MONEY CONCEPTS CAPITAL CORP - Portfolio overview

MONEY CONCEPTS CAPITAL CORP has 610 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SVAL - ISHARES TR, 5.34%
2. SPMO - INVESCO EXCH TRADED FD TR II, 3.75%
3. IWS - ISHARES TR, 3.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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