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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 0001085146-24-001595

Total Value
$368.6M
Positions
334
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (334)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL94,856$16.2M4.41%
2SCHWAB STRATEGIC TR808524797155,492$11.0M2.99%
3VANGUARD INDEX FDS92290873636,786$10.0M2.72%
4JOHNSON & JOHNSONJNJ62,871$9.8M2.66%
5SPDR S&P 500 ETF TRSPY20,814$8.9M2.41%
6ISHARES TR46429B697117,984$8.5M2.32%
7MICROSOFT CORPMSFT25,763$8.1M2.21%
8SPDR SER TR78464A76367,494$7.8M2.11%
9INVESCO EXCHANGE TRADED FD TIVZ143,856$6.9M1.88%
10J P MORGAN EXCHANGE TRADED F46654Q773111,540$5.6M1.51%
11ISHARES TR46428715057,706$5.4M1.47%
12BERKSHIRE HATHAWAY INC DELBRK-A15,447$5.4M1.47%
13PACER FDS TR69374H105128,790$5.1M1.40%
14CAMBRIA ETF TR13206120174,449$4.6M1.25%
15AMAZON COM INCAMZN35,517$4.5M1.23%
16SPDR GOLD TRGLD25,856$4.4M1.20%
17INVESCO EXCH TRADED FD TR IIIVZ51,703$4.0M1.10%
18SPDR SER TR78464A50897,592$4.0M1.09%
19GOLDMAN SACHS ETF TRNVGLF42,562$3.6M0.97%
20INVESCO EXCHANGE TRADED FD TIVZ103,978$3.5M0.96%
21INVESCO EXCHANGE TRADED FD TIVZ24,746$3.5M0.95%
22NUVEEN S&P 500 BUY-WRITE INCNU272,354$3.4M0.94%
23NVIDIA CORPORATIONNVDA7,407$3.2M0.87%
24INVESCO QQQ TRIVZ8,654$3.1M0.84%
25EXXON MOBIL CORPXOM25,619$3.0M0.82%
26ALPHABET INCGOOG20,727$2.7M0.74%
27VANGUARD INDEX FDS92290874419,044$2.6M0.71%
28FIRST TR EXCHANGE-TRADED ALP33737M30044,157$2.5M0.68%
29ISHARES TR46435U515103,531$2.5M0.68%
30ISHARES S&P GSCI COMMODITY-ISMCF106,383$2.4M0.65%
31SPDR SER TR78464A20130,529$2.2M0.61%
32ISHARES TR46434VBG490,040$2.2M0.60%
33TESLA INCTSLA8,788$2.2M0.60%
34VANGUARD TAX-MANAGED FDS92194385848,545$2.1M0.58%
35PACER FDS TR69374H30334,263$2.1M0.57%
36SPDR SER TR78464A85440,868$2.1M0.56%
37JPMORGAN CHASE & COVYLD14,044$2.0M0.55%
38VANGUARD INDEX FDS92290853810,335$2.0M0.55%
39ISHARES TR46428868765,437$2.0M0.54%
40UNITEDHEALTH GROUP INCUNH3,819$1.9M0.52%
41SCHWAB STRATEGIC TR80852420137,617$1.9M0.52%
42META PLATFORMS INCMETA6,340$1.9M0.52%
43PROSHARES TR74348A46721,211$1.9M0.51%
44BANK AMERICA CORP06050510467,649$1.9M0.50%
45PACER FDS TR69374H88137,392$1.8M0.50%
46ISHARES TR4642876146,873$1.8M0.50%
47NUVEEN NASDAQ 100 DYNAMIC OV67069910776,970$1.7M0.47%
48SPDR SER TR78468R66318,749$1.7M0.47%
49ALPHABET INCGOOG12,905$1.7M0.46%
50CISCO SYS INCCSCO30,372$1.6M0.44%
51VANGUARD INDEX FDS9229087518,605$1.6M0.44%
52FIRST TR SML CP CORE ALPHA F33734Y10920,075$1.6M0.44%
53PACER FDS TR69374H85738,771$1.6M0.44%
54SPDR SER TR78464A64965,793$1.6M0.43%
55ISHARES TR4642876558,997$1.6M0.43%
56VANGUARD SPECIALIZED FUNDS92190884410,095$1.6M0.43%
57COSTCO WHSL CORP NEW22160K1052,701$1.5M0.41%
58INVESCO EXCH TRD SLF IDX FDIVZ73,211$1.5M0.41%
59SPDR SER TR78464A40925,327$1.5M0.41%
60ELI LILLY & COLLY2,782$1.5M0.41%
61ABBVIE INCABBV9,954$1.5M0.40%
62VICTORY PORTFOLIOS II92647N82426,109$1.5M0.40%
63FLEXSHARES TRFLEX62,773$1.5M0.39%
64CHEVRON CORP NEWCVX8,465$1.4M0.39%
65PROCTER AND GAMBLE CO7427181099,759$1.4M0.39%
66INVESCO EXCH TRADED FD TR IIIVZ128,456$1.4M0.38%
67ISHARES TR4642872003,266$1.4M0.38%
68VANGUARD INDEX FDS9229086118,569$1.4M0.37%
69ON SEMICONDUCTOR CORPON14,564$1.4M0.37%
70DISNEY WALT CO25468710616,702$1.4M0.37%
71VISA INCV5,831$1.3M0.36%
72SPDR SER TR78464A47444,839$1.3M0.36%
73FIRST TR MID CAP CORE ALPHAD33735B10814,212$1.3M0.36%
74CVS HEALTH CORPCVS18,396$1.3M0.35%
75VANGUARD BD INDEX FDS92193783517,555$1.2M0.33%
76INVESCO EXCH TRD SLF IDX FDIVZ52,225$1.2M0.32%
77ISHARES TR46434VBD147,566$1.2M0.31%
78VANGUARD INDEX FDS92290855315,238$1.2M0.31%
79REPUBLIC SVCS INC7607591007,957$1.1M0.31%
80ISHARES TR46428760615,529$1.1M0.30%
81VANGUARD INDEX FDS9229085128,562$1.1M0.30%
82VANGUARD INDEX FDS9229086295,314$1.1M0.30%
83ISHARES TR46435GAA047,354$1.1M0.30%
84MERCK & CO INCMRK10,576$1.1M0.30%
85ISHARES TR4642894387,058$1.1M0.29%
86INTERNATIONAL BUSINESS MACHSINTR7,721$1.1M0.29%
87VANGUARD INDEX FDS9229085955,031$1.1M0.29%
88SELECT SECTOR SPDR TR81369Y8036,521$1.1M0.29%
89PROLOGIS INC.PLDGP9,404$1.1M0.29%
90ISHARES TR46428749915,177$1.1M0.29%
91INVESCO EXCH TRD SLF IDX FDIVZ50,870$1.0M0.28%
92BROADCOM INCAVGO1,245$1.0M0.28%
93FREEPORT-MCMORAN INCFCX27,379$1.0M0.28%
94ISHARES TR46435UAA943,873$1.0M0.28%
95VERIZON COMMUNICATIONS INCVZ31,288$1.0M0.28%
96AT&T INCT-PC66,445$998,0050.27%
97WISDOMTREE TRWT15,634$992,6020.27%
98VANGUARD INDEX FDS9229087694,668$991,5650.27%
99COCA COLA COKO17,525$981,0260.27%
100HOME DEPOT INCHD3,131$945,9930.26%
101NETFLIX INCNFLX2,470$932,7220.25%
102INVESCO EXCH TRD SLF IDX FDIVZ43,521$923,9530.25%
103ORACLE CORPORCL-PD8,665$917,8240.25%
104BARCLAYS BANK PLCVXZ28,538$917,2110.25%
105VANGUARD BD INDEX FDS92193782711,699$879,4300.24%
106PACER FDS TR69374H68333,465$872,4380.24%
107CATERPILLAR INCCAT3,192$871,3270.24%
108VANECK ETF TRUST92189F10632,349$870,5100.24%
109SPDR INDEX SHS FDS78463X88927,901$865,2170.23%
110PEPSICO INCPEP4,979$843,6550.23%
111SPDR SER TR78464A83912,954$840,1960.23%
112ISHARES TR46428827314,831$837,4870.23%
113ISHARES TR4642874819,082$829,6070.23%
114ISHARES TR4642875985,460$828,8760.22%
115SELECT SECTOR SPDR TR81369Y5069,121$824,4660.22%
116J P MORGAN EXCHANGE TRADED F46641Q83716,354$820,6360.22%
117INVESCO EXCH TRD SLF IDX FDIVZ42,376$820,6030.22%
118ISHARES TR46428870315,691$812,4720.22%
119FIRST TR EXCH TRADED FD III33739N10816,174$790,5900.21%
120MCDONALDS CORPMCD2,997$789,4570.21%
121INVESCO EXCH TRD SLF IDX FDIVZ38,981$783,9150.21%
122LOCKHEED MARTIN CORPLMT1,901$777,4360.21%
123PFIZER INCPFE22,385$742,4960.20%
124INVESCO EXCH TRD SLF IDX FDIVZ38,926$731,2430.20%
125ISHARES TR46434VAX828,665$726,9350.20%
126ISHARES TR4642875072,912$726,2240.20%
127INVESCO EXCH TRADED FD TR IIIVZ19,936$726,0690.20%
128RTX CORPORATIONRTX10,032$722,0240.20%
129BOEING COBA-PA3,699$709,1040.19%
130ISHARES TR46428730910,304$705,0100.19%
131APPLIED MATLS INC0382221055,080$703,3550.19%
132ISHARES TR46428844827,350$694,6950.19%
133BLACKSTONE INCBX6,441$690,1040.19%
134FIRST TR VALUE LINE DIVID IN33734H10618,379$687,1850.19%
135LOWES COS INC5486611073,300$685,8230.19%
136PHILLIPS 66PSX5,674$681,7850.18%
137UNION PAC CORPUNP3,342$680,6100.18%
138SELECT SECTOR SPDR TR81369Y2095,237$674,2010.18%
139VANGUARD INTL EQUITY INDEX F92204285816,831$659,9620.18%
140SPDR SER TR78468R85317,875$659,5860.18%
141ALBEMARLE CORPALB-PA3,868$657,7370.18%
142ROCKWELL AUTOMATION INCROK2,285$653,2560.18%
143WALMART INCWMT4,075$651,7490.18%
144ALIGN TECHNOLOGY INCALGN2,131$650,6370.18%
145DEVON ENERGY CORP NEW25179M10313,301$634,4350.17%
146NUTRIEN LTDNTR10,058$621,1870.17%
147FORD MTR CO DEL34537086048,737$605,3130.16%
148ISHARES TR46429B6899,267$604,3880.16%
149NEXTERA ENERGY INCNEE-PW10,431$597,6190.16%
150ISHARES TR46434V26620,028$592,4240.16%
151TE CONNECTIVITY LTDTEL4,668$576,6130.16%
152WASTE MGMT INC DEL94106L1093,778$575,8470.16%
153EATON CORP PLCETN2,697$575,2980.16%
154ISHARES GOLD TRIAU16,234$568,0280.15%
155ISHARES TR4642877055,557$560,8940.15%
156INVESCO EXCH TRD SLF IDX FDIVZ36,773$560,7940.15%
157NEWMONT CORPNEMCL15,154$559,9540.15%
158BLACKROCK RES & COMMODITIESBLK60,197$554,4140.15%
159QUALCOMM INCQCOM4,961$550,9970.15%
160PACER FDS TR69374H20417,225$543,4440.15%
161SELECT SECTOR SPDR TR81369Y8869,202$542,2880.15%
162VANGUARD SCOTTSDALE FDS92206C4097,199$541,0000.15%
163MASTERCARD INCORPORATEDMA1,349$533,9420.14%
164CUMMINS INCCMI2,325$531,2360.14%
165SCHWAB STRATEGIC TR80852460712,797$530,0350.14%
166AMGEN INCAMGN1,960$526,7630.14%
167AXSOME THERAPEUTICS INCAXSM7,485$523,1270.14%
168VANGUARD INDEX FDS9229083631,312$515,3830.14%
169ACCENTURE PLC IRELANDACN1,676$514,7130.14%
170FIRST TR EXCHANGE TRADED FD33734X1688,141$513,1780.14%
171INTEL CORPINTC14,284$507,8110.14%
172ISHARES TR4642874576,259$506,8140.14%
173DBX ETF TR23305143214,923$505,8900.14%
174ADVANCED MICRO DEVICES INCAMD4,912$505,0520.14%
175HONEYWELL INTL INC4385161062,722$502,7890.14%
176ENTERPRISE PRODS PARTNERS L29379210718,345$502,1020.14%
177MEDTRONIC PLCMDT6,373$499,4200.14%
178BP PLCBPPFF12,887$498,9930.14%
179INTUITINTU975$497,9580.14%
180ISHARES TR4642876222,119$497,8100.14%
181ISHARES TR4642888855,710$492,7790.13%
182ALTRIA GROUP INCMO11,561$486,1380.13%
183INVESCO EXCH TRD SLF IDX FDIVZ25,906$485,3550.13%
184ISHARES TR4642885885,437$482,7840.13%
185ISHARES TR46428837211,012$476,7250.13%
186STRYKER CORPORATIONSYK1,730$472,7760.13%
187COTERRA ENERGY INCCTRA17,379$470,0920.13%
188CONOCOPHILLIPSCOP3,922$469,8950.13%
189ISHARES TR46435G19321,300$463,4880.13%
190FRANKLIN TEMPLETON ETF TRFGDL10,620$456,2460.12%
191LPL FINL HLDGS INC50212V1001,904$452,3800.12%
192INVESCO EXCH TRD SLF IDX FDIVZ6,901$452,1730.12%
193VANGUARD INDEX FDS9229086372,309$451,8600.12%
194INVESCO EXCH TRD SLF IDX FDIVZ19,980$449,1430.12%
195ILLINOIS TOOL WKS INC4523081091,950$449,0390.12%
196CONSTELLATION BRANDS INCSTZ1,786$448,8940.12%
197AMERICAN CENTY ETF TR0250723076,620$446,1300.12%
1983M COMMM4,762$445,8540.12%
199OMEGA HEALTHCARE INVS INC68193610013,294$440,8240.12%
200VICTORY PORTFOLIOS II92647N7749,097$438,7470.12%
201GSK PLCGLAXF12,087$438,1490.12%
202COLUMBIA ETF TR I19761L30011,420$427,7720.12%
203SPDR SER TR78464A66416,167$422,7570.11%
204GILEAD SCIENCES INCGILD5,626$421,6140.11%
205VANGUARD MALVERN FDS9220208058,907$421,1230.11%
206BRISTOL-MYERS SQUIBB COCELG-RI7,215$418,7490.11%
207AUTOMATIC DATA PROCESSING INADP1,738$418,2440.11%
208KRAFT HEINZ COKHC12,306$413,9820.11%
209SPRINGWORKS THERAPEUTICS INC85205L10717,852$412,7380.11%
210VANGUARD INTL EQUITY INDEX F9220427757,888$409,1420.11%
211ISHARES TR4642894463,929$406,1410.11%
212DUKE ENERGY CORP NEWDUKB4,586$404,7630.11%
213SPDR SER TR78468R5233,990$396,6780.11%
214M & T BK CORP55261F1043,102$392,2100.11%
215EMERSON ELEC COEMR4,023$388,4560.11%
216SCHWAB STRATEGIC TR8085243005,285$384,3180.10%
217SCHWAB STRATEGIC TR8085248707,611$384,2910.10%
218FLEXSHARES TRFLEX6,999$378,5770.10%
219INVESCO EXCH TRD SLF IDX FDIVZ21,358$374,2980.10%
220GENERAL DYNAMICS CORPGD1,668$368,6490.10%
221HIGHLAND OPPORTUNITIESHFRO-PB44,911$361,0810.10%
222THERMO FISHER SCIENTIFIC INCTMO709$358,9000.10%
223SELECT SECTOR SPDR TR81369Y60510,746$356,4420.10%
224ISHARES TR46435G3266,088$354,8070.10%
225ISHARES TR46436E54410,675$352,9270.10%
226ISHARES TR4642878043,733$352,1340.10%
227INVESCO EXCHNG TRAD SLF INDEIVZ14,606$350,3660.10%
228ISHARES TR46436E48618,067$350,2230.10%
229ISHARES TR4642874323,858$342,2070.09%
230SPDR SER TR78464A8214,941$341,6470.09%
231SALESFORCE INCCRM1,673$339,2510.09%
232FISERV INCFISV3,000$338,8800.09%
233COLGATE PALMOLIVE COCL4,730$336,3730.09%
234ABBOTT LABSABLZF3,464$335,4970.09%
235SUN LIFE FINANCIAL INC.SUNFF6,862$334,8790.09%
236OREILLY AUTOMOTIVE INC67103H107368$334,4600.09%
237TJX COS INC NEW8725401093,758$334,0360.09%
238ISHARES INC4642865336,189$330,1830.09%
239ISHARES TR4642872263,491$328,2830.09%
240TRAVELERS COMPANIES INCTRV2,009$328,1100.09%
241ARES CAPITAL CORPARCC16,699$325,1210.09%
242WESTROCK COWEST9,017$322,7910.09%
243SPDR SER TR78464A8477,238$316,9680.09%
244INVESCO EXCH TRD SLF IDX FDIVZ14,046$315,8010.09%
245NXP SEMICONDUCTORS N VNXPI1,555$310,9040.08%
246FS KKR CAP CORPFSK15,760$310,3140.08%
247ANALOG DEVICES INCADI1,769$309,6780.08%
248ISHARES SILVER TRSLV15,069$306,5030.08%
249MONDELEZ INTL INC6092071054,414$306,3370.08%
250WELLS FARGO CO NEW9497461017,424$303,3510.08%
251CINTAS CORPCTAS627$301,5930.08%
252ISHARES TR46435G5164,362$301,5170.08%
253ADOBE INCADBE588$299,9950.08%
254TOTALENERGIES SETTE4,550$299,2330.08%
255INVESCO EXCH TRD SLF IDX FDIVZ15,022$298,5620.08%
256INVESCO EXCHANGE TRADED FD TIVZ3,691$297,3000.08%
257FORTINET INCFTNT5,045$296,0410.08%
258MICRON TECHNOLOGY INCMU4,244$288,7150.08%
259PHILIP MORRIS INTL INC7181721093,116$288,4710.08%
260VANGUARD WHITEHALL FDS9219464062,791$288,3790.08%
261INTUITIVE SURGICAL INCISRG971$283,7350.08%
262ENERGY TRANSFER L PET-PI20,203$283,4460.08%
263ISHARES TR46436E72613,764$280,5190.08%
264COMCAST CORP NEWCCZ6,216$275,6120.07%
265ISHARES TR4642876481,226$274,9010.07%
266CHUBB LIMITEDCB1,312$273,0860.07%
267SCHWAB STRATEGIC TR8085244094,201$270,8080.07%
268APPLE HOSPITALITY REIT INCAPLE17,587$269,7850.07%
269SKYWORKS SOLUTIONS INCSWKS2,720$268,1980.07%
270ISHARES TR4642876712,825$267,8620.07%
271ISHARES TR4642876891,076$263,6070.07%
272PARKER-HANNIFIN CORPPH673$262,1470.07%
273FEDEX CORPFDX988$261,7650.07%
274ISHARES TR46435G24310,942$260,0910.07%
275VANGUARD WHITEHALL FDS9219468854,380$259,1210.07%
276KKR & CO INCKKRT4,189$258,0420.07%
277T-MOBILE US INCTMUSZ1,842$257,9720.07%
278WORLD GOLD TRGLDW6,997$256,5100.07%
279VANECK ETF TRUST92189F6433,356$254,4820.07%
280INVESCO EXCH TRD SLF IDX FDIVZ11,845$253,5510.07%
281TARGET CORPTGT2,291$253,2810.07%
282MICROCHIP TECHNOLOGY INC.MCHPP3,229$252,0200.07%
283JOHNSON CTLS INTL PLCG515021054,702$250,2140.07%
284DEERE & CODE662$249,7300.07%
285PIONEER NAT RES CO7237871071,084$248,9460.07%
286ISHARES TR4642874081,615$248,4520.07%
287GOLDMAN SACHS GROUP INCGSCE758$245,2190.07%
288VANECK ETF TRUST92189F6761,684$244,2110.07%
289ISHARES TR46436E5517,206$244,0670.07%
290WISDOMTREE TRWT5,957$244,0150.07%
291VANECK ETF TRUST92189H30010,178$242,9490.07%
292VANGUARD WORLD FDS92204A702580$240,4950.07%
293EOG RES INCEOG1,895$240,2100.07%
294VANGUARD SCOTTSDALE FDS92206C1024,166$239,9620.07%
295SHELL PLCRYDAF3,703$238,4140.06%
296INVESCO EXCHNG TRAD SLF INDEIVZ12,272$235,2540.06%
297ONEOK INC NEWOKE3,691$234,1200.06%
298ARK ETF TR00214Q1045,840$231,6570.06%
299AMERICAN EXPRESS COAXP1,542$230,1140.06%
300MASTEC INCMTZ3,143$226,2020.06%
301WALGREENS BOOTS ALLIANCE INC9314271089,861$219,3000.06%
302ISHARES TR46435G4252,335$219,2820.06%
303INVESCO EXCHANGE TRADED FD TIVZ7,775$218,8700.06%
304BROADRIDGE FINL SOLUTIONS IN11133T1031,218$218,0830.06%
305NOVARTIS AGNVSEF2,139$217,8330.06%
306DIAGEO PLCDGEAF1,452$216,5810.06%
307DOW INCDOW4,169$214,9560.06%
308KELLANOVABEKE3,597$214,0280.06%
309DANAHER CORPORATION235851102861$213,5480.06%
310LINDE PLCLIN572$213,1390.06%
311SCHWAB STRATEGIC TR8085241024,266$212,6600.06%
312INVESCO EXCH TRADED FD TR IIIVZ1,440$212,2650.06%
313JINKOSOLAR HLDG CO LTDJKS6,965$211,5270.06%
314METTLER TOLEDO INTERNATIONALMTD190$210,5330.06%
315CBRE GROUP INCCBRE2,841$209,8360.06%
316INVESCO EXCH TRD SLF IDX FDIVZ8,717$209,2630.06%
317VANECK ETF TRUST92189F7002,647$208,3510.06%
318J P MORGAN EXCHANGE TRADED F46641Q3323,887$208,1720.06%
319KROGER COKR4,648$207,9980.06%
320BOSTON SCIENTIFIC CORPBSX3,904$206,1310.06%
321AMERIPRISE FINL INC03076C106625$206,0940.06%
322GENERAL ELECTRIC CO3696043011,860$205,6530.06%
323SMUCKER J M CO8326964051,668$205,0140.06%
324BORGWARNER INCBWA5,070$204,6760.06%
325UBER TECHNOLOGIES INCUBER4,418$203,1840.06%
326OLIN CORPOLN4,061$202,9670.06%
327ISHARES TR4642874731,937$202,1410.05%
328NEW YORK CMNTY BANCORP INC64944510316,602$188,2710.05%
329AGNC INVT CORP00123Q10411,987$113,1610.03%
330MEDICAL PPTYS TRUST INC58463J30420,662$112,6100.03%
331PIMCO INCOME STRATEGY FD II72201J10410,000$65,9000.02%
332URANIUM ENERGY CORPUEC10,000$51,5000.01%
333CLEAN ENERGY FUELS CORPCLNE10,500$40,2150.01%
334CARDIOL THERAPEUTICS INCCRDL14,000$12,5300.00%