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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 SVAL, SPMO, IWS, VOO, IEMG, and represent 18.54% of Money Concepts Capital Corp's stock portfolio.
Added to shares of these 10 stocks: SVAL (+$99M), IEMG (+$43M), XLI (+$28M), XLV (+$28M), XLF (+$27M), SHY (+$9.4M), SGOV (+$6.3M), NOBL (+$5.6M), CTA, COWZ.
Started 92 new stock positions in UNOV, IWN, JHSC, LQD, FDX, FHLC, GBIL, IJS, SPYD, EDIV.
Reduced shares in these 10 stocks: IWM (-$89M), XMMO (-$68M), SPMO (-$44M), QQQ (-$43M), MAGS (-$31M), IOO (-$9.9M), IEF (-$7.7M), GLDM (-$6.8M), , RTX (-$5.3M).
Sold out of its positions in AGX, AstraZeneca, AXON, BELFB, BITQ, EAT, CHYM, CLM, EME, FTCS.
Money Concepts Capital Corp was a net buyer of stock by $46M.
Money Concepts Capital Corp has $1.8B in assets under management (AUM), dropping by 1.39%.
Central Index Key (CIK): 0000716851

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Portfolio Holdings for Money Concepts Capital Corp

Money Concepts Capital Corp holds 567 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Money Concepts Capital Corp has 567 total positions. Only the first 250 positions are shown.

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Download the Money Concepts Capital Corp March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Us Sml Cp Value (SVAL)	5.5	$99M	NEW	2.8M	35.94	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.8	$70M	-38%	620k	112.11	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	3.5	$63M	-6%	430k	145.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$61M	+4%	102k	597.55	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$43M	NEW	618k	69.75	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	2.1	$38M	-44%	654k	57.94	View chart
Apple (AAPL)	2.0	$36M		143k	253.79	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.7	$32M	+871%	195k	161.73	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.7	$31M	+1153%	208k	146.61	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.5	$27M	+5459%	547k	49.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$27M	+18%	139k	191.92	View chart
Spdr Series Trust State Street Spd (SPTM)	1.4	$25M	+6%	315k	79.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$23M	+2%	158k	148.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$22M	+3%	246k	90.53	View chart
Spdr Series Trust State Street Spd (SPAB)	1.1	$20M		761k	25.62	View chart
Microsoft Corporation (MSFT)	1.1	$19M	+3%	52k	370.17	View chart
NVIDIA Corporation (NVDA)	1.0	$19M	-2%	106k	174.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$17M	+2%	134k	124.31	View chart
Village Super Mkt Cl A New (VLGEA)	0.9	$17M	+5%	391k	42.23	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.9	$16M		123k	132.90	View chart
Sprott Asset Management Physical Silver (PSLV)	0.8	$15M		617k	24.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$14M	+214%	168k	82.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$13M		20k	653.19	View chart
Eli Lilly & Co. (LLY)	0.7	$13M	+2%	14k	919.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$13M		128k	99.27	View chart
Johnson & Johnson (JNJ)	0.7	$13M		51k	244.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$12M	+2%	366k	33.77	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$12M	+3%	129k	92.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$12M	+120%	115k	100.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$11M	+3%	209k	54.05	View chart
Gilead Sciences (GILD)	0.6	$11M	-7%	80k	139.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$11M	+5%	356k	30.96	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.6	$10M	-2%	232k	45.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$10M	+27%	16k	650.35	View chart
Cardinal Health (CAH)	0.6	$10M	-4%	47k	211.31	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.5	$9.9M	+28%	121k	81.98	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$9.9M	-29%	129k	76.54	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.5	$9.8M	+9%	276k	35.44	View chart
Amazon (AMZN)	0.5	$9.7M	+2%	47k	208.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$9.6M	+139%	91k	106.01	View chart
Fonar Corp Com New (FONR)	0.5	$9.2M	-2%	498k	18.56	View chart
Abbvie (ABBV)	0.5	$9.2M		42k	217.49	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$8.8M	+7%	96k	91.77	View chart
RBB F/m Us Treasury (TBIL)	0.5	$8.7M	+2%	175k	49.86	View chart
Coca-Cola Company (KO)	0.5	$8.5M	+4%	112k	76.05	View chart
Procter & Gamble Company (PG)	0.5	$8.5M	+5%	59k	144.44	View chart
Wal-Mart Stores (WMT)	0.5	$8.5M	+7%	68k	124.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$8.3M	+4%	29k	286.86	View chart
Spdr Series Trust State Street Spd (SPSB)	0.4	$7.7M	+3%	255k	30.07	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$7.7M		88k	86.64	View chart
Duke Energy Corp Com New (DUK)	0.4	$7.6M	+4%	58k	130.94	View chart
Palantir Technologies Cl A (PLTR)	0.4	$7.4M	-3%	51k	146.28	View chart
Cadence Design Systems (CDNS)	0.4	$7.3M		26k	277.87	View chart
Corning Incorporated (GLW)	0.4	$7.3M	-4%	53k	135.97	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$7.2M		19k	383.40	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$7.2M	+104%	152k	47.08	View chart
Pfizer (PFE)	0.4	$7.1M	+2%	254k	28.08	View chart
Kimberly-Clark Corporation (KMB)	0.4	$7.0M	+16%	73k	96.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$7.0M	+5%	103k	67.53	View chart
McDonald's Corporation (MCD)	0.4	$6.8M	-14%	22k	310.78	View chart
Cisco Systems (CSCO)	0.4	$6.8M		88k	77.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$6.8M	+49%	120k	56.68	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$6.7M	+205%	108k	62.56	View chart
Home Depot (HD)	0.4	$6.4M	+5%	20k	328.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$6.3M	+53%	113k	55.52	View chart
Verizon Communications (VZ)	0.3	$6.2M		124k	50.20	View chart
Southern Company (SO)	0.3	$6.1M	+5%	63k	96.52	View chart
At&t (T)	0.3	$6.1M		210k	28.99	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$6.0M	+4%	208k	28.72	View chart
Alliant Energy Corporation (LNT)	0.3	$5.8M	+4%	81k	71.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$5.8M	-57%	60k	95.44	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$5.7M	+178%	113k	50.61	View chart
Colgate-Palmolive Company (CL)	0.3	$5.6M	+2%	66k	85.23	View chart
Caterpillar (CAT)	0.3	$5.6M	-29%	7.9k	708.45	View chart
Medtronic SHS (MDT)	0.3	$5.5M	+54%	63k	86.65	View chart
International Business Machines (IBM)	0.3	$5.4M	+5%	22k	242.39	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$5.4M	+29%	80k	68.14	View chart
Waste Management (WM)	0.3	$5.2M	+5%	22k	229.79	View chart
Ishares Tr Core Divid Etf (DIVB)	0.3	$5.1M		95k	53.95	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$5.1M	+12%	83k	61.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$5.0M	+34%	172k	29.13	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$4.9M		72k	68.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$4.9M		23k	215.06	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.3	$4.9M	+3%	41k	120.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$4.8M		25k	196.20	View chart
Helmerich & Payne (HP)	0.3	$4.7M	-4%	130k	36.03	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.3	$4.6M	NEW	153k	30.22	View chart
Lockheed Martin Corporation (LMT)	0.3	$4.6M		7.6k	604.41	View chart
Novo-nordisk A S Adr (NVO)	0.3	$4.5M	+7%	123k	36.75	View chart
Meta Platforms Cl A (META)	0.2	$4.5M		7.9k	572.15	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$4.5M		28k	158.45	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$4.4M		14k	328.66	View chart
Honeywell International (HON)	0.2	$4.4M		20k	226.03	View chart
Seneca Foods Corp Cl A (SENEA)	0.2	$4.3M		29k	151.12	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$4.3M	+12%	44k	97.91	View chart
Advanced Micro Devices (AMD)	0.2	$4.3M		21k	203.43	View chart
General Dynamics Corporation (GD)	0.2	$4.3M	+3%	12k	343.22	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$4.3M	-11%	45k	95.48	View chart
Comcast Corp Cl A (CMCSA)	0.2	$4.2M	+14%	148k	28.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$4.2M		13k	320.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.1M		8.5k	479.22	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$4.1M	NEW	102k	39.68	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$4.0M	+9%	47k	84.91	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$4.0M	NEW	79k	49.95	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$3.8M	NEW	40k	96.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.2	$3.8M	+650%	88k	43.43	View chart
Broadcom (AVGO)	0.2	$3.8M		12k	309.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.8M	+12%	8.8k	430.29	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$3.7M	+4%	65k	56.58	View chart
Deere & Company (DE)	0.2	$3.7M		6.5k	563.28	View chart
Kroger (KR)	0.2	$3.6M	+3%	50k	72.36	View chart
Blackrock Etf Trust Ishares Prime Mo (PMMF)	0.2	$3.6M	NEW	36k	100.50	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$3.6M	+1208%	71k	50.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.6M	+56%	20k	181.42	View chart
Spdr Series Trust State Street Spd (XSD)	0.2	$3.5M		11k	326.12	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.2	$3.5M	+5%	130k	26.96	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.2	$3.5M		32k	109.36	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$3.5M	-7%	47k	75.19	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$3.5M	+115%	115k	30.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$3.5M	+11%	32k	109.69	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$3.5M	+1310%	34k	100.57	View chart
Costco Wholesale Corporation (COST)	0.2	$3.4M	+6%	3.4k	996.49	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.3M	+14%	11k	294.17	View chart
Pepsi (PEP)	0.2	$3.3M		21k	155.29	View chart
Amgen (AMGN)	0.2	$3.3M		9.3k	351.84	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$3.3M	+8%	36k	92.28	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$3.2M	+6%	56k	57.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.2M		11k	287.56	View chart
Agnico (AEM)	0.2	$3.2M		16k	202.98	View chart
UnitedHealth (UNH)	0.2	$3.2M		12k	270.58	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$3.2M		63k	50.34	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$3.1M	+48%	61k	50.63	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.1M		18k	169.67	View chart
Astrazeneca Ord (AZN)	0.2	$3.1M	NEW	16k	193.69	View chart
Cummins (CMI)	0.2	$3.0M	-4%	5.6k	537.99	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$3.0M	-2%	30k	99.97	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$3.0M	NEW	36k	82.43	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$2.9M	-21%	64k	45.89	View chart
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST)	0.2	$2.9M	-4%	39k	75.47	View chart
ConocoPhillips (COP)	0.2	$2.9M	NEW	22k	132.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.9M	-53%	12k	237.63	View chart
Starbucks Corporation (SBUX)	0.2	$2.9M	+14%	32k	89.59	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.8M	+11%	26k	106.15	View chart
Royal Gold (RGLD)	0.2	$2.8M		11k	254.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.7M	-6%	24k	113.11	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$2.7M	NEW	63k	42.89	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$2.6M	+7%	24k	107.62	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$2.6M	-8%	28k	91.64	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.6M	+45%	13k	198.29	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$2.6M	+9%	27k	93.74	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.6M	-5%	7.0k	367.43	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$2.6M	-5%	68k	37.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.5M	+52%	82k	30.68	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$2.5M		35k	70.03	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$2.5M	+17%	54k	45.65	View chart
Entergy Corporation (ETR)	0.1	$2.4M		21k	112.36	View chart
Akamai Technologies (AKAM)	0.1	$2.4M	+6%	21k	114.85	View chart
Chevron Corporation (CVX)	0.1	$2.4M	+3%	11k	206.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$2.4M	NEW	38k	62.45	View chart
Palo Alto Networks (PANW)	0.1	$2.4M	+9%	15k	160.32	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$2.4M		45k	52.46	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$2.3M	+23%	89k	26.20	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$2.3M		36k	65.04	View chart
Oracle Corporation (ORCL)	0.1	$2.3M	+27%	16k	147.11	View chart
Consolidated Edison (ED)	0.1	$2.3M		20k	113.18	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$2.3M	+511%	37k	61.64	View chart
Harley-Davidson (HOG)	0.1	$2.3M	+75%	113k	20.22	View chart
Bank Ozk (OZK)	0.1	$2.3M		49k	45.89	View chart
Merck & Co (MRK)	0.1	$2.3M	+30%	19k	120.29	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.3M	-2%	39k	57.20	View chart
Nomad Foods Usd Ord Shs (NOMD)	0.1	$2.2M	+24%	234k	9.61	View chart
Global X Fds Global X Uranium (URA)	0.1	$2.2M	+2%	46k	48.43	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.2M	+5%	3.2k	682.25	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.1	$2.2M	+195%	90k	24.21	View chart
Spdr Series Trust State Street Spd (VLU)	0.1	$2.2M		10k	214.98	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$2.1M	+16%	18k	118.60	View chart
Tesla Motors (TSLA)	0.1	$2.1M	+4%	5.7k	371.75	View chart
Casey's General Stores (CASY)	0.1	$2.1M	+7%	2.9k	727.94	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.1M	+39%	19k	110.36	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.1M	-6%	8.4k	248.85	View chart
Nextera Energy (NEE)	0.1	$2.1M	+10%	23k	92.88	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.1M	+3%	30k	70.18	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.1M	+349%	24k	86.69	View chart
Republic Services (RSG)	0.1	$2.0M	+13%	9.4k	219.02	View chart
SYSCO Corporation (SYY)	0.1	$2.0M	+6%	29k	71.33	View chart
TJX Companies (TJX)	0.1	$2.0M	+5%	13k	159.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.1	$2.0M		31k	65.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.9M	+8%	22k	88.16	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.1	$1.9M	-22%	36k	54.50	View chart
Albemarle Corporation (ALB)	0.1	$1.9M	+4%	11k	179.53	View chart
Goldman Sachs (GS)	0.1	$1.9M	+25%	2.3k	845.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.9M	+6%	2.7k	697.63	View chart
Visa Com Cl A (V)	0.1	$1.9M	+8%	6.3k	302.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.9M	NEW	17k	108.99	View chart
Viking Holdings Ord Shs (VIK)	0.1	$1.9M		26k	73.48	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$1.9M	NEW	20k	95.72	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$1.8M	NEW	66k	27.78	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.8M	-66%	16k	114.91	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$1.8M	NEW	51k	35.52	View chart
Lamb Weston Hldgs (LW)	0.1	$1.8M		42k	42.26	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.8M		26k	67.59	View chart
Vistra Energy (VST)	0.1	$1.8M	+17%	12k	150.33	View chart
Cintas Corporation (CTAS)	0.1	$1.7M		10k	169.14	View chart
Nike CL B (NKE)	0.1	$1.7M	+18%	33k	52.82	View chart
Intel Corporation (INTC)	0.1	$1.7M	+13%	39k	44.13	View chart
Ye Cl A (YELP)	0.1	$1.7M	NEW	68k	24.74	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$1.7M	+18%	74k	22.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.7M	+34%	23k	73.64	View chart
Tyson Foods Cl A (TSN)	0.1	$1.7M	+14%	26k	64.07	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$1.7M	-97%	12k	145.02	View chart
Neuraxis (NRXS)	0.1	$1.7M		226k	7.40	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M	+9%	5.9k	283.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.6M	+3%	3.8k	436.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$1.6M	+408%	36k	44.28	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.6M	+2%	41k	39.43	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$1.6M	-7%	16k	99.44	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$1.6M	-7%	10k	154.14	View chart
Datadog Cl A Com (DDOG)	0.1	$1.6M	+8%	13k	118.05	View chart
Paypal Holdings (PYPL)	0.1	$1.6M	+11%	35k	45.23	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$1.6M	+2%	15k	107.39	View chart
AFLAC Incorporated (AFL)	0.1	$1.6M	+5%	14k	109.71	View chart
Rubrik Cl A (RBRK)	0.1	$1.6M	+82%	32k	48.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M	-98%	6.2k	248.02	View chart
Prudential Financial (PRU)	0.1	$1.5M	+23%	16k	97.69	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.5M	+2%	6.1k	243.06	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$1.4M	+70%	38k	37.20	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$1.4M	+73%	32k	44.72	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.4M	+8%	30k	48.32	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$1.4M	+67%	28k	50.12	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$1.4M	+190%	36k	38.84	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.4M	+20%	46k	30.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.4M	+8%	61k	22.91	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$1.4M	NEW	46k	30.15	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$1.4M	-24%	20k	71.43	View chart
Hershey Company (HSY)	0.1	$1.4M		6.7k	207.90	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.4M		18k	78.77	View chart
Trane Technologies SHS (TT)	0.1	$1.4M	+4%	3.3k	416.74	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.4M	+6%	7.1k	194.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.4M	-7%	7.2k	191.81	View chart
Universal Display Corporation (OLED)	0.1	$1.4M	+2%	15k	91.66	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$1.4M	-2%	15k	89.86	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$1.4M	+10%	23k	59.22	View chart
Ge Vernova (GEV)	0.1	$1.3M	+24%	1.5k	872.70	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.3M		29k	46.83	View chart
Spdr Series Trust State Street Spd (KCE)	0.1	$1.3M		9.7k	137.61	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$1.3M	NEW	11k	116.29	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.3M	+10%	6.3k	208.04	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$1.3M	+432%	12k	110.39	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$1.3M	+20%	28k	46.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.3M	+83%	45k	29.08	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 2026 Q1 filed April 30, 2026
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

View all past filings

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