— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

MONECO Advisors, LLC

2150 POST ROAD, FAIRFIELD, CT 06824 • 203-319-3554

Q4 2025 · Filed 2026-02-04
Market Value
$1.3B
+5.1%
Holdings
530
+16
New Purchases
39
Added To
245
Closed
28
Reduced
192
Top 10 Concentration
27.7%
Turnover
12.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCW 1.52% 0.07% +1.46% $19M
SPLG 3.33% 2.82% +0.52% $42M
AAPL 2.82% 2.53% +0.30% $36M
SLV 0.37% 0.13% +0.24% $5M
E 0.22% 0.00% +0.22% $3M
GSK 0.25% 0.04% +0.22% $3M
GOOGL 1.15% 0.93% +0.22% $14M
MCK 0.22% 0.00% +0.22% $3M
MDYV 0.60% 0.41% +0.19% $8M
SPDW 1.23% 1.05% +0.19% $16M
C 0.22% 0.07% +0.16% $3M
FXF 0.41% 0.26% +0.15% $5M
SPTM 0.22% 0.08% +0.14% $3M
BSMW 0.19% 0.05% +0.14% $2M
LLY 0.39% 0.27% +0.13% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCP 0.00% 2.01% -2.01% $0
IBDQ 0.00% 0.42% -0.42% $0
EWJ 0.00% 0.26% -0.26% $0
SGOV 5.37% 5.60% -0.24% $68M
COWZ 0.84% 1.07% -0.22% $11M
MSFT 2.00% 2.21% -0.22% $25M
BSMP 0.00% 0.22% -0.22% $0
MA 0.13% 0.32% -0.19% $2M
GBTC 0.35% 0.52% -0.17% $4M
META 0.44% 0.59% -0.15% $5M
TDG 0.00% 0.15% -0.15% $0
BLK 0.03% 0.17% -0.14% $339K
IGV 0.00% 0.13% -0.13% $0
KWEB 0.07% 0.19% -0.12% $880K
SCHD 0.72% 0.84% -0.12% $9M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 75.2%
Technology 8.7%
Healthcare 3.4%
Energy 2.8%
Industrials 2.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 69 $310M 24.7%
Large Cap 301 $542M 43.1%
Mid Cap 75 $251M 19.9%
Small Cap 62 $131M 10.4%
Micro Cap 23 $23M 1.9%

Portfolio Analytics

Avg Market Cap
$150.5B
Median Market Cap
$37.9B
Avg P/E
34.2
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
254
# ETFs / Funds
276

Top Holdings (530 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SGOV 5.37% 672,747 $68M $100.38 $456K +6,662 +1.0%
2 SPLG 3.33% 522,585 $42M $80.22 $8M +92,425 +21.5%
3 SPYV 3.14% 695,651 $40M $56.81 $3M +34,182 +5.2%
4 IWY 3.00% 136,475 $38M $276.94 $3M +9,226 +7.2%
5 AAPL 2.82% 130,648 $36M $271.86 $5M +11,934 +10.1%
6 BSCQ 2.07% 1,331,110 $26M $19.57 $1M +54,118 +4.2%
7 BSCR 2.05% 1,308,480 $26M $19.74 $1M +66,614 +5.4%
8 MSFT 2.00% 51,905 $25M $483.62 -$1M +773 +1.5%
9 BSCS 1.97% 1,205,018 $25M $20.60 $1M +69,280 +6.1%
10 BSCT 1.94% 1,295,196 $24M $18.83 $1M +68,420 +5.6%
11 BSCU 1.82% 1,351,092 $23M $16.92 $1M +65,283 +5.1%
12 BSCV 1.81% 1,367,029 $23M $16.69 $2M +109,751 +8.7%
13 VUG 1.75% 45,220 $22M $487.86 $79K -614 -1.3%
14 NVDA 1.71% 115,309 $22M $186.50 $253K +1,403 +1.2%
15 BSCW 1.52% 918,123 $19M $20.87 $18M +879,651 +2286.5%
16 JPEF 1.38% 232,019 $17M $74.69 $749K +8,240 +3.7%
17 SPDW 1.23% 349,607 $16M $44.41 $3M +57,320 +19.6%
18 SPY 1.20% 22,067 $15M $681.91 -$30K -565 -2.5%
19 GOOGL 1.15% 46,055 $14M $313.00 $3M +310 +0.7%
20 JNJ 0.97% 59,225 $12M $206.95 $1M -655 -1.1%
21 GLD 0.88% 27,861 $11M $396.31 $2M +1,942 +7.5%
22 AMZN 0.87% 47,622 $11M $230.82 $1M +2,795 +6.2%
23 COWZ 0.84% 176,448 $11M $60.17 -$2M -45,769 -20.6%
24 USMV 0.82% 109,629 $10M $94.16 $42K +1,568 +1.4%
25 RWL 0.76% 83,759 $10M $114.50 $799K +4,317 +5.4%
26 SPYG 0.76% 89,533 $10M $106.70 $955K +7,265 +8.8%
27 BRK-B 0.75% 18,674 $9M $502.66 -$58K -113 -0.6%
28 AVUV 0.73% 90,529 $9M $101.98 $721K +5,012 +5.9%
29 SCHD 0.72% 328,170 $9M $27.43 -$1M -38,628 -10.5%
30 VTI 0.67% 25,084 $8M $335.27 $354K +535 +2.2%
31 PTLC 0.66% 150,456 $8M $55.58 -$810K -17,045 -10.2%
32 SDY 0.65% 58,746 $8M $139.16 -$229K -1,264 -2.1%
33 ITOT 0.64% 53,978 $8M $148.69 $209K +311 +0.6%
34 OEF 0.62% 22,561 $8M $342.97 -$197K -1,278 -5.4%
35 HELO 0.60% 113,994 $8M $66.43 $568K +6,225 +5.8%
36 MDYV 0.60% 89,334 $8M $84.65 $3M +30,421 +51.6%
37 QQQ 0.57% 11,754 $7M $614.30 $1M +2,195 +23.0%
38 SLYG 0.53% 71,310 $7M $94.19 $1M +14,003 +24.4%
39 JMBS 0.52% 143,212 $7M $45.69 $843K +18,394 +14.7%
40 SPEM 0.52% 138,662 $6M $46.81 $1M +30,255 +27.9%
41 JPM 0.50% 19,572 $6M $322.22 -$3K -431 -2.1%
42 SGOL 0.50% 152,806 $6M $41.08 $650K -80 -0.1%
43 AVGO 0.49% 17,849 $6M $346.10 $557K +813 +4.8%
44 TSLA 0.45% 12,633 $6M $449.71 $409K +778 +6.6%
45 META 0.44% 8,325 $5M $660.09 -$2M -1,317 -13.7%
46 BIL 0.43% 58,587 $5M $91.38 $490K +5,579 +10.5%
47 MDYG 0.42% 57,369 $5M $92.43 $782K +7,997 +16.2%
48 GOOG 0.41% 16,506 $5M $313.80 $1M +505 +3.2%
49 FXF 0.41% 45,813 $5M $111.60 $2M +18,287 +66.4%
50 XOM 0.40% 41,493 $5M $120.34 $132K -1,622 -3.8%
51 LLY 0.39% 4,617 $5M $1,074.78 $2M +432 +10.3%
52 JPLD 0.39% 92,592 $5M $52.34 $991K +19,118 +26.0%
53 IBDT 0.38% 187,199 $5M $25.46 $177K +7,422 +4.1%
54 GLDM 0.37% 55,038 $5M $85.37 $522K +401 +0.7%
55 SYLD 0.37% 67,360 $5M $69.52 -$1M -17,933 -21.0%
56 SLV 0.37% 72,322 $5M $64.42 $3M +36,882 +104.1%
57 VOT 0.36% 16,248 $5M $279.14 -$95K +488 +3.1%
58 DUK 0.36% 38,520 $5M $117.21 -$261K -77 -0.2%
59 GBTC 0.35% 64,271 $4M $68.36 -$2M -5,149 -7.4%
60 SLYV 0.35% 48,138 $4M $90.97 $129K +198 +0.4%
61 SMH 0.34% 11,993 $4M $360.14 $984K +1,775 +17.4%
62 RTX 0.34% 23,445 $4M $183.40 $283K -559 -2.3%
63 CVX 0.34% 28,096 $4M $152.41 -$164K -536 -1.9%
64 IBDR 0.33% 171,543 $4M $24.23 -$199K -7,710 -4.3%
65 ABBV 0.33% 18,164 $4M $228.49 $151K +892 +5.2%
66 IBM 0.33% 13,837 $4M $296.20 $199K +18 +0.1%
67 VTV 0.32% 21,043 $4M $190.99 $396K +1,615 +8.3%
68 PTNQ 0.32% 51,060 $4M $78.65 -$474K -6,856 -11.8%
69 UTES 0.31% 49,179 $4M $78.95 $170K +4,678 +10.5%
70 EPD 0.30% 118,372 $4M $32.06 $119K +818 +0.7%
71 FLRN 0.29% 120,673 $4M $30.73 $47K +2,023 +1.7%
72 IBDS 0.29% 150,202 $4M $24.28 $150K +6,550 +4.6%
73 BXMX 0.29% 246,917 $4M $14.70 $2K -4,337 -1.7%
74 CAT 0.27% 6,030 $3M $572.86 $500K -163 -2.6%
75 LOW 0.27% 14,292 $3M $241.16 -$176K -121 -0.8%
76 SPSM 0.27% 72,562 $3M $46.86 $329K +6,247 +9.4%
77 BSMQ 0.27% 143,271 $3M $23.64 $246K +10,299 +7.8%
78 IEFA 0.27% 37,371 $3M $89.46 $337K +2,942 +8.6%
79 NLR 0.26% 26,425 $3M $124.20 $376K +5,004 +23.4%
80 BSMS 0.26% 137,875 $3M $23.50 $162K +6,422 +4.9%
81 BSMR 0.25% 135,239 $3M $23.67 $180K +7,557 +5.9%
82 GSK 0.25% 65,226 $3M $49.04 $3M +54,913 +532.5%
83 XSVM 0.25% 55,825 $3M $57.14 -$109K -2,601 -4.5%
84 BSMU 0.25% 142,081 $3M $22.03 -$33K -2,205 -1.5%
85 BSMT 0.25% 133,311 $3M $23.15 $111K +4,501 +3.5%
86 V 0.24% 8,717 $3M $350.70 $124K +125 +1.4%
87 XLE 0.24% 67,572 $3M $44.71 $663K +41,175 +156.0%
88 HD 0.24% 8,743 $3M $344.10 -$523K +27 +0.3%
89 MO 0.24% 52,025 $3M $57.66 -$573K -2,052 -3.8%
90 PCY 0.24% 136,931 $3M $21.66 $129K +5,358 +4.1%
91 JPST 0.23% 58,033 $3M $50.59 $1M +22,995 +65.6%
92 IAU 0.23% 35,712 $3M $81.17 $232K -940 -2.6%
93 E 0.22% 74,348 $3M $37.94 +74,348 NEW
94 C 0.22% 24,171 $3M $116.69 $2M +16,043 +197.4%
95 IWF 0.22% 5,922 $3M $473.28 $128K +211 +3.7%
96 ECH 0.22% 68,858 $3M $40.40 $514K +47 +0.1%
97 PPA 0.22% 17,665 $3M $156.63 $525K +3,246 +22.5%
98 SPTM 0.22% 33,475 $3M $82.50 $2M +22,015 +192.1%
99 RWJ 0.22% 56,207 $3M $48.72 -$567K -12,228 -17.9%
100 BABA 0.22% 18,578 $3M $146.58 -$608K -63 -0.3%

New Positions

SymbolValue% Port
E $3M 0.22%
MCK $3M 0.22%
MYCL $2M 0.12%
AKRE $1M 0.11%
EWZ $793K 0.06%
BSCZ $684K 0.05%
ASEA $550K 0.04%
BBBS $490K 0.04%
TOTB.DE $457K 0.04%
GTOP $446K 0.04%
BSJX $435K 0.03%
BSMZ $293K 0.02%
IEF $288K 0.02%
UPS $284K 0.02%
IBB $284K 0.02%

Sold Out Positions

SymbolValue% Port
SPOT —%
EOG —%
EOS —%
UL —%
TDG —%
AZO —%
OGE —%
TTE —%
IGV —%
DOCU —%
COIN —%
DNLI —%
KMB —%
MELI —%
MUB —%
View SEC EDGAR Filings for MONECO Advisors, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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