MA

MONECO Advisors, LLC

13F
MONECO Advisors, LLC
Last update 2025-05-08 456 Stocks (37 new)
Value $972.00 Mil Turnover 12 %
Countries:
Top Holdings: SGOV(5.56%)SPYV(2.84%)AAPL(2.63%)IWY(2.49%)VUG(1.96%)
Summary Stock Picks Current Portfolio
MONECO Advisors, LLC Top Holdings of 2025-03-31 View Full List
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
+1.04%
+1.59%
46,987.7
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
541,453
27,652.0
+19.33%
2.840
+0.46%
0.110
-2.10%
+0.90%
25,890.1
 
AAPL 		Apple Inc
114,939
25,531.3
+2.64%
2.630
+0.07%
0.000
-13.52%
-15.43%
3,155,342.6
Hardware
IWY 		iShares Russell Top 200 Growth ETF
114,850
24,226.4
+18.59%
2.490
+0.39%
0.200
-3.67%
-0.85%
13,072.2
 
VUG 		Vanguard Growth ETF
51,501
19,097.5
-8.61%
1.960
-0.21%
0.010
-2.72%
+1.33%
155,026.4
 
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF
918,475
18,994.1
+40.48%
1.950
+0.56%
0.540
+1.07%
+1.71%
3,508.9
 
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF
970,919
18,913.5
+41.94%
1.940
+0.57%
0.450
+1.08%
+1.85%
4,211.5
 
SPLG 		SPDR Portfolio S&P 500 ETF
287,290
18,892.2
+37.75%
1.940
+0.53%
0.030
-2.22%
+1.72%
67,331.2
 
BSCR 		Invesco BulletShares 2027 Corporate Bond ETF
939,764
18,410.0
+41.56%
1.890
+0.55%
0.530
+1.49%
+2.12%
3,455.1
 
MSFT 		Microsoft Corp
48,992
18,391.0
+14.25%
1.890
+0.24%
0.000
+11.65%
+8.19%
3,376,381.7
Software

MONECO Advisors, LLC's Historical Top Holdings Breakdowns

MONECO Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSCV 		Invesco BulletShares 2031 Corporate Bond ETF2025-03-31Add
+0.70%
●
15.87 ($16.17) 16.38
$16.29
0.74%
Add 93.55%
861,146
416,223
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF2025-03-31Add
+0.57%
●
19.42 ($19.48) 19.54
$19.53
0.26%
Add 41.94%
970,919
286,887
OEF 		iShares S&P 100 ETF2025-03-31Reduce
-0.57%
●
268.35 ($287.14) 300.35
$289.40
0.79%
Reduce -28.72%
46,213
-18,622
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF2025-03-31Add
+0.56%
●
20.64 ($20.69) 20.73
$20.72
0.14%
Add 40.48%
918,475
264,658
BSCR 		Invesco BulletShares 2027 Corporate Bond ETF2025-03-31Add
+0.55%
●
19.43 ($19.52) 19.62
$19.62
0.51%
Add 41.56%
939,764
275,878
BSCT 		Invesco BulletShares 2029 Corporate Bond ETF2025-03-31Add
+0.53%
●
18.18 ($18.42) 18.58
$18.55
0.71%
Add 40.88%
950,875
275,923
BSCS 		Invesco BulletShares 2028 Corporate Bond ETF2025-03-31Add
+0.53%
●
20.05 ($20.24) 20.4
$20.38
0.69%
Add 42.63%
849,590
253,945
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Add
+0.53%
●
64.88 ($69.16) 72.1
$69.90
1.07%
Add 37.75%
287,290
78,737
BSCU 		Invesco BulletShares 2030 Corporate Bond ETF2025-03-31Add
+0.52%
●
16.19 ($16.46) 16.64
$16.60
0.85%
Add 45.69%
968,947
303,871
SPYV 		SPDR Portfolio S&P 500 Value ETF2025-03-31Add
+0.46%
●
49.78 ($51.86) 53.19
$51.42
-0.85%
Add 19.33%
541,453
87,714

MONECO Advisors, LLC Total Holding History ($B)

To

MONECO Advisors, LLC's Asset Allocation

To

MONECO Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MONECO Advisors, LLC's Hypothetical Growth since 2025-03-31

MONECO Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MONECO Advisors, LLC's Holdings Heat Map

Size field:

MONECO Advisors, LLC's Holdings Bubble Chart

MONECO Advisors, LLC News

  • 1

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