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 consolidated in one spreadsheet with up to 7 years of data

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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.

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
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Archer Daniels Midland Company (ADM) 5.6 $246M -27% 3.3M 75.42
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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
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $59M +5% 276k 214.18
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $58M +9% 853k 68.42
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Ishares Tr Russell 2000 Etf (IWM) 1.3 $58M 330k 176.74
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Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $58M -2% 767k 75.66
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $56M 210k 265.99
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $56M -2% 130k 427.48
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $54M +6% 275k 194.77
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $51M 989k 51.87
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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
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $44M +5% 687k 64.46
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $44M +4% 1.3M 33.96
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Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $40M 387k 103.32
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Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $38M -6% 326k 115.01
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Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $37M +4% 243k 151.82
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Ishares Tr S&p 500 Val Etf (IVE) 0.8 $36M +6% 232k 153.84
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $34M +10% 212k 159.49
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $32M +2% 598k 53.52
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $32M +11% 721k 43.72
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $29M 579k 50.26
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $27M -27% 1.5M 17.75
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $24M +2% 1.0M 23.94
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $23M +2% 412k 56.47
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $23M +14% 559k 41.42
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $23M -2% 172k 130.86
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Alphabet Cap Stk Cl C (GOOG) 0.5 $22M -3% 168k 131.85
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $19M +6% 279k 68.92
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Nucor Corporation (NUE) 0.4 $19M 123k 156.35
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $19M +3% 85k 224.15
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Lam Research Corporation (LRCX) 0.4 $16M -4% 25k 626.77
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Ea Series Trust Argent Mid Cap (AMID) 0.4 $16M +7% 608k 25.95
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Crestwood Equity Partners Unit Ltd Partner (CEQP) 0.4 $16M 534k 29.25
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $15M -2% 632k 24.34
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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
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $12M +4% 301k 39.21
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Ishares Tr Eafe Value Etf (EFV) 0.3 $11M +4% 228k 48.93
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $11M +2% 47k 234.91
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $11M +15% 242k 44.23
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Ishares Tr Glb Infrastr Etf (IGF) 0.2 $11M +45% 247k 43.29
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $11M +12% 78k 135.55
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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
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $10M +15% 100k 104.34
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $10M -16% 111k 93.18
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $10M +19% 109k 91.35
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $9.9M +11% 111k 89.22
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $9.2M 210k 43.79
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UnitedHealth (UNH) 0.2 $8.9M +4% 18k 504.20
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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
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $1.2M -47% 25k 48.10
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CVS Caremark Corporation (CVS) 0.0 $1.2M +6% 17k 69.82
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Engine No 1 Etf Trust Transfrm 500 Etf (VOTE) 0.0 $1.2M +56% 23k 49.88
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.2M +7% 9.0k 128.74
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Deere & Company (DE) 0.0 $1.1M 3.0k 377.38
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At&t (T) 0.0 $1.1M -24% 76k 15.02
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Becton, Dickinson and (BDX) 0.0 $1.1M +7% 4.4k 258.51
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $1.1M 25k 45.69
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Starbucks Corporation (SBUX) 0.0 $1.1M 12k 91.27
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Progressive Corporation (PGR) 0.0 $1.1M +47% 7.8k 139.29
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Ishares Msci Emrg Chn (EMXC) 0.0 $1.1M -18% 22k 49.83
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Raytheon Technologies Corp (RTX) 0.0 $1.1M -6% 15k 71.97
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Amphenol Corp Cl A (APH) 0.0 $1.1M -4% 13k 83.99
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Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $1.1M -34% 55k 19.41
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Wingstop (WING) 0.0 $1.1M NEW 5.9k 179.84
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ConocoPhillips (COP) 0.0 $1.1M 8.8k 119.80
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Ea Series Trust Ea Bridgeway Omn (BSVO) 0.0 $1.0M -4% 57k 18.27
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Edwards Lifesciences (EW) 0.0 $1.0M +4% 15k 69.28
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Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $1.0M 64k 16.05
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Intuit (INTU) 0.0 $1.0M -4% 2.0k 510.99
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Lockheed Martin Corporation (LMT) 0.0 $1.0M 2.5k 408.88
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CenterPoint Energy (CNP) 0.0 $1.0M 38k 26.85
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Blackstone Group Inc Com Cl A (BX) 0.0 $995k -23% 9.3k 107.14
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Public Storage (PSA) 0.0 $994k 3.8k 263.52
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United Parcel Service CL B (UPS) 0.0 $979k +2% 6.3k 155.86
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Te Connectivity SHS (TEL) 0.0 $961k +2% 7.8k 123.53
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Wells Fargo & Company (WFC) 0.0 $952k -2% 23k 40.86
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Paypal Holdings (PYPL) 0.0 $932k 16k 58.46
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $913k +6% 3.7k 246.83
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $913k -27% 4.5k 201.05
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Analog Devices (ADI) 0.0 $895k +24% 5.1k 175.10
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Ishares Tr Core Div Grwth (DGRO) 0.0 $889k -38% 18k 49.53
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Boston Scientific Corporation (BSX) 0.0 $878k -8% 17k 52.80
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Altria (MO) 0.0 $878k -7% 21k 42.05
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Roper Industries (ROP) 0.0 $876k -6% 1.8k 484.28
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $871k +11% 9.7k 89.97
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Kimberly-Clark Corporation (KMB) 0.0 $867k +31% 7.2k 120.84
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Caleres (CAL) 0.0 $857k 30k 28.76
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Netflix (NFLX) 0.0 $856k -9% 2.3k 377.60
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $854k +23% 16k 52.49
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Morgan Stanley Com New (MS) 0.0 $851k 10k 81.67
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Ishares Msci Jpn Etf New (EWJ) 0.0 $845k +2% 14k 60.29
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $845k +30% 25k 33.34
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Fortinet (FTNT) 0.0 $845k 14k 58.68
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PPG Industries (PPG) 0.0 $830k +9% 6.4k 129.80
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $827k 11k 72.31
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Ishares Esg Awr Msci Em (ESGE) 0.0 $820k +212% 27k 30.28
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $818k +8% 8.6k 94.83
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $816k -4% 14k 59.28
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Aon Shs Cl A (AON) 0.0 $813k -3% 2.5k 324.18
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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