Moneta Group Investment Advisors LLC Purchases in Q4 2024

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
16K
+ 45.42%
$54.54 - $61.04 $874K - $978K
51.3K $2.86M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.25K
+ 2.08%
$311.11 - $335.64 $389K - $419K
61.2K $19.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.39K
New
$238.25 - $261.28 $809K - $887K
3.39K $821K
IBM
International Business Machines Corp

Technology
3.7K
+ 20.71%
$204.9 - $238.04 $758K - $880K
21.6K $4.74M
CRM
Salesforce, Inc.

Technology
636
+ 6.84%
$270.87 - $367.87 $172K - $234K
9.93K $3.32M
MA
Mastercard Inc

Financial Services
855
+ 9.49%
$491.3 - $536.15 $420K - $458K
9.86K $5.19M
NOW
Service Now, Inc.

Technology
414
+ 24.73%
$867.18 - $1148.42 $359K - $475K
2.09K $2.21M
CBSH
Commerce Bancshares Inc

Financial Services
5.04K
+ 3.73%
$57.04 - $74.36 $288K - $375K
140K $8.73M
LMT
Lockheed Martin Corp

Industrials
2.15K
+ 58.53%
$479.66 - $614.62 $1.03M - $1.32M
5.83K $2.83M
DFIV
Dimensional ETF Tr

ETFs
20.8K
+ 91.82%
$34.86 - $37.97 $726K - $791K
43.5K $1.54M
EPD
Enterprise Products Partners L.P.

Energy
6.62K
+ 3.81%
$28.66 - $34.43 $190K - $228K
180K $5.65M
COST
Costco Wholesale Corp

Consumer Defensive
231
+ 1.91%
$873.59 - $994.69 $202K - $230K
12.3K $11.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
288
+ 1.33%
$47.29 - $84.74 $13.6K - $24.4K
22K $1.64M
GS
Goldman Sachs Group Inc

Financial Services
545
+ 18.73%
$486.1 - $608.57 $265K - $332K
3.45K $1.98M
PFE
Pfizer Inc

Healthcare
36.9K
+ 18.93%
$24.8 - $30.19 $914K - $1.11M
232K $6.14M
MRVL
Marvell Technology, Inc.

Technology
1.19K
+ 12.26%
$70.31 - $124.78 $83.5K - $148K
10.9K $1.2M
RTX
Raytheon Technologies Corp

Industrials
5.14K
+ 29.93%
$114.45 - $127.21 $588K - $653K
22.3K $2.58M
ETN
Eaton Corp PLC

Industrials
1.49K
+ 20.38%
$326.96 - $377.52 $487K - $562K
8.79K $2.92M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
19.4K
New
N/A
19.4K $494K
JHMM
John Hancock Multifactor Mid C

ETFs
7.81K
New
$59.61 - $64.8 $466K - $506K
7.81K $466K
AME
Ametek Inc

Industrials
1
+ 0.0%
$165.89 - $197.38 $166 - $197
52.5K $9.46M
HD
Home Depot, Inc.

Consumer Cyclical
1.89K
+ 10.52%
$385.02 - $431.37 $729K - $817K
19.9K $7.74M
IWM
Ishares Russell 2000 ETF

ETFs
1.89K
+ 0.62%
$216.13 - $242.4 $408K - $457K
306K $67.7M
AMP
Ameriprise Financial Inc

Financial Services
691
+ 63.57%
$473.15 - $574.01 $327K - $397K
1.78K $946K
BMY
Bristol Myers Squibb CO

Healthcare
4.44K
+ 11.58%
$51.92 - $59.94 $230K - $266K
42.7K $2.42M
MO
Altria Group, Inc.

Consumer Defensive
7.83K
+ 40.23%
$49.06 - $57.74 $384K - $452K
27.3K $1.43M
CSCO
Cisco Systems, Inc.

Technology
2.05K
+ 3.92%
$52.45 - $60.02 $107K - $123K
54.2K $3.21M
GLD
Spdr Gold Trust

ETFs
1.78K
+ 26.65%
$236.59 - $257.5 $422K - $459K
8.48K $2.05M
PM
Philip Morris International Inc.

Consumer Defensive
3.63K
+ 32.53%
$118.38 - $133.06 $429K - $482K
14.8K $1.78M
VTHR
Vanguard Russell 3000 ETF

ETFs
1.62K
New
$251.33 - $271.45 $406K - $439K
1.62K $419K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.99K
New
$100.22 - $100.73 $400K - $402K
3.99K $400K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.46K
New
$115.08 - $119.55 $399K - $414K
3.46K $400K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.69K
New
$51.09 - $55.27 $393K - $425K
7.69K $393K
XLY
Select Sector Spdr Consumer Di

ETFs
1.24K
+ 27.63%
$194.8 - $239.43 $242K - $298K
5.74K $1.29M
PHYS
Sprott Physical Gold Trust

Financial Services
19K
New
$19.66 - $21.66 $374K - $412K
19K $382K
ADP
Automatic Data Processing Inc

Industrials
792
+ 8.53%
$280.08 - $307.97 $222K - $244K
10.1K $2.95M
DLR
Digital Realty Trust, Inc.

Real Estate
1.57K
+ 24.14%
$156.46 - $195.69 $245K - $307K
8.06K $1.43M
BSX
Boston Scientific Corp

Healthcare
3.11K
+ 17.69%
$83.62 - $91.5 $260K - $284K
20.7K $1.85M
PAA
Plains All American Pipeline LP

Energy
21.6K
New
$16.27 - $18.67 $352K - $404K
21.6K $369K
HON
Honeywell International Inc

Industrials
883
+ 10.3%
$202.84 - $236.0 $179K - $208K
9.46K $2.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.27K
+ 1.35%
$126.68 - $134.74 $541K - $576K
320K $40.8M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.13K
+ 1.27%
$89.88 - $101.38 $191K - $216K
169K $15.8M
ITA
Ishares Tr

ETFs
2.37K
New
$144.31 - $157.31 $342K - $373K
2.37K $344K
FTNT
Fortinet, Inc.

Technology
896
+ 6.11%
$76.49 - $99.21 $68.5K - $88.9K
15.6K $1.47M
KLAC
Kla Corp

Technology
622
+ 148.45%
$614.46 - $829.55 $382K - $516K
1.04K $655K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.67K
+ 107.94%
$87.42 - $98.06 $321K - $360K
7.07K $631K
PANW
Palo Alto Networks Inc

Technology
5.79K
+ 126.75%
$181.96 - $405.9 $1.05M - $2.35M
10.4K $1.89M
XYL
Xylem Inc.

Industrials
2.79K
New
$116.02 - $137.45 $324K - $384K
2.79K $323K
MGK
Vanguard Mega Cap Growth ETF

ETFs
124
+ 0.95%
$316.94 - $357.88 $39.3K - $44.4K
13.2K $4.53M
Activity Summary
Buys All Purchases 393 New Holdings 56 Increased Positions 337 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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