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Portfolio (Quarterly) Guide ↗

MONECO ADVISORS, LLC

· CIK 0001765690
13F Portfolio $1.6B AUM 598 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 132 New 299 Added 127 Reduced 44 Exited
Page 7 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GEV GE VERNOVA INC Utilities 1,653.0 $1.9M 0.12% +803.0 +94.5% $1174.58 -19.8%
122 LRCX LAM RESEARCH CORP Technology 4,469.0 $1.9M 0.12% +923.0 +26.0% $433.34 -28.4%
123 VIG VANGUARD SPECIALIZED FUNDS 8,088.0 $1.9M 0.12% +863.0 +11.9% $236.62 +3.4%
124 KO COCA COLA CO Consumer Defensive 23,491.0 $1.9M 0.12% +3K +12.2% $81.27 +13.2%
125 T AT&T INC Communication Services 91,720.0 $1.9M 0.12% +18K +24.8% $20.70 +24.1%
126 GE GE AEROSPACE Industrials 5,045.0 $1.9M 0.12% +602.0 +13.6% $373.71 -8.5%
127 ILF ISHARES TR 55,142.0 $1.9M 0.11% +8K +16.8% $33.75 +3.0%
128 IJR ISHARES TR 12,379.0 $1.8M 0.11% +2K +15.9% $148.31 -1.0%
129 NFLX NETFLIX INC. Communication Services 25,363.0 $1.8M 0.11% +2K +7.8% $71.40 +12.1%
130 BSCY INVESCO EXCH TRD SLF IDX FD 87,578.0 $1.8M 0.11% +1K +1.7% $20.66 -1.9%
131 LMT LOCKHEED MARTIN CORP Industrials 3,501.0 $1.8M 0.11% +2K +79.2% $509.40 +10.7%
132 ETN EATON CORP PLC Industrials 4,181.0 $1.8M 0.11% +1K +37.1% $426.14 -4.1%
133 PSX PHILLIPS 66 Energy 10,499.0 $1.8M 0.11% +2K +17.6% $169.05 +43.1%
134 PLTR PALANTIR TECHNOLOGIES INC Technology 14,833.0 $1.7M 0.11% +2K +13.5% $116.67 +50.8%
135 PFFA ETFIS SER TR I 84,040.0 $1.7M 0.11% +27K +48.5% $20.57 +1.7%
136 BND VANGUARD BD INDEX FDS 23,478.0 $1.7M 0.10% +9K +67.3% $73.41 -1.4%
137 DE DEERE & CO Industrials 2,713.0 $1.7M 0.10% +2K +162.4% $634.26 +2.3%
138 MA MASTERCARD INCORPORATED Financial Services 3,299.0 $1.7M 0.10% +506.0 +18.1% $513.61 +16.8%
139 VRT VERTIV HOLDINGS CO Industrials 4,915.0 $1.6M 0.10% +489.0 +11.1% $334.82 -23.8%
140 AMGN AMGEN INC Healthcare 4,401.0 $1.6M 0.10% +836.0 +23.4% $362.16 +22.6%
Page 7 of 15  ·  299 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.9%
Financial Services 21.4%
Healthcare 10.4%
Industrials 8.7%
Consumer Cyclical 6.4%
Communication Services 5.4%
Energy 4.5%
Consumer Defensive 4.1%
Utilities 2.8%
Basic Materials 1.3%