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MONECO Advisors, LLC

SEC CIK
0001765690
Latest filing
Aug 11, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.

Institution overview
Positions
220
No 13F data for Q4 2020
Portfolio value
$205.7M
No 13F data for Q4 2020
Filed
May 17, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of MONECO Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
JNJJohnson & JohnsonStock15,125$2.49M1.2%––History
iShares Tr4642886613 7 YR TREAS BD19,952$2.59M1.3%–––
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP39,429$2.75M1.3%–––
BRK.BBerkshire Hathaway IncStock10,872$2.78M1.3%––History
JPMorgan Ultra-Short Income ETF46641Q837ETF55,687$2.83M1.4%–––
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF13,378$2.87M1.4%–––
Victory Portfolios II92647N824VCSHS US EQ INCM46,221$2.88M1.4%–––
AMZNAmazon Com IncStock943$2.92M1.4%––History
HFROHighland Opportunities & Income FundHIGHLAND INCOME265,480$2.94M1.4%––History
GLDSPDR Gold TrustETF19,263$3.08M1.5%––History
WisdomTree Tr97717X156US SHT TRM CORP63,694$3.27M1.6%–––
SPYSPDR S&P 500 ETF TrustETF9,284$3.68M1.8%––History
BXMXNuveen S&P 500 BuyWrite Income FundCOM282,946$3.81M1.9%––History
MSFTMicrosoft CorpStock19,271$4.54M2.2%––History
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG66,604$5.27M2.6%–––
SPDR Series Trust78464A763ST STR SP DIV47,982$5.66M2.8%–––
iShares Tr464287150CORE S&P TTL STK65,233$5.97M2.9%–––
iShares MSCI USA Min Vol Factor ETF46429B697ETF127,683$8.83M4.3%–––
AAPLApple Inc.Stock82,566$10.1M4.9%––History
Vanguard Morningstar Growth ETF922908736ETF46,015$11.8M5.7%–––