Moneco Advisors, LLC
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$1.3B
Holdings
519
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
ISHARES TR
Q1 2025: Increased +2.5% (524.2k → 537.4k shares)
4.7%
02
$SPYM
SPDR SERIES TRUST
Q1 2025: Increased +37.8% (208.6k → 287.3k shares)
3.7%
03
$SPYV
SPDR SERIES TRUST
Q1 2025: Increased +19.3% (453.7k → 541.5k shares)
3.3%
04
$IWY
ISHARES TR
Q1 2025: Increased +18.6% (96.8k → 114.9k shares)
2.9%
05
$AAPL
APPLE INC
Q1 2025: Increased +2.6% (112.0k → 114.9k shares)
2.6%
06
$BSCR
INVESCO EXCH TRD SLF IDX FD
Q1 2025: Increased +41.6% (663.9k → 939.8k shares)
2.1%
07
$BSCQ
INVESCO EXCH TRD SLF IDX FD
Q1 2025: Increased +41.9% (684.0k → 970.9k shares)
2.1%
08
$BSCS
INVESCO EXCH TRD SLF IDX FD
Q1 2025: Increased +42.6% (595.6k → 849.6k shares)
2.0%
09
$BSCT
INVESCO EXCH TRD SLF IDX FD
Q1 2025: Increased +40.9% (675.0k → 950.9k shares)
1.9%
10
$BSCV
INVESCO EXCH TRD SLF IDX FD
Q1 2025: Increased +93.5% (444.9k → 861.1k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:15 UTC.