Fund Holdings — MONEY CONCEPTS CAPITAL CORP

Total Portfolio Value
$1.78B
Total Bought
$303.86M
Total Sold
$736.26M
Net Transaction
-$432.40M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ISHARES TR9,350362,910+353,5602,26289,3345.01%+87,072
INVESCO EXCH TRADED FD TR II2,298,7041,015,733-1,282,97177,030121,1976.80%+44,168
INVESCO QQQ TR069,207+69,207042,5152.38%+42,515
VANGUARD INDEX FDS79,84097,525+17,68548,89361,1613.43%+12,269
WORLD GOLD TR(GLDM)079,945+79,94506,8250.38%+6,825
FIRST TR EXCHANGE-TRADED FD024,755+24,75506,6630.37%+6,663
RTX CORPORATION(RTX)029,001+29,00105,3190.30%+5,319
SPROTT ASSET MANAGEMENT LP(PSLV)617,409615,009-2,4009,69314,5450.82%+4,852
ELI LILLY & CO(LLY)13,10813,683+57510,00114,7050.82%+4,703
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
9,30848,074+38,7661,0305,5040.31%+4,474
ISHARES TR437,299457,119+19,82061,07864,4773.62%+3,399
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
470,063481,684+11,62163,56766,6943.74%+3,127
VANGUARD INDEX FDS3,53218,170+14,6387393,8000.21%+3,060
PIMCO ETF TR
ACTIVE BD ETF
032,662+32,66203,0400.17%+3,040
ISHARES TR
CORE MSCI EAFE
211,102237,673+26,57118,43121,2621.19%+2,831
NOVO-NORDISK A S(NVO)58,564115,001+56,4373,2505,8510.33%+2,602
ROYAL GOLD INC(RGLD)011,191+11,19102,4880.14%+2,488
CARDINAL HEALTH INC(CAH)48,76249,229+4677,65410,1170.57%+2,463
NOMAD FOODS LTD(NOMD)0187,595+187,59502,3470.13%+2,347
VANECK ETF TRUST
SEMICONDUCTR ETF
13,50718,465+4,9584,4086,6500.37%+2,242
FONAR CORP(FOA)483,522510,672+27,1507,2829,4780.53%+2,196
ISHARES SILVER TR(SLV)45,53061,241+15,7111,9293,9450.22%+2,016
ADVANCED MICRO DEVICES INC(AMD)16,25521,207+4,9522,6304,5420.25%+1,912
SPDR S&P 500 ETF TR(SPY)10,10212,498+2,3966,7308,5230.48%+1,793
ALPHABET INC(GOOG)28,66827,901-7676,9828,7550.49%+1,773
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
19,47625,934+6,4584,8136,5590.37%+1,746
THE TRADE DESK INC(TTD)045,788+45,78801,7380.10%+1,738
DATADOG INC(DDOG)012,271+12,27101,6690.09%+1,669
ORACLE CORP(ORCL)2,79212,269+9,4777852,3910.13%+1,606
VANGUARD SPECIALIZED FUNDS16,02122,665+6,6443,4574,9810.28%+1,524
PAYPAL HLDGS INC(PYPL)4,68931,173+26,4843141,8200.10%+1,505
JOHNSON & JOHNSON(JNJ)48,19050,252+2,0628,93510,4000.58%+1,464
VANECK ETF TRUST
GOLD MINERS ETF
80,93388,658+7,7256,1837,6040.43%+1,421
APPLE INC(AAPL)145,978141,912-4,06637,17138,5802.16%+1,410
SERVICENOW INC(NOW)08,832+8,83201,3530.08%+1,353
WINNEBAGO INDS INC(WGO)033,374+33,37401,3520.08%+1,352
RUBRIK INC.(RBRK)017,511+17,51101,3390.08%+1,339
D-WAVE QUANTUM INC(QBTS)050,758+50,75801,3270.07%+1,327
HARLEY DAVIDSON INC(HOG)064,299+64,29901,3170.07%+1,317
ISHARES GOLD TR(IAU)4,83920,347+15,5083521,6520.09%+1,299
ISHARES TR
US TREAS BD ETF
056,007+56,00701,2900.07%+1,290
SPDR GOLD TR(GLD)5,1317,855+2,7241,8243,1130.17%+1,289
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
020,208+20,20801,1300.06%+1,130
SPDR SERIES TRUST
ST STR P500ETF
172,893182,305+9,41213,54414,6240.82%+1,080
VISTA ENERGY S.A.B. DE C.V.(VIST)26,41740,556+14,1399091,9730.11%+1,065
SPDR SERIES TRUST
ST STR AGGRE ETF
713,449756,226+42,77718,44319,4731.09%+1,030
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
019,722+19,72201,0210.06%+1,021
CHIME FINL INC(CHYM)40,02070,831+30,8118071,7830.10%+976
ALPHABET INC(GOOG)10,70911,360+6512,6033,5560.20%+952
HELMERICH & PAYNE INC(HP)133,504135,826+2,3222,9493,8950.22%+946
SPDR SERIES TRUST
ST STR PR SP1500
290,936295,859+4,92323,46424,4081.37%+944
CATERPILLAR INC(CAT)11,44211,166-2765,4596,3970.36%+937
FIDELITY COVINGTON TRUST016,833+16,83309230.05%+923
NEURAXIS INC(NRXS)33,395222,605+189,2101031,0110.06%+908
WALMART INC(WMT)59,93163,384+3,4536,1767,0620.40%+885
ARGAN INC02,814+2,81408820.05%+882
SPROTT ASSET MANAGEMENT LP(PHYS)251,541251,289-2527,4518,2980.47%+847
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
40,15950,323+10,1642,9433,7770.21%+834
FIDELITY COVINGTON TRUST
ENHANCED INTL
022,574+22,57408260.05%+826
FIDELITY COVINGTON TRUST018,446+18,44608140.05%+814
VANECK MERK GOLD ETF(OUNZ)245,264238,152-7,1129,1219,8790.55%+757
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
343,980357,150+13,17011,49612,2360.69%+740
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
018,044+18,04407140.04%+714
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
23,06328,536+5,4732,7793,4740.19%+695
ISHARES TR
CORE DIVID ETF
84,73396,183+11,4504,4275,1120.29%+685
COCA COLA CO(KO)102,350106,863+4,5136,7887,4710.42%+683
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
08,988+8,98806620.04%+662
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
9,08123,002+13,9214261,0830.06%+656
CISCO SYS INC(CSCO)90,23788,632-1,6056,1746,8270.38%+653
VANECK ETF TRUST
JUNIOR GOLD MINE
38,43939,184+7453,8074,4580.25%+652
PACER FDS TR
US LRG CP CASH
018,262+18,26206430.04%+643
CELESTICA INC(CLS)8182,832+2,0142018390.05%+638
ALBEMARLE CORP(ALB)10,16010,302+1428241,4570.08%+633
HONDA MOTOR LTD(HMC)020,779+20,77906130.03%+613
BROADCOM INC(AVGO)10,93612,178+1,2423,6084,2150.24%+607
FIRST TR EXCHNG TRADED FD VI
FT VE U.S. EQ BU
019,133+19,13305820.03%+582
ISHARES TR25,64728,630+2,9834,1674,7470.27%+580
AMAZON COM INC(AMZN)44,95145,269+3189,87010,4490.59%+579
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
19,40524,974+5,5691,7342,3050.13%+571
VANGUARD INDEX FDS2,4993,626+1,1271,1981,7690.10%+570
VILLAGE SUPER MKT INC(VLGEA)335,548370,064+34,51612,53613,0980.73%+562
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
64,40773,337+8,9303,7054,2620.24%+558
GILEAD SCIENCES INC(GILD)90,23186,105-4,12610,01610,5680.59%+553
ASTRAZENECA PLC(AZN)32,13932,808+6692,4663,0160.17%+550
FIDELITY COVINGTON TRUST014,307+14,30705460.03%+546
FIRST TR EXCHANGE-TRADED FD05,900+5,90005460.03%+546
ISHARES TR90,68497,751+7,0675,9186,4520.36%+534
SELECT SECTOR SPDR TR
ST STR STAPL ETF
87,10094,671+7,5716,8267,3540.41%+528
BITWISE FUNDS TRUST
CRYPTO INDUSTRY
026,347+26,34705250.03%+525
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
011,700+11,70005180.03%+518
VANECK ETF TRUST
FALLEN ANGEL HG
180,466200,174+19,7085,3655,8780.33%+513
SPDR INDEX SHS FDS
ST STR PO EX ETF
35,63245,743+10,1111,5252,0310.11%+507
SPDR SERIES TRUST
ST STR P500VAL
55,09162,554+7,4633,0483,5540.20%+505
SPDR SERIES TRUST
ST STR BL 12 ETF
12,65217,500+4,8481,2591,7360.10%+477
PACER FDS TR
METAURUS CAP 400
011,214+11,21404760.03%+476
TWO RDS SHARED TR
LIBE ON DIVI ETF
018,708+18,70804750.03%+475
FORTINET INC(FTNT)05,931+5,93104710.03%+471
OGE ENERGY CORP(OGE)010,890+10,89004650.03%+465
NIKE INC(NKE)18,90227,882+8,9801,3181,7760.10%+458
AMGEN INC(AMGN)9,3409,439+992,6363,0890.17%+454
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MONEY CONCEPTS CAPITAL CORP — 13F Holdings — Q4 2025 | TickerTrail