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

Search and click to pin securities to the top

Page 6 of 23

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09290C848

Shares:82.0K

Value:$2.1M

46138J510

Shares:89.5K

Value:$2.1M

PEPSICO INC

PEP|713448108

Shares:14.0K

Value:$2.1M

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:11.9K

Value:$2.1M

DOMINION ENERGY, INC

D|25746U109

Shares:37.2K

Value:$2.1M

81369Y209

Shares:14.1K

Value:$2.1M

81369Y506

Shares:21.8K

Value:$2.0M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:44.9K

Value:$2.0M

464287200

IVV|464287200

Shares:3.6K

Value:$2.0M

92189F676

Shares:9.5K

Value:$2.0M

NETFLIX INC

NFLX|64110L106

Shares:2.1K

Value:$2.0M

46138J478

Shares:86.8K

Value:$2.0M

922908611

VBR|922908611

Shares:10.5K

Value:$2.0M

46138J445

Shares:90.1K

Value:$1.9M

CATERPILLAR INC

CAT|149123101

Shares:5.9K

Value:$1.9M

AT&T INC.

T|00206R102

Shares:66.2K

Value:$1.9M

46138J494

Shares:78.9K

Value:$1.9M

RTX Corp

RTX|75513E101

Shares:14.0K

Value:$1.9M

78464A821

Shares:23.2K

Value:$1.8M

922908595

VBK|922908595

Shares:7.3K

Value:$1.8M

Instrument	Shares		Other Manager	Value
(cusip09290C848)✕	82.0K	QoQ -43.35% (-62.8K) YoY NEW(+82.0K)	All Managers (Combined)	$2.1M	QoQ -40.55% (-$1.4M) YoY NEW(+$2.1M)
(cusip46138J510)✕	89.5K	QoQ +44.23% (+27.5K) YoY +800.45% (+79.6K)	All Managers (Combined)	$2.1M	QoQ +44.47% (+$650.9K) YoY +802.16% (+$1.9M)
PEPSICO INC(PEPcusip713448108)	14.0K	QoQ -3.66% (-534) YoY +5.08% (-678)	All Managers (Combined)	$2.1M	QoQ -5.01% (-$111.1K) YoY -9.97% (-$232.9K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	11.9K	QoQ -0.05% (-6) YoY NEW(+11.9K)	All Managers (Combined)	$2.1M	QoQ -8.90% (-$204.3K) YoY NEW(+$2.1M)
DOMINION ENERGY, INC(Dcusip25746U109)	37.2K	QoQ +1.04% (+386) YoY +278.39% (+27.4K)	All Managers (Combined)	$2.1M	QoQ +5.19% (+$103.1K) YoY +331.33% (+$1.6M)
(cusip81369Y209)✕	14.1K	QoQ -3.90% (-573) YoY +142.76% (+8.3K)	All Managers (Combined)	$2.1M	QoQ +1.99% (-$40.3K) YoY +139.94% (+$1.2M)
(cusip81369Y506)✕	21.8K	QoQ +18.04% (+3.3K) YoY +144.58% (+12.9K)	All Managers (Combined)	$2.0M	QoQ +28.77% (+$455.3K) YoY +142.09% (+$1.2M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	44.9K	QoQ -8.79% (-4.3K) YoY +70.36% (+18.5K)	All Managers (Combined)	$2.0M	QoQ +3.44% (-$67.9K) YoY +84.17% (+$930.6K)
(IVVcusip464287200)	3.6K	QoQ -24.02% (-1.1K) YoY -7.86% (-306)	All Managers (Combined)	$2.0M	QoQ -27.48% (-$763.0K) YoY -1.54% (-$31.6K)
(cusip92189F676)✕	9.5K	QoQ +2.47% (-228) YoY +56.82% (+3.4K)	All Managers (Combined)	$2.0M	QoQ -10.52% (-$235.4K) YoY +47.39% (+$643.1K)
NETFLIX INC(NFLXcusip64110L106)	2.1K	QoQ -1.61% (-35) YoY +7.95% (+157)	All Managers (Combined)	$2.0M	QoQ +2.93% (-$56.6K) YoY +65.75% (+$788.4K)
(cusip46138J478)✕	86.8K	QoQ +50.34% (+29.1K) YoY NEW(+86.8K)	All Managers (Combined)	$2.0M	QoQ +49.03% (+$649.2K) YoY NEW(+$2.0M)
(VBRcusip922908611)	10.5K	QoQ -0.06% (-7) YoY +20.00% (+1.7K)	All Managers (Combined)	$2.0M	QoQ -6.06% (-$126.0K) YoY +16.49% (+$276.4K)
(cusip46138J445)✕	90.1K	QoQ +49.22% (+29.7K) YoY NEW(+90.1K)	All Managers (Combined)	$1.9M	QoQ +48.25% (+$633.0K) YoY NEW(+$1.9M)
CATERPILLAR INC(CATcusip149123101)	5.9K	QoQ +7.32% (-401) YoY +47.04% (+1.9K)	All Managers (Combined)	$1.9M	QoQ -2.42% (-$48.1K) YoY +32.36% (+$474.0K)
AT&T INC.(Tcusip00206R102)	66.2K	QoQ +2.85% (+1.8K) YoY +65.47% (+26.2K)	All Managers (Combined)	$1.9M	QoQ +27.74% (+$406.9K) YoY +165.88% (+$1.2M)
(cusip46138J494)✕	78.9K	QoQ +40.01% (+22.5K) YoY +639.03% (+68.2K)	All Managers (Combined)	$1.9M	QoQ +39.71% (+$527.9K) YoY +635.76% (+$1.6M)
RTX Corp(RTXcusip75513E101)	14.0K	QoQ +15.00% (+1.8K) YoY +23.20% (+2.6K)	All Managers (Combined)	$1.9M	QoQ +31.64% (+$446.4K) YoY +67.31% (+$747.1K)
(cusip78464A821)✕	23.2K	QoQ +79.23% (+10.2K) YoY +435.05% (+18.8K)	All Managers (Combined)	$1.8M	QoQ +63.90% (+$717.4K) YoY +386.99% (+$1.5M)
(VBKcusip922908595)	7.3K	QoQ -3.12% (-235) YoY +12.42% (+805)	All Managers (Combined)	$1.8M	QoQ -12.91% (-$271.8K) YoY +8.56% (+$144.6K)