MONECO ADVISORS, LLC
Top Portfolio Positions
258 positions ·
$425,764,429 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 QQQX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,620,095 | 60,746 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,767,555 | 61,976 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,763,508 | 64,221 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,768,619 | 66,816 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,612,078 | 67,877 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,852,789 | 68,495 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,736,696 | 69,136 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,663,180 | 66,315 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,758,864 | 72,861 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $1,822,506 | 78,726 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $1,729,515 | 76,970 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $2,024,091 | 81,191 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $2,005,788 | 83,784 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,797,002 | 87,959 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,820,139 | 88,744 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,003,798 | 91,749 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,733,390 | 96,077 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,002,565 | 97,963 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,831,642 | 99,776 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,843,719 | 96,791 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,365,312 | 87,024 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,251,633 | 86,568 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,183,346 | 89,702 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,019,679 | 87,774 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,537,632 | 80,928 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||