Fund Holdings — MONECO Advisors, LLC

Total Portfolio Value
$1.20B
Total Bought
$214.74M
Total Sold
$52.48M
Net Transaction
+$162.26M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
ISHARES TR12,304666,085+653,78128767,0755.60%+66,787
SPDR SERIES TRUST
ST STR P500ETF
331,880430,160+98,28024,12433,6992.81%+9,574
APPLE INC(AAPL)117,286118,714+1,42824,06430,2282.52%+6,164
ALPHABET INC(GOOG)35,59445,745+10,1516,27311,1210.93%+4,848
ISHARES TR122,248127,249+5,00130,13534,8222.91%+4,686
SPDR SERIES TRUST
ST STR P500VAL
611,808661,469+49,66132,02236,5993.06%+4,577
SPDR INDEX SHS FDS
ST STR PO EX ETF
203,228292,287+89,0598,22912,5071.04%+4,278
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
1,037,0741,257,278+220,20417,14320,9711.75%+3,829
NVIDIA CORPORATION(NVDA)111,979113,906+1,92717,69221,2531.77%+3,561
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
1,116,3721,276,992+160,62021,79224,9782.09%+3,186
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
1,085,0861,241,866+156,78021,32224,4772.04%+3,155
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
995,0051,135,738+140,73320,38823,3621.95%+2,974
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
1,123,5131,285,809+162,29618,85321,7301.81%+2,878
LOWES COS INC(LOW)3,83314,413+10,5808503,6220.30%+2,772
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
1,092,5071,226,776+134,26920,43023,0761.93%+2,646
INVESCO EXCH TRADED FD TR II12,304131,573+119,2692872,8370.24%+2,549
INVESCO EXCH TRD SLF IDX FD1,037,3561,160,062+122,70621,45324,0022.00%+2,549
KRANESHARES TRUST054,964+54,96402,3090.19%+2,309
MICROSOFT CORP(MSFT)48,62751,132+2,50524,18726,4842.21%+2,296
SPDR INDEX SHS FDS
ST PORT MARK ETF
65,539108,407+42,8682,8015,0750.42%+2,273
TORONTO DOMINION BK ONT(TD)028,158+28,15802,2510.19%+2,251
SPDR SERIES TRUST
ST STR P500GRW
70,55182,268+11,7176,7258,5980.72%+1,873
BLACKROCK INC(BLK)2981,751+1,4533122,0420.17%+1,730
JOHNSON & JOHNSON(JNJ)61,49859,880-1,6189,39411,1030.93%+1,709
TESLA INC(TSLA)11,35611,855+4993,6075,2720.44%+1,665
ISHARES TR013,918+13,91801,6010.13%+1,601
JANUS DETROIT STR TR
HENDERSON MTG
91,557124,818+33,2614,1255,7000.48%+1,576
SPDR SERIES TRUST
ST STR SP400GRW
33,92949,372+15,4432,9474,5210.38%+1,573
VANECK ETF TRUST
RARE EAR STR ETF
023,000+23,00001,5140.13%+1,514
SPDR SERIES TRUST
ST STR SP400VAL
43,44958,913+15,4643,4514,9140.41%+1,463
SPDR GOLD TR(GLD)25,71825,919+2017,8409,2140.77%+1,374
INVESCO QQQ TR7,9239,559+1,6364,3715,7390.48%+1,368
ISHARES INC026,148+26,14801,3480.11%+1,348
ISHARES TR046,575+46,57501,3460.11%+1,346
SPDR SERIES TRUST
ST STR SP600SM C
37,07847,940+10,8622,9574,2500.35%+1,293
SPOTIFY TECHNOLOGY S A(SPOT)01,828+1,82801,2760.11%+1,276
INVESCO EXCH TRD SLF IDX FD
BULL 2032 HI ETF
37,62284,823+47,2019642,1880.18%+1,224
SPDR SERIES TRUST
ST STR SP600GRWO
47,39757,307+9,9104,2075,4050.45%+1,198
BROADCOM INC(AVGO)16,12117,036+9154,4445,6210.47%+1,177
ALIBABA GROUP HLDG LTD(BABA)19,08018,641-4392,1643,3320.28%+1,168
CHEVRON CORP NEW(CVX)22,94128,632+5,6913,2854,4460.37%+1,161
AMERICAN CENTY ETF TR82,11185,517+3,4067,4808,5120.71%+1,031
MERCADOLIBRE INC(MELI)0434+43401,0140.08%+1,014
SPDR S&P 500 ETF TR(SPY)22,77122,632-13914,06915,0771.26%+1,008
VANECK ETF TRUST
MRNGSTR WDE MOAT
3,25312,800+9,5473051,2690.11%+964
VANECK ETF TRUST
URANI NUCLE ETF
17,75321,421+3,6681,9742,9060.24%+932
GRAYSCALE ETHEREUM TRUST ETF(ETHE)69,27169,268-31,4452,3740.20%+929
VANGUARD INDEX FDS48,03045,834-2,19621,05621,9821.84%+926
WORLD GOLD TR(GLDM)50,38854,637+4,2493,3014,1770.35%+876
ETFIS SER TR I
VIRTUS INFRCAP
039,714+39,71408620.07%+862
ABBVIE INC(ABBV)17,08617,272+1863,1713,9990.33%+828
ETFS GOLD TR(SGOL)152,477152,886+4094,8095,6280.47%+819
RTX CORPORATION(RTX)21,96924,004+2,0353,2084,0170.34%+809
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
76,58779,442+2,8557,9878,7910.73%+804
VANECK ETF TRUST
SEMICONDUCTR ETF
9,39510,218+8232,6203,3350.28%+715
GLOBAL X FDS
GLB X MLP ENRG I
011,079+11,07906950.06%+695
ALPHABET INC(GOOG)18,16716,001-2,1663,2233,8970.33%+674
GLOBAL X FDS
US INFR DEV ETF
31,51142,507+10,9961,3732,0250.17%+651
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029 HG
94,004123,965+29,9612,0232,6740.22%+651
JPMORGAN CHASE & CO.(JPM)19,59420,003+4095,6816,3090.53%+629
INVESCO EXCH TRADED FD TR II12,30412,322+182879050.08%+618
VANECK ETF TRUST
GOLD MINERS ETF
25,09825,147+491,3071,9210.16%+615
J P MORGAN EXCHANGE TRADED F
EQUITY FOCUS ETF
227,618223,779-3,83915,96516,5801.38%+615
ORACLE CORP(ORCL)10,22310,131-922,2352,8490.24%+614
CATERPILLAR INC(CAT)6,1096,193+842,3722,9550.25%+583
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
102,675107,769+5,0946,4257,0050.58%+580
VANGUARD INDEX FDS2,0702,865+7951,1761,7550.15%+579
INVESCO EXCH TRADED FD TR II12,3047,006-5,2982878480.07%+561
PROLOGIS INC.(PLD)7,56911,813+4,2447961,3530.11%+557
PALANTIR TECHNOLOGIES INC(PLTR)10,96411,245+2811,4952,0510.17%+557
VANGUARD INDEX FDS24,79724,549-2487,5368,0560.67%+520
PIMCO ETF TR
ENHAN SHRT MA AC
16,75921,864+5,1051,6852,2020.18%+517
ISHARES SILVER TR(SLV)30,09635,440+5,3449871,5020.13%+514
ETFIS SER TR I
VIRTUS REAVES UT
42,56244,501+1,9393,2183,7130.31%+495
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7,4928,477+9851,8972,3890.20%+492
INVESCO EXCH TRD SLF IDX FD
BULL 2034 CO ETF
75,53797,873+22,3361,5672,0570.17%+490
MP MATERIALS CORP(MP)14,94714,678-2694979840.08%+487
SELECT SECTOR SPDR TR
ST STR MATER ETF
05,254+5,25404710.04%+471
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
12,59714,419+1,8221,7852,2410.19%+457
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
06,200+6,20004560.04%+456
SELECT SECTOR SPDR TR
ST STR FINL ETF
12,68320,615+7,9326641,1110.09%+446
ISHARES TR12,30432,778+20,4742877260.06%+439
AFLAC INC(AFL)03,903+3,90304360.04%+436
ISHARES TR54,72753,667-1,0607,3907,8170.65%+426
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
7,2088,331+1,1231,6372,0590.17%+422
ALTRIA GROUP INC(MO)53,85754,077+2203,1583,5720.30%+415
AMAZON COM INC(AMZN)43,01144,827+1,8169,4369,8430.82%+406
SPDR SERIES TRUST
ST STR P400MID
32,38337,789+5,4061,7612,1610.18%+400
SELECT SECTOR SPDR TR
ST STR ENERG ETF
23,10126,397+3,2961,9592,3580.20%+399
INVESCO EXCH TRD SLF IDX FD
BULLETSHARE 2034
28,74744,394+15,6476821,0800.09%+398
APPLOVIN CORP(APP)1,0471,059+123677610.06%+394
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
02,665+2,66503880.03%+388
PFIZER INC(PFE)35,00448,519+13,5158491,2360.10%+388
HOME DEPOT INC(HD)8,5928,716+1243,1503,5320.29%+381
STATE STR CORP(STT)03,215+3,21503730.03%+373
MFS ACTIVE EXCHANGE TRADED F
INTERNATINL ETF
012,089+12,08903570.03%+357
GENERAL MTRS CO(GM)05,785+5,78503530.03%+353
BANK NEW YORK MELLON CORP03,166+3,16603450.03%+345
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,0346,126+921,3671,7110.14%+344
GOLDMAN SACHS GROUP INC(GS)1,7021,942+2401,2051,5470.13%+342
Page 1 of 6