Moneta Group Investment Advisors LLC Purchases in Q3 2024

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.6M
+ 220.18%
$61.11 - $67.85 $1.08B - $1.19B
25.6M $1.74B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.95M
+ 222.05%
$75.47 - $83.18 $374M - $412M
7.18M $597M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.67M
+ 307.98%
$92.63 - $105.69 $340M - $388M
4.86M $506M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.29M
+ 225.26%
$73.43 - $80.37 $168M - $184M
3.31M $266M
LRCX
Lam Research Corp

Technology
189K
+ 867.88%
$731.56 - $1127.3 $138M - $213M
211K $172M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.96M
+ 113.62%
$36.98 - $41.55 $72.6M - $81.5M
3.69M $152M
SCHA
Schwab Strategic Tr Us Small C

ETFs
727K
+ 105.23%
$46.9 - $51.96 $34.1M - $37.8M
1.42M $73M
VTV
Vanguard Value ETF

ETFs
77.7K
+ 5.16%
$159.75 - $174.57 $12.4M - $13.6M
1.58M $277M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
378K
+ 3881.17%
$91.42 - $91.82 $34.6M - $34.7M
388K $35.6M
IVV
Ishares Core S&P 500 ETF

ETFs
30.7K
+ 7.04%
$520.18 - $576.82 $15.9M - $17.7M
466K $269M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
299K
+ 487.09%
$59.93 - $66.52 $17.9M - $19.9M
361K $24M
VV
Vanguard Large Cap ETF

ETFs
19.1K
+ 1.87%
$236.92 - $263.4 $4.51M - $5.02M
1.04M $274M
VUG
Vanguard Growth ETF

ETFs
29.1K
+ 3.99%
$341.08 - $391.94 $9.94M - $11.4M
759K $291M
VO
Vanguard Mid Cap ETF

ETFs
23.8K
+ 4.51%
$237.84 - $263.83 $5.65M - $6.27M
550K $145M
VOE
Vanguard Mid Cap Value Index F

ETFs
22.1K
+ 2.98%
$149.02 - $167.67 $3.29M - $3.7M
764K $128M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.9K
+ 0.91%
$105.53 - $118.34 $1.36M - $1.53M
1.43M $168M
AAPL
Apple Inc.

Technology
6.95K
+ 1.11%
$207.23 - $234.82 $1.44M - $1.63M
631K $147M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.67K
+ 2.68%
$475.2 - $527.7 $4.6M - $5.1M
371K $196M
VB
Vanguard Small Cap ETF

ETFs
17.7K
+ 3.67%
$214.77 - $237.72 $3.8M - $4.21M
500K $119M
VBK
Vanguard Small Cap Growth ETF

ETFs
21.1K
+ 4.7%
$240.48 - $267.94 $5.07M - $5.64M
469K $125M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
253K
+ 100.45%
$45.2 - $47.87 $11.4M - $12.1M
505K $24M
PPG
Ppg Industries Inc

Basic Materials
87.6K
+ 826.29%
$118.32 - $134.55 $10.4M - $11.8M
98.2K $13M
IEFA
Ishares Tr

ETFs
17.7K
+ 0.95%
$70.09 - $78.74 $1.24M - $1.39M
1.87M $146M
VBR
Vanguard Small Cap Value ETF

ETFs
24.5K
+ 7.07%
$179.99 - $201.6 $4.41M - $4.94M
371K $74.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.41K
+ 5.38%
$405.19 - $478.57 $3M - $3.55M
145K $66.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
14.6K
+ 3.51%
$218.05 - $243.47 $3.17M - $3.54M
429K $104M
BRBR
Bellring Brands, Inc.

Consumer Defensive
137K
+ 106.55%
$48.99 - $61.11 $6.72M - $8.38M
266K $16.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
151K
+ 11.01%
$25.45 - $29.53 $3.86M - $4.47M
1.53M $44.6M
IEMG
Ishares Inc

ETFs
136K
+ 2.6%
$53.64 - $53.64 $7.28M - $7.28M
5.35M $287M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.04K
+ 4.23%
$517.38 - $573.86 $3.12M - $3.47M
149K $85.3M
IGF
Ishares Global Infrastructure

ETFs
73.9K
+ 16.85%
$47.97 - $54.56 $3.55M - $4.03M
513K $27.9M
IWM
Ishares Russell 2000 ETF

ETFs
4.54K
+ 1.51%
$200.87 - $224.6 $911K - $1.02M
304K $67.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.2K
+ 4.61%
$41.9 - $48.26 $1.68M - $1.94M
913K $43.7M
ALB
Albemarle Corp

Basic Materials
58K
+ 117.81%
$72.85 - $100.09 $4.22M - $5.8M
107K $10.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.5K
+ 1.08%
$57.32 - $62.65 $660K - $722K
1.08M $67.3M
SMCI
Super Micro Computer, Inc.

Technology
11.2K
+ 3035.5%
$386.46 - $909.96 $4.33M - $10.2M
11.6K $4.82M
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 1.58%
$47.6 - $53.31 $770K - $862K
1.04M $54.9M
PG
Procter & Gamble CO

Consumer Defensive
15.4K
+ 21.9%
$160.76 - $177.82 $2.48M - $2.74M
85.8K $14.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
17K
+ 5.33%
$75.32 - $84.37 $1.28M - $1.43M
336K $28.1M
META
Meta Platforms, Inc.

Communication Services
2.05K
+ 9.05%
$453.41 - $572.44 $930K - $1.17M
24.7K $14.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.97K
+ 2.08%
$127.29 - $141.5 $505K - $562K
195K $27.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
11.7K
+ 6.3%
$103.87 - $117.59 $1.22M - $1.38M
198K $23.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.51K
+ 1.72%
$256.4 - $289.78 $386K - $436K
89.1K $25.3M
INGR
Ingredion Inc

Consumer Defensive
16.8K
New
$111.98 - $137.59 $1.88M - $2.31M
16.8K $2.31M
EBC
Eastern Bankshares, Inc.

Financial Services
132K
New
$13.69 - $17.09 $1.8M - $2.25M
132K $2.16M
WMT
Walmart Inc.

Consumer Defensive
5.59K
+ 4.85%
$66.91 - $81.4 $374K - $455K
121K $9.76M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.2K
+ 16.64%
$96.25 - $101.98 $1.46M - $1.55M
106K $10.8M
AEE
Ameren Corp

Utilities
3.28K
+ 4.12%
$70.45 - $87.46 $231K - $287K
82.8K $7.24M
ABBV
Abb Vie Inc.

Healthcare
1.62K
+ 3.54%
$163.84 - $199.33 $266K - $323K
47.5K $9.38M
Activity Summary
Buys All Purchases 320 New Holdings 63 Increased Positions 257 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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