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, IEMG, ADM, VV, VUG, and represent 25.77% of Moneta Group Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJR (+$58M), VIOG (+$19M), SCHX (+$19M), ET (+$16M), VWO (+$15M), VTV (+$15M), VIOV (+$15M), IEFA (+$14M), IVV (+$12M), SCHM (+$12M).
- Started 62 new stock positions in ESGV, CME, STX, ACHR, BUD, IVOV, NEM, BG, QQEW, SLB.
- Reduced shares in these 10 stocks: IWM (-$22M), Crestwood Equity Partners master ltd part (-$16M), VNQ (-$12M), GOOG (-$12M), AAPL (-$11M), GOOGL (-$8.6M), JPM (-$7.6M), KDP (-$7.0M), ACWX, MSFT.
- Sold out of its positions in AEP, AMPY, ARCC, CLMT, CRL, CEIX, CORR, Crestwood Equity Partners master ltd part, LIT, Holly Energy Partners. USIG, KDP, MRNA, NGL, PAA, PRU, SLDP, RUN, SMB, VGK, VCIT, Viper Energy Partners, WES, Bunge.
- Moneta Group Investment Advisors was a net buyer of stock by $222M.
- Moneta Group Investment Advisors has $5.1B in assets under management (AUM), dropping by 14.93%.
- Central Index Key (CIK): 0001120927
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Moneta Group Investment Advisors holds 565 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Moneta Group Investment Advisors has 565 total positions. Only the first 250 positions are shown.
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- Download the Moneta Group Investment Advisors December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 8.4 | $427M | +4% | 7.6M | 56.40 |
|
Ishares Core Msci Emkt (IEMG) | 4.9 | $249M | +2% | 4.9M | 50.58 |
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Archer Daniels Midland Company (ADM) | 4.6 | $235M | 3.2M | 72.22 |
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Vanguard Index Fds Large Cap Etf (VV) | 4.3 | $216M | 991k | 218.15 |
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Vanguard Index Fds Growth Etf (VUG) | 3.5 | $179M | +5% | 574k | 310.88 |
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Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $176M | +7% | 369k | 477.63 |
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Vanguard Index Fds Value Etf (VTV) | 3.5 | $176M | +9% | 1.2M | 149.50 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.3 | $168M | +4% | 385k | 436.80 |
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Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $151M | +62% | 1.4M | 108.25 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 3.0 | $150M | +8% | 2.0M | 75.32 |
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Vanguard Index Fds Mid Cap Etf (VO) | 2.2 | $111M | +6% | 477k | 232.64 |
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Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $108M | +15% | 1.5M | 70.35 |
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Apple (AAPL) | 1.9 | $96M | -9% | 499k | 192.53 |
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Vanguard Index Fds Small Cp Etf (VB) | 1.7 | $86M | +9% | 403k | 213.33 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.5 | $77M | +15% | 318k | 241.77 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.5 | $76M | +9% | 521k | 145.01 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.5 | $74M | +4% | 896k | 82.96 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.3 | $68M | +13% | 311k | 219.57 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $67M | -4% | 283k | 237.22 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $65M | +2% | 215k | 303.17 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $64M | 849k | 75.10 |
|
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $62M | 131k | 475.31 |
|
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Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $56M | +5% | 203k | 277.15 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $56M | -18% | 628k | 88.36 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $55M | 970k | 56.14 |
|
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.1 | $53M | +11% | 1.4M | 36.96 |
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Microsoft Corporation (MSFT) | 1.0 | $52M | -7% | 139k | 376.04 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $52M | +7% | 737k | 70.10 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $47M | 131k | 356.66 |
|
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.9 | $46M | +19% | 253k | 179.97 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $44M | -33% | 220k | 200.71 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $41M | +2% | 249k | 165.25 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $41M | 233k | 173.89 |
|
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $40M | -2% | 317k | 124.97 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $39M | -9% | 351k | 111.63 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $37M | +7% | 778k | 47.90 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $34M | 588k | 57.96 |
|
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Schwab Strategic Tr Us Reit Etf (SCHH) | 0.6 | $32M | 1.5M | 20.71 |
|
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.6 | $31M | -3% | 556k | 55.90 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $28M | +5% | 588k | 47.24 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $28M | +123% | 674k | 41.10 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $26M | 1.0M | 24.79 |
|
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $26M | 412k | 61.90 |
|
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Ea Series Trust Argent Mid Cap (AMID) | 0.5 | $25M | +37% | 837k | 30.28 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $21M | 284k | 75.35 |
|
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Nucor Corporation (NUE) | 0.4 | $21M | 123k | 174.04 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $21M | 85k | 252.22 |
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.4 | $20M | +2943% | 182k | 107.60 |
|
Amazon (AMZN) | 0.4 | $19M | +3% | 125k | 151.94 |
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Lam Research Corporation (LRCX) | 0.4 | $19M | -4% | 24k | 783.26 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $18M | +679% | 1.3M | 13.80 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $17M | +2% | 134k | 125.14 |
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Ishares Tr Glb Infrastr Etf (IGF) | 0.3 | $17M | +43% | 353k | 47.05 |
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Centene Corporation (CNC) | 0.3 | $16M | +4% | 217k | 74.21 |
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Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.3 | $16M | 620k | 25.64 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $16M | +27% | 60k | 262.26 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $16M | -35% | 111k | 139.69 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.3 | $15M | NEW | 166k | 88.50 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $14M | +3% | 34k | 409.52 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $13M | +17% | 128k | 104.46 |
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Exxon Mobil Corporation (XOM) | 0.3 | $13M | 130k | 99.98 |
|
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $13M | +11% | 112k | 116.29 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $12M | -2% | 76k | 155.33 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $12M | -50% | 84k | 140.93 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $12M | +4% | 252k | 46.62 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $12M | 121k | 96.85 |
|
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $11M | 111k | 102.88 |
|
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Ishares Tr Eafe Value Etf (EFV) | 0.2 | $11M | -7% | 211k | 52.10 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $11M | -4% | 106k | 103.07 |
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O'reilly Automotive (ORLY) | 0.2 | $11M | +1813% | 11k | 950.08 |
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UnitedHealth (UNH) | 0.2 | $11M | +12% | 20k | 526.48 |
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Johnson & Johnson (JNJ) | 0.2 | $10M | -2% | 66k | 156.74 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $9.9M | -3% | 203k | 48.72 |
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Ishares Tr Select Divid Etf (DVY) | 0.2 | $8.9M | +2% | 76k | 117.22 |
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $8.8M | +407% | 89k | 99.19 |
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Pepsi (PEP) | 0.2 | $8.8M | +2% | 52k | 169.84 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $8.7M | -46% | 51k | 170.10 |
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Procter & Gamble Company (PG) | 0.2 | $8.6M | 58k | 146.54 |
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Equifax (EFX) | 0.2 | $8.2M | 33k | 247.29 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $8.2M | +14% | 105k | 77.73 |
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NVIDIA Corporation (NVDA) | 0.2 | $7.7M | +10% | 16k | 495.23 |
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Visa Com Cl A (V) | 0.1 | $7.3M | 28k | 260.35 |
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Commerce Bancshares (CBSH) | 0.1 | $7.2M | +8% | 135k | 53.41 |
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Emerson Electric (EMR) | 0.1 | $6.9M | +6% | 71k | 97.33 |
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Albemarle Corporation (ALB) | 0.1 | $6.9M | 48k | 144.48 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $6.9M | 60k | 114.04 |
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Abbvie (ABBV) | 0.1 | $6.7M | 43k | 154.97 |
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Bank of America Corporation (BAC) | 0.1 | $6.4M | 191k | 33.67 |
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Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $6.4M | 109k | 58.73 |
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Ameren Corporation (AEE) | 0.1 | $6.4M | 89k | 72.34 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $6.3M | +14% | 63k | 99.25 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $6.3M | -12% | 177k | 35.41 |
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McDonald's Corporation (MCD) | 0.1 | $6.2M | -2% | 21k | 296.51 |
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Charles Schwab Corporation (SCHW) | 0.1 | $6.1M | +11% | 89k | 68.80 |
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Danaher Corporation (DHR) | 0.1 | $6.0M | -10% | 26k | 231.34 |
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Merck & Co (MRK) | 0.1 | $6.0M | 55k | 109.02 |
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Evergy (EVRG) | 0.1 | $5.9M | 114k | 52.20 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.8M | -4% | 144k | 40.21 |
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Pfizer (PFE) | 0.1 | $5.8M | -5% | 200k | 28.79 |
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Costco Wholesale Corporation (COST) | 0.1 | $5.7M | 8.6k | 660.08 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $5.6M | +5% | 71k | 79.22 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $5.5M | 72k | 76.13 |
|
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.4M | 10.00 | 542625.00 |
|
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Vanguard World Mega Grwth Ind (MGK) | 0.1 | $5.3M | 20k | 259.51 |
|
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Union Pacific Corporation (UNP) | 0.1 | $5.1M | 21k | 245.62 |
|
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Tesla Motors (TSLA) | 0.1 | $5.1M | +2% | 20k | 248.48 |
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Eli Lilly & Co. (LLY) | 0.1 | $5.0M | 8.6k | 582.90 |
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Boeing Company (BA) | 0.1 | $5.0M | +9% | 19k | 260.66 |
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Wal-Mart Stores (WMT) | 0.1 | $4.8M | 31k | 157.65 |
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Broadcom (AVGO) | 0.1 | $4.8M | +8% | 4.3k | 1116.34 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.8M | -11% | 28k | 170.40 |
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $4.7M | 136k | 34.89 |
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Ishares Tr Broad Usd High (USHY) | 0.1 | $4.6M | -8% | 127k | 36.35 |
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Us Bancorp Del Com New (USB) | 0.1 | $4.6M | 107k | 43.28 |
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Abbott Laboratories (ABT) | 0.1 | $4.6M | 42k | 110.07 |
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Thermo Fisher Scientific (TMO) | 0.1 | $4.4M | +6% | 8.3k | 530.79 |
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Vanguard World Mega Cap Index (MGC) | 0.1 | $4.3M | 26k | 169.28 |
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Meta Platforms Cl A (META) | 0.1 | $4.3M | +12% | 12k | 353.97 |
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Coca-Cola Company (KO) | 0.1 | $4.3M | -3% | 73k | 58.93 |
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Enterprise Products Partners (EPD) | 0.1 | $4.3M | +23% | 161k | 26.35 |
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Home Depot (HD) | 0.1 | $4.2M | -2% | 12k | 346.55 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $4.2M | +14% | 11k | 376.88 |
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Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $4.2M | 46k | 92.45 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $4.2M | -2% | 144k | 29.23 |
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Chevron Corporation (CVX) | 0.1 | $4.2M | -5% | 28k | 149.16 |
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $4.1M | -8% | 50k | 83.31 |
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Cigna Corp (CI) | 0.1 | $4.1M | +7% | 14k | 299.44 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $4.0M | -7% | 48k | 83.63 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $4.0M | +12% | 8.3k | 484.02 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $3.9M | -30% | 24k | 164.42 |
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Enterprise Financial Services (EFSC) | 0.1 | $3.8M | 86k | 44.65 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.8M | +2% | 50k | 77.02 |
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Oneok (OKE) | 0.1 | $3.8M | +2% | 54k | 70.22 |
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Vectrus (VVX) | 0.1 | $3.6M | 78k | 46.44 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $3.5M | 88k | 40.12 |
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Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $3.3M | -12% | 60k | 54.29 |
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Eaton Corp SHS (ETN) | 0.1 | $3.2M | 13k | 240.83 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $3.2M | +6% | 7.5k | 426.51 |
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Ishares Tr Core Msci Total (IXUS) | 0.1 | $3.2M | 49k | 64.93 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.1M | -5% | 57k | 55.67 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $3.0M | +20% | 81k | 37.22 |
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Amgen (AMGN) | 0.1 | $3.0M | +4% | 11k | 288.02 |
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IDEXX Laboratories (IDXX) | 0.1 | $3.0M | 5.4k | 555.05 |
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Qualcomm (QCOM) | 0.1 | $3.0M | 21k | 144.63 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $3.0M | -47% | 70k | 42.59 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.9M | -14% | 40k | 73.55 |
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Reinsurance Grp Of America I Com New (RGA) | 0.1 | $2.8M | +10% | 18k | 161.78 |
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Verizon Communications (VZ) | 0.1 | $2.7M | -4% | 72k | 37.70 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $2.7M | +30% | 36k | 75.54 |
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Intel Corporation (INTC) | 0.1 | $2.7M | 54k | 50.25 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.7M | -3% | 17k | 157.80 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $2.6M | -9% | 36k | 72.43 |
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International Business Machines (IBM) | 0.1 | $2.6M | 16k | 163.54 |
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Caterpillar (CAT) | 0.1 | $2.5M | -3% | 8.6k | 295.68 |
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MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $2.4M | 67k | 36.72 |
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Cisco Systems (CSCO) | 0.0 | $2.4M | -4% | 48k | 50.52 |
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Williams Companies (WMB) | 0.0 | $2.4M | +4% | 69k | 34.83 |
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Oracle Corporation (ORCL) | 0.0 | $2.4M | +2% | 23k | 105.43 |
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Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.0 | $2.3M | +93% | 111k | 21.01 |
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salesforce (CRM) | 0.0 | $2.3M | +6% | 8.6k | 263.15 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.2M | +2% | 22k | 101.77 |
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First Mid Ill Bancshares (FMBH) | 0.0 | $2.2M | -24% | 63k | 34.66 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $2.2M | +172% | 21k | 105.23 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.1M | -68% | 42k | 51.04 |
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Nextera Energy (NEE) | 0.0 | $2.1M | -6% | 35k | 60.74 |
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Target Corporation (TGT) | 0.0 | $2.1M | -3% | 15k | 142.42 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $2.1M | 4.1k | 507.42 |
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Chubb (CB) | 0.0 | $2.0M | 9.0k | 226.00 |
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $2.0M | 58k | 35.20 |
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Texas Instruments Incorporated (TXN) | 0.0 | $2.0M | +4% | 12k | 170.46 |
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Targa Res Corp (TRGP) | 0.0 | $2.0M | 23k | 86.87 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.0M | +3% | 5.7k | 350.91 |
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Illinois Tool Works (ITW) | 0.0 | $1.9M | 7.3k | 261.93 |
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TJX Companies (TJX) | 0.0 | $1.9M | -16% | 20k | 93.81 |
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Automatic Data Processing (ADP) | 0.0 | $1.9M | 8.1k | 232.98 |
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Walt Disney Company (DIS) | 0.0 | $1.9M | +3% | 21k | 90.29 |
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Ishares Tr National Mun Etf (MUB) | 0.0 | $1.9M | -31% | 17k | 108.41 |
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Cass Information Systems (CASS) | 0.0 | $1.9M | 41k | 45.05 |
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Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $1.9M | 17k | 109.37 |
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American Tower Reit (AMT) | 0.0 | $1.8M | -14% | 8.5k | 215.88 |
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General Electric Com New (GE) | 0.0 | $1.8M | +6% | 14k | 127.63 |
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Nike CL B (NKE) | 0.0 | $1.8M | 17k | 108.57 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $1.8M | 41k | 43.85 |
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Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.8M | NEW | 8.0k | 223.38 |
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Lowe's Companies (LOW) | 0.0 | $1.8M | 8.0k | 222.56 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $1.8M | 34k | 51.83 |
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Marsh & McLennan Companies (MMC) | 0.0 | $1.8M | -2% | 9.2k | 189.47 |
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Cadence Design Systems (CDNS) | 0.0 | $1.7M | 6.4k | 272.37 |
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AutoZone (AZO) | 0.0 | $1.7M | 661.00 | 2585.61 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $1.7M | 22k | 78.02 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $1.6M | -11% | 2.7k | 596.61 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $1.6M | +25% | 31k | 51.05 |
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Honeywell International (HON) | 0.0 | $1.5M | +4% | 7.2k | 209.70 |
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Wingstop (WING) | 0.0 | $1.5M | 5.9k | 256.58 |
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At&t (T) | 0.0 | $1.5M | +18% | 90k | 16.78 |
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Enbridge (ENB) | 0.0 | $1.5M | -11% | 42k | 36.02 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.5M | 5.5k | 273.76 |
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Colgate-Palmolive Company (CL) | 0.0 | $1.4M | 18k | 79.71 |
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Stryker Corporation (SYK) | 0.0 | $1.4M | 4.7k | 299.49 |
|
|
American Express Company (AXP) | 0.0 | $1.4M | -28% | 7.5k | 187.35 |
|
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $1.4M | +118% | 36k | 38.01 |
|
Phillips 66 (PSX) | 0.0 | $1.4M | -7% | 10k | 133.14 |
|
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $1.4M | +5% | 25k | 55.62 |
|
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $1.3M | +33% | 5.0k | 270.79 |
|
Philip Morris International (PM) | 0.0 | $1.3M | -9% | 14k | 94.08 |
|
PerkinElmer (RVTY) | 0.0 | $1.3M | 12k | 109.31 |
|
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $1.3M | 25k | 52.33 |
|
|
Amphenol Corp Cl A (APH) | 0.0 | $1.3M | 13k | 99.13 |
|
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $1.3M | +44% | 17k | 76.38 |
|
Progressive Corporation (PGR) | 0.0 | $1.3M | 7.9k | 159.29 |
|
|
Intuit (INTU) | 0.0 | $1.2M | 2.0k | 625.03 |
|
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.2M | +2% | 9.5k | 130.93 |
|
Lockheed Martin Corporation (LMT) | 0.0 | $1.2M | +7% | 2.7k | 453.28 |
|
CSX Corporation (CSX) | 0.0 | $1.2M | +51% | 35k | 34.67 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $1.2M | -3% | 14k | 84.14 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.2M | +33% | 18k | 65.06 |
|
Starbucks Corporation (SBUX) | 0.0 | $1.2M | +2% | 12k | 96.01 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.2M | -3% | 8.7k | 136.38 |
|
Deere & Company (DE) | 0.0 | $1.2M | -3% | 2.9k | 399.87 |
|
CVS Caremark Corporation (CVS) | 0.0 | $1.2M | -11% | 15k | 78.96 |
|
Netflix (NFLX) | 0.0 | $1.2M | +5% | 2.4k | 486.88 |
|
Public Storage (PSA) | 0.0 | $1.2M | 3.8k | 305.00 |
|
|
Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.1M | -4% | 21k | 55.41 |
|
Edwards Lifesciences (EW) | 0.0 | $1.1M | 15k | 76.25 |
|
|
Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $1.1M | 63k | 17.76 |
|
|
Becton, Dickinson and (BDX) | 0.0 | $1.1M | +4% | 4.6k | 243.84 |
|
Wells Fargo & Company (WFC) | 0.0 | $1.1M | -3% | 23k | 49.22 |
|
Medtronic SHS (MDT) | 0.0 | $1.1M | -13% | 13k | 82.38 |
|
ConocoPhillips (COP) | 0.0 | $1.1M | +4% | 9.2k | 116.07 |
|
Te Connectivity SHS (TEL) | 0.0 | $1.1M | -2% | 7.6k | 140.50 |
|
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.0 | $1.1M | -7% | 51k | 20.80 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.1M | +19% | 28k | 37.60 |
|
Roper Industries (ROP) | 0.0 | $1.0M | +5% | 1.9k | 545.17 |
|
CenterPoint Energy (CNP) | 0.0 | $1.0M | -2% | 37k | 28.57 |
|
Analog Devices (ADI) | 0.0 | $1.0M | +2% | 5.2k | 198.57 |
|
Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $1.0M | 4.6k | 227.29 |
|
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $1.0M | 26k | 40.17 |
|
|
Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $1.0M | NEW | 12k | 87.18 |
|
Paypal Holdings (PYPL) | 0.0 | $1.0M | +2% | 16k | 61.41 |
|
PPG Industries (PPG) | 0.0 | $990k | +3% | 6.6k | 149.54 |
|
Applied Materials (AMAT) | 0.0 | $989k | +14% | 6.1k | 162.06 |
|
United Parcel Service CL B (UPS) | 0.0 | $982k | 6.2k | 157.23 |
|
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $975k | 9.7k | 100.51 |
|
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $971k | +11% | 30k | 32.06 |
|
Boston Scientific Corporation (BSX) | 0.0 | $970k | 17k | 57.81 |
|
|
Gilead Sciences (GILD) | 0.0 | $950k | +12% | 12k | 81.01 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $934k | +3% | 9.0k | 104.10 |
|
First Busey Corp Com New (BUSE) | 0.0 | $931k | +6% | 38k | 24.82 |
|
Morgan Stanley Com New (MS) | 0.0 | $931k | -4% | 10k | 93.25 |
|
Bristol Myers Squibb (BMY) | 0.0 | $925k | -12% | 18k | 51.31 |
|
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 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
- 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