MONECO ADVISORS, LLC

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Moneco Advisors is based out of Fairfield. Moneco Advisors is a large advisory firm with 1557 clients and discretionary assets under management (AUM) of $331,795,741 (Form ADV from 2019-04-30). Their last reported 13F filing for Q1 2019 included $123,529,000 in managed 13F securities and a top 10 holdings concentration of 39.94%. Moneco Advisors's largest holding is Vanguard Growth ETF with shares held of 56,925. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $123.529 Million
  • Prior Market Value $85.95 Million
  • New Purchases38 stocks
  • Additional Purchases81 stocks
  • Sold out of3 stocks
  • Reduced holdings in11 stocks
  • Top 10 Holdings % 39.94 %
  • Turnover % [1]:30.60%
  • Turnover Alt % [2]: 22.55 %
  • Time Held Top20:0.85 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:0.72 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.45%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MONECO ADVISORS
2150 POST RD
FAIRFIELD CT    06824
Country: United States

Business Phone: 203-319-3550
Fax: 203-319-3554
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CT
Number of employees: 21
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 9,000,000
Total Number of Clients: 1557
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MONECO ADVISORS, LLC

ownership team - last updated 2019-03-20
Name Title Start Date Direct/Indirect % Ownership
NEUBERT, CHRISTOPHER, JON MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 08/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC PARTNER / CHIEF COMPLIANCE OFFICER direct 2013-08-01
MONECO ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2013-08-01
LINCOLN, DAVID, JAMES MANAGING MEMBER 08/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC PARTNER direct 2013-08-01
MONECO ADVISORS, LLC MANAGING MEMBER direct 2013-08-01
ROSENAU, JOHN, MAXWELL MANAGING MEMBER 08/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC PARTNER direct 2013-08-01
MONECO ADVISORS, LLC MANAGING MEMBER direct 2013-08-01

MONECO ADVISORS, LLC

ownership team - last updated 2017-10-24
Name Title Start Date Direct/Indirect % Ownership
NEUBERT, CHRISTOPHER, JON MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 08/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC PARTNER / CHIEF COMPLIANCE OFFICER direct 2013-08-01
MONECO ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2013-08-01
LINCOLN, DAVID, JAMES MANAGING MEMBER 08/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC PARTNER direct 2013-08-01
MONECO ADVISORS, LLC MANAGING MEMBER direct 2013-08-01
ROSENAU, JOHN, MAXWELL MANAGING MEMBER 08/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC PARTNER direct 2013-08-01
MONECO ADVISORS, LLC MANAGING MEMBER direct 2013-08-01

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