- New Purchases: IWM, PBW, SEDG, FCX, NTR, COST, VWO, MU, ED, ETN, TGT, XLG, OHI, PJT, MCHP, LLY, IWN, IWO, AVGO, ZS, SYK, MO, NEE, ISRG, EMR, CGC, AMAT, TDOC, ONTX, IDEX, TNXP,
- Added Positions: IJK, IVW, ARKK, GDX, GLD, IJJ, SPY, CVS, VB, QQQ, IWP, KHC, BND, CMI, VO, IWD, EFAV, T, FB, IBM, PFE, MRK, ABBV, WRK, DIS, KO, VTI, INTU, AMZN, JNJ, NFLX, CVX, IWR, VBK, GOOGL, TSLA, BA, PYPL, NVDA, NEA, BSCM, PBCT, SWK, ET, BX, BSV, JKS, GOOG, VBR, ADBE, FISV, F,
- Reduced Positions: GSLC, DON, GSIE, IEI, USMV, IWB, VUG, IVV, BXMX, IWF, JPST, INTC, HFRO, XOM, QCOM, PG, QQQX, MDT, JPM, XLK, PEP, BRK.B, ALGN, VIG, CSCO, IUSG, GE, VGT, VOT, APLE, RTX, PFF, LOW, LQD, PM, ALB, SCHD, SWKS, VCSH, EPD, BMY, DUK, BCX, MCD, MTNB,
- Sold Out: BSCK, WBA, SHY, IBIO,
For the details of MONECO Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/moneco+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of MONECO Advisors, LLC- Vanguard Growth ETF (VUG) - 44,667 shares, 6.92% of the total portfolio. Shares reduced by 1.89%
- Apple Inc (AAPL) - 78,544 shares, 6.27% of the total portfolio. Shares added by 0.21%
- BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 139,375 shares, 5.75% of the total portfolio. Shares reduced by 3.6%
- Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) - 75,143 shares, 3.52% of the total portfolio. Shares reduced by 29.41%
- BTC iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 62,974 shares, 3.39% of the total portfolio. Shares added by 0.30%
MONECO Advisors, LLC initiated holding in BTC iShares Russell 2000 ETF. The purchase prices were between $152.37 and $199.14, with an estimated average price of $174.93. The stock is now traded at around $215.000000. The impact to a portfolio due to this purchase was 0.65%. The holding were 5,118 shares as of 2020-12-31.
New Purchase: Invesco WilderHill Clean Energy ETF (PBW)MONECO Advisors, LLC initiated holding in Invesco WilderHill Clean Energy ETF. The purchase prices were between $62.54 and $108.63, with an estimated average price of $81.9. The stock is now traded at around $131.300000. The impact to a portfolio due to this purchase was 0.56%. The holding were 7,250 shares as of 2020-12-31.
New Purchase: SolarEdge Technologies Inc (SEDG)MONECO Advisors, LLC initiated holding in SolarEdge Technologies Inc. The purchase prices were between $206.37 and $324.09, with an estimated average price of $277.53. The stock is now traded at around $321.120000. The impact to a portfolio due to this purchase was 0.31%. The holding were 1,500 shares as of 2020-12-31.
New Purchase: Freeport-McMoRan Inc (FCX)MONECO Advisors, LLC initiated holding in Freeport-McMoRan Inc. The purchase prices were between $15.72 and $26.53, with an estimated average price of $20.97. The stock is now traded at around $30.490000. The impact to a portfolio due to this purchase was 0.28%. The holding were 15,265 shares as of 2020-12-31.
New Purchase: Nutrien Ltd (NTR)MONECO Advisors, LLC initiated holding in Nutrien Ltd. The purchase prices were between $38.4 and $50.65, with an estimated average price of $44.41. The stock is now traded at around $52.700000. The impact to a portfolio due to this purchase was 0.27%. The holding were 8,202 shares as of 2020-12-31.
New Purchase: Costco Wholesale Corp (COST)MONECO Advisors, LLC initiated holding in Costco Wholesale Corp. The purchase prices were between $355.01 and $391.77, with an estimated average price of $373.95. The stock is now traded at around $362.300000. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,078 shares as of 2020-12-31.
Added: BTC iShares S&P Mid-Cap 400 Growth ETF (IJK)MONECO Advisors, LLC added to a holding in BTC iShares S&P Mid-Cap 400 Growth ETF by 294.56%. The purchase prices were between $60.4 and $72.82, with an estimated average price of $66.67. The stock is now traded at around $77.890000. The impact to a portfolio due to this purchase was 0.67%. The holding were 19,452 shares as of 2020-12-31.
Added: BTC iShares S&P 500 Growth ETF (IVW)MONECO Advisors, LLC added to a holding in BTC iShares S&P 500 Growth ETF by 288.91%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $65.630000. The impact to a portfolio due to this purchase was 0.48%. The holding were 16,688 shares as of 2020-12-31.
Added: ARK Innovation ETF (ARKK)MONECO Advisors, LLC added to a holding in ARK Innovation ETF by 27.23%. The purchase prices were between $89.36 and $132.92, with an estimated average price of $107.01. The stock is now traded at around $146.080000. The impact to a portfolio due to this purchase was 0.34%. The holding were 18,357 shares as of 2020-12-31.
Added: VanEck Vectors Gold Miners ETF (GDX)MONECO Advisors, LLC added to a holding in VanEck Vectors Gold Miners ETF by 78.94%. The purchase prices were between $33.25 and $41.2, with an estimated average price of $37.14. The stock is now traded at around $35.230000. The impact to a portfolio due to this purchase was 0.3%. The holding were 30,629 shares as of 2020-12-31.
Added: BTC iShares S&P Mid-Cap 400 Value ETF (IJJ)MONECO Advisors, LLC added to a holding in BTC iShares S&P Mid-Cap 400 Value ETF by 98.25%. The purchase prices were between $68.97 and $86.35, with an estimated average price of $78.35. The stock is now traded at around $91.350000. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,702 shares as of 2020-12-31.
Added: CVS Health Corp (CVS)MONECO Advisors, LLC added to a holding in CVS Health Corp by 48.64%. The purchase prices were between $55.93 and $74.5, with an estimated average price of $65.24. The stock is now traded at around $74.120000. The impact to a portfolio due to this purchase was 0.16%. The holding were 11,010 shares as of 2020-12-31.
Sold Out: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)MONECO Advisors, LLC sold out a holding in Invesco BulletShares 2020 Corporate Bond ETF. The sale prices were between $21.17 and $21.21, with an estimated average price of $21.19.
Sold Out: Walgreens Boots Alliance Inc (WBA)MONECO Advisors, LLC sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $33.52 and $44.1, with an estimated average price of $38.8.
Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)MONECO Advisors, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $86.32 and $86.46, with an estimated average price of $86.39.
Sold Out: iBio Inc (IBIO)MONECO Advisors, LLC sold out a holding in iBio Inc. The sale prices were between $1.05 and $2.24, with an estimated average price of $1.61.
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