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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 (Amended)

MONECO Advisors, LLC

Quarter ended Q1 2024 · Filed March 13, 2024 · Accession 0001085146-24-001594

Total Value
$367.5M
Positions
338
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (338)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL92,185$17.9M4.87%
2SCHWAB STRATEGIC TR808524797162,254$11.8M3.21%
3JOHNSON & JOHNSONJNJ63,070$10.4M2.84%
4VANGUARD INDEX FDS92290873636,023$10.2M2.77%
5SPDR S&P 500 ETF TRSPY21,690$9.6M2.62%
6ISHARES TR46429B697117,185$8.7M2.37%
7MICROSOFT CORPMSFT24,866$8.5M2.30%
8SPDR SER TR78464A76368,735$8.4M2.29%
9INVESCO EXCHANGE TRADED FD TIVZ146,718$6.8M1.85%
10ISHARES TR46428715058,780$5.8M1.57%
11VICTORY PORTFOLIOS II92647N82495,320$5.5M1.49%
12SPDR SER TR78464A85499,842$5.2M1.42%
13SPDR GOLD TRGLD26,616$4.7M1.29%
14BERKSHIRE HATHAWAY INC DELBRK-A13,444$4.6M1.25%
15AMAZON COM INCAMZN35,120$4.6M1.25%
16CAMBRIA ETF TR13206120165,894$4.0M1.10%
17GOLDMAN SACHS ETF TRNVGLF45,394$4.0M1.08%
18NUVEEN S&P 500 BUY-WRITE INCNU279,896$3.7M1.02%
19INVESCO QQQ TRIVZ9,156$3.4M0.92%
20NVIDIA CORPORATIONNVDA7,415$3.1M0.85%
21FIRST TR EXCHANGE-TRADED ALP33737M30047,141$2.8M0.77%
22INVESCO EXCHANGE TRADED FD TIVZ18,672$2.8M0.76%
23PACER FDS TR69374H10567,321$2.8M0.76%
24VICTORY PORTFOLIOS II92647N78243,382$2.7M0.73%
25ISHARES TR46435U515103,457$2.5M0.69%
26VANGUARD INDEX FDS92290874417,407$2.5M0.67%
27SPDR SER TR78464A20131,871$2.5M0.67%
28ALPHABET INCGOOG20,315$2.4M0.66%
29TESLA INCTSLA9,095$2.4M0.65%
30SPDR SER TR78464A50854,291$2.3M0.64%
31SPDR SER TR78464A64989,528$2.3M0.62%
32EXXON MOBIL CORPXOM20,635$2.2M0.60%
33ISHARES TR46434VBG489,309$2.2M0.60%
34VANGUARD TAX-MANAGED FDS92194385847,050$2.2M0.59%
35VANGUARD INDEX FDS92290853810,333$2.1M0.58%
36SCHWAB STRATEGIC TR80852420140,325$2.1M0.57%
37ISHARES S&P GSCI COMMODITY-ISMCF108,228$2.1M0.57%
38ISHARES TR46428868766,587$2.1M0.56%
39NUVEEN NASDAQ 100 DYNAMIC OV67069910781,191$2.0M0.55%
40PROSHARES TR74348A46721,195$2.0M0.54%
41JPMORGAN CHASE & COVYLD13,566$2.0M0.54%
42PACER FDS TR69374H30331,464$2.0M0.53%
43UNITEDHEALTH GROUP INCUNH3,838$1.8M0.50%
44ISHARES TR4642876146,527$1.8M0.49%
45SPDR SER TR78468R66319,409$1.8M0.48%
46META PLATFORMS INCMETA6,170$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$1.7M0.45%
51VANGUARD SPECIALIZED FUNDS9219088449,987$1.6M0.44%
52SPDR SER TR78464A40926,122$1.6M0.43%
53CISCO SYS INCCSCO30,246$1.6M0.43%
54ALPHABET INCGOOG12,893$1.6M0.42%
55SPDR SER TR78464A47452,453$1.5M0.42%
56FLEXSHARES TRFLEX65,008$1.5M0.42%
57INVESCO EXCH TRADED FD TR IIIVZ131,621$1.5M0.41%
58PACER FDS TR69374H85735,544$1.4M0.39%
59COSTCO WHSL CORP NEW22160K1052,664$1.4M0.39%
60PROCTER AND GAMBLE CO7427181099,306$1.4M0.38%
61VANGUARD INDEX FDS9229086118,531$1.4M0.38%
62FIRST TR MID CAP CORE ALPHAD33735B10814,288$1.4M0.37%
63VISA INCV5,794$1.4M0.37%
64ON SEMICONDUCTOR CORPON14,456$1.4M0.37%
65INVESCO EXCH TRD SLF IDX FDIVZ58,619$1.3M0.36%
66CHEVRON CORP NEWCVX8,431$1.3M0.36%
67LILLY ELI & COLLY2,733$1.3M0.35%
68VANGUARD INDEX FDS92290855315,193$1.3M0.35%
69INVESCO EXCH TRD SLF IDX FDIVZ61,042$1.3M0.34%
70CVS HEALTH CORPCVS17,950$1.2M0.34%
71REPUBLIC SVCS INC7607591007,951$1.2M0.33%
72VANGUARD BD INDEX FDS92193783516,513$1.2M0.33%
73ABBVIE INCABBV8,839$1.2M0.32%
74VANGUARD INDEX FDS9229085128,589$1.2M0.32%
75VANGUARD INDEX FDS9229086295,320$1.2M0.32%
76ISHARES TR46428760615,482$1.2M0.32%
77MERCK & CO INCMRK10,033$1.2M0.32%
78BROADCOM INCAVGO1,333$1.2M0.31%
79PROLOGIS INC.PLDGP9,407$1.2M0.31%
80VANGUARD INDEX FDS9229085955,012$1.2M0.31%
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 CO25468710612,654$1.1M0.31%
86BANK AMERICA CORP06050510439,049$1.1M0.30%
87SELECT SECTOR SPDR TR81369Y8036,385$1.1M0.30%
88FREEPORT-MCMORAN INCFCX27,559$1.1M0.30%
89ISHARES TR46435GAA046,337$1.1M0.30%
90NETFLIX INCNFLX2,430$1.1M0.29%
91AT&T INCT-PC65,508$1.0M0.28%
92COCA COLA COKO17,336$1.0M0.28%
93ISHARES TR46435UAA943,809$1.0M0.28%
94ISHARES TR4642894386,482$1.0M0.28%
95VANGUARD INDEX FDS9229087694,658$1.0M0.28%
96ORACLE CORPORCL-PD8,571$1.0M0.28%
97VANGUARD BD INDEX FDS92193782713,020$983,8910.27%
98VANECK ETF TRUST92189F10632,261$971,3910.26%
99INVESCO EXCH TRD SLF IDX FDIVZ46,209$970,1490.26%
100HOME DEPOT INCHD3,101$963,2570.26%
101WISDOMTREE TRWT14,285$952,2370.26%
102PEPSICO INCPEP5,078$940,5250.26%
103VERIZON COMMUNICATIONS INCVZ25,120$934,2260.25%
104LOCKHEED MARTIN CORPLMT1,964$904,2680.25%
105BARCLAYS BANK PLCVXZ29,154$891,2380.24%
106BLACKSTONE INCBX9,511$884,2210.24%
107MCDONALDS CORPMCD2,937$876,5750.24%
108INTERNATIONAL BUSINESS MACHSINTR6,527$873,3640.24%
109PACER FDS TR69374H68331,749$870,8810.24%
110ISHARES TR4642875985,421$855,5330.23%
111SPDR SER TR78464A83912,370$850,8090.23%
112ISHARES TR46429B68912,540$846,4750.23%
113ISHARES TR4642874818,723$842,8680.23%
114ISHARES TR46428870315,530$838,9310.23%
115J P MORGAN EXCHANGE TRADED F46641Q83716,465$825,5580.22%
116ALIGN TECHNOLOGY INCALGN2,275$804,5310.22%
117INVESCO EXCH TRD SLF IDX FDIVZ37,898$802,2940.22%
118SPDR INDEX SHS FDS78463X88924,435$795,1270.22%
119SELECT SECTOR SPDR TR81369Y5069,694$786,8710.21%
120ISHARES TR46434VAX830,784$778,5340.21%
121BOEING COBA-PA3,609$762,1640.21%
122PFIZER INCPFE20,680$758,5550.21%
123ALBEMARLE CORPALB-PA3,377$753,3720.21%
124ROCKWELL AUTOMATION INCROK2,275$749,5660.20%
125FORD MTR CO DEL34537086049,055$742,2010.20%
126LOWES COS INC5486611073,274$738,8550.20%
127ISHARES TR46428730910,304$726,2370.20%
128APPLIED MATLS INC0382221055,009$724,0260.20%
129NEXTERA ENERGY INCNEE-PW9,504$705,2120.19%
130VANGUARD INTL EQUITY INDEX F92204285817,036$693,0060.19%
131ISHARES TR46428827311,686$689,2340.19%
132RAYTHEON TECHNOLOGIES CORPRTX6,953$681,1500.19%
133FIRST TR VALUE LINE DIVID IN33734H10616,979$680,6970.19%
134FIRST TR EXCH TRADED FD III33739N10813,325$675,3140.18%
135DEVON ENERGY CORP NEW25179M10313,771$665,6880.18%
136ISHARES TR4642874578,147$660,5360.18%
137ISHARES TR4642875072,523$659,8370.18%
138TRITON INTL LTDG9078F1077,924$659,7480.18%
139CATERPILLAR INCCAT2,678$658,9900.18%
140SELECT SECTOR SPDR TR81369Y2094,906$651,1490.18%
141TE CONNECTIVITY LTDTEL4,646$651,1280.18%
142WASTE MGMT INC DEL94106L1093,726$646,2440.18%
143ISHARES TR46428844824,395$642,3260.17%
144NUTRIEN LTDNTR10,277$606,8480.17%
145INTEL CORPINTC18,065$604,1080.16%
146INVESCO EXCH TRD SLF IDX FDIVZ30,567$603,5400.16%
147SPDR SER TR78468R85315,472$600,9150.16%
148ISHARES TR4642877055,557$595,3490.16%
149NEWMONT CORPNEMCL13,937$594,5620.16%
150UNION PAC CORPUNP2,904$594,2250.16%
151HONEYWELL INTL INC4385161062,855$592,4730.16%
152ISHARES GOLD TRIAU16,161$588,0990.16%
153INVESCO EXCH TRD SLF IDX FDIVZ28,895$581,6600.16%
154QUALCOMM INCQCOM4,882$581,1180.16%
155BLACKROCK RES & COMMODITIESBLK62,965$571,0950.16%
156MEDTRONIC PLCMDT6,323$557,1000.15%
157FIRST TR EXCHANGE TRADED FD33734X1688,636$554,3590.15%
158ISHARES TR46434V26617,820$549,7430.15%
159SCHWAB STRATEGIC TR80852460712,533$548,9360.15%
160VANGUARD SCOTTSDALE FDS92206C4097,203$544,9760.15%
161INVESCO EXCH TRD SLF IDX FDIVZ34,130$544,8920.15%
162ADVANCED MICRO DEVICES INCAMD4,776$544,0340.15%
163CUMMINS INCCMI2,194$537,9640.15%
164AXSOME THERAPEUTICS INCAXSM7,485$537,8720.15%
165PHILLIPS 66PSX5,617$535,7130.15%
166INVESCO EXCH TRD SLF IDX FDIVZ28,217$534,5660.15%
167DBX ETF TR23305143215,442$532,7490.14%
168STRYKER CORPORATIONSYK1,739$530,4580.14%
169PACER FDS TR69374H20415,974$526,1780.14%
170ISHARES TR4642876222,144$522,6150.14%
171ISHARES TR46428837211,012$517,0300.14%
172ACCENTURE PLC IRELANDACN1,672$515,9740.14%
173MASTERCARD INCORPORATEDMA1,312$515,8340.14%
174ISHARES TR4642888855,365$511,8810.14%
175ALTRIA GROUP INCMO11,275$510,7660.14%
176SPDR SER TR78464A8217,110$509,4540.14%
177INVESCO EXCH TRD SLF IDX FDIVZ7,283$504,3510.14%
178BRISTOL-MYERS SQUIBB COCELG-RI7,609$486,5700.13%
179EATON CORP PLCETN2,385$479,5460.13%
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$455,8250.12%
185INVESCO EXCH TRD SLF IDX FDIVZ20,117$453,6420.12%
186ISHARES TR4642885884,861$453,3530.12%
187SPDR SER TR78464A66415,111$451,8080.12%
188VANGUARD INDEX FDS9229083631,108$451,4490.12%
189INTUITINTU969$443,7710.12%
1903M COMMM4,427$443,0910.12%
191COTERRA ENERGY INCCTRA17,375$439,5870.12%
192FRANKLIN TEMPLETON ETF TRFGDL9,623$432,0640.12%
193CONSTELLATION BRANDS INCSTZ1,755$431,9920.12%
194HIGHLAND OPPORTUNITIESHFRO-PB47,236$426,5410.12%
195WALMART INCWMT2,710$426,0200.12%
196VANGUARD INTL EQUITY INDEX F9220427757,742$421,2540.11%
197ISHARES TR4642894463,929$418,9890.11%
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%
204CONOCOPHILLIPSCOP3,823$396,1220.11%
205ABBOTT LABSABLZF3,633$396,0680.11%
206AMGEN INCAMGN1,781$395,4130.11%
207FORTINET INCFTNT5,198$392,9170.11%
208FLEXSHARES TRFLEX6,999$391,2580.11%
209GILEAD SCIENCES INCGILD5,068$390,5550.11%
210DUKE ENERGY CORP NEWDUKB4,310$386,7600.11%
211INVESCO EXCH TRADED FD TR IIIVZ4,772$381,7570.10%
212AUTOMATIC DATA PROCESSING INADP1,734$381,1230.10%
213FISERV INCFISV3,012$379,9640.10%
214AMERICAN CENTY ETF TR0250723075,462$377,4590.10%
215KRAFT HEINZ COKHC10,628$377,3100.10%
216GENERAL DYNAMICS CORPGD1,733$372,7590.10%
217MASTEC INCMTZ3,143$370,7800.10%
218SELECT SECTOR SPDR TR81369Y60510,926$368,3090.10%
219SPDR DOW JONES INDL AVERAGE78467X1091,067$367,0560.10%
220ISHARES TR46436E48618,067$366,2120.10%
221M & T BK CORP55261F1042,937$363,4580.10%
222SPDR SER TR78464A8477,907$362,8650.10%
223THERMO FISHER SCIENTIFIC INCTMO691$360,5080.10%
224SUN LIFE FINANCIAL INC.SUNFF6,836$356,3010.10%
225ISHARES TR4642878043,557$354,4610.10%
226OREILLY AUTOMOTIVE INC67103H107370$353,4610.10%
227ISHARES TR4642874323,384$348,3770.09%
228SALESFORCE INCCRM1,648$348,1560.09%
229TRAVELERS COMPANIES INCTRV1,984$344,4740.09%
230ANALOG DEVICES INCADI1,768$344,3300.09%
231COLUMBIA ETF TR I19761L3009,040$342,1120.09%
232ISHARES INC4642865336,222$342,0860.09%
233ISHARES TR46435G19315,018$341,5090.09%
234SCHWAB STRATEGIC TR8085244095,080$340,8180.09%
235INVESCO EXCHANGE TRADED FD TIVZ967$338,2470.09%
236SOLAREDGE TECHNOLOGIES INCSEDG1,253$337,1200.09%
237COLGATE PALMOLIVE COCL4,345$334,7660.09%
238VANGUARD WHITEHALL FDS9219464063,131$332,0910.09%
239INTUITIVE SURGICAL INCISRG963$329,1960.09%
240EMERSON ELEC COEMR3,639$328,9550.09%
241ISHARES SILVER TRSLV15,307$319,7630.09%
242MONDELEZ INTL INC6092071054,336$316,2360.09%
243NXP SEMICONDUCTORS N VNXPI1,534$313,9470.09%
244SELECT SECTOR SPDR TR81369Y8864,791$313,5130.09%
245CINTAS CORPCTAS629$312,6630.09%
246FS KKR CAP CORPFSK16,260$311,8670.08%
247TARGET CORPTGT2,357$310,8910.08%
248INVESCO EXCH TRD SLF IDX FDIVZ16,266$309,4720.08%
249JINKOSOLAR HLDG CO LTDJKS6,965$309,1070.08%
250GSK PLCGLAXF8,643$308,0490.08%
251ARES CAPITAL CORPARCC15,944$299,5860.08%
252SKYWORKS SOLUTIONS INCSWKS2,705$299,4220.08%
253PHILIP MORRIS INTL INC7181721093,060$298,7390.08%
254WELLS FARGO CO NEW9497461016,971$297,5140.08%
255ARK ETF TR00214Q1046,700$295,7210.08%
256MICROCHIP TECHNOLOGY INC.MCHPP3,299$295,5340.08%
257ISHARES TR46436E5448,387$293,7130.08%
258INVESCO EXCHANGE TRADED FD TIVZ998$293,3590.08%
259ISHARES TR46435G5164,009$292,3470.08%
260INVESCO EXCH TRD SLF IDX FDIVZ12,940$290,8880.08%
261ISHARES TR46436E72613,719$290,8470.08%
262MAGELLAN MIDSTREAM PRTNRS LP5590801064,548$283,4620.08%
263TJX COS INC NEW8725401093,317$281,2790.08%
264SCHWAB STRATEGIC TR8085248057,803$278,1820.08%
265VANGUARD WHITEHALL FDS9219468854,460$277,7240.08%
266ISHARES TR4642876712,825$275,8000.08%
267ISHARES TR4642876891,076$273,7400.07%
268TOTALENERGIES SETTE4,710$271,4950.07%
269ADOBE SYSTEMS INCORPORATEDADBE549$268,6220.07%
270VANECK ETF TRUST92189H30010,506$268,5330.07%
271ISHARES TR4642876481,095$265,8140.07%
272APPLE HOSPITALITY REIT INCAPLE17,587$265,7400.07%
273DEERE & CODE651$263,6300.07%
274WESTROCK COWEST9,053$263,1590.07%
275AMERICAN EXPRESS COAXP1,497$260,7410.07%
276ISHARES TR4642874081,615$260,3220.07%
277JOHNSON CTLS INTL PLCG515021053,780$257,5670.07%
278VANGUARD WORLD FDS92204A702579$256,2220.07%
279MICRON TECHNOLOGY INCMU4,055$255,9200.07%
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%
286CHUBB LIMITEDCB1,292$248,7220.07%
287METTLER TOLEDO INTERNATIONALMTD189$247,9000.07%
288VANECK ETF TRUST92189F6761,619$246,5610.07%
289GOLDMAN SACHS GROUP INCGSCE750$241,8420.07%
290VANGUARD SCOTTSDALE FDS92206C1024,166$240,5030.07%
291FEDEX CORPFDX969$240,1850.07%
292XYLEM INCXYL2,107$237,2900.06%
293INVESCO EXCH TRADED FD TR IIIVZ6,059$237,1670.06%
294ISHARES TR46435G4252,409$234,7830.06%
295SHOCKWAVE MED INC82489T104813$232,0380.06%
296DOLLAR GEN CORP NEW2566771051,353$229,7140.06%
297T-MOBILE US INCTMUSZ1,644$228,3520.06%
298DOW INCDOW4,284$228,1690.06%
299KKR & CO INCKKRT4,072$228,0320.06%
300CBRE GROUP INCCBRE2,804$226,3110.06%
301SHOPIFY INCSHOP3,460$223,5160.06%
302COMCAST CORP NEWCCZ5,354$222,4520.06%
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 CO7237871071,048$217,1880.06%
308NOVARTIS AGNVSEF2,137$215,6000.06%
309INVESCO EXCHNG TRAD SLF INDEIVZ8,636$213,9570.06%
310ISHARES TR4642874731,937$212,7960.06%
311SHELL PLCRYDAF3,521$212,6120.06%
312SUMMIT MATLS INC86614U1005,616$212,5660.06%
313KROGER COKR4,522$212,5340.06%
314ISHARES TR46435G2438,887$212,4880.06%
315LINDE PLCLIN551$210,1130.06%
316SANOFISNYNF3,895$209,9410.06%
317NIKE INCNKE1,901$209,7840.06%
318EOG RES INCEOG1,827$209,0820.06%
319OLIN CORPOLN4,060$208,6200.06%
320AMERIPRISE FINL INC03076C106627$208,2180.06%
321GENERAL ELECTRIC CO3696043011,893$207,9720.06%
322CITIGROUP INCC-PR4,509$207,5830.06%
323PUBLIC SVC ENTERPRISE GRP IN7445731063,273$204,9140.06%
324INVESCO EXCH TRD SLF IDX FDIVZ11,397$204,5310.06%
325NORFOLK SOUTHN CORP655844108901$204,2550.06%
326UNITED PARCEL SERVICE INCUPS1,139$204,2360.06%
327ISHARES TR4642886204,025$201,6120.05%
328BROADRIDGE FINL SOLUTIONS IN11133T1031,216$201,4060.05%
329MEDICAL PPTYS TRUST INC58463J30421,703$200,9740.05%
330J P MORGAN EXCHANGE TRADED F46641Q3323,626$200,6380.05%
331EVERSOURCE ENERGYES2,822$200,1250.05%
332NEW YORK CMNTY BANCORP INC64944510316,440$184,7890.05%
333EATON VANCE TAX-MANAGED DIVEETN13,032$162,3790.04%
334AGNC INVT CORP00123Q10411,964$121,1930.03%
335PIMCO INCOME STRATEGY FD II72201J10410,000$72,1000.02%
336CLEAN ENERGY FUELS CORPCLNE10,500$52,0800.01%
337URANIUM ENERGY CORPUEC10,000$34,0000.01%
338IDEANOMICS INC45166V10610,310$7680.00%