Moneta Group Investment Advisors LLC Purchases in Q2 2025

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.73M
+ 5.55%
$19.6 - $24.44 $34M - $42.4M
33M $806M
VV
Vanguard Large Cap ETF

ETFs
184K
+ 16.73%
$228.25 - $285.3 $41.9M - $52.4M
1.28M $366M
VUG
Vanguard Growth ETF

ETFs
60.2K
+ 7.43%
$329.49 - $438.4 $19.8M - $26.4M
870K $381M
IVV
Ishares Core S&P 500 ETF

ETFs
31.9K
+ 6.43%
$498.8 - $620.9 $15.9M - $19.8M
528K $328M
VOT
Vanguard Mid Cap Growth Index

ETFs
99.8K
+ 20.05%
$216.28 - $284.39 $21.6M - $28.4M
597K $170M
VO
Vanguard Mid Cap ETF

ETFs
112K
+ 17.08%
$228.54 - $279.83 $25.5M - $31.2M
765K $214M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27K
+ 6.57%
$456.74 - $568.03 $12.3M - $15.3M
437K $249M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
522K
+ 46.51%
$51.16 - $62.02 $26.7M - $32.4M
1.64M $102M
SCHG
Schwab Strategic Tr Us Large C

ETFs
456K
+ 8.6%
$22.27 - $29.21 $10.2M - $13.3M
5.76M $168M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
600K
+ 6.77%
$22.92 - $28.05 $13.8M - $16.8M
9.47M $266M
EFG
Msci Eafe Growth ETF

ETFs
214K
+ 128.57%
$89.8 - $112.0 $19.2M - $23.9M
380K $42.5M
IEFA
Ishares Tr

ETFs
114K
+ 5.64%
$67.83 - $84.09 $7.74M - $9.6M
2.14M $179M
SCHV
Schwab Strategic Tr Us Large C

ETFs
707K
+ 18.44%
$23.55 - $27.67 $16.7M - $19.6M
4.54M $126M
IVW
Ishares S&P 500 Growth ETF

ETFs
14K
+ 1.12%
$82.96 - $110.1 $1.16M - $1.54M
1.26M $139M
NVDA
Nvidia Corp

Technology
47.2K
+ 18.68%
$94.31 - $157.99 $4.45M - $7.45M
300K $47.3M
VTI
Vanguard Total Stock Market Et

ETFs
19.2K
+ 3.97%
$243.75 - $303.93 $4.69M - $5.85M
504K $153M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.08K
+ 1.53%
$320.42 - $424.58 $1.31M - $1.73M
270K $115M
ADM
Archer Daniels Midland CO

Consumer Defensive
166
+ 0.01%
$41.79 - $54.16 $6.94K - $8.99K
3.27M $173M
VBK
Vanguard Small Cap Growth ETF

ETFs
11.8K
+ 2.4%
$219.76 - $276.94 $2.59M - $3.26M
502K $139M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
236K
+ 5.64%
$17.76 - $22.1 $4.18M - $5.21M
4.41M $97.5M
CI
Cigna Corp

Healthcare
43.1K
+ 358.99%
$301.89 - $340.04 $13M - $14.7M
55.2K $18.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.12K
+ 5.35%
$496.48 - $617.85 $4.03M - $5.02M
160K $98.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
402K
+ 26.66%
$20.42 - $25.3 $8.21M - $10.2M
1.91M $48.3M
VBR
Vanguard Small Cap Value ETF

ETFs
45.3K
+ 11.57%
$162.76 - $195.77 $7.38M - $8.87M
437K $85.2M
TSLA
Tesla, Inc.

Consumer Cyclical
31.9K
+ 103.36%
$221.86 - $362.89 $7.07M - $11.6M
62.7K $19.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
49.2K
+ 5.97%
$141.87 - $164.49 $6.98M - $8.1M
873K $144M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
120K
+ 19.46%
$91.43 - $91.74 $11M - $11M
737K $67.6M
VB
Vanguard Small Cap ETF

ETFs
11.4K
+ 2.45%
$193.73 - $237.37 $2.22M - $2.72M
478K $113M
VTV
Vanguard Value ETF

ETFs
15K
+ 0.84%
$153.67 - $176.74 $2.3M - $2.64M
1.8M $318M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
79.2K
+ 159.75%
$91.51 - $113.03 $7.25M - $8.96M
129K $14.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.3K
+ 1.69%
$90.56 - $109.49 $2.2M - $2.66M
1.46M $160M
IWP
Ishares Russell Mid Cap Growth

ETFs
30.8K
+ 14.95%
$104.34 - $138.68 $3.21M - $4.27M
237K $32.8M
VEA
Vanguard Ftse Developed Market

ETFs
36.7K
+ 3.51%
$45.65 - $57.01 $1.68M - $2.09M
1.08M $61.8M
AAPL
Apple Inc.

Technology
91.2K
+ 14.55%
$172.42 - $223.89 $15.7M - $20.4M
718K $147M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
67.4K
+ 74.3%
$83.8 - $101.39 $5.65M - $6.84M
158K $16M
AMZN
Amazon Com Inc

Consumer Cyclical
9.28K
+ 5.33%
$167.32 - $223.3 $1.55M - $2.07M
183K $40.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
19.4K
+ 220.76%
$390.26 - $489.06 $7.58M - $9.5M
28.2K $11.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
75.9K
+ 4.48%
$24.38 - $30.18 $1.85M - $2.29M
1.77M $53.3M
IGF
Ishares Global Infrastructure

ETFs
41.8K
+ 4.67%
$50.55 - $59.83 $2.11M - $2.5M
936K $55.4M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
55.6K
+ 1064.34%
$86.58 - $104.98 $4.81M - $5.83M
60.8K $6.38M
JPM
Jpmorgan Chase & CO

Financial Services
9.55K
+ 15.03%
$210.28 - $289.91 $2.01M - $2.77M
73.1K $21.2M
META
Meta Platforms, Inc.

Communication Services
2.16K
+ 8.73%
$484.66 - $738.09 $1.05M - $1.6M
26.9K $19.9M
AVGO
Broadcom Inc.

Technology
1.77K
+ 3.9%
$146.29 - $275.65 $259K - $488K
47.2K $13M
GOOGL
Alphabet Inc.

Communication Services
11.6K
+ 8.45%
$144.7 - $178.6 $1.68M - $2.07M
149K $26.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
24.5K
+ 12.5%
$108.87 - $133.04 $2.66M - $3.25M
220K $29.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.72K
+ 1.0%
$54.19 - $67.22 $364K - $452K
682K $45.8M
IWM
Ishares Russell 2000 ETF

ETFs
2.53K
+ 1.11%
$174.82 - $215.79 $442K - $545K
231K $49.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.22K
+ 6.45%
$416.06 - $551.64 $922K - $1.22M
36.6K $20.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.69K
+ 6.46%
$272.36 - $339.57 $1.28M - $1.59M
77.3K $26.3M
Activity Summary
Buys All Purchases 460 New Holdings 65 Increased Positions 395 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email