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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MONECO Advisors, LLC

Quarter ended Q3 2023 · Filed August 3, 2023 · Accession 0001085146-23-003035

Total Value
$364.3M
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL92,119$17.9M4.90%
2SCHWAB STRATEGIC TR808524797157,499$11.4M3.14%
3JOHNSON & JOHNSONJNJ63,049$10.4M2.86%
4VANGUARD INDEX FDS92290873636,023$10.2M2.80%
5SPDR S&P 500 ETF TRSPY21,442$9.5M2.61%
6ISHARES TR46429B697117,185$8.7M2.39%
7SPDR SER TR78464A76368,735$8.4M2.31%
8MICROSOFT CORPMSFT24,739$8.4M2.31%
9INVESCO EXCHANGE TRADED FD TIVZ146,696$6.8M1.87%
10ISHARES TR46428715058,780$5.8M1.58%
11VICTORY PORTFOLIOS II92647N82495,320$5.5M1.51%
12SPDR SER TR78464A85499,842$5.2M1.43%
13SPDR GOLD TRGLD26,616$4.7M1.30%
14BERKSHIRE HATHAWAY INC DELBRK-A13,425$4.6M1.26%
15AMAZON COM INCAMZN35,056$4.6M1.25%
16CAMBRIA ETF TR13206120165,894$4.0M1.11%
17GOLDMAN SACHS ETF TRNVGLF44,621$3.9M1.07%
18NUVEEN S&P 500 BUY-WRITE INCNU280,054$3.7M1.03%
19INVESCO QQQ TRIVZ9,073$3.4M0.92%
20NVIDIA CORPORATIONNVDA7,210$3.1M0.84%
21FIRST TR EXCHANGE-TRADED ALP33737M30047,141$2.8M0.78%
22INVESCO EXCHANGE TRADED FD TIVZ18,672$2.8M0.77%
23PACER FDS TR69374H10567,321$2.8M0.76%
24VICTORY PORTFOLIOS II92647N78243,382$2.7M0.73%
25ISHARES TR46435U515103,457$2.5M0.70%
26VANGUARD INDEX FDS92290874417,407$2.5M0.68%
27ALPHABET INCGOOG20,283$2.4M0.67%
28TESLA INCTSLA9,001$2.4M0.65%
29SPDR SER TR78464A50854,291$2.3M0.64%
30SPDR SER TR78464A20130,044$2.3M0.63%
31EXXON MOBIL CORPXOM20,602$2.2M0.61%
32ISHARES TR46434VBG489,309$2.2M0.60%
33VANGUARD TAX-MANAGED FDS92194385847,050$2.2M0.60%
34VANGUARD INDEX FDS92290853810,333$2.1M0.58%
35SCHWAB STRATEGIC TR80852420140,325$2.1M0.58%
36ISHARES S&P GSCI COMMODITY-ISMCF108,228$2.1M0.58%
37ISHARES TR46428868766,587$2.1M0.57%
38NUVEEN NASDAQ 100 DYNAMIC OV67069910781,191$2.0M0.56%
39PROSHARES TR74348A46721,195$2.0M0.55%
40JPMORGAN CHASE & COVYLD13,582$2.0M0.54%
41PACER FDS TR69374H30331,464$2.0M0.54%
42SPDR SER TR78464A64974,435$1.9M0.52%
43UNITEDHEALTH GROUP INCUNH3,831$1.8M0.51%
44ISHARES TR4642876146,527$1.8M0.49%
45SPDR SER TR78468R66319,409$1.8M0.49%
46META PLATFORMS INCMETA6,154$1.8M0.48%
47ISHARES TR4642876559,391$1.8M0.48%
48VANGUARD INDEX FDS9229087518,484$1.7M0.46%
49FIRST TR SML CP CORE ALPHA F33734Y10920,487$1.7M0.46%
50PACER FDS TR69374H88134,697$1.7M0.46%
51VANGUARD SPECIALIZED FUNDS9219088449,987$1.6M0.45%
52CISCO SYS INCCSCO30,228$1.6M0.43%
53SPDR SER TR78464A40925,548$1.6M0.43%
54ALPHABET INCGOOG12,765$1.5M0.42%
55FLEXSHARES TRFLEX65,206$1.5M0.42%
56INVESCO EXCH TRADED FD TR IIIVZ131,621$1.5M0.41%
57PACER FDS TR69374H85735,544$1.4M0.40%
58VANGUARD INDEX FDS9229086118,531$1.4M0.39%
59PROCTER AND GAMBLE CO7427181099,287$1.4M0.39%
60COSTCO WHSL CORP NEW22160K1052,593$1.4M0.38%
61FIRST TR MID CAP CORE ALPHAD33735B10814,288$1.4M0.38%
62VISA INCV5,779$1.4M0.38%
63ON SEMICONDUCTOR CORPON14,452$1.4M0.38%
64CHEVRON CORP NEWCVX8,415$1.3M0.36%
65INVESCO EXCH TRD SLF IDX FDIVZ57,951$1.3M0.36%
66LILLY ELI & COLLY2,729$1.3M0.35%
67VANGUARD INDEX FDS92290855315,193$1.3M0.35%
68SPDR SER TR78464A47442,982$1.3M0.35%
69INVESCO EXCH TRD SLF IDX FDIVZ60,507$1.2M0.34%
70CVS HEALTH CORPCVS17,939$1.2M0.34%
71REPUBLIC SVCS INC7607591007,951$1.2M0.33%
72VANGUARD BD INDEX FDS92193783516,513$1.2M0.33%
73ABBVIE INCABBV8,825$1.2M0.33%
74VANGUARD INDEX FDS9229085128,589$1.2M0.33%
75VANGUARD INDEX FDS9229086295,320$1.2M0.32%
76ISHARES TR46428760615,482$1.2M0.32%
77MERCK & CO INCMRK10,020$1.2M0.32%
78BROADCOM INCAVGO1,331$1.2M0.32%
79PROLOGIS INC.PLDGP9,397$1.2M0.32%
80VANGUARD INDEX FDS9229085955,012$1.2M0.32%
81ISHARES TR46434VBD146,988$1.1M0.31%
82VICTORY PORTFOLIOS II92647N77421,901$1.1M0.31%
83ISHARES TR4642872002,549$1.1M0.31%
84ISHARES TR46428749915,485$1.1M0.31%
85DISNEY WALT CO25468710612,634$1.1M0.31%
86BANK AMERICA CORP06050510438,946$1.1M0.31%
87SELECT SECTOR SPDR TR81369Y8036,385$1.1M0.30%
88FREEPORT-MCMORAN INCFCX27,541$1.1M0.30%
89ISHARES TR46435GAA046,337$1.1M0.30%
90COCA COLA COKO17,953$1.1M0.30%
91NETFLIX INCNFLX2,425$1.1M0.29%
92AT&T INCT-PC66,406$1.1M0.29%
93ISHARES TR46435UAA943,809$1.0M0.28%
94VANGUARD INDEX FDS9229087694,658$1.0M0.28%
95ORACLE CORPORCL-PD8,558$1.0M0.28%
96VANGUARD BD INDEX FDS92193782713,020$983,8910.27%
97VANECK ETF TRUST92189F10632,261$971,3910.27%
98HOME DEPOT INCHD3,094$961,0830.26%
99INVESCO EXCH TRD SLF IDX FDIVZ45,749$960,4910.26%
100WISDOMTREE TRWT14,285$952,2370.26%
101PEPSICO INCPEP5,075$939,9690.26%
102VERIZON COMMUNICATIONS INCVZ24,896$925,8950.25%
103ISHARES TR4642894385,711$905,5740.25%
104LOCKHEED MARTIN CORPLMT1,953$899,2040.25%
105BARCLAYS BANK PLCVXZ29,154$891,2380.24%
106BLACKSTONE INCBX9,511$884,2210.24%
107INTERNATIONAL BUSINESS MACHSINTR6,571$879,2520.24%
108MCDONALDS CORPMCD2,932$875,0830.24%
109PACER FDS TR69374H68331,749$870,8810.24%
110ISHARES TR4642875985,421$855,5330.23%
111ISHARES TR46429B68912,540$846,4750.23%
112J P MORGAN EXCHANGE TRADED F46641Q83716,465$825,5580.23%
113ALIGN TECHNOLOGY INCALGN2,274$804,1770.22%
114INVESCO EXCH TRD SLF IDX FDIVZ37,898$802,2940.22%
115SPDR INDEX SHS FDS78463X88924,435$795,1270.22%
116SELECT SECTOR SPDR TR81369Y5069,644$782,8130.21%
117ISHARES TR46434VAX830,784$778,5340.21%
118BOEING COBA-PA3,602$760,6860.21%
119PFIZER INCPFE20,647$757,3440.21%
120ALBEMARLE CORPALB-PA3,376$753,1490.21%
121ROCKWELL AUTOMATION INCROK2,273$748,9070.21%
122FORD MTR CO DEL34537086049,014$741,5800.20%
123LOWES COS INC5486611073,269$737,7270.20%
124ISHARES TR46428730910,304$726,2370.20%
125APPLIED MATLS INC0382221055,003$723,1590.20%
126ISHARES TR4642874817,333$708,5520.19%
127NEXTERA ENERGY INCNEE-PW9,486$703,8760.19%
128VANGUARD INTL EQUITY INDEX F92204285817,036$693,0060.19%
129FIRST TR VALUE LINE DIVID IN33734H10616,979$680,6970.19%
130FIRST TR EXCH TRADED FD III33739N10813,325$675,3140.19%
131DEVON ENERGY CORP NEW25179M10313,764$665,3500.18%
132RAYTHEON TECHNOLOGIES CORPRTX6,785$664,6930.18%
133ISHARES TR4642874578,147$660,5360.18%
134ISHARES TR4642875072,523$659,8370.18%
135TRITON INTL LTDG9078F1077,924$659,7480.18%
136CATERPILLAR INCCAT2,672$657,5140.18%
137SELECT SECTOR SPDR TR81369Y2094,906$651,1490.18%
138TE CONNECTIVITY LTDTEL4,642$650,5670.18%
139WASTE MGMT INC DEL94106L1093,726$646,2440.18%
140ISHARES TR46428827310,596$624,9460.17%
141NUTRIEN LTDNTR10,277$606,8480.17%
142INTEL CORPINTC18,043$603,3730.17%
143SPDR SER TR78468R85315,472$600,9150.16%
144SPDR SER TR78464A8398,698$598,2480.16%
145ISHARES TR4642877055,557$595,3490.16%
146NEWMONT CORPNEMCL13,937$594,5620.16%
147INVESCO EXCH TRD SLF IDX FDIVZ30,042$593,1740.16%
148UNION PAC CORPUNP2,897$592,7930.16%
149HONEYWELL INTL INC4385161062,850$591,4350.16%
150ISHARES TR46428870310,899$588,7640.16%
151ISHARES GOLD TRIAU16,161$588,0990.16%
152QUALCOMM INCQCOM4,896$582,7850.16%
153BLACKROCK RES & COMMODITIESBLK62,965$571,0950.16%
154INVESCO EXCH TRD SLF IDX FDIVZ28,344$570,5690.16%
155MEDTRONIC PLCMDT6,311$556,0430.15%
156FIRST TR EXCHANGE TRADED FD33734X1688,636$554,3590.15%
157ISHARES TR46434V26617,820$549,7430.15%
158SCHWAB STRATEGIC TR80852460712,533$548,9360.15%
159VANGUARD SCOTTSDALE FDS92206C4097,203$544,9760.15%
160ADVANCED MICRO DEVICES INCAMD4,764$542,6670.15%
161CUMMINS INCCMI2,194$537,9640.15%
162AXSOME THERAPEUTICS INCAXSM7,485$537,8720.15%
163ISHARES TR46428844820,366$536,2420.15%
164INVESCO EXCH TRD SLF IDX FDIVZ33,480$534,5150.15%
165DBX ETF TR23305143215,442$532,7490.15%
166STRYKER CORPORATIONSYK1,736$529,5420.15%
167PACER FDS TR69374H20415,974$526,1780.14%
168INVESCO EXCH TRD SLF IDX FDIVZ27,634$523,5210.14%
169ISHARES TR4642876222,144$522,6150.14%
170ISHARES TR46428837211,012$517,0300.14%
171ACCENTURE PLC IRELANDACN1,666$514,1220.14%
172MASTERCARD INCORPORATEDMA1,303$512,2940.14%
173PHILLIPS 66PSX5,364$511,5820.14%
174ALTRIA GROUP INCMO11,273$510,6760.14%
175SPDR SER TR78464A8217,110$509,4540.14%
176INVESCO EXCH TRD SLF IDX FDIVZ7,283$504,3510.14%
177ISHARES TR4642888855,107$487,2660.13%
178BRISTOL-MYERS SQUIBB COCELG-RI7,594$485,6100.13%
179EATON CORP PLCETN2,369$476,3290.13%
180SCHWAB STRATEGIC TR8085243006,338$475,0300.13%
181BP PLCBPPFF13,280$468,6610.13%
182SPRINGWORKS THERAPEUTICS INC85205L10717,852$468,0790.13%
183VANGUARD INDEX FDS9229086372,302$466,6420.13%
184ENTERPRISE PRODS PARTNERS L29379210717,299$455,8250.13%
185SPDR SER TR78464A66415,111$451,8080.12%
186VANGUARD INDEX FDS9229083631,108$451,4490.12%
187INVESCO EXCH TRD SLF IDX FDIVZ19,872$448,1180.12%
1883M COMMM4,426$442,9910.12%
189INTUITINTU967$442,8540.12%
190COTERRA ENERGY INCCTRA17,375$439,5870.12%
191FRANKLIN TEMPLETON ETF TRFGDL9,623$432,0640.12%
192CONSTELLATION BRANDS INCSTZ1,755$431,9920.12%
193ISHARES TR4642885884,615$430,4090.12%
194HIGHLAND OPPORTUNITIESHFRO-PB47,236$426,5410.12%
195WALMART INCWMT2,701$424,6060.12%
196VANGUARD INTL EQUITY INDEX F9220427757,742$421,2540.12%
197ISHARES TR4642894463,929$418,9890.12%
198SCHWAB STRATEGIC TR8085248707,845$411,3310.11%
199VANGUARD MALVERN FDS9220208058,662$410,7520.11%
200LPL FINL HLDGS INC50212V1001,878$408,3180.11%
201OMEGA HEALTHCARE INVS INC68193610013,266$407,1340.11%
202SPDR SER TR78468R5234,035$401,3010.11%
203ILLINOIS TOOL WKS INC4523081091,593$398,6120.11%
204CONOCOPHILLIPSCOP3,813$395,0850.11%
205ABBOTT LABSABLZF3,619$394,5420.11%
206FORTINET INCFTNT5,198$392,9170.11%
207FLEXSHARES TRFLEX6,999$391,2580.11%
208GILEAD SCIENCES INCGILD5,064$390,2460.11%
209DUKE ENERGY CORP NEWDUKB4,304$386,2210.11%
210INVESCO EXCH TRADED FD TR IIIVZ4,772$381,7570.10%
211AUTOMATIC DATA PROCESSING INADP1,734$381,1230.10%
212AMGEN INCAMGN1,716$380,9810.10%
213FISERV INCFISV3,009$379,5850.10%
214AMERICAN CENTY ETF TR0250723075,462$377,4590.10%
215KRAFT HEINZ COKHC10,628$377,3100.10%
216GENERAL DYNAMICS CORPGD1,732$372,5440.10%
217MASTEC INCMTZ3,143$370,7800.10%
218M & T BK CORP55261F1042,979$368,6560.10%
219SELECT SECTOR SPDR TR81369Y60510,926$368,3090.10%
220SPDR DOW JONES INDL AVERAGE78467X1091,067$367,0560.10%
221ISHARES TR46436E48618,067$366,2120.10%
222SPDR SER TR78464A8477,907$362,8650.10%
223THERMO FISHER SCIENTIFIC INCTMO688$358,9430.10%
224SUN LIFE FINANCIAL INC.SUNFF6,836$356,3010.10%
225ISHARES TR4642878043,557$354,4610.10%
226OREILLY AUTOMOTIVE INC67103H107370$353,4610.10%
227ISHARES TR4642874323,384$348,3770.10%
228SALESFORCE INCCRM1,638$346,0440.09%
229TRAVELERS COMPANIES INCTRV1,984$344,4740.09%
230ANALOG DEVICES INCADI1,764$343,5510.09%
231COLUMBIA ETF TR I19761L3009,040$342,1120.09%
232ISHARES TR46435G19315,018$341,5090.09%
233SCHWAB STRATEGIC TR8085244095,080$340,8180.09%
234INVESCO EXCHANGE TRADED FD TIVZ967$338,2470.09%
235SOLAREDGE TECHNOLOGIES INCSEDG1,252$336,8510.09%
236COLGATE PALMOLIVE COCL4,343$334,6120.09%
237VANGUARD WHITEHALL FDS9219464063,131$332,0910.09%
238INTUITIVE SURGICAL INCISRG961$328,5120.09%
239EMERSON ELEC COEMR3,630$328,1410.09%
240ISHARES SILVER TRSLV15,307$319,7630.09%
241NXP SEMICONDUCTORS N VNXPI1,532$313,5380.09%
242SELECT SECTOR SPDR TR81369Y8864,791$313,5130.09%
243CINTAS CORPCTAS629$312,6630.09%
244MONDELEZ INTL INC6092071054,278$312,0060.09%
245FS KKR CAP CORPFSK16,260$311,8670.09%
246TARGET CORPTGT2,353$310,3640.09%
247JINKOSOLAR HLDG CO LTDJKS6,965$309,1070.08%
248GSK PLCGLAXF8,643$308,0490.08%
249ARES CAPITAL CORPARCC15,944$299,5860.08%
250SKYWORKS SOLUTIONS INCSWKS2,704$299,3120.08%
251INVESCO EXCH TRD SLF IDX FDIVZ15,695$298,6090.08%
252PHILIP MORRIS INTL INC7181721093,047$297,4700.08%
253WELLS FARGO CO NEW9497461016,920$295,3370.08%
254MICROCHIP TECHNOLOGY INC.MCHPP3,294$295,0870.08%
255ISHARES TR46436E5448,387$293,7130.08%
256INVESCO EXCHANGE TRADED FD TIVZ998$293,3590.08%
257ISHARES TR46435G5164,009$292,3470.08%
258INVESCO EXCH TRD SLF IDX FDIVZ12,940$290,8880.08%
259ISHARES TR46436E72613,719$290,8470.08%
260MAGELLAN MIDSTREAM PRTNRS LP5590801064,548$283,4620.08%
261TJX COS INC NEW8725401093,308$280,5160.08%
262ARK ETF TR00214Q1046,325$279,1690.08%
263SCHWAB STRATEGIC TR8085248057,803$278,1820.08%
264VANGUARD WHITEHALL FDS9219468854,460$277,7240.08%
265ISHARES TR4642876712,825$275,8000.08%
266ISHARES TR4642876891,076$273,7400.08%
267TOTALENERGIES SETTE4,710$271,4950.07%
268VANECK ETF TRUST92189H30010,506$268,5330.07%
269ADOBE SYSTEMS INCORPORATEDADBE546$267,1550.07%
270ISHARES TR4642876481,095$265,8140.07%
271APPLE HOSPITALITY REIT INCAPLE17,587$265,7400.07%
272WESTROCK COWEST9,047$262,9840.07%
273DEERE & CODE649$262,8190.07%
274EVERSOURCE ENERGYES3,675$260,6200.07%
275ISHARES TR4642874081,615$260,3220.07%
276AMERICAN EXPRESS COAXP1,490$259,5210.07%
277JOHNSON CTLS INTL PLCG515021053,795$258,5890.07%
278VANGUARD WORLD FDS92204A702579$256,2220.07%
279MICRON TECHNOLOGY INCMU4,047$255,4150.07%
280ENERGY TRANSFER L PET-PI19,981$253,7650.07%
281INVESCO EXCHANGE TRADED FD TIVZ3,144$253,7240.07%
282SMUCKER J M CO8326964051,716$253,4020.07%
283INVESCO EXCH TRD SLF IDX FDIVZ11,597$250,9670.07%
284DIAGEO PLCDGEAF1,441$249,9520.07%
285WISDOMTREE TRWT5,929$249,3080.07%
286METTLER TOLEDO INTERNATIONALMTD188$246,5880.07%
287VANECK ETF TRUST92189F6761,619$246,5610.07%
288VANGUARD SCOTTSDALE FDS92206C1024,166$240,5030.07%
289GOLDMAN SACHS GROUP INCGSCE745$240,2300.07%
290FEDEX CORPFDX967$239,6890.07%
291XYLEM INCXYL2,106$237,1780.07%
292INVESCO EXCH TRADED FD TR IIIVZ6,059$237,1670.07%
293ISHARES TR46435G4252,409$234,7830.06%
294ISHARES INC4642865334,244$233,3350.06%
295SHOCKWAVE MED INC82489T104813$232,0380.06%
296DOLLAR GEN CORP NEW2566771051,353$229,7140.06%
297T-MOBILE US INCTMUSZ1,644$228,3520.06%
298KKR & CO INCKKRT4,072$228,0320.06%
299DOW INCDOW4,277$227,7960.06%
300CBRE GROUP INCCBRE2,800$225,9880.06%
301SHOPIFY INCSHOP3,460$223,5160.06%
302COMCAST CORP NEWCCZ5,364$222,8680.06%
303SCHWAB STRATEGIC TR8085245083,131$222,3970.06%
304BROOKFIELD INFRAST PARTNERSG162521016,046$220,6910.06%
305SCHWAB STRATEGIC TR8085241024,266$220,5520.06%
306KIMBERLY-CLARK CORPKMB1,578$217,8590.06%
307PIONEER NAT RES CO7237871071,046$216,7730.06%
308NOVARTIS AGNVSEF2,137$215,6000.06%
309ISHARES TR4642874731,937$212,7960.06%
310SHELL PLCRYDAF3,521$212,6120.06%
311SUMMIT MATLS INC86614U1005,616$212,5660.06%
312KROGER COKR4,522$212,5340.06%
313ISHARES TR46435G2438,887$212,4880.06%
314CITIGROUP INCC-PR4,570$210,3910.06%
315SANOFISNYNF3,895$209,9410.06%
316EOG RES INCEOG1,826$208,9670.06%
317OLIN CORPOLN4,060$208,6200.06%
318LINDE PLCLIN547$208,5890.06%
319NIKE INCNKE1,887$208,2390.06%
320AMERIPRISE FINL INC03076C106626$207,8860.06%
321GENERAL ELECTRIC CO3696043011,881$206,6530.06%
322PUBLIC SVC ENTERPRISE GRP IN7445731063,271$204,7890.06%
323INVESCO EXCH TRD SLF IDX FDIVZ11,397$204,5310.06%
324INVESCO EXCHNG TRAD SLF INDEIVZ8,211$203,4280.06%
325NORFOLK SOUTHN CORP655844108897$203,3480.06%
326UNITED PARCEL SERVICE INCUPS1,130$202,6230.06%
327ISHARES TR4642886204,025$201,6120.06%
328BROADRIDGE FINL SOLUTIONS IN11133T1031,216$201,4060.06%
329MEDICAL PPTYS TRUST INC58463J30421,703$200,9740.06%
330J P MORGAN EXCHANGE TRADED F46641Q3323,626$200,6380.06%
331NEW YORK CMNTY BANCORP INC64944510316,440$184,7890.05%
332EATON VANCE TAX-MANAGED DIVEETN13,032$162,3790.04%
333AGNC INVT CORP00123Q10411,964$121,1930.03%
334PIMCO INCOME STRATEGY FD II72201J10410,000$72,1000.02%
335CLEAN ENERGY FUELS CORPCLNE10,500$52,0800.01%
336URANIUM ENERGY CORPUEC10,000$34,0000.01%
337IDEANOMICS INC45166V10610,310$7680.00%