Moneco-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "AXSM",
  "ENVX",
  "NVR",
  "DJP",
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NTR",
  null,
  "MP",
  "ALSN",
  "PBA",
  "MU",
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "PAA",
  "GOOGL",
  "AXP",
  "QQQX",
  "GDXJ",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "ARCC",
  null,
  "BOW",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "COF",
  "CMI",
  null,
  null,
  null,
  "DUK",
  "D",
  null,
  null,
  "WTRG",
  null,
  "SWTX",
  "EOG",
  null,
  null,
  null,
  "FCX",
  "BGT",
  null,
  null,
  null,
  null,
  "GD",
  null,
  "GILD",
  "HLT",
  "HON",
  null,
  "HD",
  null,
  null,
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "HEI-A",
  null,
  null,
  "HWM",
  "ITW",
  "AMAT",
  null,
  "RIVN",
  "EMR",
  "ICE",
  "META",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  "SWK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  null,
  null,
  "MMC",
  "SLF",
  "MRVL",
  "MA",
  "QXO",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EQT",
  "GE",
  "GPC",
  "HEI",
  "HIG",
  "HES",
  "NVS",
  "ORLY",
  null,
  "DLN",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  "VHT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "LPLA",
  "MPW",
  "AMGN",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "RSG",
  "SPLG",
  "IBM",
  "SYK",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "VXF",
  "VOE",
  "OGE",
  "SCHW",
  "AQST",
  "TSSI",
  "AB",
  "SUN",
  "ACWV",
  null,
  "VWO",
  "BXMX",
  null,
  null,
  null,
  "ACHR",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  "EME",
  "VIG",
  null,
  "TTE",
  null,
  null,
  "IWO",
  "SNY",
  "TSM",
  "GSK",
  null,
  "OHI",
  null,
  null,
  "FSK",
  "VYM",
  "VRTX",
  null,
  "TT",
  "VRT",
  "ALGN",
  "SFM",
  "AMD",
  "SDY",
  "FI",
  null,
  "F",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "MSD",
  null,
  "GSLC",
  "SGOL",
  "ES",
  null,
  null,
  null,
  null,
  "PEG",
  "FDS",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  "TPL",
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  "XYL",
  "IUSG",
  null,
  null,
  null,
  "MTB",
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  "SCHF",
  null,
  "SCHA",
  "MTZ",
  "NSC",
  "JCI",
  "NXPI",
  null,
  "SO",
  null,
  "ON",
  null,
  "SW",
  "PSX",
  "CRM",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  "MTUM",
  null,
  "IUSV",
  "GEV",
  "ARLP",
  "SPYV",
  "ESGU",
  null,
  "FDX",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "BCX",
  "BMY",
  "BR",
  "CARR",
  "CBOE",
  "CVX",
  "LNG",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CTRA",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "DOCU",
  "RSP",
  "EWJ",
  null,
  null,
  "IJJ",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 456
Total Value: 972466601
Accession Number: 0001085146-25-002844
Form Type: 13F-HR
CIK: moneco-advisors
Manager Name: Moneco-Advisors

Data Enrichment

68% identified

308 identified148 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

456 positions • $972,466.601K total value

456 positions

Manager:

SEC FilingSEC DataHachi Filing

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886364702

Shares:26.0K

Value:$469.2K

TotalEnergies SE

TTE|89151E109

Shares:7.1K

Value:$461.5K

92204A702

VGT|92204A702

Shares:840

Value:$455.7K

Fortinet, Inc.

FTNT|34959E109

Shares:4.7K

Value:$455.3K

922042858

VWO|922042858

Shares:10.0K

Value:$454.0K

464288588

Shares:4.8K

Value:$453.2K

46641Q308

Shares:8.3K

Value:$438.2K

ALLIANCEBERNSTEIN HOLDING L.P.

AB|01881G106

Shares:11.4K

Value:$437.3K

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.8K

Value:$433.8K

3M CO

MMM|88579Y101

Shares:2.9K

Value:$432.5K

78467V608

Shares:10.5K

Value:$430.3K

808524607

SCHA|808524607

Shares:18.1K

Value:$425.0K

MASTEC INC

MTZ|576323109

Shares:3.6K

Value:$419.9K

78463X848

Shares:13.9K

Value:$409.8K

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:4.0K

Value:$407.8K

92189F791

GDXJ|92189F791

Shares:7.1K

Value:$405.5K

316092840

Shares:8.2K

Value:$404.4K

BECTON DICKINSON & CO

BDX|075887109

Shares:1.7K

Value:$397.7K

922042775

VEU|922042775

Shares:6.5K

Value:$395.8K

46435G425

ESGU|46435G425

Shares:3.2K

Value:$394.8K

Instrument	Shares		Other Manager	Value
(cusip886364702)✕	26.0K	QoQ +0.45% (+118) YoY +32.91% (+6.4K)	All Managers (Combined)	$469.2K	QoQ +1.52% (+$7.0K) YoY +34.71% (+$120.9K)
TotalEnergies SE(TTEcusip89151E109)	7.1K	QoQ +25.73% (+1.5K) YoY +63.88% (+2.8K)	All Managers (Combined)	$461.5K	QoQ +49.24% (+$152.3K) YoY +54.02% (+$161.9K)
(VGTcusip92204A702)	840	QoQ +11.11% (-84) YoY +31.25% (+200)	All Managers (Combined)	$455.7K	QoQ -3.05% (-$14.4K) YoY +35.73% (+$120.0K)
Fortinet, Inc.(FTNTcusip34959E109)	4.7K	QoQ -17.42% (-998) YoY -9.24% (-482)	All Managers (Combined)	$455.3K	QoQ -15.87% (-$85.9K) YoY +27.87% (-$99.2K)
(VWOcusip922042858)	10.0K	QoQ -10.30% (-1.2K) YoY -37.58% (-6.0K)	All Managers (Combined)	$454.0K	QoQ -7.81% (-$38.5K) YoY -32.36% (-$217.2K)
(cusip464288588)✕	4.8K	QoQ +12.21% (+526) YoY +39.96% (+1.4K)	All Managers (Combined)	$453.2K	QoQ +14.78% (+$58.4K) YoY +42.03% (+$134.1K)
(cusip46641Q308)✕	8.3K	QoQ +5.52% (+435) YoY NEW(+8.3K)	All Managers (Combined)	$438.2K	QoQ +7.22% (+$29.5K) YoY NEW(+$438.2K)
ALLIANCEBERNSTEIN HOLDING L.P.(ABcusip01881G106)	11.4K	QoQ +5.66% (+612) YoY NEW(+11.4K)	All Managers (Combined)	$437.3K	QoQ +9.14% (+$36.6K) YoY NEW(+$437.3K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.8K	QoQ -0.33% (-6) YoY +9.82% (+160)	All Managers (Combined)	$433.8K	QoQ +6.88% (-$27.9K) YoY +29.97% (+$100.0K)
3M CO(MMMcusip88579Y101)	2.9K	QoQ +14.01% (+362) YoY +0.95% (+28)	All Managers (Combined)	$432.5K	QoQ +29.72% (+$99.1K) YoY +39.79% (+$123.1K)
(cusip78467V608)✕	10.5K	QoQ +12.95% (+1.2K) YoY -0.34% (-36)	All Managers (Combined)	$430.3K	QoQ +11.33% (+$43.8K) YoY -2.66% (-$11.8K)
(SCHAcusip808524607)	18.1K	QoQ +3.19% (-561) YoY +43.34% (-5.5K)	All Managers (Combined)	$425.0K	QoQ -6.50% (-$29.6K) YoY -31.79% (-$198.1K)
MASTEC INC(MTZcusip576323109)	3.6K	QoQ +4.35% (-150) YoY -1.23% (-45)	All Managers (Combined)	$419.9K	QoQ -10.54% (-$49.5K) YoY +23.61% (-$80.2K)
(cusip78463X848)✕	13.9K	QoQ -0.20% (-28) YoY NEW(+13.9K)	All Managers (Combined)	$409.8K	QoQ +5.65% (-$21.9K) YoY NEW(+$409.8K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	4.0K	QoQ -7.39% (-323) YoY +16.04% (+559)	All Managers (Combined)	$407.8K	QoQ +4.58% (-$17.9K) YoY +70.93% (+$169.2K)
(GDXJcusip92189F791)	7.1K	QoQ 0.00% (+0) YoY NEW(+7.1K)	All Managers (Combined)	$405.5K	QoQ +33.80% (+$102.4K) YoY NEW(+$405.5K)
(cusip316092840)✕	8.2K	QoQ +8.43% (+634) YoY NEW(+8.2K)	All Managers (Combined)	$404.4K	QoQ +7.69% (+$28.9K) YoY NEW(+$404.4K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.7K	QoQ +16.43% (+245) YoY +93.75% (+840)	All Managers (Combined)	$397.7K	QoQ +17.55% (+$59.4K) YoY +79.40% (+$176.0K)
(VEUcusip922042775)	6.5K	QoQ +4.40% (+275) YoY -11.57% (-854)	All Managers (Combined)	$395.8K	QoQ +10.32% (+$37.0K) YoY -8.54% (-$37.0K)
(ESGUcusip46435G425)	3.2K	QoQ +1.15% (-37) YoY +45.76% (+1.0K)	All Managers (Combined)	$394.8K	QoQ -4.29% (-$17.7K) YoY +54.55% (+$139.4K)