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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Moneco-Advisors
Data Enrichment
68% identified308 identified148 unidentified
Holdings
456 positions • $972.5M total value
Manager:
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Page 8 of 23
464285204
Shares:25.6K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$972.5M)
46139W825
Shares:71.3K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$972.5M)
46138J395
Shares:70.5K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$972.5M)
46138G649
Shares:7.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$972.5M)
46138J411
Shares:68.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$972.5M)
46137V100
Shares:11.8K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$972.5M)
Shares:63.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$972.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464285204)✕ | 25.6K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$972.5M) | ||
Walmart Inc.(WMTcusip931142103) | 17.1K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$972.5M) | ||
(cusip46139W825)✕ | 71.3K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$972.5M) | ||
(cusip46138J395)✕ | 70.5K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$972.5M) | ||
Walt Disney Co(DIScusip254687106) | 14.8K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$972.5M) | ||
| 2.8K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$972.5M) | |||
(cusip46138G649)✕ | 7.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$972.5M) | ||
(cusip46138J411)✕ | 68.4K | YoY NEW(+68.4K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$972.5M) | YoY NEW(+$1.4M) |
| 33.9K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$972.5M) | |||
DOCUSIGN, INC.(DOCUcusip256163106) | 17.3K | QoQ +1.70% (-290)YoY NEW(+17.3K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$972.5M) | YoY NEW(+$1.4M) |
| 4.5K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$972.5M) | |||
| 8.6K | QoQ +3.50% (+293)YoY +6.11% (+498) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$972.5M) | ||
(cusip46137V100)✕ | 11.8K | YoY NEW(+11.8K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$972.5M) | YoY NEW(+$1.4M) |
Salesforce, Inc.(CRMcusip79466L302) | 5.1K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$972.5M) | ||
| 20.4K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$972.5M) | |||
COCA COLA CO(KOcusip191216100) | 18.5K | QoQ +4.29% (+760)YoY -0.11% (-22) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$972.5M) | |
| 28.7K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$972.5M) | |||
ORACLE CORP(ORCLcusip68389X105) | 9.3K | QoQ -0.39% (-37)YoY +5.64% (+497) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$972.5M) | |
| 63.6K | QoQ 0.00% (+0) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$972.5M) | ||
| 6.0K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$972.5M) |