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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Page 18 of 23

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Marvell Technology, Inc.

MRVL|573874104

Shares:5.7K

Value:$352.1K

DANAHER CORP /DE/

DHR|235851102

Shares:1.7K

Value:$349.0K

OGE ENERGY CORP.

OGE|670837103

Shares:7.5K

Value:$345.7K

464287408

IVE|464287408

Shares:1.8K

Value:$337.9K

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.8K

Value:$337.7K

464287689

IWV|464287689

Shares:1.1K

Value:$335.3K

92203J407

BNDX|92203J407

Shares:6.9K

Value:$335.2K

Trane Technologies plc

TT|G8994E103

Shares:989

Value:$333.3K

Vertiv Holdings Co

VRT|92537N108

Shares:4.6K

Value:$332.1K

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:26.6K

Value:$331.3K

46436E528

Shares:14.1K

Value:$327.4K

464288372

Shares:5.9K

Value:$325.0K

Motorola Solutions, Inc.

MSI|620076307

Shares:741

Value:$324.4K

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.1K

Value:$324.0K

KROGER CO

KR|501044101

Shares:4.8K

Value:$322.3K

REALTY INCOME CORP

O|756109104

Shares:5.5K

Value:$320.8K

Parker-Hannifin Corp

PH|701094104

Shares:527

Value:$320.5K

MP Materials Corp. / DE

MP|553368101

Shares:13.1K

Value:$320.1K

Howmet Aerospace Inc.

HWM|443201108

Shares:2.5K

Value:$320.0K

316092360

Shares:7.2K

Value:$315.2K

Instrument	Shares		Other Manager	Value
Marvell Technology, Inc.(MRVLcusip573874104)	5.7K	QoQ +39.21% (-1.6K) YoY NEW(+5.7K)	All Managers (Combined)	$352.1K	QoQ -22.39% (-$101.6K) YoY NEW(+$352.1K)
DANAHER CORP /DE/(DHRcusip235851102)	1.7K	QoQ +13.31% (+200) YoY +43.02% (+512)	All Managers (Combined)	$349.0K	QoQ +1.22% (+$4.2K) YoY +17.41% (+$51.8K)
OGE ENERGY CORP.(OGEcusip670837103)	7.5K	QoQ 0.00% (+0) YoY NEW(+7.5K)	All Managers (Combined)	$345.7K	QoQ +11.41% (+$35.4K) YoY NEW(+$345.7K)
(IVEcusip464287408)	1.8K	QoQ -1.06% (-19) YoY +0.73% (+13)	All Managers (Combined)	$337.9K	QoQ -1.21% (-$4.2K) YoY +2.77% (+$9.1K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.8K	QoQ +27.68% (+399) YoY +50.69% (+619)	All Managers (Combined)	$337.7K	QoQ +6.01% (+$19.2K) YoY +1.78% (+$5.9K)
(IWVcusip464287689)	1.1K	QoQ -2.22% (-24) YoY -2.31% (-25)	All Managers (Combined)	$335.3K	QoQ -7.14% (-$25.8K) YoY +3.37% (-$11.0K)
(BNDXcusip92203J407)	6.9K	QoQ -9.85% (-751) YoY -46.62% (-6.0K)	All Managers (Combined)	$335.2K	QoQ -10.28% (-$38.4K) YoY -47.02% (-$297.6K)
Trane Technologies plc(TTcusipG8994E103)	989	QoQ +1.43% (-14) YoY NEW(+989)	All Managers (Combined)	$333.3K	QoQ -7.42% (-$26.7K) YoY NEW(+$333.3K)
Vertiv Holdings Co(VRTcusip92537N108)	4.6K	QoQ +4.54% (-200) YoY +12.61% (-515)	All Managers (Combined)	$332.1K	QoQ -33.55% (-$167.7K) YoY -0.45% (-$1.5K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	26.6K	QoQ NEW(+26.6K) YoY NEW(+26.6K)	All Managers (Combined)	$331.3K	QoQ NEW(+$331.3K) YoY NEW(+$331.3K)
(cusip46436E528)✕	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$327.4K	QoQ NEW(+$327.4K) YoY NEW(+$327.4K)
(cusip464288372)✕	5.9K	QoQ NEW(+5.9K) YoY +25.93% (+1.2K)	All Managers (Combined)	$325.0K	QoQ NEW(+$325.0K) YoY +44.57% (+$100.2K)
Motorola Solutions, Inc.(MSIcusip620076307)	741	QoQ -18.75% (-171) YoY NEW(+741)	All Managers (Combined)	$324.4K	QoQ -23.04% (-$97.1K) YoY NEW(+$324.4K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.1K	QoQ -6.60% (-81) YoY NEW(+1.1K)	All Managers (Combined)	$324.0K	QoQ +10.28% (-$30.2K) YoY NEW(+$324.0K)
KROGER CO(KRcusip501044101)	4.8K	QoQ -0.62% (-30) YoY +2.62% (+122)	All Managers (Combined)	$322.3K	QoQ +10.00% (-$29.3K) YoY +21.59% (+$57.2K)
REALTY INCOME CORP(Ocusip756109104)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$320.8K	QoQ NEW(+$320.8K) YoY NEW(+$320.8K)
Parker-Hannifin Corp(PHcusip701094104)	527	QoQ -12.31% (-74) YoY +17.37% (+78)	All Managers (Combined)	$320.5K	QoQ -16.18% (-$61.9K) YoY +28.39% (+$70.9K)
MP Materials Corp. / DE(MPcusip553368101)	13.1K	QoQ +8.48% (+1.0K) YoY -3.75% (-511)	All Managers (Combined)	$320.1K	QoQ +69.74% (+$131.5K) YoY +64.29% (-$125.3K)
Howmet Aerospace Inc.(HWMcusip443201108)	2.5K	QoQ -10.12% (-278) YoY NEW(+2.5K)	All Managers (Combined)	$320.0K	QoQ +6.57% (-$19.7K) YoY NEW(+$320.0K)
(cusip316092360)✕	7.2K	QoQ 0.00% (-0) YoY NEW(+7.2K)	All Managers (Combined)	$315.2K	QoQ -5.20% (-$17.3K) YoY NEW(+$315.2K)