$272 Million is the total value of MONECO Advisors, LLC's 248 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOUT | Exit | GRANITESHARES ETF TRxout us lrg cp | $0 | – | -4,966 | -100.0% | -0.08% | – |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -8,015 | -100.0% | -0.08% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -881 | -100.0% | -0.08% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -3,068 | -100.0% | -0.08% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -3,910 | -100.0% | -0.08% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -2,547 | -100.0% | -0.08% | – |
| OUSA | Exit | OSI ETF TRoshares us qualt | $0 | – | -5,062 | -100.0% | -0.08% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -4,456 | -100.0% | -0.09% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -287 | -100.0% | -0.09% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | -4,616 | -100.0% | -0.10% | – |
| VMW | Exit | VMWARE INC | $0 | – | -2,354 | -100.0% | -0.12% | – |
| TAIL | Exit | CAMBRIA ETF TRtail risk | $0 | – | -17,305 | -100.0% | -0.12% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -12,441 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
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.