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Allison Loring

Moneco Advisors, Llc

Assets Managed
$1.289B
Holdings
515
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
2.36%(2Q avg: 3.76%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Moneco Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 515 positions.

Assets under management

The assets under management (AUM) of Moneco Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.289B in assets, with a quarterly growth rate of 2.36% and a 2-quarter average growth rate of 3.76%. The portfolio is managed by Allison Loring, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -10.78%
4.69%
$60.418M
600,219 shares@ $100.66 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 18.12%
3.67%
$47.244M
617,252 shares@ $76.55 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 6.9%
3.27%
$42.073M
743,606 shares@ $56.58 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 10.12%
2.91%
$37.395M
150,279 shares@ $248.84 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.41%
2.64%
$33.955M
133,792 shares@ $253.79 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 4.77%
2.09%
$26.903M
1.371M shares@ $19.63 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Increased 2.09%
2.06%
$26.538M
1.359M shares@ $19.53 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 3.74%
1.99%
$25.528M
1.25M shares@ $20.43 avg price
BSCT
Invesco Bulletshares 2029 Cb
Recent Activity
Increased 2.68%
1.93%
$24.816M
1.33M shares@ $18.67 avg price
BSCV
Invesco Bulletshares 2031 Cb
Recent Activity
Increased 6.79%
1.87%
$24.029M
1.46M shares@ $16.47 avg price

1-10 of 515