HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VUG) |
56,846 | +2,850 | $19,566 |
| VUG | 56,846 | +2,850 | $19,566 |
| ISHARES TR (OEF) |
71,637 | +8,202 | $17,724 |
| OEF | 71,637 | +8,202 | $17,724 |
| APPLE INC |
99,755 | -2,950 | $17,106 |
| AAPL | 99,755 | -2,950 | $17,106 |
| MICROSOFT CORP |
35,326 | -126 | $14,863 |
| MSFT | 35,326 | -126 | $14,863 |
| SPDR S&P 500 ETF TR (SPY) |
22,941 | +1,198 | $12,000 |
| SPY | 22,941 | +1,198 | $12,000 |
| CAMBRIA ETF TR (SYLD) |
156,929 | +67,481 | $11,498 |
| SYLD | 156,929 | +67,481 | $11,498 |
| SCHWAB STRATEGIC TR |
141,162 | -11,927 | $11,382 |
| SCHD | 141,162 | -11,927 | $11,382 |
| SPDR SER TR (SPYV) |
214,608 | +55,081 | $10,752 |
| SPYV | 214,608 | +55,081 | $10,752 |
| AMAZON COM INC |
54,853 | +1,163 | $9,894 |
| AMZN | 54,853 | +1,163 | $9,894 |
| JOHNSON & JOHNSON |
59,709 | -2,204 | $9,445 |
| JNJ | 59,709 | -2,204 | $9,445 |
| INVESCO EXCHANGE TRADED FD T (XSVM) |
160,031 | +15,357 | $9,112 |
| XSVM | 160,031 | +15,357 | $9,112 |
| ISHARES TR (USMV) |
108,524 | -3,718 | $9,070 |
| USMV | 108,524 | -3,718 | $9,070 |
| SPDR SER TR (SDY) |
65,376 | +858 | $8,580 |
| SDY | 65,376 | +858 | $8,580 |
 BERKSHIRE HATHAWAY INC DEL |
$8,328 | ||
| BRK.B | 19,804 | +4,387 | $8,328 |
| NVIDIA CORPORATION |
7,792 | +550 | $7,041 |
| NVDA | 7,792 | +550 | $7,041 |
| PACER FDS TR |
140,834 | +3,625 | $6,721 |
| PTLC | 140,834 | +3,625 | $6,721 |
| GRAYSCALE BITCOIN TR BTC |
104,630 | +104,630 | $6,609 |
| GBTC | 104,630 | +104,630 | $6,609 |
| ISHARES TR (ITOT) |
56,972 | -644 | $6,569 |
| ITOT | 56,972 | -644 | $6,569 |
| VANGUARD INDEX FDS (VO) |
26,126 | +2,618 | $6,528 |
| VO | 26,126 | +2,618 | $6,528 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
35,001 | +5,400 | $5,928 |
| RSP | 35,001 | +5,400 | $5,928 |
| INVESCO EXCH TRADED FD TR II (RWL) |
61,898 | +7,737 | $5,802 |
| RWL | 61,898 | +7,737 | $5,802 |
| ISHARES TR (TLT) |
57,805 | +18,371 | $5,470 |
| TLT | 57,805 | +18,371 | $5,470 |
| J P MORGAN EXCHANGE TRADED F (JPLD) |
100,609 | -5,637 | $5,125 |
| JPLD | 100,609 | -5,637 | $5,125 |
| SPDR SER TR (BIL) |
54,699 | +5,063 | $5,021 |
| BIL | 54,699 | +5,063 | $5,021 |
| ISHARES TR (EFV) |
91,120 | +10,238 | $4,957 |
| EFV | 91,120 | +10,238 | $4,957 |
| ISHARES TR (QUAL) |
29,077 | +1,786 | $4,779 |
| QUAL | 29,077 | +1,786 | $4,779 |
| SPDR GOLD TR (GLD) |
22,697 | -2,341 | $4,669 |
| GLD | 22,697 | -2,341 | $4,669 |
| PACER FDS TR |
94,689 | +37,935 | $4,655 |
| CALF | 94,689 | +37,935 | $4,655 |
| ISHARES TR (IWY) |
23,676 | +14,093 | $4,619 |
| IWY | 23,676 | +14,093 | $4,619 |
| UNITEDHEALTH GROUP INC |
8,622 | -76 | $4,265 |
| UNH | 8,622 | -76 | $4,265 |
| VANGUARD INDEX FDS (VB) |
18,182 | +1,803 | $4,156 |
| VB | 18,182 | +1,803 | $4,156 |
| WISDOMTREE TR |
93,898 | +855 | $4,090 |
| EPI | 93,898 | +855 | $4,090 |
| VANGUARD INDEX FDS (VOT) |
16,797 | +1,188 | $3,961 |
| VOT | 16,797 | +1,188 | $3,961 |
| SPDR SER TR (SLYG) |
44,616 | +12,110 | $3,892 |
| SLYG | 44,616 | +12,110 | $3,892 |
| PACER FDS TR |
66,025 | +21,142 | $3,837 |
| COWZ | 66,025 | +21,142 | $3,837 |
| JPMORGAN CHASE & CO |
18,715 | +5,674 | $3,749 |
| JPM | 18,715 | +5,674 | $3,749 |
| INVESCO QQQ TR |
8,377 | -129 | $3,719 |
| QQQ | 8,377 | -129 | $3,719 |
| SPDR SER TR (FLRN) |
119,865 | +5,924 | $3,695 |
| FLRN | 119,865 | +5,924 | $3,695 |
| ISHARES TR (IBDT) |
144,365 | +24,710 | $3,595 |
| IBDT | 144,365 | +24,710 | $3,595 |
| ALPHABET INC |
23,389 | -26,979 | $3,530 |
| GOOGL | 23,389 | -26,979 | $3,530 |
| NUVEEN S&P 500 BUY WRITE INC |
266,278 | -5,071 | $3,523 |
| BXMX | 266,278 | -5,071 | $3,523 |
| SPOTIFY TECHNOLOGY S A |
13,234 | +93 | $3,492 |
| SPOT | 13,234 | +93 | $3,492 |
| INNOVATIVE INDL PPTYS INC |
32,143 | +331 | $3,328 |
| IIPR | 32,143 | +331 | $3,328 |
| PACER FDS TR |
48,085 | +12,271 | $3,302 |
| PTNQ | 48,085 | +12,271 | $3,302 |
| MASTERCARD INCORPORATED |
6,785 | +193 | $3,267 |
| MA | 6,785 | +193 | $3,267 |
| THERMO FISHER SCIENTIFIC INC |
5,315 | +4,317 | $3,089 |
| TMO | 5,315 | +4,317 | $3,089 |
| GOLDMAN SACHS ETF TR (GSLC) |
29,119 | -6,700 | $3,022 |
| GSLC | 29,119 | -6,700 | $3,022 |
| EXXON MOBIL CORP |
25,943 | +1,055 | $3,016 |
| XOM | 25,943 | +1,055 | $3,016 |
| ISHARES TR (IBDP) |
119,265 | +5,955 | $2,988 |
| IBDP | 119,265 | +5,955 | $2,988 |
| VANGUARD WORLD FD (MGV) |
24,921 | +3,611 | $2,978 |
| MGV | 24,921 | +3,611 | $2,978 |
See Full List: All Stocks Held By MONECO Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MONECO Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $617,634 At 12/31/2023: $525,734 MONECO Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MONECO Advisors LLC 13F filings. Link to 13F filings: SEC filings |
