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Moneta Group Investment Advisors

Latest statistics and disclosures from Moneta Group Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SCHX, VUG, VEA, VO, and represent 36.57% of Moneta Group Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$1.5B), VEA (+$587M), VO (+$427M), VTV (+$266M), VUG (+$241M), SCHX (+$48M), DFAU (+$41M), BIL (+$25M), VTI (+$23M), DFAE (+$20M).
Started 107 new stock positions in NBIS, FBT, VONE, TBIL, TLRY, TMSL, PHO, ALLE, QLTY, XSD.
Reduced shares in these 10 stocks: CI (-$12M), TSLA (-$9.8M), TMO (-$9.2M), IWF, TRGP, SCHH, SNAP, BRK.A, VVX, TPL.
Sold out of its positions in AVLV, AVUV, BZFD, CP, CASY, CHTR, EQT, FTV, IRM, MBB. IGSB, MAR, NVO, SHM, SHAK, SMCI, TDG, Viper Energy, Walgreen Boots Alliance, USFR, CGBSF, CHKP.
Moneta Group Investment Advisors was a net buyer of stock by $3.5B.
Moneta Group Investment Advisors has $13B in assets under management (AUM), dropping by 49.92%.
Central Index Key (CIK): 0001120927

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Portfolio Holdings for Moneta Group Investment Advisors

Moneta Group Investment Advisors holds 791 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Moneta Group Investment Advisors has 791 total positions. Only the first 250 positions are shown.

Sign up to view all of the Moneta Group Investment Advisors Sept. 30, 2025 positions
Download the Moneta Group Investment Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	13.7	$1.7B	+543%	2.8M	612.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.3	$916M	+5%	35M	26.34	View chart
Vanguard Index Fds Growth Etf (VUG)	5.2	$658M	+57%	1.4M	479.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.2	$652M	+904%	11M	59.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.2	$651M	+189%	2.2M	293.74	View chart
Vanguard Index Fds Value Etf (VTV)	4.8	$602M	+79%	3.2M	186.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.2	$402M		1.3M	307.86	View chart
Ishares Core Msci Emkt (IEMG)	2.9	$364M		5.5M	65.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$360M		538k	669.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.4	$297M	+5%	10M	29.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$205M	+9%	2.3M	87.31	View chart
Archer Daniels Midland Company (ADM)	1.5	$194M		3.3M	59.74	View chart
Apple (AAPL)	1.5	$194M	+5%	761k	254.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$188M	+13%	573k	328.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$187M		5.9M	31.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.5	$183M	+4%	621k	293.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$176M		1.5M	118.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$156M	+2%	1.3M	120.72	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$155M		887k	174.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$151M		506k	297.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.1	$138M	+4%	4.7M	29.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$126M	+3%	495k	254.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$123M	-2%	263k	468.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$114M	+7%	172k	666.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$111M	+3%	1.7M	65.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$103M		4.4M	23.28	View chart
Microsoft Corporation (MSFT)	0.8	$98M	+3%	189k	517.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$94M	+2%	449k	208.71	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.7	$93M	+37%	1.0M	91.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$77M		152k	502.74	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$76M	+3%	370k	206.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$67M		330k	203.59	View chart
NVIDIA Corporation (NVDA)	0.5	$63M	+11%	335k	186.58	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$62M	+4%	1.8M	33.37	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.5	$60M	+8%	1.8M	34.00	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.5	$60M	+4%	977k	61.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$56M		232k	241.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$55M	+2%	2.0M	27.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$54M		729k	73.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$53M	+9%	747k	71.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$51M	+17%	448k	113.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$42M	+13%	301k	140.95	View chart
Lam Research Corp Com New (LRCX)	0.3	$42M	+17%	314k	133.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$42M	+2%	770k	54.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$41M	NEW	899k	45.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$40M		442k	91.42	View chart
Amazon (AMZN)	0.3	$40M		181k	219.57	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.3	$38M	-2%	273k	140.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$37M	+3%	154k	243.10	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$37M	-3%	49.00	754200.00	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$36M		469k	76.72	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$35M	-3%	449k	78.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$35M	+11%	375k	93.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$34M		238k	142.41	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$32M	+3%	228k	141.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$28M		77k	365.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$27M	+4%	84k	320.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$26M	+3%	106k	243.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$25M		179k	139.67	View chart
Ea Series Trust Argent Large Cap (ABIG)	0.2	$25M	+33%	776k	31.62	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$23M		1.4M	17.16	View chart
JPMorgan Chase & Co. (JPM)	0.2	$23M		74k	315.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$23M	-7%	1.1M	21.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$23M	+4%	38k	600.36	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$22M		158k	137.80	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$21M	+95%	822k	25.85	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$21M	+652%	196k	104.51	View chart
Exxon Mobil Corporation (XOM)	0.2	$20M	+3%	175k	112.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$20M	NEW	624k	31.53	View chart
Meta Platforms Cl A (META)	0.2	$19M	-2%	26k	734.37	View chart
O'reilly Automotive (ORLY)	0.1	$19M		172k	107.81	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$18M	NEW	562k	32.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$18M	+45%	675k	27.30	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$18M	+4%	166k	110.59	View chart
Emerson Electric (EMR)	0.1	$18M		139k	131.18	View chart
Tesla Motors (TSLA)	0.1	$18M	-35%	41k	444.72	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$18M	+3%	163k	110.47	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$18M	+16%	150k	119.48	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$18M	+6%	272k	65.00	View chart
Procter & Gamble Company (PG)	0.1	$17M	+14%	110k	153.65	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$17M	+19%	703k	23.47	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$16M	+698%	353k	46.12	View chart
Wal-Mart Stores (WMT)	0.1	$16M	+2%	158k	103.06	View chart
Broadcom (AVGO)	0.1	$16M	+3%	49k	329.91	View chart
Ameren Corporation (AEE)	0.1	$15M	-2%	145k	104.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$14M	+176%	359k	38.57	View chart
Visa Com Cl A (V)	0.1	$13M	+5%	39k	341.38	View chart
United Rentals (URI)	0.1	$13M		14k	954.69	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$13M	-8%	74k	176.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$13M	-2%	61k	215.79	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$13M		101k	129.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$13M	+4%	133k	96.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$13M	+3%	239k	53.40	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M		90k	142.10	View chart
Johnson & Johnson (JNJ)	0.1	$13M	+3%	68k	185.42	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$13M	NEW	226k	55.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$13M	+5%	125k	100.25	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$12M	NEW	321k	37.77	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$12M		126k	95.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$12M	-4%	178k	67.83	View chart
Costco Wholesale Corporation (COST)	0.1	$12M		13k	925.64	View chart
Equifax (EFX)	0.1	$12M	+7%	47k	256.53	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$12M		209k	57.19	View chart
Oracle Corporation (ORCL)	0.1	$12M	+38%	42k	281.24	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$12M	NEW	219k	53.10	View chart
Bank of America Corporation (BAC)	0.1	$12M	-2%	223k	51.59	View chart
Eli Lilly & Co. (LLY)	0.1	$11M	+16%	15k	763.02	View chart
Ea Series Trust Argent Focused (ALIL)	0.1	$11M	+25%	373k	29.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$11M	+4%	410k	25.71	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$10M		77k	135.23	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$10M	+3%	13k	746.65	View chart
Ametek (AME)	0.1	$9.9M		53k	188.00	View chart
Abbvie (ABBV)	0.1	$9.9M		43k	231.54	View chart
Fair Isaac Corporation (FICO)	0.1	$9.9M	-3%	6.6k	1496.53	View chart
Bellring Brands Common Stock (BRBR)	0.1	$9.3M	+2%	256k	36.35	View chart
Palantir Technologies Cl A (PLTR)	0.1	$9.0M		49k	182.42	View chart
Home Depot (HD)	0.1	$8.9M	+9%	22k	405.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$8.7M	NEW	90k	96.46	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$8.5M		35k	244.09	View chart
McDonald's Corporation (MCD)	0.1	$8.1M		27k	303.88	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$8.1M		179k	45.51	View chart
International Business Machines (IBM)	0.1	$8.0M	-2%	28k	282.16	View chart
Commerce Bancshares (CBSH)	0.1	$7.9M		132k	59.76	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$7.8M	+16%	71k	110.38	View chart
Chevron Corporation (CVX)	0.1	$7.8M	+11%	50k	155.29	View chart
UnitedHealth (UNH)	0.1	$7.6M	+4%	22k	345.30	View chart
Coca-Cola Company (KO)	0.1	$7.4M		111k	66.32	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.4M	+3%	79k	93.35	View chart
Boeing Company (BA)	0.1	$7.3M	+19%	34k	215.83	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$7.1M	NEW	91k	77.65	View chart
Pepsi (PEP)	0.1	$6.9M		49k	140.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.8M		12k	568.80	View chart
United Parcel Service CL B (UPS)	0.1	$6.8M		82k	83.53	View chart
Abbott Laboratories (ABT)	0.1	$6.6M	+2%	49k	133.94	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$6.5M	-3%	106k	61.62	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$6.4M	NEW	118k	54.16	View chart
Centene Corporation (CNC)	0.0	$6.3M	-4%	176k	35.68	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$6.2M		30k	209.34	View chart
Enterprise Products Partners (EPD)	0.0	$6.2M		198k	31.27	View chart
Ge Aerospace Com New (GE)	0.0	$6.1M	+6%	20k	300.81	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$6.1M	NEW	31k	199.47	View chart
Netflix (NFLX)	0.0	$6.1M	-8%	5.1k	1198.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$6.1M		65k	92.98	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$6.0M	+49%	132k	45.72	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$6.0M	+12%	13k	463.73	View chart
Danaher Corporation (DHR)	0.0	$5.9M	+3%	30k	198.26	View chart
Iren Ordinary Shares Call Option (IREN)	0.0	$5.9M	+33%	126k	46.93	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$5.9M	+11%	15k	402.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$5.9M	NEW	184k	31.84	View chart
Enterprise Financial Services (EFSC)	0.0	$5.7M	-2%	98k	57.98	View chart
Caterpillar (CAT)	0.0	$5.6M	+6%	12k	477.13	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$5.6M	NEW	64k	87.91	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$5.6M	NEW	109k	50.78	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$5.5M	+4%	17k	332.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$5.5M	+3%	70k	78.91	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$5.4M	+12%	44k	121.76	View chart
ESCO Technologies (ESE)	0.0	$5.3M		25k	211.11	View chart
Union Pacific Corporation (UNP)	0.0	$5.3M		22k	236.37	View chart
Pfizer (PFE)	0.0	$5.3M	-6%	207k	25.48	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$5.3M		44k	120.50	View chart
Verizon Communications (VZ)	0.0	$5.2M	+4%	119k	43.95	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$5.1M	+222%	75k	67.51	View chart
Merck & Co (MRK)	0.0	$5.1M	+2%	61k	83.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$5.0M	+259%	26k	195.86	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$5.0M	NEW	157k	31.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$4.9M	+637%	86k	57.47	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$4.8M	NEW	63k	76.40	View chart
Illinois Tool Works (ITW)	0.0	$4.8M		18k	260.75	View chart
Marsh & McLennan Companies (MMC)	0.0	$4.5M	+4%	23k	201.53	View chart
Thermo Fisher Scientific (TMO)	0.0	$4.5M	-66%	9.3k	485.02	View chart
Us Bancorp Del Com New (USB)	0.0	$4.5M	+15%	93k	48.33	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$4.4M	NEW	88k	50.47	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.3M	+6%	26k	167.33	View chart
Williams Companies (WMB)	0.0	$4.2M		67k	63.35	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$4.2M	NEW	181k	23.09	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$4.2M	+71%	50k	82.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$4.1M	+10%	22k	189.70	View chart
Albemarle Corporation (ALB)	0.0	$4.1M		51k	81.08	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$4.1M	+38%	44k	94.31	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$4.0M	+14%	28k	145.65	View chart
Targa Res Corp (TRGP)	0.0	$3.9M	-43%	23k	167.54	View chart
Qualcomm (QCOM)	0.0	$3.9M	-2%	24k	166.36	View chart
Wells Fargo & Company (WFC)	0.0	$3.9M	+2%	46k	83.82	View chart
Amgen (AMGN)	0.0	$3.9M	+19%	14k	282.20	View chart
Nextera Energy (NEE)	0.0	$3.9M	+43%	51k	75.49	View chart
Goldman Sachs (GS)	0.0	$3.8M	+7%	4.8k	796.35	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$3.8M		86k	44.69	View chart
Automatic Data Processing (ADP)	0.0	$3.8M	+26%	13k	293.50	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$3.8M		77k	49.95	View chart
Adobe Systems Incorporated (ADBE)	0.0	$3.8M	+119%	11k	352.75	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$3.8M	+123%	49k	78.09	View chart
Cisco Systems (CSCO)	0.0	$3.7M		54k	68.42	View chart
Evergy (EVRG)	0.0	$3.6M		47k	76.02	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$3.6M	-9%	76k	46.81	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$3.5M		40k	89.37	View chart
Amphenol Corp Cl A (APH)	0.0	$3.5M		29k	123.75	View chart
Ge Vernova (GEV)	0.0	$3.5M	-11%	5.7k	614.86	View chart
Cigna Corp (CI)	0.0	$3.5M	-78%	12k	288.25	View chart
Charles Schwab Corporation (SCHW)	0.0	$3.5M	+3%	36k	95.47	View chart
Chubb (CB)	0.0	$3.4M		12k	282.26	View chart
Applovin Corp Com Cl A (APP)	0.0	$3.4M	+12%	4.8k	718.55	View chart
Eaton Corp SHS (ETN)	0.0	$3.4M		9.1k	374.26	View chart
American Express Company (AXP)	0.0	$3.4M		10k	332.15	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.0	$3.3M		60k	54.85	View chart
Lowe's Companies (LOW)	0.0	$3.3M	-2%	13k	251.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$3.3M	+10%	5.5k	595.99	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$3.3M		24k	138.24	View chart
Stifel Financial (SF)	0.0	$3.3M	+54%	29k	113.47	View chart
Cipher Mining (CIFR)	0.0	$3.2M	+23%	257k	12.59	View chart
Kroger (KR)	0.0	$3.2M	+9%	48k	67.41	View chart
Walt Disney Company (DIS)	0.0	$3.2M		28k	114.50	View chart
Ingredion Incorporated (INGR)	0.0	$3.2M	+266%	26k	122.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$3.2M	+6%	55k	58.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$3.2M	+12%	8.9k	355.49	View chart
IDEXX Laboratories (IDXX)	0.0	$3.2M	-4%	4.9k	638.91	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$3.1M	-5%	13k	246.60	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$3.1M		11k	281.87	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$3.1M	+21%	7.1k	435.47	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$3.0M	NEW	69k	43.78	View chart
PPG Industries (PPG)	0.0	$3.0M	-2%	29k	105.11	View chart
Oneok (OKE)	0.0	$3.0M	-4%	42k	72.97	View chart
Vectrus (VVX)	0.0	$3.0M	-32%	52k	58.09	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$3.0M	+36%	30k	99.81	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.9M	+2%	5.8k	499.24	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$2.9M	+5%	68k	42.96	View chart
TJX Companies (TJX)	0.0	$2.9M	+88%	20k	144.54	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.9M	-3%	17k	170.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$2.8M		19k	145.60	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$2.8M		39k	72.44	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.0	$2.8M	-9%	32k	88.65	View chart
AutoZone (AZO)	0.0	$2.8M		650.00	4290.24	View chart
Texas Instruments Incorporated (TXN)	0.0	$2.8M	+449%	15k	183.73	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$2.8M		61k	45.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$2.7M	+12%	37k	74.37	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$2.7M	+343%	25k	106.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$2.7M	+135%	53k	50.07	View chart
Deere & Company (DE)	0.0	$2.7M	+18%	5.8k	457.23	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$2.6M	+146%	34k	78.48	View chart
At&t (T)	0.0	$2.6M		91k	28.24	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$2.6M	-11%	68k	37.78	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$2.5M	-2%	41k	62.47	View chart
Progressive Corporation (PGR)	0.0	$2.5M		10k	246.96	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$2.5M	+24%	26k	95.22	View chart
Stryker Corporation (SYK)	0.0	$2.5M	+25%	6.7k	369.68	View chart
Blackrock (BLK)	0.0	$2.4M	+14%	2.1k	1165.80	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$2.4M	+100%	27k	89.13	View chart
First Mid Ill Bancshares (FMBH)	0.0	$2.4M		63k	37.88	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$2.4M		35k	68.46	View chart
Honeywell International (HON)	0.0	$2.3M	+14%	12k	198.33	View chart
salesforce (CRM)	0.0	$2.3M		9.9k	236.99	View chart

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 2025 Q3 filed Nov. 14, 2025
Moneta Group Investment Advisors 2025 Q2 filed Aug. 14, 2025
Moneta Group Investment Advisors 2025 Q1 filed May 15, 2025
Moneta Group Investment Advisors 2024 Q4 filed Feb. 11, 2025
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

View all past filings

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