MONECO ADVISORS, LLC
CIK
1765690
City
FAIRFIELD
State / Country
CT
Top Portfolio Positions
258 positions ·
$425,548,337 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
133,792 | $33,955,071 | 7.98% | |
| NVDA |
Nvidia Corp
Technology
|
118,673 | $20,696,571 | 4.86% | |
| MSFT |
Microsoft Corp
Technology
|
52,806 | $19,547,197 | 4.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
22,536 | $14,656,062 | 3.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
58,349 | $14,262,829 | 3.35% | |
| GLD |
Spdr Gold Trust
|
28,577 | $12,296,397 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,538 | $10,525,549 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
36,263 | $10,427,788 | 2.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
18,794 | $9,006,084 | 2.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,679 | $7,318,065 | 1.72% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSD
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,098 | 14,544 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $107,480 | 14,544 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $107,189 | 14,544 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $112,425 | 14,544 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $117,079 | 14,544 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $111,988 | 14,544 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $115,333 | 14,544 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $89,650 | 12,214 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $88,307 | 12,214 | Shares | Sole | 2024-07-19 | |
| No 13F history on record for this holder in this stock. | ||||||