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Moneco Advisors, Llc

Portfolio Manager
Moneco Advisors, Llc
Performance
-3.59% (2026 Q1)
AUM (13F)
$1.29B
# of Holdings
515
Performance Rank
Allocation (Top 20)
41.39%

Moneco Advisors, Llc Holdings Map

Top 50 Moneco Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SGOV
ISHARES TR
4.69%600.2K$60.4M
-10.78%(-72.53K)
2025-Q1: 537.7K shares2025-Q2: 608.7K shares2025-Q3: 666.1K shares2025-Q4: 672.7K shares2026-Q1: 600.2K shares
$100.59(-0.15%)
2026-03-31
SPYM
SPDR SERIES TRUST
3.66%617.3K$47.2M
+18.12%(+94.67K)
2025-Q1: 286.6K shares2025-Q2: 331.9K shares2025-Q3: 430.2K shares2025-Q4: 522.6K shares2026-Q1: 617.3K shares
$70.66(+24.06%)
2026-03-31
SPYV
SPDR SERIES TRUST
3.26%743.6K$42.1M
+6.89%(+47.95K)
2025-Q1: 541.7K shares2025-Q2: 611.8K shares2025-Q3: 661.5K shares2025-Q4: 695.7K shares2026-Q1: 743.6K shares
$49.82(+23.72%)
2026-03-31
IWY
ISHARES TR
2.9%150.3K$37.4M
+10.11%(+13.80K)
2025-Q1: 114.9K shares2025-Q2: 122.2K shares2025-Q3: 127.2K shares2025-Q4: 136.5K shares2026-Q1: 150.3K shares
$217.10(+30.53%)
2026-03-31
AAPL
APPLE INC
2.63%133.8K$34.0M
+2.41%(+3.14K)
2025-Q1: 114.1K shares2025-Q2: 117.3K shares2025-Q3: 118.7K shares2025-Q4: 130.6K shares2026-Q1: 133.8K shares
$129.77(+137.84%)
2026-03-31
BSCR
INVESCO EXCH TRD SLF IDX FD
2.09%1.37M$26.9M
+4.77%(+62.39K)
2025-Q1: 938.8K shares2025-Q2: 1.09M shares2025-Q3: 1.24M shares2025-Q4: 1.31M shares2026-Q1: 1.37M shares
$19.53(+0.46%)
2026-03-31
BSCQ
INVESCO EXCH TRD SLF IDX FD
2.06%1.36M$26.5M
+2.08%(+27.73K)
2025-Q1: 969.9K shares2025-Q2: 1.12M shares2025-Q3: 1.28M shares2025-Q4: 1.33M shares2026-Q1: 1.36M shares
$19.42(+0.60%)
2026-03-31
BSCS
INVESCO EXCH TRD SLF IDX FD
1.98%1.25M$25.5M
+3.73%(+44.95K)
2025-Q1: 848.6K shares2025-Q2: 995.0K shares2025-Q3: 1.14M shares2025-Q4: 1.21M shares2026-Q1: 1.25M shares
$20.30(+0.43%)
2026-03-31
BSCT
INVESCO EXCH TRD SLF IDX FD
1.92%1.33M$24.8M
+2.68%(+34.66K)
2025-Q1: 949.9K shares2025-Q2: 1.09M shares2025-Q3: 1.23M shares2025-Q4: 1.30M shares2026-Q1: 1.33M shares
$18.52(+0.43%)
2026-03-31
BSCV
INVESCO EXCH TRD SLF IDX FD
1.86%1.46M$24.0M
+6.79%(+92.82K)
2025-Q1: 861.1K shares2025-Q2: 1.04M shares2025-Q3: 1.26M shares2025-Q4: 1.37M shares2026-Q1: 1.46M shares
$16.38(+0.16%)
2026-03-31

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