MONECO ADVISORS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1765690 FAIRFIELD, CT

Position in GS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,476,845

+$784,865 QoQ

Shares Held

2,449

+22.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,234

of 3,124 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $4,500,730 across 5 Capital Markets names. GS ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,449	$2,476,845
2	MS	Morgan Stanley	4,917	$1,027,849
3	SCHW	Schwab Charles Corp	4,214	$388,825
4	LPLA	LPL Financial Holdings Inc.	1,353	$381,113
5	SNEX	StoneX Group Inc.	2,862	$226,098

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,476,845	2,449	+22.4%	Shares	Sole	2026-08-11
2026-03-31	$1,691,980	2,000	-1.3%	Shares	Sole	2026-05-08
2025-12-31	$1,780,854	2,026	+4.3%	Shares	Sole	2026-02-04
2025-09-30	$1,546,511	1,942	+14.1%	Shares	Sole	2025-11-05
2025-06-30	$1,204,590	1,702	+26.4%	Shares	Sole	2025-08-13
2025-03-31	$735,306	1,346	-0.9%	Shares	Sole	2025-08-15
2024-12-31	$777,617	1,358	+46.3%	Shares	Sole	2025-08-15
2024-09-30	$459,462	928	-80.9%	Shares	Sole	2024-10-25
2024-06-30	$2,196,465	4,856	+472.0%	Shares	Sole	2024-07-19
2024-03-31	$354,618	849	+1.2%	Shares	Sole	2024-07-19
2023-12-31	$323,661	839	+10.7%	Shares	Sole	2024-03-13
2023-09-30	$245,266	758	+1.1%	Shares	Sole	2024-03-13
2023-06-30	$241,905	750	+1.9%	Shares	Sole	2024-03-13
2023-03-31	$240,752	736	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.