Notify me when MONECO ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 507 | $1,259,567,350 | +$119,725,144 | -$71,444,631 | +$48,280,513 | SGOV, SPYM, SPYV, IWY, AAPL | 13F-HR | 04 Feb 2026, 17:18 |
| Q3 2025 | 494 | $1,197,878,159 | +$106,633,827 | -$48,371,866 | +$58,261,961 | SGOV, SPYV, IWY, SPLG, AAPL | 13F-HR | 05 Nov 2025, 11:11 |
| Q2 2025 | 468 | $1,074,694,245 | +$109,086,581 | -$56,626,625 | +$52,459,956 | SGOV, SPYV, IWY, MSFT, SPLG | 13F-HR | 13 Aug 2025, 12:46 |
| Q1 2025 | 454 | $965,769,978 | +$108,794,363 | -$70,882,025 | +$37,912,338 | SGOV, SPYV, AAPL, IWY, VUG | Restatement | 15 Aug 2025, 15:29 |
| Q4 2024 | 465 | $947,785,604 | +$210,027,968 | -$57,899,006 | +$152,128,962 | SGOV, AAPL, SPYV, VUG, IWY | Restatement | 15 Aug 2025, 15:28 |
| Q3 2024 | 432 | $803,421,314 | +$124,917,038 | -$38,156,402 | +$86,760,636 | AAPL, VUG, SGOV, OEF, SPYV | 13F-HR | 24 Oct 2024, 18:00 |
| Q2 2024 | 418 | $680,445,965 | +$101,226,933 | -$47,752,002 | +$53,474,931 | AAPL, VUG, OEF, MSFT, SPYV | 13F-HR | 19 Jul 2024, 17:27 |
| Q1 2024 | 407 | $629,946,817 | +$105,613,201 | -$35,406,029 | +$70,207,172 | VUG, OEF, AAPL, MSFT, SPY | Restatement | 19 Jul 2024, 17:27 |
| Q4 2023 | 379 | $524,753,991 | +$146,961,338 | -$22,801,021 | +$124,160,317 | AAPL, VUG, OEF, MSFT, SCHD | Restatement | 13 Mar 2024, 10:46 |
| Q3 2023 | 334 | $368,557,809 | +$35,472,483 | -$21,732,014 | +$13,740,469 | AAPL, SCHD, VUG, JNJ, SPY | Restatement | 13 Mar 2024, 10:46 |
| Q2 2023 | 338 | $367,460,569 | +$25,812,096 | -$15,995,401 | +$9,816,695 | AAPL, SCHD, JNJ, VUG, SPY | Restatement | 13 Mar 2024, 10:46 |
| Q1 2023 | 323 | $339,993,646 | +$57,832,393 | -$8,271,030 | +$49,561,363 | AAPL, SCHD, JNJ, SPY, VUG | 13F-HR | 11 May 2023, 21:05 |
| Q4 2022 | 268 | $276,734,555 | +$26,809,256 | -$13,740,445 | +$13,068,811 | AAPL, JNJ, SCHD, SDY, SPY | 13F-HR | 27 Jan 2023, 18:03 |
| Q3 2022 | 246 | $249,919,000 | +$17,531,388 | -$8,857,139 | +$8,674,249 | AAPL, JNJ, VUG, USMV, SDY | 13F-HR | 01 Nov 2022, 19:55 |
| Q2 2022 | 249 | $257,653,000 | +$42,906,081 | -$13,796,105 | +$29,109,976 | AAPL, JNJ, USMV, VUG, SDY | 13F-HR | 09 Aug 2022, 17:42 |
| Q1 2022 | 248 | $272,181,000 | +$13,373,273 | -$11,234,590 | +$2,138,683 | AAPL, VUG, JNJ, SPY, USMV | 13F-HR | 06 May 2022, 19:58 |
| Q4 2021 | 248 | $257,703,000 | +$24,144,635 | -$16,877,039 | +$7,267,596 | AAPL, VUG, JNJ, USMV, SPY | 13F-HR | 07 Feb 2022, 20:12 |
| Q3 2021 | 259 | $253,470,000 | +$44,501,838 | -$5,863,478 | +$38,638,360 | VUG, AAPL, USMV, JNJ, ITOT | 13F-HR | 02 Nov 2021, 18:23 |
| Q2 2021 | 223 | $217,282,000 | +$11,806,716 | -$13,753,024 | -$1,946,308 | VUG, AAPL, USMV, ITOT, SDY | 13F-HR | 10 Aug 2021, 17:03 |
| Q1 2021 | 220 | $205,739,000 | +$25,916,781 | -$5,511,291 | +$20,405,490 | VUG, AAPL, USMV, ITOT, SDY | 13F-HR | 17 May 2021, 15:36 |
| Q4 2020 | 186 | $177,465,000 | +$17,949,500 | -$12,181,240 | +$5,768,260 | VUG, AAPL, USMV, GSLC, ITOT | 13F-HR | 22 Jan 2021, 17:24 |
| Q3 2020 | 160 | $156,892,000 | +$28,171,237 | -$1,350,005 | +$26,821,232 | VUG, USMV, AAPL, GSLC, ITOT | 13F-HR | 20 Oct 2020, 16:47 |
| Q2 2020 | 139 | $127,704,000 | +$15,096,664 | -$2,856,246 | +$12,240,418 | VUG, USMV, AAPL, GSLC, SDY | 13F-HR | 30 Jul 2020, 21:45 |
| Q1 2020 | 117 | $97,721,000 | +$10,772,065 | -$27,551,345 | -$16,779,280 | USMV, VUG, GSLC, AAPL, SDY | 13F-HR | 11 May 2020, 16:46 |
| Q4 2019 | 147 | $140,370,000 | +$9,445,346 | -$9,207,592 | +$237,754 | USMV, VUG, AAPL, SDY, ITOT | 13F-HR | 21 Jan 2020, 16:45 |
| Q3 2019 | 141 | $128,204,000 | +$6,776,046 | -$3,368,892 | +$3,407,154 | USMV, VUG, HFRO, SDY, ITOT | 13F-HR | 31 Oct 2019, 17:15 |
| Q2 2019 | 131 | $123,972,000 | +$3,966,232 | -$6,790,690 | -$2,824,458 | VUG, USMV, HFRO, SDY, ITOT | 13F-HR | 24 Jul 2019, 14:41 |
| Q1 2019 | 134 | $123,522,000 | +$27,847,997 | -$1,444,283 | +$26,403,714 | VUG, USMV, HFRO, SDY, ITOT | 13F-HR | 26 Apr 2019, 17:07 |
| Q4 2018 | 99 | $85,950,000 | $0 | $0 | $0 | VUG, USMV, HFRO, SDY, ITOT | 13F-HR | 14 Feb 2019, 14:37 |