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, ADM, IEMG, VV, VTV, and represent 26.78% of Moneta Group Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$28M), IVV (+$17M), IEFA (+$17M), SCHX (+$10M), VTV (+$8.2M), VUG (+$6.9M), VV (+$6.8M), VO (+$6.7M), SCHM (+$6.6M), VOO (+$6.3M).
- Started 22 new stock positions in IVOG, DFIV, FDS, ADSK, PRU, BLND, SPYX, BHIL, SMB, BR. MELI, MU, SHW, TMUS, IYY, SIRI, AFL, WING, NIO, VVX, IDEV, DSS.
- Reduced shares in these 10 stocks: ADM (-$94M), SCHH (-$10M), Magellan Midstream Partners, SDY, ACWI, VT, IWV, SPY, VNQ, VTI.
- Sold out of its positions in BABA, AVT, BRBR, CDW, CME, CG, CLX, GLW, CMI, DAL.
- Moneta Group Investment Advisors was a net buyer of stock by $63M.
- Moneta Group Investment Advisors has $4.4B in assets under management (AUM), dropping by -2.48%.
- Central Index Key (CIK): 0001120927
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Portfolio Holdings for Moneta Group Investment Advisors
Moneta Group Investment Advisors holds 527 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Moneta Group Investment Advisors has 527 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Moneta Group Investment Advisors Sept. 30, 2023 positions
- Download the Moneta Group Investment Advisors September 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 8.3 | $366M | +2% | 7.2M | 50.60 |
|
Archer Daniels Midland Company (ADM) | 5.6 | $246M | -27% | 3.3M | 75.42 |
|
Ishares Core Msci Emkt (IEMG) | 5.2 | $229M | +14% | 4.8M | 47.59 |
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Vanguard Index Fds Large Cap Etf (VV) | 4.3 | $191M | +3% | 975k | 195.69 |
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Vanguard Index Fds Value Etf (VTV) | 3.4 | $148M | +5% | 1.1M | 137.93 |
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Vanguard Index Fds Growth Etf (VUG) | 3.4 | $148M | +4% | 542k | 272.31 |
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Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $147M | +12% | 343k | 429.43 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.3 | $145M | +4% | 369k | 392.70 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.8 | $125M | +5% | 1.8M | 67.68 |
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Apple (AAPL) | 2.2 | $95M | 555k | 171.21 |
|
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Vanguard Index Fds Mid Cap Etf (VO) | 2.1 | $93M | +7% | 448k | 208.24 |
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Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $85M | +24% | 1.3M | 64.35 |
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Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $81M | +7% | 860k | 94.33 |
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Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $70M | +8% | 370k | 189.07 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $63M | 298k | 212.41 |
|
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.4 | $63M | +9% | 477k | 130.96 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.4 | $62M | 854k | 72.72 |
|
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $59M | +5% | 276k | 214.18 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $58M | +9% | 853k | 68.42 |
|
Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $58M | 330k | 176.74 |
|
|
Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $58M | -2% | 767k | 75.66 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $56M | 210k | 265.99 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $56M | -2% | 130k | 427.48 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.2 | $54M | +6% | 275k | 194.77 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.2 | $51M | 989k | 51.87 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $48M | +13% | 192k | 249.35 |
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Microsoft Corporation (MSFT) | 1.1 | $48M | 151k | 315.75 |
|
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $45M | 129k | 350.30 |
|
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $44M | +5% | 687k | 64.46 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $44M | +4% | 1.3M | 33.96 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $40M | 387k | 103.32 |
|
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.9 | $38M | -6% | 326k | 115.01 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $37M | +4% | 243k | 151.82 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $36M | +6% | 232k | 153.84 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $34M | +10% | 212k | 159.49 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $32M | +2% | 598k | 53.52 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $32M | +11% | 721k | 43.72 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $29M | 579k | 50.26 |
|
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.6 | $27M | -27% | 1.5M | 17.75 |
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.6 | $24M | +2% | 1.0M | 23.94 |
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $23M | +2% | 412k | 56.47 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $23M | +14% | 559k | 41.42 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $23M | -2% | 172k | 130.86 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $22M | -3% | 168k | 131.85 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $19M | +6% | 279k | 68.92 |
|
Nucor Corporation (NUE) | 0.4 | $19M | 123k | 156.35 |
|
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $19M | +3% | 85k | 224.15 |
|
Lam Research Corporation (LRCX) | 0.4 | $16M | -4% | 25k | 626.77 |
|
Ea Series Trust Argent Mid Cap (AMID) | 0.4 | $16M | +7% | 608k | 25.95 |
|
Crestwood Equity Partners Unit Ltd Partner (CEQP) | 0.4 | $16M | 534k | 29.25 |
|
|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.3 | $15M | -2% | 632k | 24.34 |
|
Amazon (AMZN) | 0.3 | $15M | 120k | 127.12 |
|
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Exxon Mobil Corporation (XOM) | 0.3 | $15M | 128k | 117.58 |
|
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Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $14M | +23% | 130k | 109.68 |
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Centene Corporation (CNC) | 0.3 | $14M | 207k | 68.88 |
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JPMorgan Chase & Co. (JPM) | 0.3 | $14M | 96k | 145.02 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $12M | -5% | 33k | 358.27 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $12M | +4% | 301k | 39.21 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.3 | $11M | +4% | 228k | 48.93 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $11M | +2% | 47k | 234.91 |
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $11M | +15% | 242k | 44.23 |
|
Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $11M | +45% | 247k | 43.29 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $11M | +12% | 78k | 135.55 |
|
Johnson & Johnson (JNJ) | 0.2 | $11M | 68k | 155.75 |
|
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Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $11M | +3% | 122k | 86.30 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $10M | +15% | 100k | 104.34 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $10M | -16% | 111k | 93.18 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $10M | +19% | 109k | 91.35 |
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $9.9M | +11% | 111k | 89.22 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $9.2M | 210k | 43.79 |
|
|
UnitedHealth (UNH) | 0.2 | $8.9M | +4% | 18k | 504.20 |
|
Procter & Gamble Company (PG) | 0.2 | $8.6M | +2% | 59k | 145.86 |
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Pepsi (PEP) | 0.2 | $8.6M | 51k | 169.44 |
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Albemarle Corporation (ALB) | 0.2 | $8.1M | 48k | 170.04 |
|
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Ishares Tr Select Divid Etf (DVY) | 0.2 | $8.0M | +2% | 74k | 107.64 |
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Pfizer (PFE) | 0.2 | $7.0M | -2% | 211k | 33.17 |
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Keurig Dr Pepper (KDP) | 0.2 | $7.0M | 221k | 31.57 |
|
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $6.8M | 202k | 33.57 |
|
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Ameren Corporation (AEE) | 0.2 | $6.7M | +4% | 89k | 74.83 |
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Emerson Electric (EMR) | 0.1 | $6.5M | 67k | 96.57 |
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Visa Com Cl A (V) | 0.1 | $6.4M | -5% | 28k | 230.01 |
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Danaher Corporation (DHR) | 0.1 | $6.4M | +4% | 29k | 219.92 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $6.4M | +3% | 92k | 69.25 |
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Abbvie (ABBV) | 0.1 | $6.3M | -6% | 43k | 149.06 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $6.2M | 132k | 47.01 |
|
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Equifax (EFX) | 0.1 | $6.1M | -3% | 34k | 183.18 |
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NVIDIA Corporation (NVDA) | 0.1 | $6.1M | 14k | 434.99 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $6.0M | +7% | 59k | 100.93 |
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Commerce Bancshares (CBSH) | 0.1 | $5.9M | -10% | 124k | 47.98 |
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Evergy (EVRG) | 0.1 | $5.8M | +7% | 115k | 50.70 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.7M | +3% | 151k | 37.95 |
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McDonald's Corporation (MCD) | 0.1 | $5.7M | +4% | 22k | 263.44 |
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Merck & Co (MRK) | 0.1 | $5.6M | 55k | 102.95 |
|
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Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $5.5M | +13% | 110k | 50.16 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.3M | 10.00 | 531477.00 |
|
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Bank of America Corporation (BAC) | 0.1 | $5.3M | 192k | 27.38 |
|
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $5.2M | -4% | 55k | 94.04 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $5.2M | -6% | 133k | 38.93 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $5.0M | +9% | 71k | 70.76 |
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Tesla Motors (TSLA) | 0.1 | $5.0M | +4% | 20k | 250.23 |
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Chevron Corporation (CVX) | 0.1 | $5.0M | 30k | 168.62 |
|
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $5.0M | -5% | 32k | 155.38 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $4.9M | +2% | 35k | 143.33 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $4.9M | +31% | 68k | 72.24 |
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Costco Wholesale Corporation (COST) | 0.1 | $4.9M | -4% | 8.6k | 564.95 |
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Wal-Mart Stores (WMT) | 0.1 | $4.8M | +5% | 30k | 159.93 |
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Ishares Tr Broad Usd High (USHY) | 0.1 | $4.8M | 139k | 34.71 |
|
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Vanguard World Mega Grwth Ind (MGK) | 0.1 | $4.6M | 20k | 226.90 |
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Eli Lilly & Co. (LLY) | 0.1 | $4.6M | +5% | 8.5k | 537.16 |
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $4.5M | +11% | 138k | 32.25 |
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Charles Schwab Corporation (SCHW) | 0.1 | $4.4M | +4% | 79k | 54.90 |
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Coca-Cola Company (KO) | 0.1 | $4.2M | -2% | 75k | 55.98 |
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Union Pacific Corporation (UNP) | 0.1 | $4.2M | -3% | 21k | 203.63 |
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Vectrus (VVX) | 0.1 | $4.0M | NEW | 78k | 51.66 |
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Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $4.0M | 46k | 87.90 |
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Abbott Laboratories (ABT) | 0.1 | $4.0M | -7% | 41k | 96.85 |
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Thermo Fisher Scientific (TMO) | 0.1 | $4.0M | -10% | 7.8k | 506.17 |
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $3.9M | 54k | 72.37 |
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Vanguard World Mega Cap Index (MGC) | 0.1 | $3.9M | -10% | 26k | 151.87 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $3.9M | 148k | 26.20 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.8M | 52k | 73.27 |
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Home Depot (HD) | 0.1 | $3.8M | 13k | 302.17 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.7M | +51% | 49k | 75.17 |
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Cigna Corp (CI) | 0.1 | $3.6M | -5% | 13k | 286.07 |
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Enterprise Products Partners (EPD) | 0.1 | $3.6M | +8% | 131k | 27.37 |
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Us Bancorp Del Com New (USB) | 0.1 | $3.5M | +5% | 105k | 33.06 |
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Oneok (OKE) | 0.1 | $3.3M | +139% | 53k | 63.43 |
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Boeing Company (BA) | 0.1 | $3.3M | -6% | 17k | 191.69 |
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Broadcom (AVGO) | 0.1 | $3.3M | 4.0k | 830.64 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $3.3M | 9.8k | 334.94 |
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Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $3.3M | -2% | 69k | 47.18 |
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Meta Platforms Cl A (META) | 0.1 | $3.2M | -6% | 11k | 300.20 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $3.2M | -4% | 46k | 69.78 |
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Enterprise Financial Services (EFSC) | 0.1 | $3.2M | +6% | 86k | 37.50 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $3.1M | +18% | 7.4k | 414.92 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.0M | +5% | 60k | 49.85 |
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Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.9M | 49k | 59.99 |
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Eaton Corp SHS (ETN) | 0.1 | $2.9M | +269% | 14k | 213.28 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $2.8M | -7% | 7.1k | 395.92 |
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Marvell Technology (MRVL) | 0.1 | $2.7M | 51k | 54.13 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $2.7M | 40k | 69.40 |
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Cisco Systems (CSCO) | 0.1 | $2.7M | 51k | 53.76 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $2.7M | +12% | 87k | 31.27 |
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Amgen (AMGN) | 0.1 | $2.7M | +13% | 10k | 268.77 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $2.6M | -14% | 25k | 102.54 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.5M | -11% | 18k | 141.69 |
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Verizon Communications (VZ) | 0.1 | $2.5M | -6% | 76k | 32.41 |
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Caterpillar (CAT) | 0.1 | $2.4M | 8.9k | 272.99 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.4M | 14k | 167.38 |
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MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $2.4M | 67k | 35.57 |
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IDEXX Laboratories (IDXX) | 0.1 | $2.4M | -10% | 5.4k | 437.27 |
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Oracle Corporation (ORCL) | 0.1 | $2.3M | -8% | 22k | 105.92 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $2.3M | 165k | 14.03 |
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Reinsurance Grp Of America I Com New (RGA) | 0.1 | $2.3M | +27% | 16k | 145.19 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $2.3M | -6% | 67k | 34.02 |
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Qualcomm (QCOM) | 0.1 | $2.3M | 21k | 111.06 |
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Williams Companies (WMB) | 0.1 | $2.2M | 67k | 33.69 |
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First Mid Ill Bancshares (FMBH) | 0.1 | $2.2M | -9% | 83k | 26.56 |
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International Business Machines (IBM) | 0.0 | $2.2M | 15k | 140.30 |
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TJX Companies (TJX) | 0.0 | $2.1M | 24k | 88.88 |
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Nextera Energy (NEE) | 0.0 | $2.1M | -2% | 37k | 57.29 |
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Targa Res Corp (TRGP) | 0.0 | $2.0M | 23k | 85.72 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.0M | -51% | 21k | 92.37 |
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Automatic Data Processing (ADP) | 0.0 | $1.9M | +3% | 8.0k | 240.59 |
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Intel Corporation (INTC) | 0.0 | $1.9M | -2% | 54k | 35.55 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $1.9M | +86% | 27k | 69.13 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.9M | 4.1k | 456.60 |
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $1.9M | -9% | 59k | 31.82 |
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Chubb (CB) | 0.0 | $1.9M | +3% | 8.9k | 208.18 |
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Texas Instruments Incorporated (TXN) | 0.0 | $1.8M | +4% | 11k | 159.01 |
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Marsh & McLennan Companies (MMC) | 0.0 | $1.8M | 9.5k | 190.30 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $1.8M | +12% | 41k | 44.34 |
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Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $1.7M | 17k | 101.40 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.7M | +3% | 5.5k | 307.11 |
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Illinois Tool Works (ITW) | 0.0 | $1.7M | +8% | 7.3k | 230.30 |
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AutoZone (AZO) | 0.0 | $1.7M | 661.00 | 2539.99 |
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Lowe's Companies (LOW) | 0.0 | $1.7M | -9% | 8.0k | 207.85 |
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Target Corporation (TGT) | 0.0 | $1.6M | +6% | 15k | 110.57 |
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Walt Disney Company (DIS) | 0.0 | $1.6M | -7% | 20k | 81.05 |
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salesforce (CRM) | 0.0 | $1.6M | +6% | 8.0k | 202.79 |
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American Tower Reit (AMT) | 0.0 | $1.6M | -8% | 9.9k | 164.44 |
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Nike CL B (NKE) | 0.0 | $1.6M | -7% | 17k | 95.62 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $1.6M | +2% | 3.1k | 509.90 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $1.6M | -2% | 34k | 46.55 |
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American Express Company (AXP) | 0.0 | $1.6M | -19% | 11k | 149.19 |
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Enbridge (ENB) | 0.0 | $1.6M | +32% | 47k | 33.19 |
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Cass Information Systems (CASS) | 0.0 | $1.5M | 41k | 37.25 |
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $1.5M | 18k | 87.40 |
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Cadence Design Systems (CDNS) | 0.0 | $1.5M | +353% | 6.4k | 234.30 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $1.5M | +210% | 22k | 68.44 |
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General Electric Com New (GE) | 0.0 | $1.5M | -2% | 13k | 110.55 |
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Philip Morris International (PM) | 0.0 | $1.4M | -6% | 15k | 92.58 |
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Phillips 66 (PSX) | 0.0 | $1.3M | +11% | 11k | 120.15 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.3M | -57% | 5.4k | 245.07 |
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PerkinElmer (RVTY) | 0.0 | $1.3M | 12k | 110.70 |
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Honeywell International (HON) | 0.0 | $1.3M | 7.0k | 184.74 |
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Stryker Corporation (SYK) | 0.0 | $1.3M | +7% | 4.7k | 273.29 |
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Colgate-Palmolive Company (CL) | 0.0 | $1.3M | -4% | 18k | 71.11 |
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Medtronic SHS (MDT) | 0.0 | $1.2M | +5% | 16k | 78.36 |
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Bristol Myers Squibb (BMY) | 0.0 | $1.2M | -16% | 21k | 58.04 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $1.2M | -47% | 25k | 48.10 |
|
CVS Caremark Corporation (CVS) | 0.0 | $1.2M | +6% | 17k | 69.82 |
|
Engine No 1 Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $1.2M | +56% | 23k | 49.88 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.2M | +7% | 9.0k | 128.74 |
|
Deere & Company (DE) | 0.0 | $1.1M | 3.0k | 377.38 |
|
|
At&t (T) | 0.0 | $1.1M | -24% | 76k | 15.02 |
|
Becton, Dickinson and (BDX) | 0.0 | $1.1M | +7% | 4.4k | 258.51 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $1.1M | 25k | 45.69 |
|
|
Starbucks Corporation (SBUX) | 0.0 | $1.1M | 12k | 91.27 |
|
|
Progressive Corporation (PGR) | 0.0 | $1.1M | +47% | 7.8k | 139.29 |
|
Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.1M | -18% | 22k | 49.83 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $1.1M | -6% | 15k | 71.97 |
|
Amphenol Corp Cl A (APH) | 0.0 | $1.1M | -4% | 13k | 83.99 |
|
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.0 | $1.1M | -34% | 55k | 19.41 |
|
Wingstop (WING) | 0.0 | $1.1M | NEW | 5.9k | 179.84 |
|
ConocoPhillips (COP) | 0.0 | $1.1M | 8.8k | 119.80 |
|
|
Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.0 | $1.0M | -4% | 57k | 18.27 |
|
Edwards Lifesciences (EW) | 0.0 | $1.0M | +4% | 15k | 69.28 |
|
Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $1.0M | 64k | 16.05 |
|
|
Intuit (INTU) | 0.0 | $1.0M | -4% | 2.0k | 510.99 |
|
Lockheed Martin Corporation (LMT) | 0.0 | $1.0M | 2.5k | 408.88 |
|
|
CenterPoint Energy (CNP) | 0.0 | $1.0M | 38k | 26.85 |
|
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $995k | -23% | 9.3k | 107.14 |
|
Public Storage (PSA) | 0.0 | $994k | 3.8k | 263.52 |
|
|
United Parcel Service CL B (UPS) | 0.0 | $979k | +2% | 6.3k | 155.86 |
|
Te Connectivity SHS (TEL) | 0.0 | $961k | +2% | 7.8k | 123.53 |
|
Wells Fargo & Company (WFC) | 0.0 | $952k | -2% | 23k | 40.86 |
|
Paypal Holdings (PYPL) | 0.0 | $932k | 16k | 58.46 |
|
|
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $913k | +6% | 3.7k | 246.83 |
|
Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $913k | -27% | 4.5k | 201.05 |
|
Analog Devices (ADI) | 0.0 | $895k | +24% | 5.1k | 175.10 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $889k | -38% | 18k | 49.53 |
|
Boston Scientific Corporation (BSX) | 0.0 | $878k | -8% | 17k | 52.80 |
|
Altria (MO) | 0.0 | $878k | -7% | 21k | 42.05 |
|
Roper Industries (ROP) | 0.0 | $876k | -6% | 1.8k | 484.28 |
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $871k | +11% | 9.7k | 89.97 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $867k | +31% | 7.2k | 120.84 |
|
Caleres (CAL) | 0.0 | $857k | 30k | 28.76 |
|
|
Netflix (NFLX) | 0.0 | $856k | -9% | 2.3k | 377.60 |
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $854k | +23% | 16k | 52.49 |
|
Morgan Stanley Com New (MS) | 0.0 | $851k | 10k | 81.67 |
|
|
Ishares Msci Jpn Etf New (EWJ) | 0.0 | $845k | +2% | 14k | 60.29 |
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $845k | +30% | 25k | 33.34 |
|
Fortinet (FTNT) | 0.0 | $845k | 14k | 58.68 |
|
|
PPG Industries (PPG) | 0.0 | $830k | +9% | 6.4k | 129.80 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $827k | 11k | 72.31 |
|
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $820k | +212% | 27k | 30.28 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $818k | +8% | 8.6k | 94.83 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $816k | -4% | 14k | 59.28 |
|
Aon Shs Cl A (AON) | 0.0 | $813k | -3% | 2.5k | 324.18 |
|
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 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
- Moneta Group Investment Advisors 2021 Q1 filed May 14, 2021
- Moneta Group Investment Advisors 2020 Q4 filed Feb. 12, 2021
- Moneta Group Investment Advisors 2020 Q3 filed Nov. 13, 2020
- Moneta Group Investment Advisors 2020 Q2 filed Aug. 12, 2020