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MONECO Advisors, LLC13F | |
MONECO Advisors, LLC | |
Last update 2025-05-08 | 456 Stocks (37 new) |
Value $972.00 Mil | Turnover 12 % |
MONECO Advisors, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 537,430 | 54,103.1 | +2.53% | 5.560 | +0.14% | 0.120 | +1.06% | +2.28% | 50,969.6 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 541,453 | 27,652.0 | +19.33% | 2.840 | +0.46% | 0.110 | +9.77% | +3.76% | 26,715.4 | ||
AAPL | Apple Inc | 114,939 | 25,531.3 | +2.64% | 2.630 | +0.07% | 0.000 | +4.40% | -15.64% | 3,147,725.3 | Hardware | |
IWY | iShares Russell Top 200 Growth ETF | 114,850 | 24,226.4 | +18.59% | 2.490 | +0.39% | 0.200 | +21.63% | +6.57% | 14,198.6 | ||
VUG | Vanguard Growth ETF | 51,501 | 19,097.5 | -8.61% | 1.960 | -0.21% | 0.010 | +23.08% | +8.77% | 165,993.9 | ||
BSCP |
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
| 918,475 | 18,994.1 | +40.48% | 1.950 | +0.56% | 0.540 | +1.14% | +2.46% | 3,251.8 | ||
BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
| 970,919 | 18,913.5 | +41.94% | 1.940 | +0.57% | 0.450 | +1.28% | +2.65% | 4,249.6 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 287,290 | 18,892.2 | +37.75% | 1.940 | +0.53% | 0.030 | +16.35% | +7.05% | 76,464.3 | ||
BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
| 939,764 | 18,410.0 | +41.56% | 1.890 | +0.55% | 0.530 | +1.49% | +2.96% | 3,714.7 | ||
MSFT | Microsoft Corp | 48,992 | 18,391.0 | +14.25% | 1.890 | +0.24% | 0.000 | +31.60% | +20.68% | 3,766,107.1 | Software |
MONECO Advisors, LLC's Historical Top Holdings Breakdowns
MONECO Advisors, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BSCV |
Invesco BulletShares 2031 Corporate Bond ETF
Invesco BulletShares 2031 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.70% | 15.87 ($16.17) 16.38 | $16.39 | 1.36% | Add 93.55% | 861,146 | 416,223 | |
BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.57% | 19.42 ($19.48) 19.54 | $19.53 | 0.26% | Add 41.94% | 970,919 | 286,887 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | Reduce Reduce | -0.57% | 268.35 ($287.14) 300.35 | $307.94 | 7.24% | Reduce -28.72% | 46,213 | -18,622 | |
BSCP |
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.56% | 20.64 ($20.69) 20.73 | $20.73 | 0.17% | Add 40.48% | 918,475 | 264,658 | |
BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.55% | 19.43 ($19.52) 19.62 | $19.64 | 0.64% | Add 41.56% | 939,764 | 275,878 | |
BSCT |
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.53% | 18.18 ($18.42) 18.58 | $18.62 | 1.08% | Add 40.88% | 950,875 | 275,923 | |
BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.53% | 20.05 ($20.24) 20.4 | $20.42 | 0.89% | Add 42.63% | 849,590 | 253,945 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.53% | 64.88 ($69.16) 72.1 | $73.34 | 6.04% | Add 37.75% | 287,290 | 78,737 | |
BSCU |
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.52% | 16.19 ($16.46) 16.64 | $16.67 | 1.28% | Add 45.69% | 968,947 | 303,871 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Add Add | +0.46% | 49.78 ($51.86) 53.19 | $52.62 | 1.46% | Add 19.33% | 541,453 | 87,714 |
MONECO Advisors, LLC Total Holding History ($B)
MONECO Advisors, LLC's Asset Allocation
MONECO Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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MONECO Advisors, LLC's Hypothetical Growth since 2025-03-31
MONECO Advisors, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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MONECO Advisors, LLC's Holdings Heat Map
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