MONEY CONCEPTS CAPITAL CORP

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$1.32B
Signature - Title
Liza Perlow - Vice President
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by MONEY CONCEPTS CAPITAL CORP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MONEY CONCEPTS CAPITAL CORP reported 397 stock holdings with total value $1.32B as of Q3 2024. Top holdings included SVAL, SPMO, IWS, MAGS, and XMMO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 397 $1.32B +$237M -$172M +$64.6M SVAL, SPMO, IWS, MAGS, XMMO 13F-HR 10/31/2024, 09:05 AM
Q2 2024 380 $1.19B +$223M -$125M +$97.8M XMMO, MAGS, VOO, QQQ, DWAS 13F-HR 8/2/2024, 11:29 AM
Q1 2024 379 $1.08B +$188M -$233M -$45.3M VOO, QQQ, MSFT, AAPL, DWAS 13F-HR 5/1/2024, 10:28 AM
Q4 2023 380 $1.08B +$150M -$99.8M +$50.1M QTEC, VOO, MSFT, QQQ, LMT 13F-HR 2/12/2024, 11:20 AM
Q3 2023 348 $942M +$120M -$111M +$8.37M VOO, MSFT, QQQ, AAPL, SPTM 13F-HR 10/31/2023, 05:56 PM
Q2 2023 365 $982M +$224M -$870M -$646M VOO, AAPL, MSFT, QQQ, SPTM 13F-HR 7/31/2023, 06:17 PM
Q1 2023 458 $1.19B $0 $0 MCD, LMT, KMB, RPV, PEP 13F-HR 5/1/2023, 12:24 PM
Q4 2022 3,252 $2.24B +$667M -$257M +$411M JNJ, AAPL, PG, MSFT, KMLM 13F-HR 2/14/2023, 01:32 PM
Q3 2022 1,537 $1.69B +$712M -$75.3M +$636M SHY, SHV, KMLM, USFR, JNJ 13F-HR 10/27/2022, 09:32 AM
Q2 2022 1,426 $1.13B +$237M -$663M -$426M SHY, SHV, KMLM, IWY, COWZ 13F-HR 7/18/2022, 02:21 PM
Q1 2022 2,651 $1.77B +$807M -$158M +$649M AGG, IVV, AAPL, QQQ, VOO 13F-HR 5/13/2022, 11:44 AM
Q4 2021 742 $1.18B $0 $0 IVV, IJR, VOO, AGG, QQQ 13F-HR 2/14/2022, 10:16 AM
Q1 2021 712 $1.25B +$331M -$218M +$113M IVV, IJR, SPTM, EQAL, RDVY 13F-HR 5/17/2021, 05:22 PM
Q4 2020 657 $1.08B $0 $0 IVV, IJR, SPTM, MDYG, AAPL 13F-HR 5/17/2021, 05:22 PM