Current Market Value 1,074,694,245
Current Holdings 468
Most Recent File Date 2025-08-13
Total Filings on Record 33
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by MONECO Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 468 1,074,694
2025-08-15 2025-03-31 13F-HR/A 1 R 454 965,770
2025-05-08 2025-03-31 13F-HR 456 972,467
2025-08-15 2024-12-31 13F-HR/A 1 R 465 947,786
2025-02-04 2024-12-31 13F-HR 464 948,490
2024-10-25 2024-09-30 13F-HR 432 803,421
2024-07-19 2024-06-30 13F-HR 418 680,446
2024-07-19 2024-03-31 13F-HR/A 1 R 407 629,947
2024-04-25 2024-03-31 13F-HR 404 617,631
2024-03-13 2023-12-31 13F-HR/A 1 R 379 524,754
2024-02-05 2023-12-31 13F-HR 381 524,958
2024-03-13 2023-09-30 13F-HR/A 1 R 334 368,558
2023-11-06 2023-09-30 13F-HR 332 359,169
2024-03-13 2023-06-30 13F-HR/A 1 R 338 367,461
2023-08-03 2023-06-30 13F-HR 337 364,325
2023-05-12 2023-03-31 13F-HR 323 339,994
2023-01-30 2022-12-31 13F-HR 268 276,735
2022-11-02 2022-09-30 13F-HR 246 249,919
2022-08-10 2022-06-30 13F-HR 249 257,653
2022-05-09 2022-03-31 13F-HR 248 272,227
2022-02-08 2021-12-31 13F-HR 248 266,147
2021-11-03 2021-09-30 13F-HR 259 253,470
2021-08-10 2021-06-30 13F-HR 223 217,282
2021-05-17 2021-03-31 13F-HR 220 205,739
2021-01-22 2020-12-31 13F-HR 187 181,200
2020-10-20 2020-09-30 13F-HR 162 156,893
2020-07-31 2020-06-30 13F-HR 141 127,709
2020-05-11 2020-03-31 13F-HR 119 97,736
2020-01-21 2019-12-31 13F-HR 156 140,565
2019-10-31 2019-09-30 13F-HR 144 128,637
2019-07-24 2019-06-30 13F-HR 134 124,373
2019-04-26 2019-03-31 13F-HR 135 123,529
2019-02-14 2018-12-31 13F-HR 99 85,950