MONECO ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1765690 FAIRFIELD, CT

Position in MS

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

Position Value

$1,027,849

+$760,917 QoQ

Shares Held

4,917

+203.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,375

of 2,716 holders

Holding Since

Mar 2026

2 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. MS ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,449	$2,476,845
2	MS	Morgan Stanley This page	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

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,027,849	4,917	+203.1%	Shares	Sole	2026-08-11
2026-03-31	$266,932	1,622	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.