Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONECO ADVISORS LLC | 04-25-2024 | 03-31-2024 | 404 | 617,630,883 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $19,566,465 | 56,846 | 0.00 | 5.85 | 12,508 | 28.21 | 03-31-2024 |
| ISHARES TR | S&P 100 ETF | 2 | $17,723,630 | 71,637 | 0.00 | 71,637 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 3 | $17,105,933 | 99,755 | 0.00 | 5.20 | 17,206 | 20.84 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $14,862,503 | 35,326 | 0.00 | 2.06 | 18,825 | 114.08 | 03-31-2024 |
