MONECO Advisors, LLC

Q4 2024 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Allison Loring - Chief Compliance Officer
Location
Fairfield, CT
Holdings as of
31 Dec 2024
Value $
$948M
Num holdings
465
Date filed
15 Aug 2025, 15:28
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included SGOV, AAPL, SPYV, VUG, and IWY.
Previous filing
Q3 2024 - 25 Oct 2024
Next filing
Q1 2025 - 15 Aug 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 - Restatement compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Allison Loring Chief Compliance Officer Pittsfield, Massachusetts 15 Aug 2025