MONECO ADVISORS, LLC

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Moneco Advisors is based out of Fairfield. Moneco Advisors is a large advisory firm with 1007 clients and discretionary assets under management (AUM) of $482,209,308 (Form ADV from 2020-06-29). Their last reported 13F filing for Q2 2020 included $127,709,000 in managed 13F securities and a top 10 holdings concentration of 40.8%. Moneco Advisors's largest holding is Vanguard Growth ETF with shares held of 45,944. Whalewisdom has at least 7 13F filings

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06/30/2020

13F Activity

  • Market Value $127.709 Million
  • Prior Market Value $97.736 Million
  • New Purchases27 stocks
  • Additional Purchases79 stocks
  • Sold out of5 stocks
  • Reduced holdings in25 stocks
  • Top 10 Holdings % 40.80 %
  • Turnover % [1]:22.70%
  • Turnover Alt % [2]: 11.82 %
  • Time Held Top20:4.75 quarters
  • Time Held Top10:4.90 quarters
  • Time Held All:4.33 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.84%
Performance Last 4 Quarters: -3.42%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MONECO ADVISORS
2150 POST ROAD, SUITE 201
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: 19
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 8,915,440
Total Number of Clients: 1007
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 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
NEUBERT, CHRISTOPHER, JON MEMBER / CHIEF COMPLIANCE OFFICER 08/01/2013 Direct 10 - 25%
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 MEMBER 08/01/2013 Direct 10 - 25%
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 MEMBER 08/01/2013 Direct 10 - 25%
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
ROCCO, CHARLES, WILLIAM MEMBER 12/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC MEMBER direct 2019-12-01
KELLEHER, ARTHUR, J MEMBER 12/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC MEMBER direct 2019-12-01
THOMPSON, VIRGINIA, L MEMBER 12/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MONECO ADVISORS, LLC MEMBER direct 2019-12-01

MONECO ADVISORS, LLC

ownership team - last updated 2020-03-11
Name Title Start Date Direct/Indirect % Ownership

MONECO ADVISORS, LLC

ownership team - last updated 2019-09-30
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 2019-04-30
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 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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