Moneta Group Investment Advisors

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

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

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Portfolio Holdings for Moneta Group Investment Advisors

Companies in the Moneta Group Investment Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Msci Emkt (IEMG) 6.8 $94M +4% 1.5M 62.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.7 $80M +3% 877k 90.95
Ishares Tr Intl Sel Div Etf (IDV) 3.4 $48M 1.6M 29.47
Spdr Ser Tr S&p Divid Etf (SDY) 2.9 $41M 387k 105.93
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $35M +4% 382k 91.90
Schwab Strategic Tr Us Reit Etf (SCHH) 2.5 $35M 922k 37.97
Ishares Tr Core S&p500 Etf (IVV) 2.5 $34M -2% 92k 375.39
Ishares Tr Russell 2000 Etf (IWM) 2.4 $34M 174k 196.06
Vanguard Index Fds Large Cap Etf (VV) 2.4 $33M +6% 187k 175.74
Apple (AAPL) 2.3 $33M +9% 245k 132.69
Vanguard Whitehall Fds High Div Yld (VYM) 2.3 $31M -2% 342k 91.51
Ishares Tr Core Msci Eafe (IEFA) 2.2 $31M +4% 453k 69.09
Marvell Technology Group Ord (MRVL) 2.2 $31M 647k 47.54
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 2.1 $29M -8% 539k 54.31

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Vanguard Index Fds Real Estate Etf (VNQ) 2.1 $29M +6% 340k 84.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $28M +2% 76k 373.88
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $28M -2% 414k 68.18
Vanguard Index Fds Value Etf (VTV) 1.6 $23M 192k 118.96
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $22M +5% 107k 206.77
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.5 $21M 467k 43.96
Ishares Tr Rus 2000 Grw Etf (IWO) 1.5 $21M -3% 71k 286.70
Vanguard Index Fds Growth Etf (VUG) 1.4 $20M -6% 79k 253.34
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $18M 282k 63.82
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $16M +4% 439k 36.01
Microsoft Corporation (MSFT) 1.1 $15M +14% 69k 222.42
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $14M +2% 51k 267.66
Alphabet Cap Stk Cl C (GOOG) 1.0 $13M 7.6k 1751.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $13M 103k 128.41
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $13M 59k 212.07
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $12M 177k 68.35
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $12M +6% 389k 30.79
Albemarle Corporation (ALB) 0.8 $11M NEW 75k 147.52
Ishares Tr Msci Eafe Etf (EFA) 0.8 $11M -2% 144k 72.96
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $11M +9% 88k 118.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $10M +6% 333k 30.65
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $9.9M -19% 75k 131.75
Crestwood Equity Partners Unit Ltd Partner (CEQP) 0.7 $9.8M +301% 516k 18.98
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $9.6M +3% 75k 128.02
Vanguard Index Fds Small Cp Etf (VB) 0.6 $8.8M +7% 45k 194.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $8.2M +8% 138k 59.53
Baxter International (BAX) 0.6 $8.2M 103k 80.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $8.0M +15% 56k 142.21
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $7.9M 196k 40.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $7.8M -54% 34k 231.87
Ishares Tr Eafe Value Etf (EFV) 0.6 $7.7M +4% 164k 47.20
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $7.7M +2% 77k 100.91
Commerce Bancshares (CBSH) 0.6 $7.7M 117k 65.70
Centene Corporation (CNC) 0.5 $7.3M +21% 122k 60.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $7.0M +2% 29k 241.14
Ishares Tr Select Divid Etf (DVY) 0.5 $7.0M +4% 72k 96.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $6.5M 154k 42.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $6.3M +71% 20k 313.75
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.4 $6.2M 36k 174.08
Pepsi (PEP) 0.4 $6.2M 42k 148.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $6.2M +4% 69k 89.00
Alphabet Cap Stk Cl A (GOOGL) 0.4 $6.1M 3.5k 1752.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $5.6M +2% 96k 58.36
Amazon (AMZN) 0.4 $5.6M +30% 1.7k 3256.43
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $5.5M +8% 98k 56.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $5.4M +5% 16k 343.69
Lowe's Companies (LOW) 0.4 $5.3M +2% 33k 160.51
Ishares Tr Rus 1000 Etf (IWB) 0.4 $4.9M +6% 23k 211.84
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $4.8M +5% 100k 48.41
Match Group (MTCH) 0.3 $4.7M 31k 151.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $4.3M +8% 90k 47.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $4.2M +8% 31k 136.73
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.3 $4.2M 101k 41.27
Vanguard World Mega Cap Index (MGC) 0.3 $4.1M -2% 31k 133.45
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $3.9M +5% 33k 118.19
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $3.7M +3% 38k 96.96
Pfizer (PFE) 0.3 $3.5M +4% 95k 36.81
Target Corporation (TGT) 0.2 $3.4M +7% 19k 176.53
Danaher Corporation (DHR) 0.2 $3.3M +8% 15k 222.13
Ishares Tr Cohen Steer Reit (ICF) 0.2 $3.3M +109% 62k 53.88
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $3.2M 49k 66.19
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $3.2M 28k 114.18
Ishares Tr Broad Usd High (USHY) 0.2 $3.2M +5% 77k 41.26
Paypal Holdings (PYPL) 0.2 $3.2M 14k 234.21
JPMorgan Chase & Co. (JPM) 0.2 $3.1M +15% 25k 127.07
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $3.1M 41k 76.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.0M +6% 15k 194.64
UnitedHealth (UNH) 0.2 $2.9M +16% 8.4k 350.69
Facebook Cl A (FB) 0.2 $2.8M 10k 273.17
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $2.8M +3% 75k 37.65
Skyworks Solutions (SWKS) 0.2 $2.8M 18k 152.88
Iac Interactive Ord (IAC) 0.2 $2.7M 15k 189.35
Johnson & Johnson (JNJ) 0.2 $2.7M +4% 17k 157.38
Gilead Sciences (GILD) 0.2 $2.5M 42k 58.26
Allstate Corporation (ALL) 0.2 $2.4M 22k 109.93
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $2.4M -4% 46k 51.67
Evergy (EVRG) 0.2 $2.3M +4% 42k 55.51
Bank of America Corporation (BAC) 0.2 $2.2M +15% 73k 30.31
Adobe Systems Incorporated (ADBE) 0.2 $2.2M +159% 4.4k 500.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.1M +22% 42k 50.11
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.2 $2.1M +17% 50k 42.44
Enterprise Products Partners (EPD) 0.2 $2.1M +21% 108k 19.59
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $2.1M +12% 29k 72.22
Abbott Laboratories (ABT) 0.1 $2.1M +59% 19k 109.49
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $2.0M 37k 53.04
Walt Disney Company (DIS) 0.1 $1.9M +14% 11k 181.18
Verizon Communications (VZ) 0.1 $1.9M +4% 33k 58.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.9M +191% 4.5k 419.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.9M +7% 8.1k 229.82
Servicenow (NOW) 0.1 $1.9M +687% 3.4k 550.49
Exxon Mobil Corporation (XOM) 0.1 $1.8M 44k 41.22
Coca-Cola Company (KO) 0.1 $1.7M -3% 32k 54.84
Cisco Systems (CSCO) 0.1 $1.7M +54% 38k 44.75
Equifax (EFX) 0.1 $1.7M NEW 8.9k 192.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.7M +14% 30k 55.19
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.7M +121% 16k 102.65
Tesla Motors (TSLA) 0.1 $1.6M +11% 2.3k 705.53
United Parcel Service CL B (UPS) 0.1 $1.6M +3% 9.7k 168.41
Spdr Ser Tr Blomberg 1 10 Yr (TIPX) 0.1 $1.6M +3% 76k 20.91
McDonald's Corporation (MCD) 0.1 $1.6M +184% 7.3k 214.58
Wal-Mart Stores (WMT) 0.1 $1.5M +95% 11k 144.15
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.5M +233% 4.9k 305.82
Visa Com Cl A (V) 0.1 $1.5M +18% 6.7k 218.73
Intel Corporation (INTC) 0.1 $1.5M +20% 30k 49.82
Costco Wholesale Corporation (COST) 0.1 $1.5M +95% 3.9k 376.76
Enterprise Financial Services (EFSC) 0.1 $1.5M 42k 34.95
Cass Information Systems (CASS) 0.1 $1.5M 37k 38.91
Home Depot (HD) 0.1 $1.4M -8% 5.4k 265.60
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.4M +4% 16k 92.58
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.4M +24% 17k 86.30
MPLX Com Unit Rep Ltd (MPLX) 0.1 $1.4M -2% 65k 21.65
Abbvie (ABBV) 0.1 $1.4M 13k 107.15
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $1.4M 8.0k 167.76
Williams Companies (WMB) 0.1 $1.3M +9% 66k 20.05
Stifel Financial (SF) 0.1 $1.3M +49% 26k 50.46
American Tower Reit (AMT) 0.1 $1.3M +68% 5.6k 224.45
Enbridge (ENB) 0.1 $1.2M +12% 39k 31.99
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.2M 26k 44.82
Thermo Fisher Scientific (TMO) 0.1 $1.2M +116% 2.5k 465.81
Merck & Co (MRK) 0.1 $1.2M -8% 14k 81.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.2M +20% 14k 82.90
Emerson Electric (EMR) 0.1 $1.1M +42% 14k 80.37
Chubb (CB) 0.1 $1.1M 7.2k 153.91
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.1M 20k 55.29
Veeva Sys Cl A Com (VEEV) 0.1 $1.1M NEW 3.9k 272.22
Truist Financial Corp equities (TFC) 0.1 $1.1M +5% 22k 47.93
At&t (T) 0.1 $1.1M -27% 37k 28.76
Union Pacific Corporation (UNP) 0.1 $1.0M +164% 5.0k 208.20
Procter & Gamble Company (PG) 0.1 $1.0M +4% 7.5k 139.13
Boeing Company (BA) 0.1 $1.0M +9% 4.9k 214.07
United States Cellular Corporation (USM) 0.1 $1.0M NEW 34k 30.69
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.0M +15% 166k 6.18
Illinois Tool Works (ITW) 0.1 $986k +5% 4.8k 203.89
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $983k -3% 14k 68.55
Mastercard Incorporated Cl A (MA) 0.1 $961k +10% 2.7k 356.98
Marsh & McLennan Companies (MMC) 0.1 $946k NEW 8.1k 117.01
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.1 $927k +163% 62k 14.86
NVIDIA Corporation (NVDA) 0.1 $913k +3% 1.7k 522.31
Twilio Cl A (TWLO) 0.1 $909k NEW 2.7k 338.55
Comcast Corp Cl A (CMCSA) 0.1 $907k +7% 17k 52.40
Kinder Morgan (KMI) 0.1 $890k +83% 65k 13.67
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $837k +2% 5.9k 141.17
Walgreen Boots Alliance (WBA) 0.1 $824k +8% 21k 39.88
Perficient (PRFT) 0.1 $810k 17k 47.65
Fs Kkr Capital Corp. Ii (FSKR) 0.1 $807k -6% 49k 16.40
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $772k 21k 36.56
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $771k +25% 9.5k 81.31
Amgen (AMGN) 0.1 $765k +28% 3.3k 229.94
Post Holdings Inc Common (POST) 0.1 $765k -3% 7.6k 101.00
Hartford Financial Services (HIG) 0.1 $749k 15k 48.98
Automatic Data Processing (ADP) 0.1 $736k +39% 4.2k 176.20
Becton, Dickinson and (BDX) 0.1 $732k NEW 2.9k 250.26
Oneok (OKE) 0.1 $701k +37% 18k 38.38
Morgan Stanley Com New (MS) 0.1 $699k +12% 10k 68.53
Medtronic SHS (MDT) 0.0 $688k +57% 5.9k 117.15
International Business Machines (IBM) 0.0 $681k -6% 5.4k 125.88
Nextera Energy (NEE) 0.0 $670k -16% 8.7k 77.15
Selectquote Ord (SLQT) 0.0 $659k NEW 32k 20.75
First Busey Corp Com New (BUSE) 0.0 $656k 30k 21.55
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $655k +32% 7.1k 92.86
Ishares Tr Core Msci Total (IXUS) 0.0 $651k 9.7k 67.19
Starbucks Corporation (SBUX) 0.0 $645k 6.0k 106.98
Chevron Corporation (CVX) 0.0 $644k +10% 7.6k 84.45
Netflix (NFLX) 0.0 $633k +5% 1.2k 540.56
Targa Res Corp (TRGP) 0.0 $612k 23k 26.38
Us Bancorp Del Com New (USB) 0.0 $607k +9% 13k 46.59
Raytheon Technologies Corp (RTX) 0.0 $596k -3% 8.3k 71.51
Norfolk Southern (NSC) 0.0 $588k +25% 2.5k 237.58
Bristol Myers Squibb (BMY) 0.0 $582k +15% 9.4k 62.03
Caterpillar (CAT) 0.0 $563k -4% 3.1k 182.02
Arrowhead Pharmaceuticals (ARWR) 0.0 $558k -11% 7.3k 76.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $557k +72% 6.3k 88.19
Mondelez Intl Cl A (MDLZ) 0.0 $550k +42% 9.4k 58.47
Sherwin-Williams Company (SHW) 0.0 $532k +20% 724.00 734.81
Ishares Tr National Mun Etf (MUB) 0.0 $525k 4.5k 117.19
Vanguard World Mega Grwth Ind (MGK) 0.0 $521k 2.6k 203.75
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $520k +100% 6.3k 82.34
Eli Lilly & Co. (LLY) 0.0 $518k +6% 3.1k 168.84
Boston Properties (BXP) 0.0 $517k 5.5k 94.53
Cigna Corp (CI) 0.0 $496k +10% 2.4k 208.14
American Express Company (AXP) 0.0 $494k +3% 4.1k 120.90
Royal Dutch Shell Spons Adr A (RDS.A) 0.0 $493k 14k 35.14
Qualcomm (QCOM) 0.0 $486k +86% 3.2k 152.35
General Mills (GIS) 0.0 $483k -21% 8.2k 58.80
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.0 $479k 22k 21.90
Ameren Corporation (AEE) 0.0 $475k -8% 6.1k 78.06
Holly Energy Partners Com Ut Ltd Ptn (HEP) 0.0 $469k 33k 14.20
Roku Com Cl A (ROKU) 0.0 $469k +32% 1.4k 331.92
Cerner Corporation (CERN) 0.0 $466k NEW 5.9k 78.48
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $460k +38% 4.2k 109.63
Philip Morris International (PM) 0.0 $459k -23% 5.5k 82.79
Southwest Airlines (LUV) 0.0 $458k -28% 9.8k 46.61
Bank First National Corporation (BFC) 0.0 $454k 7.0k 64.82
Masco Corporation (MAS) 0.0 $452k -4% 8.2k 54.93
Honeywell International (HON) 0.0 $449k +3% 2.1k 212.70
Ishares Tr Tips Bd Etf (TIP) 0.0 $446k +27% 3.5k 127.65
Tredegar Corporation (TG) 0.0 $442k 27k 16.70
Deere & Company (DE) 0.0 $439k NEW 1.6k 269.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $434k 3.4k 127.53
Nike CL B (NKE) 0.0 $415k +40% 2.9k 141.49
Spdr Gold Tr Gold Shs (GLD) 0.0 $411k -21% 2.3k 178.39
Eastern Bankshares 0.0 $405k NEW 25k 16.31
Texas Instruments Incorporated (TXN) 0.0 $404k +75% 2.5k 164.16
Fortinet (FTNT) 0.0 $401k +5% 2.7k 148.52
Wells Fargo & Company (WFC) 0.0 $396k 13k 30.18
Ishares Tr Russell 3000 Etf (IWV) 0.0 $395k 1.8k 223.54
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $393k +2% 6.3k 62.08
Fortive (FTV) 0.0 $390k -16% 5.5k 70.82
Kimberly-Clark Corporation (KMB) 0.0 $388k 2.9k 134.82
Roper Industries (ROP) 0.0 $383k NEW 888.00 431.31
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $380k +12% 46k 8.24
V.F. Corporation (VFC) 0.0 $379k +13% 4.4k 85.42
Fiserv (FISV) 0.0 $375k +9% 3.3k 113.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $375k -68% 6.8k 55.17
Aon Shs Cl A (AON) 0.0 $371k -3% 1.8k 211.28
Advanced Micro Devices (AMD) 0.0 $358k +15% 3.9k 91.70
Air Products & Chemicals (APD) 0.0 $354k +79% 1.3k 273.15
Waste Management (WM) 0.0 $352k +33% 3.0k 117.92
3M Company (MMM) 0.0 $351k NEW 2.0k 174.80
Biontech Se Sponsored Ads (BNTX) 0.0 $349k NEW 4.3k 81.52
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $348k -50% 1.00 348000.00
Mccormick & Co Com Non Vtg (MKC) 0.0 $347k NEW 3.6k 95.59
TJX Companies (TJX) 0.0 $341k NEW 5.0k 68.30
Boston Scientific Corporation (BSX) 0.0 $337k -8% 9.4k 35.95
Accenture Plc Ireland Shs Class A (ACN) 0.0 $337k +27% 1.3k 261.24
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $336k +17% 1.4k 232.69
Crown Castle Intl (CCI) 0.0 $334k -4% 2.1k 159.20
Pbf Logistics Unit Ltd Ptnr (PBFX) 0.0 $332k 36k 9.15
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $330k NEW 3.0k 109.05
Pan American Silver Corp Can (PAAS) 0.0 $325k NEW 9.4k 34.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $325k +4% 5.1k 64.14
Oracle Corporation (ORCL) 0.0 $322k +10% 5.0k 64.68
Royal Dutch Shell Spon Adr B (RDS.B) 0.0 $318k NEW 9.5k 33.61
Applied Materials (AMAT) 0.0 $317k -42% 3.7k 86.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $316k -17% 3.5k 90.99
Newmont Mining Corporation (NEM) 0.0 $314k +2% 5.2k 59.89
Eversource Energy (ES) 0.0 $313k NEW 3.6k 86.51
Carlisle Companies (CSL) 0.0 $308k 2.0k 156.19
M.D.C. Holdings (MDC) 0.0 $303k 6.2k 48.60
Xcel Energy (XEL) 0.0 $300k +38% 4.5k 66.67
Avery Dennison Corporation (AVY) 0.0 $300k 1.9k 155.12
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $300k 7.8k 38.51
Realty Income (O) 0.0 $299k NEW 4.8k 62.18
Firstcash (FCFS) 0.0 $295k +12% 4.2k 70.04
Viatris (VTRS) 0.0 $294k NEW 16k 18.74
Hormel Foods Corporation (HRL) 0.0 $284k 6.1k 46.61
Texas Pac Ld Tr Sub Ctf Prop I T (TPL) 0.0 $283k NEW 389.00 727.51
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $282k NEW 4.2k 67.89
Southern Company (SO) 0.0 $282k NEW 4.6k 61.42
Square Cl A (SQ) 0.0 $273k -4% 1.3k 217.70
D.R. Horton (DHI) 0.0 $271k 3.9k 68.92
Spdr Ser Tr Bloomberg Brclys (JNK) 0.0 $269k NEW 2.5k 108.95
Ishares Silver Tr Ishares (SLV) 0.0 $268k +11% 11k 24.57
Eaton Corp SHS (ETN) 0.0 $267k -9% 2.2k 120.16
Uber Technologies (UBER) 0.0 $264k NEW 5.2k 51.00
American Water Works (AWK) 0.0 $259k 1.7k 153.44
ConocoPhillips (COP) 0.0 $252k 6.3k 39.99
Colgate-Palmolive Company (CL) 0.0 $251k -15% 2.9k 85.52
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $250k 7.6k 32.94
Altria (MO) 0.0 $246k -19% 6.0k 41.00
Lockheed Martin Corporation (LMT) 0.0 $244k +2% 687.00 355.17
Robert Half International (RHI) 0.0 $242k 3.9k 62.48
Monolithic Power Systems (MPWR) 0.0 $242k NEW 661.00 366.11
Smucker J M Com New (SJM) 0.0 $241k NEW 2.1k 115.59
Novartis Sponsored Adr (NVS) 0.0 $239k +6% 2.5k 94.43
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $236k NEW 2.5k 92.99
O'reilly Automotive (ORLY) 0.0 $235k NEW 519.00 452.79
Ishares Tr Mbs Etf (MBB) 0.0 $234k NEW 2.1k 110.12
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $233k NEW 6.5k 36.02
Houlihan Lokey Cl A (HLI) 0.0 $232k NEW 3.5k 67.23
General Dynamics Corporation (GD) 0.0 $232k -14% 1.6k 148.81
General Electric Company (GE) 0.0 $231k -20% 21k 10.80
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $229k NEW 6.4k 35.80
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $228k NEW 3.1k 73.03
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $227k NEW 642.00 353.58
Dollar General (DG) 0.0 $225k NEW 1.1k 210.28
Discover Financial Services (DFS) 0.0 $222k NEW 2.5k 90.54
FedEx Corporation (FDX) 0.0 $220k NEW 847.00 259.74
Midland Sts Bancorp Inc Ill (MSBI) 0.0 $219k 12k 17.87
Maxim Integrated Products (MXIM) 0.0 $219k -51% 2.5k 88.66
Etf Managers Tr Prime Junir Slvr (SILJ) 0.0 $219k NEW 13k 16.31
Jack Henry & Associates (JKHY) 0.0 $215k NEW 1.3k 162.02
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.0 $213k NEW 2.6k 82.78
A. O. Smith Corporation (AOS) 0.0 $207k 3.8k 54.82
Broadridge Financial Solutions (BR) 0.0 $206k NEW 1.3k 153.16
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $204k NEW 1.3k 161.26
Ecolab (ECL) 0.0 $202k NEW 934.00 216.27
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $202k NEW 1.3k 155.50
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.0 $201k NEW 2.6k 77.91
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $201k NEW 3.3k 60.23
Corenergy Infrastructure Tr Com New (CORR) 0.0 $182k +32% 27k 6.85
Blackrock Calif Mun Income T Sh Ben Int (BFZ) 0.0 $176k NEW 12k 14.23
Blackrock Muniyield Insured Fund (MYI) 0.0 $173k NEW 12k 14.45
Ford Motor Company (F) 0.0 $171k -4% 20k 8.79
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.0 $164k NEW 12k 13.54
Eaton Vance Municipal Bond Fund (EIM) 0.0 $146k NEW 11k 13.60
Us Silica Hldgs (SLCA) 0.0 $134k NEW 19k 7.02
Allianzgi Conv & Income Fd I (NCZ) 0.0 $75k NEW 15k 5.09
Athersys (ATHX) 0.0 $53k 30k 1.75
Global Cord Blood Corporatio SHS (CO) 0.0 $41k 11k 3.71
Falcon Minerals Corp Cl A Com (FLMN) 0.0 $32k +3% 10k 3.15

Past Filings by Moneta Group Investment Advisors

SEC 13F filings are viewable for Moneta Group Investment Advisors going back to 2010

View all past filings