$253 Million is the total value of MONECO Advisors, LLC's 259 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -14,266 | -100.0% | -0.09% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -868 | -100.0% | -0.10% | – |
| MTZ | Exit | MASTEC INC | $0 | – | -2,195 | -100.0% | -0.11% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -877 | -100.0% | -0.11% | – |
| ADRE | Exit | INVESCO ACTIVELY MANAGED ETFemgring mkts50 | $0 | – | -4,138 | -100.0% | -0.11% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -2,329 | -100.0% | -0.11% | – |
| OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -7,010 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 8.8% |
| ISHARES TR | 20 | Q3 2023 | 8.5% |
| APPLE INC | 20 | Q3 2023 | 5.9% |
| SPDR SER TR | 20 | Q3 2023 | 4.8% |
| ISHARES TR | 20 | Q3 2023 | 4.1% |
| GOLDMAN SACHS ETF TR | 20 | Q3 2023 | 4.9% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 4.2% |
| NUVEEN S&P 500 BUY-WRITE INC | 20 | Q3 2023 | 4.0% |
| MICROSOFT CORP | 20 | Q3 2023 | 2.6% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 3.9% |
View MONECO Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR/A | 2024-03-13 |
| 13F-HR/A | 2024-03-13 |
| 13F-HR/A | 2024-03-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-02 |
View MONECO Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.