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Asset Manager ← All Institutions

MONEY CONCEPTS CAPITAL CORP

11440 JOG ROAD, PALM BEACH GARDENS, FL 33418 • 561-472-2000

Q2 2025 · Filed 2025-08-14
Market Value
$1.5B
+12.6%
Holdings
454
+14
New Purchases
44
Added To
215
Closed
19
Reduced
157
Top 10 Concentration
34.6%
Turnover
13.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPMO 7.51% 5.58% +1.92% $112M
MAGS 4.55% 3.91% +0.64% $68M
IOO 0.64% 0.00% +0.64% $10M
QQQM 0.64% 0.12% +0.52% $9M
IXUS 0.45% 0.00% +0.45% $7M
SPLG 0.91% 0.53% +0.38% $14M
XLK 1.24% 0.97% +0.27% $18M
IVV 0.84% 0.57% +0.27% $12M
NVO 0.26% 0.02% +0.23% $4M
MSFT 1.32% 1.12% +0.20% $20M
NVDA 0.85% 0.66% +0.19% $13M
IEFA 1.15% 0.96% +0.19% $17M
GOOG 0.32% 0.14% +0.18% $5M
ACN 0.17% 0.00% +0.17% $3M
OLED 0.16% 0.00% +0.16% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OMFL 0.01% 0.64% -0.63% $210K
RSP 1.61% 2.01% -0.40% $24M
AAPL 1.55% 1.93% -0.38% $23M
CTA 0.03% 0.39% -0.36% $376K
QUAL 0.31% 0.65% -0.33% $5M
DBEF 0.02% 0.35% -0.33% $320K
BIL 0.15% 0.47% -0.33% $2M
SPY 0.36% 0.64% -0.28% $5M
SVAL 4.71% 4.97% -0.26% $70M
TBIL 0.58% 0.82% -0.25% $9M
IWS 3.81% 4.03% -0.21% $57M
SPGP 0.33% 0.53% -0.21% $5M
SCHD 0.13% 0.33% -0.21% $2M
MBB 0.00% 0.19% -0.19% $0
SPAB 1.15% 1.33% -0.18% $17M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 70.1%
Technology 8.2%
Healthcare 5.7%
Consumer Defensive 4.9%
Industrials 2.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $310M 20.8%
Large Cap 223 $736M 49.4%
Mid Cap 91 $287M 19.2%
Small Cap 54 $66M 4.5%
Micro Cap 25 $91M 6.1%

Portfolio Analytics

Avg Market Cap
$155.9B
Median Market Cap
$22.2B
Avg P/E
32.0
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
203
# ETFs / Funds
251

Top Holdings (454 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPMO 7.51% 994,382 $112M $112.47 $38M +195,936 +24.5%
2 SVAL 4.71% 2,259,905 $70M $31.05 $4M +65,578 +3.0%
3 MAGS 4.55% 1,221,775 $68M $55.47 $16M +93,905 +8.3%
4 XMMO 4.02% 465,289 $60M $128.63 $7M +2,622 +0.6%
5 IWS 3.81% 430,145 $57M $132.14 $4M +6,757 +1.6%
6 VOO 2.95% 77,398 $44M $568.03 $7M +5,164 +7.2%
7 QQQ 2.25% 60,777 $34M $551.64 $2M -6,963 -10.3%
8 VYM 1.62% 181,129 $24M $133.31 $2M +6,514 +3.7%
9 RSP 1.61% 131,952 $24M $181.74 -$3M -21,371 -13.9%
10 AAPL 1.55% 112,330 $23M $205.17 -$2M -2,618 -2.3%
11 SPTM 1.44% 286,892 $21M $74.89 $2M +6,126 +2.2%
12 MSFT 1.32% 39,559 $20M $497.40 $5M -23 -0.1%
13 XLK 1.24% 73,049 $18M $253.23 $6M +10,764 +17.3%
14 SPAB 1.15% 670,775 $17M $25.60 -$442K -18,874 -2.7%
15 IEFA 1.15% 204,601 $17M $83.48 $4M +36,804 +21.9%
16 IJR 0.93% 127,211 $14M $109.29 $2M +11,456 +9.9%
17 SPLG 0.91% 187,501 $14M $72.69 $7M +80,049 +74.5%
18 AGG 0.90% 135,889 $13M $99.20 $1M +13,124 +10.7%
19 VLGEA 0.85% 329,169 $13M $38.50 $402K +6,331 +2.0%
20 NVDA 0.85% 80,118 $13M $157.99 $4M -367 -0.5%
21 USMV 0.84% 133,665 $13M $93.87 $1M +10,843 +8.8%
22 IVV 0.84% 20,126 $12M $620.90 $5M +6,688 +49.8%
23 IEF 0.81% 126,202 $12M $95.77 -$447K -5,218 -4.0%
24 BUFR 0.71% 330,880 $11M $31.80 -$523K -41,139 -11.1%
25 GILD 0.68% 91,686 $10M $110.87 $90K +1,771 +2.0%
26 CAH 0.65% 58,005 $10M $168.00 $768K -7,152 -11.0%
27 IOO 0.64% 88,161 $10M $107.81 +88,161 NEW
28 QQQM 0.64% 41,703 $9M $227.10 $8M +33,558 +412.0%
29 LLY 0.64% 12,147 $9M $779.51 -$268K +358 +3.0%
30 VWO 0.63% 189,716 $9M $49.46 $2M +21,438 +12.7%
31 SCHM 0.62% 328,645 $9M $28.05 $1M +20,251 +6.6%
32 TBIL 0.58% 171,804 $9M $50.00 -$2M -46,393 -21.3%
33 PG 0.55% 51,594 $8M $159.32 -$292K +1,645 +3.3%
34 CDNS 0.55% 26,604 $8M $308.15 $1M -32 -0.1%
35 AMZN 0.54% 36,978 $8M $219.39 $546K -2,794 -7.0%
36 ABBV 0.53% 42,488 $8M $185.62 -$507K +2,426 +6.1%
37 OUNZ 0.52% 243,152 $8M $31.89 $477K +1,724 +0.7%
38 FDN 0.52% 28,636 $8M $269.33 $1M -1,283 -4.3%
39 PSLV 0.50% 613,995 $8M $12.24 $507K +9,865 +1.6%
40 XLP 0.49% 89,965 $7M $80.97 $164K +2,778 +3.2%
41 ILCG 0.48% 74,387 $7M $96.90 $466K -8,858 -10.6%
42 JNJ 0.48% 46,422 $7M $152.75 -$201K +2,454 +5.6%
43 PLTR 0.47% 51,041 $7M $136.32 $3M -235 -0.5%
44 FONR 0.46% 462,760 $7M $14.96 $1M +56,464 +13.9%
45 KO 0.46% 97,739 $7M $70.75 -$42K +607 +0.6%
46 MCD 0.46% 23,263 $7M $292.17 -$284K +595 +2.6%
47 IXUS 0.45% 86,657 $7M $77.31 +86,657 NEW
48 SPSB 0.45% 221,239 $7M $30.19 -$191K -7,013 -3.1%
49 PHYS 0.43% 253,080 $6M $25.35 $224K -4,260 -1.7%
50 KMB 0.42% 48,579 $6M $128.92 -$401K +1,727 +3.7%
51 T 0.42% 215,294 $6M $28.94 -$5K -5,211 -2.4%
52 DUK 0.41% 52,372 $6M $118.00 -$81K +1,039 +2.0%
53 IBM 0.40% 20,147 $6M $294.78 $887K -170 -0.8%
54 BILS 0.40% 59,648 $6M $99.43 -$542K -5,414 -8.3%
55 HD 0.39% 16,005 $6M $366.63 -$225K -619 -3.7%
56 GLDM 0.37% 84,972 $6M $65.52 -$365K -10,882 -11.3%
57 SCHG 0.36% 184,773 $5M $29.21 $2M +65,944 +55.5%
58 SPY 0.36% 8,650 $5M $617.87 -$3M -6,411 -42.6%
59 IJH 0.36% 85,897 $5M $62.02 $486K +2,935 +3.5%
60 CSCO 0.35% 75,571 $5M $69.38 $2M +16,011 +26.9%
61 ANGL 0.34% 174,471 $5M $29.28 $726K +22,630 +14.9%
62 META 0.34% 6,913 $5M $738.13 $1M +473 +7.3%
63 VZ 0.34% 117,175 $5M $43.27 $191K +9,619 +8.9%
64 SO 0.34% 54,981 $5M $91.83 $54K +661 +1.2%
65 SPGP 0.33% 45,075 $5M $107.70 -$2M -25,697 -36.3%
66 GOOG 0.32% 26,940 $5M $177.39 $3M +14,685 +119.8%
67 QUAL 0.31% 25,526 $5M $182.82 -$4M -24,449 -48.9%
68 PFE 0.31% 191,063 $5M $24.24 -$655K -17,541 -8.4%
69 VTV 0.31% 25,844 $5M $176.74 $2M +10,546 +68.9%
70 WM 0.30% 19,854 $5M $228.82 -$17K +158 +0.8%
71 WMT 0.30% 45,993 $4M $97.78 $855K +4,510 +10.9%
72 XLI 0.30% 29,997 $4M $147.52 $181K -2,384 -7.4%
73 LNT 0.29% 71,394 $4M $60.47 -$151K +1,954 +2.8%
74 GDX 0.29% 82,564 $4M $52.06 $528K +541 +0.7%
75 CL 0.29% 47,188 $4M $90.90 $394K +5,620 +13.5%
76 CAT 0.29% 11,025 $4M $388.20 $603K -125 -1.1%
77 SHY 0.29% 51,332 $4M $82.86 -$198K -2,479 -4.6%
78 TIP 0.28% 37,386 $4M $110.04 $87K +1,134 +3.1%
79 DIVB 0.27% 80,815 $4M $50.32 $3M +49,775 +160.4%
80 SKYY 0.27% 33,388 $4M $121.64 $752K +1,021 +3.1%
81 LMT 0.27% 8,728 $4M $463.13 $462K +714 +8.9%
82 JEPI 0.27% 70,726 $4M $56.85 $11K +546 +0.8%
83 RTX 0.27% 27,444 $4M $146.02 $470K +740 +2.8%
84 IYY 0.26% 25,708 $4M $150.87 $439K +433 +1.7%
85 NVO 0.26% 55,783 $4M $69.02 $4M +51,146 +1103.0%
86 PEP 0.25% 28,528 $4M $132.04 -$264K +1,645 +6.1%
87 MDT 0.24% 41,404 $4M $87.17 $361K +5,259 +14.6%
88 NOBL 0.24% 35,513 $4M $100.70 $2M +20,379 +134.7%
89 GLW 0.24% 67,499 $4M $52.59 $420K -874 -1.3%
90 SMH 0.24% 12,680 $4M $278.89 $794K -286 -2.2%
91 DGRW 0.23% 41,653 $3M $83.74 $563K +5,024 +13.7%
92 IBTF 0.23% 148,665 $3M $23.36 -$615K -26,253 -15.0%
93 GD 0.23% 11,797 $3M $291.66 $558K +1,220 +11.5%
94 VTI 0.23% 11,176 $3M $303.92 $357K +116 +1.1%
95 VIG 0.23% 16,411 $3M $204.67 $310K +695 +4.4%
96 ONEQ 0.22% 41,478 $3M $80.10 $523K +345 +0.8%
97 CDC 0.22% 51,550 $3M $63.71 -$361K -3,911 -7.0%
98 USFR 0.22% 64,381 $3M $50.31 -$184K -3,638 -5.3%
99 SPYG 0.21% 32,813 $3M $95.32 -$180K -8,341 -20.3%
100 BAB 0.21% 117,281 $3M $26.53 $16K +1,255 +1.1%

New Positions

SymbolValue% Port
IOO $10M 0.64%
IXUS $7M 0.45%
ACN $3M 0.17%
OLED $2M 0.16%
RDDT $1M 0.09%
PYLD $1M 0.08%
DMAY $772K 0.05%
BIZD $600K 0.04%
AOM $590K 0.04%
SGOV $495K 0.03%
IGM $465K 0.03%
IAU $435K 0.03%
IPKW $409K 0.03%
QQEW $391K 0.03%
FEZ $381K 0.03%

Sold Out Positions

SymbolValue% Port
LRGF —%
STEM —%
WPC —%
DOW —%
IT —%
TPL —%
HUM —%
CLSK —%
MBB —%
BAX —%
MOAT —%
XSHD —%
SCHP —%
TMUS —%
CWB —%
View SEC EDGAR Filings for MONEY CONCEPTS CAPITAL CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms