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
ADP
Automatic Data Processing Inc

Industrials
185
+ 2.03%
$233.44 - $279.45 $43.2K - $51.7K
9.28K $2.57M
SPYG
Spdr Portfolio

ETFs
4.19K
+ 28.83%
$73.38 - $84.1 $308K - $352K
18.7K $1.55M
OGE
Oge Energy Corp.

Utilities
9.08K
New
$35.12 - $41.18 $319K - $374K
9.08K $372K
NOW
Service Now, Inc.

Technology
234
+ 16.25%
$730.87 - $937.36 $171K - $219K
1.67K $1.5M
PSA
Public Storage

Real Estate
192
+ 5.0%
$283.13 - $365.01 $54.4K - $70.1K
4.03K $1.47M
AMGN
Amgen Inc

Healthcare
723
+ 5.84%
$309.38 - $337.38 $224K - $244K
13.1K $4.22M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.42K
New
$38.33 - $42.48 $323K - $358K
8.42K $353K
NVS
Novartis Ag

Healthcare
3.05K
+ 1051.03%
$106.13 - $120.89 $323K - $368K
3.34K $383K
EXAS
Exact Sciences Corp

Healthcare
580
+ 4.98%
$42.43 - $70.83 $24.6K - $41.1K
12.2K $832K
VFH
Vanguard Financial ETF

ETFs
1.62K
+ 10.89%
$99.27 - $111.21 $160K - $180K
16.4K $1.81M
SBUX
Starbucks Corp

Consumer Cyclical
743
+ 6.08%
$72.51 - $98.6 $53.9K - $73.3K
13K $1.26M
DGRO
Ishares Core Dividend Growth E

ETFs
3.17K
+ 14.19%
$57.47 - $62.76 $182K - $199K
25.5K $1.6M
MCHP
Microchip Technology Inc

Technology
3.87K
New
$72.0 - $95.98 $279K - $372K
3.87K $311K
NFLX
Netflix Inc

Communication Services
173
+ 3.19%
$598.55 - $722.26 $104K - $125K
5.59K $3.96M
CCI
Crown Castle International Corp

Real Estate
2.59K
New
$95.29 - $120.24 $247K - $312K
2.59K $307K
FNDF
Schwab Fundamental Intl Large

ETFs
4.6K
+ 8.57%
$33.67 - $37.71 $155K - $173K
58.3K $2.18M
KKR
Kkr & Co. Inc.

Financial Services
2.27K
New
$104.51 - $133.23 $237K - $303K
2.27K $296K
ALL
Allstate Corp

Financial Services
1.57K
New
$158.43 - $192.86 $248K - $302K
1.57K $296K
MFC
Manulife Financial Corp

Financial Services
9.92K
New
$24.13 - $29.63 $239K - $294K
9.92K $293K
MBB
Ishares Tr

ETFs
2.97K
New
$90.85 - $96.66 $270K - $287K
2.97K $284K
FLR
Fluor Corp

Industrials
5.95K
New
$43.22 - $50.26 $257K - $299K
5.95K $283K
IYW
Ishares Dj Us Tech ETF

ETFs
1.83K
+ 56.25%
$133.16 - $158.73 $244K - $291K
5.09K $771K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.74K
+ 99.83%
$47.01 - $48.2 $270K - $277K
11.5K $552K
TJX
Tjx Companies Inc

Consumer Cyclical
1.26K
+ 7.13%
$107.93 - $120.23 $136K - $151K
18.9K $2.22M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
627
+ 12.17%
$305.34 - $350.41 $191K - $220K
5.78K $2M
ITM
Vaneck Intermediate Muni ETF

ETFs
5.86K
New
$45.67 - $47.0 $267K - $275K
5.86K $274K
EQIX
Equinix Inc

Real Estate
308
New
$749.0 - $890.01 $231K - $274K
308 $273K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.12K
New
$81.1 - $89.18 $253K - $278K
3.12K $273K
OZ
Belpointe Prep, LLC

Real Estate
3.94K
New
$58.0 - $72.4 $228K - $285K
3.94K $271K
UL
Unilever PLC

Consumer Defensive
4.12K
New
$54.7 - $65.59 $226K - $270K
4.12K $267K
GS
Goldman Sachs Group Inc

Financial Services
304
+ 11.67%
$459.02 - $510.25 $140K - $155K
2.91K $1.44M
USFR
Wisdomtree Floating Rate Treas

ETFs
5.21K
New
$50.2 - $50.48 $261K - $263K
5.21K $261K
CORT
Corcept Therapeutics Inc

Healthcare
5.62K
New
$29.51 - $46.26 $166K - $260K
5.62K $259K
VRT
Vertiv Holdings CO

Industrials
2.91K
New
$86.66 - $86.66 $252K - $252K
2.91K $252K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.04K
New
$75.88 - $83.21 $230K - $253K
3.04K $252K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.93K
+ 56.14%
$53.41 - $57.9 $210K - $228K
10.9K $632K
BIIB
Biogen Inc.

Healthcare
1.29K
New
$189.07 - $236.8 $244K - $306K
1.29K $250K
CIGI
Colliers International Group Inc.

Real Estate
1.64K
New
$107.14 - $151.82 $175K - $248K
1.64K $248K
MELI
Mercadolibre Inc

Consumer Cyclical
75
+ 33.94%
$1591.44 - $2140.1 $119K - $161K
296 $606K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.34K
New
$94.31 - $103.26 $220K - $241K
2.34K $239K
COOK
Traeger, Inc.

Consumer Cyclical
22.6K
+ 18.59%
$2.15 - $3.92 $48.7K - $88.8K
144K $531K
XLK
Technology Sector Spdr

ETFs
1.06K
+ 14.04%
$197.34 - $237.68 $210K - $253K
8.63K $1.95M
SHW
Sherwin Williams CO

Basic Materials
193
+ 10.42%
$294.65 - $384.0 $56.9K - $74.1K
2.05K $780K
IYK
Ishares U.S. Consumer Staples

ETFs
3.24K
New
$65.27 - $72.12 $211K - $234K
3.24K $228K
HWBK
Hawthorn Bancshares, Inc.

Financial Services
9.14K
New
$20.03 - $25.22 $183K - $231K
9.14K $228K
WELL
Welltower Inc.

Real Estate
1.78K
New
$104.0 - $129.74 $185K - $230K
1.78K $227K
HSY
Hershey CO

Consumer Defensive
1.17K
New
$182.45 - $203.25 $214K - $238K
1.17K $224K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.09K
New
$72.18 - $107.33 $151K - $225K
2.09K $222K
CBRE
Cbre Group, Inc.

Real Estate
1.79K
New
$85.97 - $124.48 $154K - $222K
1.79K $222K
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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