Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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

Tip: Access up to 7 years of quarterly data

Positions held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z