Moneta Group Investment Advisors LLC Purchases in Q1 2025

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
K
Kellogg CO

Consumer Defensive
8.6K
+ 157.97%
$81.06 - $82.9 $697K - $713K
14K $1.16M
EPD
Enterprise Products Partners L.P.

Energy
6.16K
+ 3.42%
$31.75 - $34.14 $196K - $210K
186K $6.36M
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 1.97%
$225.19 - $279.95 $277K - $344K
63.6K $15.6M
CI
Cigna Corp

Healthcare
40
+ 0.33%
$274.49 - $329.0 $11K - $13.2K
12K $3.95M
VZ
Verizon Communications Inc

Communication Services
1.61K
+ 1.51%
$37.81 - $46.49 $60.9K - $74.8K
108K $4.9M
MA
Mastercard Inc

Financial Services
750
+ 7.61%
$504.67 - $576.31 $379K - $432K
10.6K $5.82M
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.9K
+ 38.84%
$59.61 - $66.71 $651K - $729K
39K $2.36M
VNQI
Vanguard Global Ex U.S. Real

ETFs
13.4K
+ 95.83%
$38.22 - $41.19 $511K - $551K
27.3K $1.11M
EEM
Ishares Msci Emerging Markets

ETFs
2.82K
+ 1.26%
$40.81 - $45.34 $115K - $128K
226K $9.9M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
90.3K
+ 324.89%
$5.37 - $5.91 $485K - $534K
118K $697K
PGR
Progressive Corp

Financial Services
345
+ 3.55%
$235.61 - $291.22 $81.3K - $100K
10.1K $2.85M
PLTR
Palantir Technologies Inc.

Technology
1.13K
+ 2.51%
$64.98 - $124.62 $73.4K - $141K
46.1K $3.89M
GRMN
Garmin LTD

Technology
2.11K
+ 146.43%
$204.55 - $241.93 $432K - $511K
3.56K $772K
MPLX
Mplx LP

Energy
737
+ 0.96%
$47.88 - $54.65 $35.3K - $40.3K
77.3K $4.14M
PRAY
Shp ETF Tr Fis Biblically Resp
16.3K
New
$27.81 - $30.22 $453K - $493K
16.3K $463K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.19K
New
$210.19 - $243.33 $461K - $533K
2.19K $462K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.98K
New
$55.41 - $60.74 $442K - $485K
7.98K $450K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.8K
+ 54.97%
$33.84 - $37.77 $366K - $408K
30.5K $1.11M
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.15%
$3193.96 - $3828.11 $3.19K - $3.83K
671 $2.56M
WMB
Williams Companies, Inc.

Energy
666
+ 1.02%
$54.02 - $61.09 $36K - $40.7K
65.9K $3.94M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.15K
+ 26.94%
$120.24 - $134.3 $499K - $557K
19.5K $2.38M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.44K
+ 30.19%
$45.92 - $47.58 $342K - $354K
32.1K $1.52M
MBWM
Mercantile Bank Corp

Financial Services
8.62K
New
$41.69 - $51.79 $359K - $446K
8.62K $374K
DVN
Devon Energy Corp

Energy
9.53K
New
$33.15 - $38.55 $316K - $367K
9.53K $356K
BMY
Bristol Myers Squibb CO

Healthcare
2.49K
+ 5.82%
$53.9 - $63.11 $134K - $157K
45.2K $2.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.54K
New
$56.17 - $59.71 $311K - $330K
5.54K $316K
VVX
V2 X, Inc.

Industrials
4.3K
+ 5.54%
$42.05 - $55.16 $181K - $237K
81.9K $4.02M
UBER
Uber Technologies, Inc

Technology
2.4K
+ 22.93%
$63.17 - $81.49 $152K - $195K
12.9K $936K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.94K
+ 83.78%
$108.02 - $120.45 $318K - $354K
6.45K $709K
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.89K
New
$29.82 - $30.1 $295K - $298K
9.89K $297K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.94K
New
$57.44 - $59.4 $284K - $293K
4.94K $293K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.54K
New
$69.81 - $78.9 $247K - $279K
3.54K $275K
GILD
Gilead Sciences, Inc.

Healthcare
557
+ 5.19%
$89.14 - $117.41 $49.7K - $65.4K
11.3K $1.27M
DVY
Ishares Tr

ETFs
9
+ 0.01%
$128.58 - $138.1 $1.16K - $1.24K
87.5K $11.8M
XLF
Financial Sector Spdr

ETFs
4.18K
+ 12.94%
$47.32 - $52.19 $198K - $218K
36.5K $1.82M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.1K
New
$22.25 - $23.0 $248K - $256K
11.1K $256K
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.44K
New
$45.72 - $51.73 $249K - $281K
5.44K $250K
VFH
Vanguard Financial ETF

ETFs
1.86K
+ 11.9%
$114.07 - $127.34 $212K - $237K
17.5K $2.09M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.53K
+ 43.8%
$106.31 - $123.73 $163K - $190K
5.03K $622K
CME
Cme Group Inc.

Financial Services
907
New
$225.82 - $266.54 $205K - $242K
907 $240K
CASY
Caseys General Stores Inc

Consumer Cyclical
553
New
$378.71 - $442.54 $209K - $245K
553 $240K
CHKP
Check Point Software Technologies LTD

Technology
1.05K
New
$179.88 - $231.31 $189K - $243K
1.05K $239K
STX
Seagate Technology Holdings PLC

Technology
2.81K
New
$84.92 - $108.42 $239K - $305K
2.81K $239K
VLO
Valero Energy Corp

Energy
1.81K
New
$121.76 - $142.99 $220K - $259K
1.81K $238K
AOA
Ishares Tr Core Aggressive All

ETFs
3.02K
New
$75.7 - $80.01 $229K - $242K
3.02K $231K
DG
Dollar General Corp

Consumer Defensive
2.62K
New
$68.44 - $87.93 $179K - $230K
2.62K $230K
PR
Permian Resources Corporation

Energy
16.3K
New
$12.33 - $16.0 $201K - $261K
16.3K $225K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.85K
New
$37.35 - $43.35 $218K - $253K
5.85K $221K
CADL
Candel Therapeutics, Inc.

Healthcare
38.9K
New
$5.65 - $12.21 $220K - $475K
38.9K $219K
Activity Summary
Buys All Purchases 356 New Holdings 47 Increased Positions 309 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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