Money Concepts Capital Corp Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationpalm beach gardens, FL
- CIK0000716851
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
518 | $1.78B | SPMO, IWM, MAGS, XMMO | 13F-HR | Feb 4, 2026 | 000071685126000001 | ||
468 | $1.62B | SPMO, MAGS, SVAL, XMMO | 13F-HR | Nov 4, 2025 | 000071685125000006 | ||
441 | $1.5B | SPMO, SVAL, MAGS, XMMO | 13F-HR | Aug 14, 2025 | 000108514625005096 | ||
417 | $1.34B | SPMO, SVAL, IWS, XMMO | 13F-HR | Apr 24, 2025 | 000108514625002307 | ||
403 | $1.34B | SVAL, SPMO, XMMO, MAGS | 13F-HR | Jan 27, 2025 | 000108514625000510 | ||
397 | $1.32B | SVAL, SPMO, IWS, MAGS | 13F-HR | Oct 31, 2024 | 000108514624005242 | ||
381 | $1.19B | XMMO, MAGS, VOO, NDQ | 13F-HR | Aug 2, 2024 | 000108514624003443 | ||
379 | $1.08B | VOO, NDQ, MSFT, AAPL | 13F-HR | May 1, 2024 | 000108514624002155 | ||
383 | $1.08B | QTEC, VOO, MSFT, NDQ | 13F-HR | Feb 12, 2024 | 000108514624001053 | ||
348 | $953.54M | VOO, MSFT, NDQ, AAPL | 13F-HR | Nov 1, 2023 | 000108514623004007 | ||
365 | $982.19M | VOO, AAPL, MSFT, NDQ | 13F-HR | Aug 1, 2023 | 000108514623002987 | ||
458 | $1.79B | MCD, LMT, KMB, INFL | 13F-HR | May 1, 2023 | 000108514623001988 | ||
3,256 | $2.24B | JNJ, AAPL, PG, MSFT | 13F-HR | Feb 14, 2023 | 000139834423003272 | ||
1,629 | $1.69B | SHY, SHV, KMLM, USFR | 13F-HR | Oct 27, 2022 | 000139834422020789 | ||
1,520 | $1.13B | SHY, SHV, KMLM, IWY | 13F-HR | Jul 18, 2022 | 000139834422013449 | ||
2,813 | $1.77B | AGG, IVV, AAPL, NDQ | 13F-HR | May 13, 2022 | 000139834422009493 | ||
749 | $1.18B | IVV, IJR, VOO, AGG | 13F-HR | Feb 14, 2022 | 000139834422003009 | ||
712 | $1.25B | IVV, IJR, SPDR SER TR, EQAL | 13F-HR | May 17, 2021 | 000139834421010990 | ||
658 | $1.08B | IVV, IJR, SPDR SER TR, MDYG | 13F-HR | May 17, 2021 | 000139834421010989 |