MONECO Advisors, LLC Portfolio Holdings
Q3 2025•491 long positions•$1.2B portfolio value
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Holding514 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $67.1M 5.61% | +$5.8M Bought | — 666.1K shares | 608.7K → 666.1K +$5.8M | +9.43% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $36.6M 3.06% | +$2.7M Bought | — 661.5K shares | 611.8K → 661.5K +$2.7M | +8.12% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $34.8M 2.91% | +$1.4M Bought | — 127.2K shares | 122.2K → 127.2K +$1.4M | +4.09% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $33.7M 2.82% | +$7.7M Bought | — 430.2K shares | 331.9K → 430.2K +$7.7M | +29.61% | — — | Q3 2021 Held for 4y 2m | |
Consumer Electronics Technology | $30.2M 2.53% | +$363.6K Bought | 0.001% 118.7K shares | 117.3K → 118.7K +$363.6K | +1.22% | $3.78T Mega Cap | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $26.5M 2.21% | +$1.3M Bought | 0.001% 51.1K shares | 48.6K → 51.1K +$1.3M | +5.15% | $3.85T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $25.0M 2.09% | +$3.1M Bought | — 1.3M shares | 1.1M → 1.3M +$3.1M | +14.39% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.5M 2.05% | +$3.1M Bought | — 1.2M shares | 1.1M → 1.2M +$3.1M | +14.45% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $24.0M 2.01% | +$2.5M Bought | — 1.2M shares | 1.0M → 1.2M +$2.5M | +11.83% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $23.4M 1.95% | +$2.9M Bought | — 1.1M shares | 995.0K → 1.1M +$2.9M | +14.14% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $23.1M 1.93% | +$2.5M Bought | — 1.2M shares | 1.1M → 1.2M +$2.5M | +12.29% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $22.0M 1.84% | -$1.1M Sold | — 45.8K shares | 48.0K → 45.8K −$1.1M | -4.57% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $21.7M 1.82% | +$2.7M Bought | — 1.3M shares | 1.1M → 1.3M +$2.7M | +14.45% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $21.3M 1.78% | +$359.5K Bought | 0.0% 113.9K shares | 112.0K → 113.9K +$359.5K | +1.72% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $21.0M 1.75% | +$3.7M Bought | — 1.3M shares | 1.0M → 1.3M +$3.7M | +21.23% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $16.6M 1.39% | -$284.4K Sold | — 223.8K shares | 227.6K → 223.8K −$284.4K | -1.69% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $15.1M 1.26% | -$92.6K Sold | — 22.6K shares | 22.8K → 22.6K −$92.6K | -0.61% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $12.8M 1.07% | -$3.8M Sold | — 222.2K shares | 288.9K → 222.2K −$3.8M | -23.08% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $12.5M 1.05% | +$3.8M Bought | — 292.3K shares | 203.2K → 292.3K +$3.8M | +43.82% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $11.1M 0.93% | +$2.5M Bought | 0.0% 45.7K shares | 35.6K → 45.7K +$2.5M | +28.52% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $11.1M 0.928% | -$300.0K Sold | 0.002% 59.9K shares | 61.5K → 59.9K −$300.0K | -2.63% | $446.55B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $10.3M 0.86% | -$349.4K Sold | — 108.1K shares | 111.7K → 108.1K −$349.4K | -3.29% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $10.0M 0.837% | -$592.2K Sold | — 366.8K shares | 388.5K → 366.8K −$592.2K | -5.58% | — — | Q3 2020 Held for 5y 2m | |
Specialty Retail Consumer Cyclical | $9.8M 0.823% | +$398.7K Bought | 0.0% 44.8K shares | 43.0K → 44.8K +$398.7K | +4.22% | $2.34T Mega Cap | Q3 2020 Held for 5y 2m | |
Insurance - Diversified Financial Services | $9.4M 0.79% | -$62.8K Sold | 0.001% 18.8K shares | 18.9K → 18.8K −$62.8K | -0.66% | $1.08T Mega Cap | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $9.2M 0.77% | +$71.5K Bought | — 25.9K shares | 25.7K → 25.9K +$71.5K | +0.78% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.2M 0.767% | -$1.1M Sold | — 167.5K shares | 187.0K → 167.5K −$1.1M | -10.41% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $8.8M 0.735% | +$315.9K Bought | — 79.4K shares | 76.6K → 79.4K +$315.9K | +3.73% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $8.6M 0.719% | +$1.2M Bought | — 82.3K shares | 70.6K → 82.3K +$1.2M | +16.61% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $8.5M 0.712% | +$339.0K Bought | — 85.5K shares | 82.1K → 85.5K +$339.0K | +4.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.4M 0.703% | -$155.0K Sold | — 60.0K shares | 61.1K → 60.0K −$155.0K | -1.81% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $8.1M 0.674% | -$81.4K Sold | — 24.5K shares | 24.8K → 24.5K −$81.4K | -1.0% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $7.9M 0.663% | -$4.0M Sold | — 23.8K shares | 35.9K → 23.8K −$4.0M | -33.53% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.8M 0.654% | -$154.4K Sold | — 53.7K shares | 54.7K → 53.7K −$154.4K | -1.94% | — — | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $7.1M 0.592% | +$58.0K Bought | 0.0% 9.6K shares | 9.6K → 9.6K +$58.0K | +0.83% | $1.84T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $7.0M 0.586% | +$331.1K Bought | — 107.8K shares | 102.7K → 107.8K +$331.1K | +4.96% | — — | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $6.3M 0.528% | +$129.0K Bought | 0.001% 20.0K shares | 19.6K → 20.0K +$129.0K | +2.09% | $867.35B Mega Cap | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $6.2M 0.521% | -$8.9K Sold | — 69.4K shares | 69.5K → 69.4K −$8.9K | -0.14% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.9M 0.49% | -$1.2M Sold | — 85.3K shares | 102.5K → 85.3K −$1.2M | -16.77% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $5.7M 0.48% | +$982.2K Bought | — 9.6K shares | 7.9K → 9.6K +$982.2K | +20.65% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.7M 0.477% | +$1.5M Bought | — 124.8K shares | 91.6K → 124.8K +$1.5M | +36.33% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $5.6M 0.471% | +$15.1K Bought | — 152.9K shares | 152.5K → 152.9K +$15.1K | +0.27% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $5.6M 0.47% | +$301.9K Bought | 0.0% 17.0K shares | 16.1K → 17.0K +$301.9K | +5.68% | $1.56T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.4M 0.452% | +$934.6K Bought | — 57.3K shares | 47.4K → 57.3K +$934.6K | +20.91% | — — | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $5.3M 0.441% | +$221.9K Bought | 0.0% 11.9K shares | 11.4K → 11.9K +$221.9K | +4.39% | $1.48T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.1M 0.424% | +$2.0M Bought | — 108.4K shares | 65.5K → 108.4K +$2.0M | +65.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 0.417% | -$84.5K Sold | — 197.9K shares | 201.2K → 197.9K −$84.5K | -1.67% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.9M 0.411% | +$1.3M Bought | — 58.9K shares | 43.4K → 58.9K +$1.3M | +35.59% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.9M 0.407% | -$62.7K Sold | — 53.0K shares | 53.7K → 53.0K −$62.7K | -1.27% | — — | Q2 2022 Held for 3y 5m | |
Oil & Gas Integrated Energy | $4.9M 0.406% | -$19.3K Sold | 0.001% 43.1K shares | 43.3K → 43.1K −$19.3K | -0.4% | $480.68B Mega Cap | Q3 2020 Held for 5y 2m |
