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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, VO, VEA, VTV, and represent 36.36% of Moneta Group Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$545M), VUG (+$518M), IWF (+$90M), SCHX (+$39M), SCHG (+$21M), SCHM (+$19M), VTV (+$18M), BIL (+$18M), VV (+$16M), IEFA (+$14M).
Started 55 new stock positions in FSCO, NRGV, DBO, IUSB, CIEN, SNDK, FTMU, Ishares Staked Ethereum Trust Etf, ASM, HPE.
Reduced shares in these 10 stocks: ADM (-$33M), VOO (-$18M), IEMG (-$7.4M), VEA (-$6.8M), EFG, INGR, XOM, LRCX, BRBR, PG.
Sold out of its positions in STRV, Ea Series Trust, AVEM, AVUS, AXON, B, BRBR, BR, CGMU, CINF.
Moneta Group Investment Advisors was a net buyer of stock by $1.4B.
Moneta Group Investment Advisors has $13B in assets under management (AUM), dropping by 0.58%.
Central Index Key (CIK): 0001120927

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Portfolio Holdings for Moneta Group Investment Advisors

Moneta Group Investment Advisors holds 800 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Moneta Group Investment Advisors has 800 total positions. Only the first 250 positions are shown.

Sign up to view all of the Moneta Group Investment Advisors March 31, 2026 positions
Download the Moneta Group Investment Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	13.5	$1.8B		3.0M	597.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.2	$958M	+4%	37M	25.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.4	$714M	+321%	9.9M	71.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.3	$702M		11M	64.08	View chart
Vanguard Index Fds Value Etf (VTV)	5.0	$662M	+2%	3.4M	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	4.6	$618M	+518%	8.5M	72.80	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.1	$409M	+4%	1.4M	298.85	View chart
Ishares Core Msci Emkt (IEMG)	2.9	$388M		5.6M	69.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$360M		551k	653.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.6	$349M	+5%	11M	30.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$243M	+6%	2.7M	90.53	View chart
Archer Daniels Midland Company (ADM)	1.5	$202M	-14%	2.8M	72.69	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.5	$201M	+6%	1.1M	184.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$187M	+12%	6.4M	29.13	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.4	$185M	+6%	718k	257.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$183M		1.5M	124.31	View chart
Apple (AAPL)	1.4	$180M		709k	253.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$170M		530k	320.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$162M	+5%	536k	302.25	View chart
Spdr Series Trust State Street Spd (BIL)	1.2	$160M	+12%	1.7M	91.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.2	$155M	+7%	5.1M	30.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$145M		1.3M	113.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$134M		510k	261.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$119M	+4%	183k	650.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$117M	+328%	1.1M	106.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$117M		1.7M	67.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$113M		4.6M	24.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$108M	+5%	495k	217.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$78M		371k	211.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$76M	+4%	159k	479.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$76M	+7%	355k	213.67	View chart
Microsoft Corporation Call Option (MSFT)	0.5	$71M		192k	370.17	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.5	$69M	+3%	1.0M	67.00	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$63M		1.9M	32.95	View chart
Lam Research Corp Com New (LRCX)	0.5	$61M	-4%	283k	213.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$60M	+6%	776k	77.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$59M	+3%	2.0M	29.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$59M	+3%	237k	248.00	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.4	$58M		1.8M	32.14	View chart
NVIDIA Corporation (NVDA)	0.4	$56M	-3%	322k	174.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$55M		735k	75.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$49M		333k	148.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$49M	-7%	441k	111.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$45M	+2%	827k	54.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$43M		150k	287.56	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$41M		281k	145.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$41M		897k	45.12	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$40M	+3%	453k	88.70	View chart
Amazon (AMZN)	0.3	$39M	+3%	188k	208.27	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$37M	+4%	469k	78.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$36M	-2%	366k	97.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$35M		49.00	718140.00	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$34M	+2%	233k	144.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$33M	+5%	257k	128.12	View chart
Ea Series Trust Argent Large Cap (ABIG)	0.2	$32M	+15%	1.1M	29.30	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$32M		423k	76.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$32M	+10%	55k	577.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$30M		105k	286.86	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$30M	+36%	259k	114.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$28M		77k	356.56	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.2	$27M	+24%	216k	125.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$27M	+3%	865k	30.68	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$26M		1.4M	19.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$26M		178k	145.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$25M	-3%	80k	313.81	View chart
Exxon Mobil Corporation (XOM)	0.2	$25M	-11%	148k	169.66	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$24M	+64%	490k	49.50	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$23M		1.1M	21.49	View chart
JPMorgan Chase & Co. (JPM)	0.2	$22M		75k	294.16	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$22M	+3%	850k	25.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$21M		155k	138.32	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$21M		627k	33.86	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$21M	+5%	175k	118.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$20M		574k	35.53	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$20M	+7%	206k	97.91	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$19M	+2%	365k	52.78	View chart
Emerson Electric (EMR)	0.1	$19M		147k	131.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$19M	+2%	798k	23.22	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$18M	+54%	159k	114.32	View chart
Wal-Mart Stores (WMT)	0.1	$18M		143k	124.28	View chart
Meta Platforms Cl A (META)	0.1	$17M	+2%	30k	572.13	View chart
Johnson & Johnson (JNJ)	0.1	$17M	+2%	68k	244.44	View chart
Broadcom (AVGO)	0.1	$16M	+5%	53k	309.51	View chart
Ameren Corporation (AEE)	0.1	$16M		149k	109.92	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$16M	+19%	298k	53.99	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$16M	+8%	411k	38.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$16M	+7%	214k	74.35	View chart
Ea Series Trust Argent Focused (ALIL)	0.1	$16M	+20%	566k	27.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$16M		104k	151.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$15M	+5%	154k	99.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$15M	+5%	71k	215.06	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	0.1	$15M	+230%	421k	36.18	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT)	0.1	$15M	+12%	385k	38.42	View chart
O'reilly Automotive (ORLY)	0.1	$15M		158k	92.31	View chart
Tesla Motors (TSLA)	0.1	$14M		39k	371.75	View chart
Procter & Gamble Company (PG)	0.1	$14M	-12%	95k	144.44	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$14M		72k	189.59	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$14M	-2%	102k	132.50	View chart
Eli Lilly & Co. (LLY)	0.1	$14M		15k	919.76	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$13M		235k	56.79	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$13M		132k	100.62	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$13M	+9%	252k	52.70	View chart
Costco Wholesale Corporation (COST)	0.1	$13M		13k	996.43	View chart
Visa Com Cl A (V)	0.1	$12M	+3%	41k	302.24	View chart
Commerce Bancshares (CBSH)	0.1	$12M	+82%	249k	49.20	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$12M		333k	36.76	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$12M	-2%	205k	59.22	View chart
Ametek (AME)	0.1	$11M		53k	214.36	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$11M		77k	145.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$11M	+2%	112k	97.23	View chart
Bank of America Corporation (BAC)	0.1	$11M		215k	48.75	View chart
United Rentals (URI)	0.1	$10M	-2%	14k	728.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$9.8M		389k	25.10	View chart
Chevron Corporation (CVX)	0.1	$9.7M	-3%	47k	206.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$9.5M	+5%	100k	95.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$9.5M	+683%	109k	87.21	View chart
Abbvie (ABBV)	0.1	$9.0M	-3%	41k	217.49	View chart
Caterpillar (CAT)	0.1	$8.2M	+6%	12k	708.45	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$8.2M	+25%	18k	463.20	View chart
McDonald's Corporation (MCD)	0.1	$8.1M	-2%	26k	310.79	View chart
Equifax (EFX)	0.1	$8.0M	-2%	45k	180.07	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$7.9M	-2%	34k	236.35	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$7.8M	-4%	166k	46.74	View chart
United Parcel Svcs CL B (UPS)	0.1	$7.7M		79k	98.38	View chart
Eaton Corp SHS (ETN)	0.1	$7.6M	+123%	21k	357.67	View chart
Merck & Co (MRK)	0.1	$7.6M	+14%	63k	120.29	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.5M	+5%	82k	92.28	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$7.5M	+5%	100k	74.72	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$7.3M	+29%	145k	50.37	View chart
Home Depot (HD)	0.1	$7.2M		22k	328.89	View chart
Palantir Technologies Cl A (PLTR)	0.1	$7.2M	+6%	49k	146.28	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$7.1M	+4%	203k	35.04	View chart
Coca-Cola Company (KO)	0.1	$7.0M	-17%	92k	76.05	View chart
Fair Isaac Corporation (FICO)	0.1	$7.0M		6.5k	1067.54	View chart
Boeing Company (BA)	0.1	$6.9M	+4%	35k	199.03	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$6.9M	+3%	111k	61.89	View chart
Enterprise Products Partners (EPD)	0.1	$6.9M		182k	37.84	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$6.9M	+3%	128k	53.77	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$6.8M	+7%	71k	95.62	View chart
International Business Machines (IBM)	0.1	$6.8M		28k	242.39	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$6.6M		125k	52.85	View chart
Pepsi (PEP)	0.0	$6.3M	-14%	41k	155.29	View chart
Tortoise Capital Series Trus Mlp Etf (TMLP)	0.0	$6.3M	-14%	225k	28.14	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$6.2M		31k	203.79	View chart
ESCO Technologies (ESE)	0.0	$6.2M	-2%	22k	281.37	View chart
Mastercard Incorporated Cl A (MA)	0.0	$6.2M		12k	499.67	View chart
Albemarle Corporation (ALB)	0.0	$6.1M	-12%	34k	179.53	View chart
UnitedHealth (UNH)	0.0	$6.0M	+4%	22k	270.59	View chart
Oracle Corporation (ORCL)	0.0	$6.0M	+2%	41k	147.11	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$6.0M	+401%	81k	73.49	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.0	$6.0M		64k	93.27	View chart
Danaher Corporation (DHR)	0.0	$5.9M	+3%	31k	189.60	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$5.9M	+10%	94k	62.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$5.7M	+9%	13k	430.29	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$5.7M	-2%	158k	35.78	View chart
Enterprise Financial Services (EFSC)	0.0	$5.6M	+9%	104k	54.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$5.6M	-3%	71k	78.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$5.5M		17k	318.07	View chart
Verizon Communications (VZ)	0.0	$5.5M	-4%	110k	50.20	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$5.5M	+10%	50k	109.69	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$5.3M		132k	40.47	View chart
Union Pacific Corporation (UNP)	0.0	$5.3M		22k	242.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$5.3M	-7%	26k	205.80	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$5.2M	+35%	107k	48.93	View chart
Amgen (AMGN)	0.0	$5.1M	-4%	15k	351.86	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$5.1M	-12%	41k	124.46	View chart
Netflix (NFLX)	0.0	$5.1M	-4%	53k	96.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$5.1M	+4%	102k	49.99	View chart
Williams Companies (WMB)	0.0	$4.9M		68k	72.78	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$4.9M	+17%	7.9k	616.76	View chart
Philip Morris International (PM)	0.0	$4.9M	+31%	29k	165.34	View chart
Illinois Tool Works (ITW)	0.0	$4.7M		18k	260.28	View chart
Abbott Laboratories (ABT)	0.0	$4.7M		46k	102.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$4.6M		33k	142.43	View chart
Pfizer (PFE)	0.0	$4.6M	-14%	165k	28.08	View chart
Thermo Fisher Scientific (TMO)	0.0	$4.6M		9.3k	491.51	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$4.5M	-17%	50k	91.77	View chart
Iren Ordinary Shares Call Option (IREN)	0.0	$4.5M		132k	34.28	View chart
Targa Res Corp (TRGP)	0.0	$4.5M		18k	250.73	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$4.5M	+4%	196k	22.98	View chart
Cisco Systems (CSCO)	0.0	$4.4M		57k	77.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$4.3M	+5%	89k	48.46	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.0	$4.3M	+21%	74k	57.86	View chart
Ge Vernova (GEV)	0.0	$4.2M	-20%	4.8k	872.84	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$4.2M		43k	96.62	View chart
Ge Aerospace Com New (GE)	0.0	$4.2M	-24%	15k	283.77	View chart
Nextera Energy (NEE)	0.0	$4.2M	-6%	45k	92.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$4.1M	-4%	48k	86.64	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$4.1M	+13%	19k	218.75	View chart
Us Bancorp Com New (USB)	0.0	$4.0M	-2%	77k	52.01	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.0M	-19%	21k	192.90	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$4.0M	-22%	50k	78.66	View chart
Chubb (CB)	0.0	$3.9M		12k	325.94	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$3.9M	-9%	50k	77.18	View chart
Goldman Sachs (GS)	0.0	$3.8M		4.5k	846.03	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$3.8M		67k	57.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$3.8M	-10%	20k	191.92	View chart
Evergy (EVRG)	0.0	$3.7M		46k	81.92	View chart
Marsh & McLennan Companies (MRSH)	0.0	$3.7M	-3%	21k	173.45	View chart
Oneok (OKE)	0.0	$3.7M		41k	90.39	View chart
Cipher Mining (CIFR)	0.0	$3.6M	+5%	283k	12.87	View chart
Amphenol Corp Cl A (APH)	0.0	$3.6M		29k	126.35	View chart
Lockheed Martin Corporation (LMT)	0.0	$3.6M		6.0k	604.41	View chart
Gmo Etf Trust Gmo Intl Quality (QLTI)	0.0	$3.6M	+209%	142k	24.97	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$3.4M		55k	62.45	View chart
Charles Schwab Corporation (SCHW)	0.0	$3.3M		36k	93.98	View chart
Wells Fargo & Company (WFC)	0.0	$3.3M	-9%	42k	79.61	View chart
Qualcomm (QCOM)	0.0	$3.3M	+7%	25k	128.78	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$3.2M	+28%	65k	49.40	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$3.2M		23k	138.37	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$3.2M	-5%	69k	46.91	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$3.2M	+3%	24k	132.90	View chart
Kroger (KR)	0.0	$3.2M	-7%	44k	72.36	View chart
Cigna Corp (CI)	0.0	$3.2M	-2%	12k	266.74	View chart
TJX Companies (TJX)	0.0	$3.2M		20k	159.70	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$3.1M		66k	47.53	View chart
Stifel Financial (SF)	0.0	$3.1M	+50%	42k	73.92	View chart
PPG Industries (PPG)	0.0	$3.1M		29k	106.88	View chart
Deere & Company (DE)	0.0	$3.0M	+2%	5.4k	563.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$3.0M	+9%	41k	73.64	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$3.0M	-20%	32k	93.74	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$3.0M	+6%	8.8k	337.93	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$2.9M	-2%	41k	71.13	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$2.9M	-4%	31k	94.58	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$2.9M		41k	70.91	View chart
Altria (MO)	0.0	$2.9M	+20%	44k	65.99	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$2.9M	+520%	43k	67.95	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$2.9M	+212%	29k	100.66	View chart
Celestica (CLS)	0.0	$2.9M	+5%	10k	281.68	View chart
Walt Disney Company (DIS)	0.0	$2.9M	+5%	30k	96.38	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$2.8M	+2%	20k	141.42	View chart
IDEXX Laboratories (IDXX)	0.0	$2.8M		4.9k	561.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$2.8M	+4%	55k	49.89	View chart
Lowe's Companies (LOW)	0.0	$2.7M	-4%	12k	236.28	View chart
American Express Company (AXP)	0.0	$2.7M		9.1k	302.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$2.7M	+18%	39k	70.18	View chart
Centene Corporation (CNC)	0.0	$2.6M	-11%	81k	32.74	View chart
First Mid Ill Bancshares (FMBH)	0.0	$2.6M		63k	41.19	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$2.6M	-12%	25k	101.74	View chart
Applied Materials (AMAT)	0.0	$2.6M		7.5k	341.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.6M	-14%	29k	88.16	View chart
Automatic Data Processing (ADP)	0.0	$2.6M	-2%	13k	203.19	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$2.5M		56k	45.47	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.5M		10k	243.08	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$2.5M		23k	106.15	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$2.5M		33k	76.30	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$2.5M	-3%	13k	198.29	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$2.5M	+6%	29k	84.91	View chart
Rockwell Automation (ROK)	0.0	$2.4M	+2%	6.7k	358.90	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$2.4M	-3%	64k	36.84	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 2026 Q1 filed May 12, 2026
Moneta Group Investment Advisors 2025 Q4 filed Feb. 12, 2026
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

View all past filings

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