Moneta Group Investment Advisors
Latest statistics and disclosures from Moneta Group Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, IEMG, VUG, VTV, VV, and represent 25.10% of Moneta Group Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$398M), SCHM (+$137M), SCHG (+$96M), SCHV (+$61M), SCHF (+$40M), BIL (+$35M), SCHA (+$19M), IVV (+$18M), LRCX (+$15M), VTV (+$14M).
- Started 63 new stock positions in BIIB, FBND, ITM, CBRE, VST, INGR, MCHP, VRT, Te Connectivity, HWBK.
- Reduced shares in these 10 stocks: POST (-$9.8M), URI (-$7.2M), EVRG, IWF, CNC, VTI, VYM, SPLG, VNQ, IWD.
- Sold out of its positions in AMTX, American Well Corp, APO, ANET, BP, DJP, Star Peak Corp II, CDW, CME, CYBN.
- Moneta Group Investment Advisors was a net buyer of stock by $942M.
- Moneta Group Investment Advisors has $6.9B in assets under management (AUM), dropping by 9.95%.
- Central Index Key (CIK): 0001120927
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Portfolio Holdings for Moneta Group Investment Advisors
Moneta Group Investment Advisors holds 646 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Moneta Group Investment Advisors has 646 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Moneta Group Investment Advisors Sept. 30, 2024 positions
- Download the Moneta Group Investment Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 8.4 | $579M | +220% | 26M | 22.62 |
|
| Ishares Core Msci Emkt (IEMG) | 4.5 | $307M | +2% | 5.4M | 57.41 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.2 | $291M | +3% | 759k | 383.93 |
|
| Vanguard Index Fds Value Etf (VTV) | 4.0 | $277M | +5% | 1.6M | 174.57 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 4.0 | $274M | 1.0M | 263.29 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.9 | $269M | +7% | 466k | 576.82 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.9 | $199M | +222% | 7.2M | 27.70 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $196M | +2% | 371k | 527.67 |
|
| Archer Daniels Midland Company (ADM) | 2.8 | $191M | 3.2M | 59.74 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $168M | 1.4M | 116.96 |
|
|
| Apple (AAPL) | 2.1 | $147M | 631k | 233.00 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $146M | 1.9M | 78.05 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.1 | $145M | +4% | 550k | 263.83 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.9 | $128M | +2% | 764k | 167.67 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $127M | +307% | 4.9M | 26.05 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.8 | $125M | +4% | 469k | 267.37 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.7 | $119M | +3% | 500k | 237.21 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $117M | 1.2M | 95.75 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.5 | $104M | +3% | 429k | 243.47 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $97M | -3% | 344k | 283.16 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.4 | $97M | -3% | 259k | 375.38 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $89M | +225% | 3.3M | 26.79 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $85M | +4% | 149k | 573.76 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.1 | $76M | +113% | 3.7M | 20.56 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $74M | +7% | 371k | 200.78 |
|
| Microsoft Corporation (MSFT) | 1.0 | $69M | 161k | 430.30 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $67M | 1.1M | 62.32 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $67M | 304k | 220.89 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $67M | +5% | 145k | 460.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.9 | $65M | 329k | 197.17 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $59M | -2% | 313k | 189.80 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $55M | 1.0M | 52.81 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $54M | 852k | 63.00 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.7 | $49M | 347k | 142.04 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $47M | -3% | 485k | 97.42 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.6 | $45M | +11% | 1.5M | 29.18 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $44M | +4% | 913k | 47.85 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $41M | -5% | 316k | 128.20 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $37M | +105% | 1.4M | 25.75 |
|
| Ea Series Trust Argent Mid Cap (AMID) | 0.5 | $36M | +7% | 1.0M | 35.34 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $36M | +3881% | 388k | 91.81 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $34M | -3% | 532k | 64.74 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $33M | -5% | 487k | 67.51 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $32M | 474k | 67.70 |
|
|
| Amazon (AMZN) | 0.5 | $32M | 171k | 186.33 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $31M | +6% | 254k | 121.44 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $28M | +5% | 336k | 83.63 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.4 | $28M | +16% | 513k | 54.43 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $27M | +2% | 195k | 139.49 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.4 | $26M | -4% | 1.1M | 23.17 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $25M | 89k | 284.00 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $23M | +6% | 198k | 117.29 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.3 | $22M | 180k | 119.78 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $21M | 161k | 132.25 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $21M | 128k | 165.85 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $21M | 1.3M | 16.05 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $19M | 60k | 314.39 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $18M | 152k | 119.70 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $17M | -2% | 104k | 167.19 |
|
| Lam Research Corporation (LRCX) | 0.2 | $17M | +867% | 211k | 81.61 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $16M | 98k | 166.82 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $16M | -3% | 150k | 107.66 |
|
| Bellring Brands Common Stock (BRBR) | 0.2 | $16M | +106% | 266k | 60.72 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $16M | 136k | 117.22 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $15M | 167k | 92.46 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $15M | -3% | 31k | 488.07 |
|
| Procter & Gamble Company (PG) | 0.2 | $15M | +21% | 86k | 173.20 |
|
| Meta Platforms Cl A (META) | 0.2 | $14M | +9% | 25k | 572.44 |
|
| O'reilly Automotive (ORLY) | 0.2 | $14M | 12k | 1151.60 |
|
|
| UnitedHealth (UNH) | 0.2 | $14M | -4% | 23k | 584.69 |
|
| Emerson Electric (EMR) | 0.2 | $13M | -5% | 121k | 109.37 |
|
| Centene Corporation (CNC) | 0.2 | $13M | -21% | 175k | 75.28 |
|
| PPG Industries (PPG) | 0.2 | $13M | +826% | 98k | 132.46 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $13M | +2% | 61k | 210.86 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $13M | 101k | 123.62 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $12M | -9% | 468k | 26.14 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $12M | +100% | 505k | 23.76 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $12M | 88k | 135.07 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $11M | +250% | 402k | 28.18 |
|
| United Parcel Service CL B (UPS) | 0.2 | $11M | 83k | 136.34 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $11M | 67k | 162.06 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $11M | +16% | 106k | 101.27 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $11M | +7% | 12k | 886.52 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $11M | 115k | 91.93 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $11M | -3% | 192k | 54.68 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $10M | +5% | 118k | 88.14 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $10M | 224k | 45.86 |
|
|
| Albemarle Corporation (ALB) | 0.1 | $10M | +117% | 107k | 94.71 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $10M | -12% | 94k | 107.65 |
|
| Visa Com Cl A (V) | 0.1 | $9.9M | 36k | 274.95 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $9.8M | +4% | 121k | 80.75 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $9.7M | 89k | 108.18 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $9.6M | 11k | 885.92 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $9.5M | 48k | 198.06 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $9.4M | -10% | 164k | 57.53 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $9.4M | +2% | 78k | 120.33 |
|
| Abbvie (ABBV) | 0.1 | $9.4M | +3% | 48k | 197.48 |
|
| Ametek (AME) | 0.1 | $9.0M | -5% | 53k | 171.71 |
|
| Pepsi (PEP) | 0.1 | $8.5M | 50k | 170.05 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $8.3M | 210k | 39.68 |
|
|
| Equifax (EFX) | 0.1 | $8.2M | -12% | 28k | 293.86 |
|
| Broadcom (AVGO) | 0.1 | $8.2M | +6% | 47k | 172.50 |
|
| Commerce Bancshares (CBSH) | 0.1 | $8.0M | 135k | 59.40 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $8.0M | +487% | 361k | 22.17 |
|
| McDonald's Corporation (MCD) | 0.1 | $7.5M | 25k | 304.50 |
|
|
| Danaher Corporation (DHR) | 0.1 | $7.5M | -2% | 27k | 278.02 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $7.4M | 112k | 65.91 |
|
|
| Home Depot (HD) | 0.1 | $7.3M | -2% | 18k | 405.19 |
|
| Ameren Corporation (AEE) | 0.1 | $7.2M | +4% | 83k | 87.46 |
|
| Tesla Motors (TSLA) | 0.1 | $7.0M | 27k | 261.63 |
|
|
| Merck & Co (MRK) | 0.1 | $6.8M | 60k | 113.56 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $6.7M | +14% | 11k | 586.51 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $6.6M | +27% | 184k | 36.13 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.2M | 9.00 | 691180.00 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $6.0M | -12% | 155k | 38.53 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $5.9M | +17% | 62k | 94.61 |
|
| Coca-Cola Company (KO) | 0.1 | $5.9M | 82k | 71.86 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $5.9M | -5% | 24k | 246.48 |
|
| Pfizer (PFE) | 0.1 | $5.6M | -3% | 195k | 28.94 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $5.5M | +3% | 9.0k | 618.57 |
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| Vectrus (VVX) | 0.1 | $5.5M | 98k | 55.86 |
|
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| Chevron Corporation (CVX) | 0.1 | $5.4M | 37k | 147.27 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $5.2M | 66k | 78.69 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $5.1M | 45k | 114.01 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $5.1M | -3% | 174k | 29.11 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $5.0M | -5% | 78k | 64.81 |
|
| Boeing Company (BA) | 0.1 | $5.0M | -4% | 33k | 152.04 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $4.9M | 24k | 206.64 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $4.8M | 11k | 423.11 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $4.8M | +12% | 28k | 170.40 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $4.7M | +37% | 89k | 53.15 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $4.7M | -4% | 138k | 34.29 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $4.4M | -4% | 9.0k | 493.82 |
|
| Caterpillar (CAT) | 0.1 | $4.4M | 11k | 391.14 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $4.3M | -8% | 51k | 84.17 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $4.3M | -20% | 105k | 41.28 |
|
| Amgen (AMGN) | 0.1 | $4.2M | +5% | 13k | 322.21 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $4.2M | -18% | 92k | 45.73 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $4.2M | 13k | 321.96 |
|
|
| Cigna Corp (CI) | 0.1 | $4.2M | -5% | 12k | 346.45 |
|
| Enterprise Financial Services (EFSC) | 0.1 | $4.1M | -3% | 80k | 51.26 |
|
| Oneok (OKE) | 0.1 | $4.0M | 44k | 91.13 |
|
|
| Lowe's Companies (LOW) | 0.1 | $4.0M | 15k | 270.86 |
|
|
| Netflix (NFLX) | 0.1 | $4.0M | +3% | 5.6k | 709.27 |
|
| International Business Machines (IBM) | 0.1 | $3.9M | 18k | 221.08 |
|
|
| Kroger (KR) | 0.1 | $3.7M | +32% | 65k | 57.30 |
|
| Qualcomm (QCOM) | 0.1 | $3.7M | -5% | 22k | 170.05 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $3.6M | +19% | 86k | 41.69 |
|
| Nextera Energy (NEE) | 0.1 | $3.5M | -2% | 42k | 84.53 |
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| Targa Res Corp (TRGP) | 0.1 | $3.5M | 24k | 148.01 |
|
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $3.5M | -14% | 92k | 37.65 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $3.4M | 47k | 72.63 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $3.4M | -6% | 77k | 44.46 |
|
| Verizon Communications (VZ) | 0.0 | $3.3M | -4% | 75k | 44.91 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $3.2M | -7% | 37k | 86.82 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $3.2M | 18k | 181.99 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $3.1M | 55k | 57.22 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $3.1M | +6% | 11k | 276.76 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $3.1M | -11% | 33k | 93.11 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $3.0M | -5% | 17k | 179.16 |
|
| Chubb (CB) | 0.0 | $3.0M | +2% | 10k | 288.39 |
|
| Evergy (EVRG) | 0.0 | $2.9M | -58% | 47k | 62.01 |
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| Williams Companies (WMB) | 0.0 | $2.9M | 63k | 45.65 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $2.9M | -7% | 23k | 125.62 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $2.8M | -5% | 29k | 96.52 |
|
| Cisco Systems (CSCO) | 0.0 | $2.8M | -8% | 52k | 53.22 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $2.8M | -7% | 13k | 217.87 |
|
| Target Corporation (TGT) | 0.0 | $2.7M | +13% | 18k | 155.86 |
|
| Walt Disney Company (DIS) | 0.0 | $2.7M | -4% | 29k | 96.19 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $2.7M | 4.8k | 569.69 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.7M | -4% | 37k | 73.67 |
|
| Wingstop (WING) | 0.0 | $2.7M | +9% | 6.4k | 416.08 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $2.7M | +2% | 5.3k | 505.22 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $2.7M | +13% | 66k | 40.63 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $2.6M | -13% | 42k | 61.57 |
|
| Automatic Data Processing (ADP) | 0.0 | $2.6M | +2% | 9.3k | 276.73 |
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| Ge Aerospace Com New (GE) | 0.0 | $2.6M | 14k | 188.58 |
|
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.6M | -4% | 21k | 119.55 |
|
| salesforce (CRM) | 0.0 | $2.5M | -3% | 9.3k | 273.71 |
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| First Mid Ill Bancshares (FMBH) | 0.0 | $2.4M | -4% | 63k | 38.91 |
|
| Eaton Corp SHS (ETN) | 0.0 | $2.4M | 7.3k | 331.46 |
|
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.0 | $2.4M | 108k | 22.09 |
|
|
| American Express Company (AXP) | 0.0 | $2.3M | -5% | 8.6k | 271.18 |
|
| Illinois Tool Works (ITW) | 0.0 | $2.3M | 8.9k | 262.06 |
|
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| Ingredion Incorporated (INGR) | 0.0 | $2.3M | NEW | 17k | 137.43 |
|
| TJX Companies (TJX) | 0.0 | $2.2M | +7% | 19k | 117.54 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $2.2M | +8% | 58k | 37.37 |
|
| Eastern Bankshares (EBC) | 0.0 | $2.2M | NEW | 132k | 16.39 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $2.1M | +4% | 3.7k | 584.64 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.1M | +3% | 10k | 206.57 |
|
| Progressive Corporation (PGR) | 0.0 | $2.1M | -7% | 8.4k | 253.75 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.1M | -12% | 6.0k | 353.48 |
|
| AutoZone (AZO) | 0.0 | $2.1M | 673.00 | 3150.04 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $2.1M | -4% | 17k | 121.16 |
|
| Deere & Company (DE) | 0.0 | $2.1M | 4.9k | 417.33 |
|
|
| American Tower Reit (AMT) | 0.0 | $2.0M | +7% | 8.7k | 232.56 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $2.0M | 9.0k | 223.09 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $2.0M | +12% | 5.8k | 345.30 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.0M | +3% | 38k | 51.74 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $2.0M | +38% | 35k | 55.63 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.9M | +14% | 8.6k | 225.75 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.9M | +7% | 25k | 75.11 |
|
| Rockwell Automation (ROK) | 0.0 | $1.9M | -2% | 7.0k | 268.46 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $1.9M | 15k | 126.18 |
|
|
| Stryker Corporation (SYK) | 0.0 | $1.9M | +4% | 5.1k | 361.29 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $1.8M | +10% | 16k | 109.91 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.8M | +9% | 3.5k | 517.79 |
|
| Wells Fargo & Company (WFC) | 0.0 | $1.8M | +8% | 32k | 56.49 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $1.8M | +23% | 29k | 62.20 |
|
| Honeywell International (HON) | 0.0 | $1.8M | 8.6k | 206.72 |
|
|
| Hca Holdings (HCA) | 0.0 | $1.8M | +13% | 4.4k | 406.43 |
|
| Stifel Financial (SF) | 0.0 | $1.8M | +52% | 19k | 93.90 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.7M | 29k | 61.11 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.7M | -3% | 26k | 65.16 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.7M | 47k | 36.41 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $1.7M | -6% | 21k | 78.37 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $1.7M | 7.6k | 218.48 |
|
|
| Enbridge (ENB) | 0.0 | $1.6M | +37% | 41k | 40.61 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.6M | -14% | 6.7k | 243.06 |
|
| Snap Cl A (SNAP) | 0.0 | $1.6M | +67% | 152k | 10.70 |
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $1.6M | 24k | 67.04 |
|
|
| Cass Information Systems (CASS) | 0.0 | $1.6M | 39k | 41.48 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $1.6M | +14% | 26k | 62.69 |
|
| Fiserv (FI) | 0.0 | $1.6M | +4% | 8.8k | 179.65 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.6M | +14% | 42k | 37.20 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.6M | +14% | 4.6k | 341.77 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.6M | 4.8k | 326.74 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.6M | +28% | 19k | 82.94 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $1.5M | 37k | 41.82 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.5M | -10% | 9.9k | 153.13 |
|
| Nike CL B (NKE) | 0.0 | $1.5M | -2% | 17k | 88.40 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.5M | -3% | 9.8k | 154.01 |
|
| Servicenow (NOW) | 0.0 | $1.5M | +16% | 1.7k | 894.36 |
|
| Phillips 66 (PSX) | 0.0 | $1.5M | 11k | 131.45 |
|
|
| At&t (T) | 0.0 | $1.5M | -14% | 67k | 22.00 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $1.5M | 12k | 128.28 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $1.5M | 18k | 83.80 |
|
|
| Public Storage (PSA) | 0.0 | $1.5M | +5% | 4.0k | 363.87 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.5M | +5% | 14k | 103.81 |
|
| Intuit (INTU) | 0.0 | $1.5M | -4% | 2.4k | 621.00 |
|
| BlackRock (BLK) | 0.0 | $1.4M | -8% | 1.5k | 949.79 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $1.4M | +82% | 13k | 114.63 |
|
| Goldman Sachs (GS) | 0.0 | $1.4M | +11% | 2.9k | 495.04 |
|
| Cadence Design Systems (CDNS) | 0.0 | $1.4M | +13% | 5.3k | 271.03 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.4M | -9% | 34k | 41.77 |
|
| United Rentals (URI) | 0.0 | $1.4M | -83% | 1.7k | 809.82 |
|
| CSX Corporation (CSX) | 0.0 | $1.4M | 40k | 34.53 |
|
|
| Philip Morris International (PM) | 0.0 | $1.4M | -6% | 11k | 121.40 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.3M | 29k | 45.32 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $1.3M | 16k | 83.33 |
|
Past Filings by Moneta Group Investment Advisors
SEC 13F filings are viewable for Moneta Group Investment Advisors going back to 2010
- Moneta Group Investment Advisors 2024 Q3 filed Nov. 12, 2024
- Moneta Group Investment Advisors 2024 Q2 filed Aug. 13, 2024
- Moneta Group Investment Advisors 2024 Q1 filed Aug. 13, 2024
- Moneta Group Investment Advisors 2023 Q4 filed Feb. 15, 2024
- Moneta Group Investment Advisors 2023 Q3 filed Nov. 15, 2023
- Moneta Group Investment Advisors 2023 Q2 filed Aug. 15, 2023
- Moneta Group Investment Advisors 2023 Q1 filed May 15, 2023
- Moneta Group Investment Advisors 2022 Q4 restated filed Feb. 16, 2023
- Moneta Group Investment Advisors 2022 Q4 restated filed Feb. 16, 2023
- Moneta Group Investment Advisors 2022 Q4 filed Feb. 15, 2023
- Moneta Group Investment Advisors 2022 Q3 filed Nov. 14, 2022
- Moneta Group Investment Advisors 2022 Q2 filed Aug. 15, 2022
- Moneta Group Investment Advisors 2022 Q1 filed May 11, 2022
- Moneta Group Investment Advisors 2021 Q4 filed Feb. 11, 2022
- Moneta Group Investment Advisors 2021 Q3 filed Nov. 12, 2021
- Moneta Group Investment Advisors 2021 Q2 filed Aug. 13, 2021