HoldingsChannel.com
| Entity | Amount | Change
09/30/2024 to 12/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (SGOV) |
524,153 | +327,419 | $52,583 |
| SGOV | 524,153 | +327,419 | $52,583 |
| APPLE INC |
111,982 | +9,837 | $28,043 |
| AAPL | 111,982 | +9,837 | $28,043 |
| SPDR SER TR (SPYV) |
453,739 | +106,160 | $23,204 |
| SPYV | 453,739 | +106,160 | $23,204 |
| VANGUARD INDEX FDS (VUG) |
56,354 | -1,188 | $23,130 |
| VUG | 56,354 | -1,188 | $23,130 |
| ISHARES TR (IWY) |
96,848 | +21,844 | $22,785 |
| IWY | 96,848 | +21,844 | $22,785 |
| ISHARES TR (OEF) |
64,835 | -5,563 | $18,727 |
| OEF | 64,835 | -5,563 | $18,727 |
| PACER FDS TR |
320,794 | +108,483 | $18,118 |
| COWZ | 320,794 | +108,483 | $18,118 |
| MICROSOFT CORP |
42,880 | +3,186 | $18,074 |
| MSFT | 42,880 | +3,186 | $18,074 |
| SPDR S&P 500 ETF TR (SPY) |
28,331 | +6,042 | $16,604 |
| SPY | 28,331 | +6,042 | $16,604 |
| NVIDIA CORPORATION |
107,885 | +11,048 | $14,488 |
| NVDA | 107,885 | +11,048 | $14,488 |
| SPDR SER TR (SPLG) |
208,553 | +55,732 | $14,378 |
| SPLG | 208,553 | +55,732 | $14,378 |
| INVESCO EXCH TRD SLF IDX FD |
653,817 | +215,804 | $13,501 |
| BSCP | 653,817 | +215,804 | $13,501 |
| INVESCO EXCH TRD SLF IDX FD |
684,032 | +224,819 | $13,291 |
| BSCQ | 684,032 | +224,819 | $13,291 |
| AMAZON COM INC |
59,874 | +2,462 | $13,136 |
| AMZN | 59,874 | +2,462 | $13,136 |
| INVESCO EXCH TRD SLF IDX FD |
663,886 | +251,705 | $12,932 |
| BSCR | 663,886 | +251,705 | $12,932 |
| INVESCO EXCH TRD SLF IDX FD |
674,952 | +215,634 | $12,379 |
| BSCT | 674,952 | +215,634 | $12,379 |
| INVESCO EXCH TRD SLF IDX FD |
595,645 | +207,688 | $11,990 |
| BSCS | 595,645 | +207,688 | $11,990 |
| SCHWAB STRATEGIC TR |
414,622 | +276,088 | $11,327 |
| SCHD | 414,622 | +276,088 | $11,327 |
 BERKSHIRE HATHAWAY INC DEL |
$11,114 | ||
| BRK.B | 24,519 | +957 | $11,114 |
| INVESCO EXCH TRD SLF IDX FD |
665,076 | +217,022 | $10,887 |
| BSCU | 665,076 | +217,022 | $10,887 |
| PACER FDS TR |
184,024 | +15,797 | $9,834 |
| PTLC | 184,024 | +15,797 | $9,834 |
| J P MORGAN EXCHANGE TRADED F (JPEF) |
145,785 | +50,811 | $9,784 |
| JPEF | 145,785 | +50,811 | $9,784 |
| CAMBRIA ETF TR (SYLD) |
141,775 | -16,355 | $9,707 |
| SYLD | 141,775 | -16,355 | $9,707 |
| ISHARES TR (USMV) |
106,286 | +427 | $9,437 |
| USMV | 106,286 | +427 | $9,437 |
| JOHNSON & JOHNSON |
60,098 | -418 | $8,691 |
| JNJ | 60,098 | -418 | $8,691 |
| ALPHABET INC |
44,794 | +18,552 | $8,480 |
| GOOGL | 44,794 | +18,552 | $8,480 |
| SPDR SER TR (SDY) |
61,769 | -766 | $8,160 |
| SDY | 61,769 | -766 | $8,160 |
| ISHARES TR (ITOT) |
61,125 | -368 | $7,862 |
| ITOT | 61,125 | -368 | $7,862 |
| INVESCO EXCH TRADED FD TR II (RWL) |
75,352 | +3,363 | $7,378 |
| RWL | 75,352 | +3,363 | $7,378 |
| INVESCO EXCH TRD SLF IDX FD |
444,923 | +261,061 | $7,141 |
| BSCV | 444,923 | +261,061 | $7,141 |
| VANGUARD INDEX FDS (VO) |
24,530 | -1,942 | $6,479 |
| VO | 24,530 | -1,942 | $6,479 |
| ISHARES TR (QUAL) |
34,930 | +5,984 | $6,220 |
| QUAL | 34,930 | +5,984 | $6,220 |
| SPDR SER TR (SPYG) |
68,875 | +35,091 | $6,054 |
| SPYG | 68,875 | +35,091 | $6,054 |
| SPDR GOLD TR (GLD) |
24,792 | +2,840 | $6,003 |
| GLD | 24,792 | +2,840 | $6,003 |
| GRAYSCALE BITCOIN TRUST ETF (GBTC) |
78,715 | +1,768 | $5,826 |
| GBTC | 78,715 | +1,768 | $5,826 |
| PACER FDS TR |
126,883 | -52,179 | $5,584 |
| CALF | 126,883 | -52,179 | $5,584 |
| SPDR SER TR (BIL) |
59,465 | +14,097 | $5,437 |
| BIL | 59,465 | +14,097 | $5,437 |
| INVESCO EXCHANGE TRADED FD T (XSVM) |
99,434 | -36,735 | $5,417 |
| XSVM | 99,434 | -36,735 | $5,417 |
| TESLA INC |
12,001 | -778 | $4,846 |
| TSLA | 12,001 | -778 | $4,846 |
| PACER FDS TR |
64,583 | +2,256 | $4,780 |
| PTNQ | 64,583 | +2,256 | $4,780 |
| INVESCO QQQ TR |
9,043 | +957 | $4,623 |
| QQQ | 9,043 | +957 | $4,623 |
| ISHARES TR (IBDQ) |
179,703 | +12,763 | $4,502 |
| IBDQ | 179,703 | +12,763 | $4,502 |
| ISHARES TR (IBDT) |
179,461 | +9,831 | $4,469 |
| IBDT | 179,461 | +9,831 | $4,469 |
| ISHARES TR (EFV) |
84,841 | -9,312 | $4,452 |
| EFV | 84,841 | -9,312 | $4,452 |
| ISHARES TR (TLT) |
50,602 | -4,352 | $4,419 |
| TLT | 50,602 | -4,352 | $4,419 |
| PROCTER AND GAMBLE CO |
26,264 | +460 | $4,403 |
| PG | 26,264 | +460 | $4,403 |
| VANGUARD INDEX FDS (VOT) |
16,881 | -98 | $4,284 |
| VOT | 16,881 | -98 | $4,284 |
| VANGUARD INDEX FDS (VB) |
17,218 | -501 | $4,137 |
| VB | 17,218 | -501 | $4,137 |
| DUKE ENERGY CORP NEW |
38,310 | +817 | $4,128 |
| DUK | 38,310 | +817 | $4,128 |
| JPMORGAN CHASE & CO. |
17,086 | +2,168 | $4,096 |
| JPM | 17,086 | +2,168 | $4,096 |
See Full List: All Stocks Held By MONECO Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MONECO Advisors LLC
|
Size ($ in 1000's)
At 12/31/2024: $948,487 At 09/30/2024: $803,424 MONECO Advisors LLC AUM history 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 |
