Money Concepts Capital Corp

13F Filings History

Latest 13F report
Q3 2025 - Nov 4, 2025
Value $
$1.62B
Signature - Title
Mary Therese Walsh - Chief Compliance Officer
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by Money Concepts Capital Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Money Concepts Capital Corp reported 468 stock holdings with total value $1.62B as of Q3 2025. Top holdings included SPMO, MAGS, SVAL, XMMO, and IWS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 468 $1.62B +$133M -$109M +$24.5M SPMO, MAGS, SVAL, XMMO, IWS 13F-HR 11/4/2025, 02:14 PM
Q2 2025 441 $1.5B +$147M -$92.7M +$54.4M SPMO, SVAL, MAGS, XMMO, IWS 13F-HR 8/14/2025, 10:41 AM
Q1 2025 417 $1.34B +$129M -$104M +$24.4M SPMO, SVAL, IWS, XMMO, MAGS 13F-HR 4/24/2025, 10:20 AM
Q4 2024 403 $1.34B +$109M -$72.4M +$36.8M SVAL, SPMO, XMMO, MAGS, IWS 13F-HR 1/27/2025, 12:04 PM
Q3 2024 397 $1.32B +$237M -$172M +$64.6M SVAL, SPMO, IWS, MAGS, XMMO 13F-HR 10/31/2024, 09:05 AM
Q2 2024 380 $1.19B +$223M -$125M +$98.6M XMMO, MAGS, VOO, QQQ, DWAS 13F-HR 8/2/2024, 11:29 AM
Q1 2024 376 $1.08B +$188M -$233M -$45.7M VOO, QQQ, MSFT, AAPL, DWAS 13F-HR 5/1/2024, 10:28 AM
Q4 2023 381 $1.08B +$159M -$99.8M +$59.4M QTEC, VOO, MSFT, QQQ, LMT 13F-HR 2/12/2024, 11:20 AM
Q3 2023 381 $942M +$120M -$111M +$8.37M VOO, MSFT, QQQ, AAPL, SPTM 13F-HR 10/31/2023, 05:56 PM
Q2 2023 365 $982M VOO, AAPL, MSFT, QQQ, SPTM 13F-HR 7/31/2023, 06:17 PM
Q1 2023 235 $1.19B MCD, LMT, KMB, RPV, PEP 13F-HR 5/1/2023, 12:24 PM
Q4 2022 3,249 $2.24B +$670M -$251M +$420M JNJ, AAPL, PG, MSFT, KMLM 13F-HR 2/14/2023, 12:32 PM
Q3 2022 1,449 $1.68B +$711M -$67.4M +$644M SHY, SHV, KMLM, USFR, JNJ 13F-HR 10/27/2022, 09:32 AM
Q2 2022 1,368 $1.12B +$237M -$575M -$338M SHY, SHV, KMLM, IWY, COWZ 13F-HR 7/18/2022, 02:21 PM
Q1 2022 2,544 $1.76B +$797M -$149M +$648M AGG, IVV, AAPL, QQQ, VOO 13F-HR 5/13/2022, 11:44 AM
Q4 2021 734 $1.18B $0 $0 IVV, IJR, VOO, AGG, QQQ 13F-HR 2/14/2022, 09:16 AM
Q1 2021 701 $1.25B +$331M -$218M +$113M IVV, IJR, SPTM, EQAL, RDVY 13F-HR 5/17/2021, 05:22 PM
Q4 2020 651 $1.08B IVV, IJR, SPTM, MDYG, AAPL 13F-HR 5/17/2021, 05:22 PM