	72k	513.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$32M	+3%	68k	468.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.0	$27M	+3%	153k	173.23	View chart
Apple (AAPL)	1.9	$26M		115k	222.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$23M		175k	128.96	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.4	$19M	+2%	281k	68.01	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.3	$18M	-5%	690k	25.54	View chart
Microsoft Corporation (MSFT)	1.1	$15M	-43%	40k	375.39	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$13M		62k	206.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$13M		168k	75.65	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$13M	+39%	131k	95.37	View chart
Village Super Mkt Cl A New (VLGEA)	0.9	$12M		323k	38.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$12M	+5%	123k	98.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$12M	+3%	116k	104.57	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.9	$12M		123k	93.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.8	$11M	+63%	372k	29.69	View chart
RBB Us Treas 3 Mnth (TBIL)	0.8	$11M	+28%	218k	50.01	View chart
Gilead Sciences (GILD)	0.8	$10M		90k	112.05	View chart
Eli Lilly & Co. (LLY)	0.7	$9.7M		12k	825.88	View chart
Cardinal Health (CAH)	0.7	$9.0M	-2%	65k	137.77	View chart
NVIDIA Corporation (NVDA)	0.7	$8.7M	+9%	81k	108.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$8.5M	-20%	50k	170.89	View chart
Procter & Gamble Company (PG)	0.6	$8.5M	+2%	50k	170.42	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$8.5M		159k	53.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$8.4M	-5%	15k	559.38	View chart
Abbvie (ABBV)	0.6	$8.4M	-6%	40k	209.52	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$8.1M	+3%	308k	26.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$7.6M		168k	45.26	View chart
Amazon (AMZN)	0.6	$7.6M	-62%	40k	190.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$7.6M		13k	561.91	View chart
Johnson & Johnson (JNJ)	0.5	$7.3M	+5%	44k	165.84	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.5	$7.3M		241k	30.14	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$7.1M		87k	81.67	View chart
McDonald's Corporation (MCD)	0.5	$7.1M	+4%	23k	312.37	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$7.1M	+4%	71k	99.88	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$7.1M	-34%	108k	65.76	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.5	$7.0M	-2%	604k	11.60	View chart
Coca-Cola Company (KO)	0.5	$7.0M	+4%	97k	71.62	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.5	$6.9M	-7%	228k	30.10	View chart
Cadence Design Systems (CDNS)	0.5	$6.8M		27k	254.33	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$6.7M	+6%	83k	80.99	View chart
Kimberly-Clark Corporation (KMB)	0.5	$6.7M	-6%	47k	142.22	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$6.6M	+3%	30k	222.15	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.5	$6.6M	NEW	274k	23.96	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.5	$6.5M	+580%	65k	99.49	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$6.3M	+36%	69k	91.73	View chart
Duke Energy Corp Com New (DUK)	0.5	$6.3M	+6%	51k	121.97	View chart
At&t (T)	0.5	$6.2M	+30%	221k	28.28	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.5	$6.2M	-5%	257k	24.06	View chart
Home Depot (HD)	0.5	$6.1M		17k	366.50	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$5.9M	-2%	96k	61.89	View chart
Fonar Corp Com New (FONR)	0.4	$5.7M		406k	14.01	View chart
Pfizer (PFE)	0.4	$5.3M		209k	25.34	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.4	$5.1M	NEW	172k	29.60	View chart
International Business Machines (IBM)	0.4	$5.1M	-9%	20k	248.66	View chart
Southern Company (SO)	0.4	$5.0M	+6%	54k	91.95	View chart
Verizon Communications (VZ)	0.4	$4.9M	-26%	108k	45.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$4.8M	+4%	83k	58.35	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$4.6M	-11%	107k	43.30	View chart
Waste Management (WM)	0.3	$4.6M	+3%	20k	231.51	View chart
Alliant Energy Corporation (LNT)	0.3	$4.5M	+8%	69k	64.35	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$4.5M	+8%	54k	82.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.4M	-24%	157k	27.96	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$4.4M	+2%	152k	28.86	View chart
Palantir Technologies Cl A (PLTR)	0.3	$4.3M	+8%	51k	84.40	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$4.2M	-17%	32k	131.07	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.3	$4.1M	+24%	175k	23.37	View chart
Pepsi (PEP)	0.3	$4.0M	-6%	27k	149.94	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$4.0M		36k	111.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$4.0M	+18%	70k	57.14	View chart
Colgate-Palmolive Company (CL)	0.3	$3.9M	+8%	42k	93.70	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$3.8M	-5%	82k	45.97	View chart
Meta Platforms Cl A (META)	0.3	$3.7M	+7%	6.4k	576.36	View chart
Caterpillar (CAT)	0.3	$3.7M		11k	329.80	View chart
Cisco Systems (CSCO)	0.3	$3.7M	+7%	60k	61.71	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.3	$3.6M		56k	65.72	View chart
Wal-Mart Stores (WMT)	0.3	$3.6M	+33%	42k	87.79	View chart
Lockheed Martin Corporation (LMT)	0.3	$3.6M	+4%	8.0k	446.69	View chart
Raytheon Technologies Corp (RTX)	0.3	$3.5M		27k	132.46	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.3	$3.4M		25k	136.10	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$3.4M	-6%	68k	50.33	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$3.3M		32k	102.23	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$3.3M	+12%	41k	80.37	View chart
Clorox Company (CLX)	0.2	$3.3M		22k	147.25	View chart
Medtronic SHS (MDT)	0.2	$3.2M	+45%	36k	89.86	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.2	$3.2M	-8%	16k	200.77	View chart
Corning Incorporated (GLW)	0.2	$3.1M		68k	45.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.1M	+14%	5.9k	532.58	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.2	$3.1M	+2%	116k	26.68	View chart
Bank Ozk (OZK)	0.2	$3.1M		71k	43.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.0M	-3%	16k	194.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.0M	+21%	11k	274.83	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$3.0M	+5%	59k	51.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.0M	+6%	119k	25.04	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.0M	+8%	20k	146.01	View chart
Cintas Corporation (CTAS)	0.2	$2.9M	-2%	14k	205.53	View chart
Merck & Co (MRK)	0.2	$2.9M	+2%	33k	89.76	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$2.9M	-3%	37k	79.86	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$2.9M	-2%	80k	36.49	View chart
Costco Wholesale Corporation (COST)	0.2	$2.9M	-2%	3.1k	945.90	View chart
General Dynamics Corporation (GD)	0.2	$2.9M		11k	272.57	View chart
Amgen (AMGN)	0.2	$2.9M		9.2k	311.57	View chart
Deere & Company (DE)	0.2	$2.9M	-2%	6.1k	469.36	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.8M	+6%	55k	51.07	View chart
SYSCO Corporation (SYY)	0.2	$2.8M	+3%	38k	75.04	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.8M		51k	54.76	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$2.8M	-4%	41k	68.06	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$2.8M	-2%	59k	47.04	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$2.8M	+4%	41k	67.85	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.7M	+8%	13k	211.47	View chart
UnitedHealth (UNH)	0.2	$2.7M	+36%	5.2k	523.71	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$2.7M	-4%	52k	51.68	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.7M	+7%	11k	245.29	View chart
T. Rowe Price (TROW)	0.2	$2.7M		29k	91.87	View chart
Seneca Foods Corp Cl A (SENEA)	0.2	$2.7M		30k	89.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.6M		15k	172.74	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.6M		43k	61.78	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.2	$2.6M		39k	68.51	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.6M	+900%	27k	93.78	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$2.6M	+181%	13k	197.46	View chart
Keurig Dr Pepper (KDP)	0.2	$2.6M	-2%	75k	34.22	View chart
Starbucks Corporation (SBUX)	0.2	$2.5M	-47%	26k	98.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.5M		27k	93.45	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$2.5M	+10%	38k	66.34	View chart
Eagle Pt Cr (ECC)	0.2	$2.5M	+61%	308k	8.10	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$2.4M		12k	210.94	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$2.4M		33k	73.50	View chart
Broadcom (AVGO)	0.2	$2.4M	+7%	14k	167.44	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$2.3M		30k	75.74	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.2	$2.3M	-4%	39k	57.20	View chart
Honeywell International (HON)	0.2	$2.1M	+15%	10k	211.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.1M	+269%	11k	188.16	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$2.1M		36k	58.10	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.1M	-5%	20k	105.44	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$2.1M		11k	188.18	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.2	$2.1M	+267%	36k	58.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.1M	-16%	22k	92.83	View chart
Consolidated Edison (ED)	0.2	$2.1M		19k	110.59	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.0M	-3%	5.3k	383.53	View chart
Hormel Foods Corporation (HRL)	0.2	$2.0M	-26%	66k	30.94	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.0M	+6%	6.4k	308.87	View chart
Cummins (CMI)	0.1	$2.0M		6.3k	313.44	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$2.0M	+3%	28k	71.57	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.9M	+8%	16k	118.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.9M	+14%	12k	156.23	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.9M		42k	45.07	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.1	$1.8M	+2%	10k	183.81	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.1	$1.8M	+663%	38k	48.29	View chart
Daktronics (DAKT)	0.1	$1.8M	-2%	146k	12.18	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.8M	NEW	15k	119.73	View chart
Northwestern Energy Group In Com New (NWE)	0.1	$1.7M	-19%	30k	57.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.7M	-63%	4.1k	419.88	View chart
Agnico (AEM)	0.1	$1.7M		16k	108.41	View chart
Fortinet (FTNT)	0.1	$1.7M	-2%	17k	96.26	View chart
Danaher Corporation (DHR)	0.1	$1.6M	-3%	8.0k	204.99	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.6M	NEW	17k	97.48	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$1.6M	+64%	60k	27.17	View chart
Nike CL B (NKE)	0.1	$1.6M	+65%	25k	63.48	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.1	$1.6M	+2%	30k	52.74	View chart
Dow (DOW)	0.1	$1.6M	-3%	46k	34.92	View chart
Spdr Ser Tr Factst Inv Etf (XITK)	0.1	$1.6M	-2%	9.9k	160.03	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.6M	+54%	17k	92.79	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.6M	+13%	8.1k	193.03	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.6M	+8%	33k	46.93	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.5M	-7%	15k	102.18	View chart
Sarepta Therapeutics (SRPT)	0.1	$1.5M		24k	63.82	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$1.5M	NEW	18k	85.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.5M	+15%	9.8k	154.64	View chart
AFLAC Incorporated (AFL)	0.1	$1.5M	+2%	14k	111.19	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$1.5M	NEW	31k	48.52	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$1.5M	+16%	11k	131.40	View chart
Palo Alto Networks (PANW)	0.1	$1.5M	+2%	8.7k	170.64	View chart
Abbott Laboratories (ABT)	0.1	$1.5M	-10%	11k	132.65	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.5M	-12%	29k	50.63	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	+224%	14k	102.74	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.4M	+3%	16k	88.99	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.4M		46k	30.73	View chart
Prudential Financial (PRU)	0.1	$1.4M		13k	111.68	View chart
Chevron Corporation (CVX)	0.1	$1.4M		8.1k	167.28	View chart
Sandstorm Gold Com New (SAND)	0.1	$1.4M		179k	7.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.3M	-15%	18k	73.45	View chart
Argan (AGX)	0.1	$1.3M	-2%	10k	131.17	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$1.3M		17k	77.26	View chart
Helmerich & Payne (HP)	0.1	$1.3M	+16%	51k	26.12	View chart
Matrix Service Company (MTRX)	0.1	$1.3M	-2%	106k	12.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.3M	+36%	2.3k	542.42	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.3M	-5%	21k	60.89	View chart
Kroger (KR)	0.1	$1.2M	NEW	18k	67.69	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.1	$1.2M		9.8k	126.17	View chart
Tesla Motors (TSLA)	0.1	$1.2M	-7%	4.8k	259.16	View chart
Republic Services (RSG)	0.1	$1.2M	+48%	5.1k	242.17	View chart
TJX Companies (TJX)	0.1	$1.2M	+16%	10k	121.80	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.2M	+3%	17k	71.43	View chart
Lamb Weston Hldgs (LW)	0.1	$1.2M	+137%	23k	53.30	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.2M	-19%	2.4k	495.27	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$1.2M	-4%	14k	84.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.2M		45k	26.58	View chart
Tyson Foods Cl A (TSN)	0.1	$1.2M	+16%	19k	63.81	View chart
Uber Technologies (UBER)	0.1	$1.2M	+6%	16k	72.86	View chart
Boston Scientific Corporation (BSX)	0.1	$1.2M	NEW	12k	100.88	View chart
Netflix (NFLX)	0.1	$1.2M	+58%	1.2k	932.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M	+10%	9.2k	122.01	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.1M	-2%	23k	47.58	View chart
Goldman Sachs (GS)	0.1	$1.1M		2.0k	546.34	View chart
Visa Com Cl A (V)	0.1	$1.1M	+4%	3.1k	350.46	View chart
Blackrock (BLK)	0.1	$1.1M		1.1k	946.14	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.1M	+60%	13k	82.54	View chart
Trane Technologies SHS (TT)	0.1	$1.1M		3.2k	336.92	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$1.0M		42k	24.93	View chart
Nextera Energy (NEE)	0.1	$1.0M	+5%	15k	70.89	View chart
Realty Income (O)	0.1	$1.0M	+18%	17k	58.01	View chart
Intel Corporation (INTC)	0.1	$1.0M		44k	22.71	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.0M	-18%	21k	48.82	View chart
Paypal Holdings (PYPL)	0.1	$996k	+2%	15k	65.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$994k	-3%	1.8k	548.12	View chart
Illinois Tool Works (ITW)	0.1	$984k		4.0k	248.03	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$976k	+8%	29k	33.50	View chart
Texas Instruments Incorporated (TXN)	0.1	$965k	+6%	5.4k	179.68	View chart
General Mills (GIS)	0.1	$960k	+3%	16k	59.79	View chart
Ge Aerospace Com New (GE)	0.1	$954k		4.8k	200.13	View chart
Travelers Companies (TRV)	0.1	$950k	-7%	3.6k	264.46	View chart
Anthem (ELV)	0.1	$949k	+23%	2.2k	434.88	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$946k	-5%	10k	92.35	View chart
Kyndryl Hldgs Common Stock (KD)	0.1	$938k	+4%	30k	31.40	View chart
Intuit (INTU)	0.1	$927k	+7%	1.5k	614.07	View chart
Viking Holdings Ord Shs (VIK)	0.1	$912k		23k	39.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$906k		2.4k	370.86	View chart
Vistra Energy (VST)	0.1	$875k	+12%	7.5k	117.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$869k	+28%	7.3k	118.92	View chart
Walt Disney Company (DIS)	0.1	$865k	+12%	8.8k	98.70	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$862k	+5%	21k	40.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$836k	NEW	20k	42.15	View chart
First Industrial Realty Trust (FR)	0.1	$836k	+8%	16k	53.96	View chart
Hershey Company (HSY)	0.1	$833k	+14%	4.9k	171.03	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.1	$825k	+10%	49k	16.90	View chart
Bce Com New (BCE)	0.1	$824k	-28%	36k	22.95	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$819k	+5%	23k	36.41	View chart
Biogen Idec (BIIB)	0.1	$818k	-34%	6.0k	136.84	View chart
Extra Space Storage (EXR)	0.1	$816k	+8%	5.5k	148.49	View chart
Prologis (PLD)	0.1	$816k	+10%	7.3k	111.79	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.1	$804k	-6%	3.6k	225.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$802k		2.8k	288.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$801k	-74%	2.2k	361.12	View chart
Stock Yards Ban (SYBT)	0.1	$795k		12k	69.06	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$791k	+5%	16k	51.18	View chart
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST)	0.1	$787k	+5%	17k	46.56	View chart
Relx Sponsored Adr (RELX)	0.1	$787k	+237%	16k	50.41	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$785k	+7%	16k	50.17	View chart
Casey's General Stores (CASY)	0.1	$783k	+31%	1.8k	434.04	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$779k	+2%	16k	49.81	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$771k	+113%	23k	34.28	View chart
Stryker Corporation (SYK)	0.1	$764k		2.1k	372.25	View chart
Apollo Global Mgmt (APO)	0.1	$759k	+5%	5.5k	136.94	View chart
Amdocs SHS (DOX)	0.1	$755k	+22%	8.2k	91.50	View chart
Vanguard World Utilities Etf (VPU)	0.1	$727k		4.3k	170.83	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$718k	+12%	18k	39.37	View chart
Gartner (IT)	0.1	$712k	-3%	1.7k	419.74	View chart
American Express Company (AXP)	0.1	$710k	+7%	2.6k	269.05	View chart
Albemarle Corporation (ALB)	0.1	$710k	NEW	9.9k	72.02	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$690k	+2%	4.3k	161.28	View chart
Dollar Tree (DLTR)	0.1	$685k		9.1k	75.07	View chart
Kkr & Co (KKR)	0.1	$679k	+6%	5.9k	115.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$666k		3.3k	199.50	View chart
Bgc Group Cl A (BGC)	0.0	$664k	NEW	72k	9.17	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$662k		5.5k	121.12	View chart
L3harris Technologies (LHX)	0.0	$659k	-26%	3.1k	209.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$655k	+11%	6.6k	99.34	View chart
Global X Fds Global X Uranium (URA)	0.0	$647k	+10%	28k	22.92	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$641k	+3%	4.0k	160.69	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$632k	-10%	5.1k	124.49	View chart
Baxter International (BAX)	0.0	$631k		18k	34.23	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.0	$627k	+7%	51k	12.23	View chart
Independence Realty Trust In (IRT)	0.0	$613k		29k	21.23	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$593k		6.5k	91.54	View chart
Yum! Brands (YUM)	0.0	$589k		3.7k	157.37	View chart
Altria (MO)	0.0	$588k	NEW	9.8k	60.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$568k	+7%	6.3k	90.55	View chart
GSK Sponsored Adr (GSK)	0.0	$561k	+3%	15k	38.74	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$559k	+4%	2.8k	202.13	View chart
Chubb (CB)	0.0	$554k		1.8k	301.99	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$550k	-13%	8.6k	63.80	View chart
Metropcs Communications (TMUS)	0.0	$547k		2.1k	266.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$538k	-3%	23k	23.43	View chart
Wells Fargo & Company (WFC)	0.0	$529k	NEW	7.4k	71.79	View chart
BlackRock Enhanced Capital and Income (CII)	0.0	$525k		28k	18.47	View chart
Linde SHS (LIN)	0.0	$524k	+6%	1.1k	465.53	View chart
Ea Series Trust Marketdesk Focus (FDIV)	0.0	$520k	+62%	19k	26.83	View chart
Aptiv Com Shs (APTV)	0.0	$511k		8.6k	59.50	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$504k	+42%	2.3k	218.79	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$502k	NEW	30k	16.63	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$498k	-5%	8.5k	58.54	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$488k	+99%	5.0k	97.95	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$485k	-6%	11k	46.02	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$483k	+42%	10k	47.89	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$481k	-2%	16k	29.24	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$479k		2.8k	172.28	View chart
Global Net Lease Com New (GNL)	0.0	$471k	+5%	59k	8.04	View chart
Weis Markets (WMK)	0.0	$469k	-9%	6.1k	77.06	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.0	$464k	+2%	12k	38.25	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$459k		5.1k	89.65	View chart
Bank of New York Mellon Corporation (BK)	0.0	$459k	NEW	5.5k	83.87	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$457k	+6%	5.2k	88.01	View chart
Northrop Grumman Corporation (NOC)	0.0	$453k	+101%	885.00	511.78	View chart
Lowe's Companies (LOW)	0.0	$450k		1.9k	233.29	View chart
Cleanspark Com New (CLSK)	0.0	$434k	+25%	65k	6.72	View chart
Entergy Corporation (ETR)	0.0	$434k	NEW	5.1k	85.49	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$430k	-6%	10k	42.08	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$429k	-35%	12k	34.55	View chart
Smucker J M Com New (SJM)	0.0	$426k	-5%	3.6k	118.39	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$416k		9.3k	44.59	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$408k	-69%	7.9k	51.45	View chart
CSX Corporation (CSX)	0.0	$405k	-2%	14k	29.43	View chart
Progressive Corporation (PGR)	0.0	$405k		1.4k	283.01	View chart
Zimmer Holdings (ZBH)	0.0	$398k		3.5k	113.17	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$397k	+4%	9.1k	43.44	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.0	$396k	+7%	11k	35.15	View chart
CVS Caremark Corporation (CVS)	0.0	$390k	-7%	5.8k	67.75	View chart
Humana (HUM)	0.0	$380k	-48%	1.4k	264.62	View chart
Chipotle Mexican Grill (CMG)	0.0	$376k	+3%	7.5k	50.21	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.0	$370k	+11%	10k	36.79	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$365k	NEW	13k	27.26	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$364k	-2%	2.4k	153.11	View chart
Qualcomm (QCOM)	0.0	$360k	-2%	2.3k	153.61	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$360k	NEW	12k	30.99	View chart
3M Company (MMM)	0.0	$357k	+6%	2.4k	146.84	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$356k	NEW	76k	4.72	View chart
Boeing Company (BA)	0.0	$355k	-4%	2.1k	170.55	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$354k	+65%	2.6k	135.69	View chart
Amc Networks Cl A (AMCX)	0.0	$351k	+11%	51k	6.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$351k		8.7k	40.19	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$341k		9.9k	34.30	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$338k	+67%	6.0k	56.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$337k	+5%	6.9k	48.82	View chart
Ingersoll Rand (IR)	0.0	$331k		4.1k	80.03	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$326k	+2%	925.00	352.58	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$322k	NEW	7.3k	44.26	View chart
PNC Financial Services (PNC)	0.0	$322k		1.8k	175.77	View chart
Novo-nordisk A S Adr (NVO)	0.0	$322k	-5%	4.6k	69.44	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$322k	-6%	5.3k	60.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$321k		6.4k	49.89	View chart
Spdr Ser Tr Comp Software (XSW)	0.0	$316k	-3%	2.0k	159.86	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$315k	-2%	4.1k	76.61	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$311k		7.7k	40.29	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$311k	-14%	1.9k	165.96	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$309k		4.7k	65.17	View chart
Enterprise Products Partners (EPD)	0.0	$306k	NEW	9.0k	34.14	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$304k	+17%	2.7k	112.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$302k	-2%	2.3k	134.28	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.0	$300k	-42%	10k	28.71	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$300k	+7%	4.0k	74.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$297k	-87%	14k	22.08	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.0	$294k		5.2k	56.20	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$294k	NEW	11k	26.89	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$292k		13k	22.94	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$290k		6.0k	48.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$287k		2.0k	140.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$286k	+14%	1.1k	258.73	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$285k	NEW	13k	22.46	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$285k	+36%	6.1k	46.31	View chart
O'reilly Automotive (ORLY)	0.0	$281k	-3%	196.00	1432.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$280k	+19%	7.2k	39.14	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$273k	-29%	2.1k	132.21	View chart
Philip Morris International (PM)	0.0	$271k	NEW	1.7k	158.75	View chart
Etf Ser Solutions Acquirers Fd (ZIG)	0.0	$270k	+2%	7.7k	35.25	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$268k		3.5k	76.57	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$268k		2.4k	111.74	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$262k	-3%	9.8k	26.79	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$261k	NEW	2.6k	101.41	View chart
Arista Networks Com Shs (ANET)	0.0	$259k		3.3k	77.48	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$256k	-16%	4.4k	57.88	View chart
salesforce (CRM)	0.0	$255k	+8%	952.00	268.26	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$249k	+2%	5.4k	46.07	View chart
Capital One Financial (COF)	0.0	$246k	-12%	1.4k	179.28	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.0	$245k	+3%	3.4k	72.85	View chart
Tandy Leather Factory (TLF)	0.0	$244k		84k	2.90	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$244k	NEW	6.2k	39.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$238k	+6%	7.2k	33.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$237k	NEW	5.7k	41.47	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$237k	NEW	7.3k	32.37	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$234k	-2%	7.1k	33.14	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$233k	NEW	4.6k	51.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$232k	+6%	1.7k	139.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$231k	-28%	4.5k	50.83	View chart
Calamos Etf Tr Russell 2000 Str (CPRY)	0.0	$228k	NEW	9.3k	24.54	View chart
Oracle Corporation (ORCL)	0.0	$226k	+2%	1.6k	139.77	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$224k	NEW	4.3k	51.93	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.0	$224k	NEW	3.9k	56.72	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.0	$220k	NEW	16k	13.73	View chart
United Parcel Service CL B (UPS)	0.0	$220k	NEW	2.0k	109.97	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$219k	NEW	2.9k	74.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$217k	NEW	2.8k	78.86	View chart
Vanguard World Industrial Etf (VIS)	0.0	$216k	NEW	873.00	247.53	View chart
Wk Kellogg Com Shs (KLG)	0.0	$214k	NEW	11k	19.93	View chart
Veralto Corp Com Shs (VLTO)	0.0	$213k	-3%	2.2k	97.45	View chart
Chewy Cl A (CHWY)	0.0	$211k	-3%	6.5k	32.51	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$208k	-2%	4.1k	50.23	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$208k		26k	8.14	View chart
Union Pacific Corporation (UNP)	0.0	$207k	NEW	875.00	236.11	View chart
Wp Carey (WPC)	0.0	$203k	NEW	3.2k	63.12	View chart
Texas Pacific Land Corp (TPL)	0.0	$203k	NEW	153.00	1324.99	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$202k	-5%	1.8k	114.86	View chart
Kraft Heinz (KHC)	0.0	$200k	-22%	6.6k	30.43	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$200k	NEW	1.3k	148.43	View chart
Organon & Co Common Stock (OGN)	0.0	$186k		13k	14.89	View chart
Western Union Company (WU)	0.0	$168k	NEW	16k	10.58	View chart
Amplify Etf Tr High Income (YYY)	0.0	$167k	+19%	15k	11.41	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.0	$153k	-3%	16k	9.68	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)	0.0	$148k	NEW	11k	13.88	View chart
Vor Biopharma (VOR)	0.0	$37k	+106%	52k	0.72	View chart
Plby Group Ord (PLBY)	0.0	$36k	-50%	33k	1.10	View chart
Stem (STEM)	0.0	$25k		70k	0.35	View chart
Bitfarms (BITF)	0.0	$16k		20k	0.79	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 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
Money Concepts Capital Corp 2021 Q4 filed Feb. 14, 2022
Money Concepts Capital Corp 2021 Q1 filed May 17, 2021
Money Concepts Capital Corp 2020 Q4 filed May 17, 2021

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z