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MONEY CONCEPTS CAPITAL CORP

CIK
716851
City
PALM BEACH GARDENS
State / Country
FL

Top Portfolio Positions

256 positions · $619,478,796 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

20 quarters · across all stocks

Holdings in VLGEA

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Shares Held

Position Value (USD)

20 quarters on record
Report Date Value (USD) Shares
2026-03-31 $16,520,967 391,214
2025-12-31 $13,100,265 370,064
2025-09-30 $12,536,073 335,548
2025-06-30 $12,673,006 329,169
2025-03-31 $12,271,072 322,838
2024-12-31 $10,131,963 317,716
2024-09-30 $9,893,334 311,209
2024-06-30 $8,233,845 311,770
2024-03-31 $8,937,220 312,381
2023-12-31 $7,939,401 302,684
2023-09-30 $6,217,713 274,634
2023-06-30 $5,787,927 253,634
2023-03-31 $5,613,287 245,336
2022-12-31 $5,786,423 248,451
2022-09-30 $4,283,470 221,597
2022-06-30 $3,650,124 160,023
2022-03-31 $5,469,576 223,248
2021-12-31 $3,531,001 150,962
2021-03-31 $2,573,113 109,169
2020-12-31 $1,458,452 66,113