Notify me when MONEY CONCEPTS CAPITAL CORP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 518 | $1,783,291,260 | +$305,469,981 | -$158,084,189 | +$147,385,792 | SPMO, IWM, MAGS, XMMO, IWS | 13F-HR | 04 Feb 2026, 12:05 |
| Q3 2025 | 468 | $1,621,384,925 | +$133,214,546 | -$108,741,604 | +$24,472,942 | SPMO, MAGS, SVAL, XMMO, IWS | 13F-HR | 04 Nov 2025, 14:14 |
| Q2 2025 | 441 | $1,495,555,934 | +$147,101,827 | -$92,721,463 | +$54,380,364 | SPMO, SVAL, MAGS, XMMO, IWS | 13F-HR | 14 Aug 2025, 10:41 |
| Q1 2025 | 417 | $1,335,397,379 | +$128,593,940 | -$104,208,127 | +$24,385,813 | SPMO, SVAL, IWS, XMMO, MAGS | 13F-HR | 24 Apr 2025, 10:20 |
| Q4 2024 | 403 | $1,344,205,238 | +$109,189,677 | -$72,412,763 | +$36,776,914 | SVAL, SPMO, XMMO, MAGS, IWS | 13F-HR | 27 Jan 2025, 12:04 |
| Q3 2024 | 397 | $1,317,809,443 | +$236,663,282 | -$172,090,022 | +$64,573,260 | SVAL, SPMO, IWS, MAGS, XMMO | 13F-HR | 31 Oct 2024, 09:05 |
| Q2 2024 | 380 | $1,190,497,449 | +$223,207,315 | -$125,446,426 | +$97,760,889 | XMMO, MAGS, VOO, QQQ, DWAS | 13F-HR | 02 Aug 2024, 11:29 |
| Q1 2024 | 379 | $1,084,450,930 | +$188,093,779 | -$233,379,559 | -$45,285,780 | VOO, QQQ, MSFT, AAPL, DWAS | 13F-HR | 01 May 2024, 10:28 |
| Q4 2023 | 380 | $1,077,320,416 | +$149,944,664 | -$99,847,835 | +$50,096,829 | QTEC, VOO, MSFT, QQQ, LMT | 13F-HR | 12 Feb 2024, 11:20 |
| Q3 2023 | 348 | $942,288,272 | +$119,574,794 | -$111,209,667 | +$8,365,127 | VOO, MSFT, QQQ, AAPL, SPTM | 13F-HR | 31 Oct 2023, 17:56 |
| Q2 2023 | 365 | $982,189,929 | +$223,995,822 | -$870,462,247 | -$646,466,425 | VOO, AAPL, MSFT, QQQ, SPTM | 13F-HR | 31 Jul 2023, 18:17 |
| Q1 2023 | 458 | $1,189,068,606 | $0 | $0 | $0 | MCD, LMT, KMB, RPV, PEP | 13F-HR | 01 May 2023, 12:24 |
| Q4 2022 | 3,252 | $2,239,559,823 | +$667,352,867 | -$256,619,590 | +$410,733,277 | JNJ, AAPL, PG, MSFT, KMLM | 13F-HR | 14 Feb 2023, 13:32 |
| Q3 2022 | 1,537 | $1,693,996,000 | +$711,598,149 | -$75,348,645 | +$636,249,504 | SHY, SHV, KMLM, USFR, JNJ | 13F-HR | 27 Oct 2022, 09:32 |
| Q2 2022 | 1,426 | $1,125,545,000 | +$237,083,139 | -$663,158,456 | -$426,075,317 | SHY, SHV, KMLM, IWY, COWZ | 13F-HR | 18 Jul 2022, 14:21 |
| Q1 2022 | 2,651 | $1,773,468,000 | +$806,876,035 | -$158,106,631 | +$648,769,404 | AGG, IVV, AAPL, QQQ, VOO | 13F-HR | 13 May 2022, 11:44 |
| Q4 2021 | 742 | $1,182,454,000 | $0 | $0 | $0 | IVV, IJR, VOO, AGG, QQQ | 13F-HR | 14 Feb 2022, 10:16 |
| Q1 2021 | 712 | $1,250,409,000 | +$330,970,385 | -$217,643,936 | +$113,326,449 | IVV, IJR, SPTM, EQAL, RDVY | 13F-HR | 17 May 2021, 17:22 |
| Q4 2020 | 657 | $1,083,100,000 | $0 | $0 | $0 | IVV, IJR, SPTM, MDYG, AAPL | 13F-HR | 17 May 2021, 17:22 |