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
FSK
Fs Kkr Capital Corp

Financial Services
10.3K
New
$20.47 - $24.06 $211K - $248K
10.3K $216K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.32K
New
$40.03 - $46.81 $213K - $249K
5.32K $216K
IYW
Ishares Dj Us Tech ETF

ETFs
2.21K
+ 44.32%
$140.44 - $166.79 $311K - $369K
7.2K $1.01M
HSY
Hershey CO

Consumer Defensive
1.24K
New
$144.74 - $186.36 $180K - $231K
1.24K $212K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.46K
New
$25.05 - $25.16 $212K - $213K
8.46K $212K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.96K
New
$79.66 - $108.41 $156K - $212K
1.96K $212K
SNY
Sanofi

Healthcare
3.82K
New
$48.15 - $59.42 $184K - $227K
3.82K $211K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.71K
New
$55.11 - $65.5 $205K - $243K
3.71K $211K
IWL
Ishares Tr Russell 200 ETF

ETFs
1.54K
New
$135.83 - $151.73 $209K - $234K
1.54K $211K
EOG
Eog Resources Inc

Energy
1.43K
+ 34.06%
$120.54 - $138.05 $172K - $198K
5.63K $722K
WAT
Waters Corp

Healthcare
553
New
$362.16 - $417.28 $200K - $231K
553 $203K
ARLP
Alliance Resource Partners LP

Energy
7.46K
New
$24.47 - $29.24 $183K - $218K
7.46K $203K
HOOD
Robinhood Markets, Inc.

Technology
4.9K
New
$35.63 - $65.28 $175K - $320K
4.9K $203K
BP
Bp PLC

Energy
6K
New
$29.93 - $35.31 $180K - $212K
6K $202K
BNDX
Vanguard Total International B

ETFs
4.12K
New
$48.33 - $49.5 $199K - $204K
4.12K $201K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.61K
New
$120.07 - $144.17 $193K - $232K
1.61K $200K
MFC
Manulife Financial Corp

Financial Services
6.27K
+ 62.31%
$28.41 - $31.82 $178K - $199K
16.3K $508K
XLE
Energy Sector Spdr

ETFs
1.65K
+ 27.72%
$85.7 - $93.96 $141K - $155K
7.61K $710K
DFIV
Dimensional ETF Tr

ETFs
544
+ 1.25%
$35.33 - $40.77 $19.2K - $22.2K
44.1K $1.73M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.96K
+ 20.81%
$49.25 - $50.66 $195K - $201K
23K $1.14M
MS
Morgan Stanley

Financial Services
2.04K
+ 30.16%
$111.68 - $141.08 $228K - $288K
8.81K $1.03M
MET
Metlife Inc

Financial Services
2.23K
+ 71.39%
$77.7 - $87.0 $174K - $194K
5.36K $430K
OEF
Ishares S&P 100 ETF

ETFs
647
+ 4.29%
N/A
15.7K $4.19M
IAU
Ishares Gold Trust

ETFs
1.33K
+ 13.55%
$49.74 - $58.96 $66.2K - $78.4K
11.1K $657K
CTAS
Cintas Corp

Industrials
446
+ 14.12%
$182.09 - $208.14 $81.2K - $92.8K
3.61K $740K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.13K
+ 15.75%
$101.42 - $113.2 $114K - $127K
8.27K $910K
AXP
American Express CO

Financial Services
1.47K
+ 17.31%
$255.39 - $325.87 $375K - $479K
9.96K $2.68M
TPL
Texas Pacific Land Corp

Energy
1
+ 0.14%
$1180.08 - $1431.01 $1.18K - $1.43K
706 $935K
SBUX
Starbucks Corp

Consumer Cyclical
562
+ 4.28%
$91.75 - $115.81 $51.6K - $65.1K
13.7K $1.34M
CNC
Centene Corp

Healthcare
1.98K
+ 1.04%
$55.93 - $65.89 $111K - $131K
192K $11.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
112
+ 10.57%
$402.49 - $513.76 $45.1K - $57.5K
1.17K $568K
AVY
Avery Dennison Corp

Industrials
890
+ 36.82%
$174.58 - $195.91 $155K - $174K
3.31K $588K
IGR
Cbre Global Real Estate Income Fund

Financial Services
26.4K
New
$4.79 - $5.34 $127K - $141K
26.4K $136K
ICE
Intercontinental Exchange, Inc.

Financial Services
290
+ 7.93%
$142.8 - $176.36 $41.4K - $51.1K
3.95K $681K
HON
Honeywell International Inc

Industrials
1.27K
+ 13.45%
$202.75 - $226.52 $258K - $288K
10.7K $2.27M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
9.7K
+ 68.17%
$9.19 - $12.93 $89.2K - $125K
23.9K $267K
QUAL
Ishares Msci Usa Quality Facto

ETFs
836
+ 68.86%
$168.16 - $186.21 $141K - $156K
2.05K $350K
G
Genpact LTD

Technology
1.91K
+ 39.67%
$42.88 - $55.54 $81.8K - $106K
6.72K $338K
ROP
Roper Technologies Inc

Industrials
51
+ 3.51%
$502.71 - $593.81 $25.6K - $30.3K
1.5K $886K
KMB
Kimberly Clark Corp

Consumer Defensive
311
+ 4.03%
$124.46 - $147.4 $38.7K - $45.8K
8.03K $1.14M
SPMD
Spdr Portfolio

ETFs
15.7K
+ 8.16%
$50.21 - $57.73 $787K - $905K
208K $10.6M
C
Citigroup Inc

Financial Services
1.69K
+ 20.57%
$67.23 - $84.63 $114K - $143K
9.92K $704K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.69K
+ 33.48%
$165.25 - $224.62 $280K - $381K
6.75K $1.12M
PAAS
Pan American Silver Corp

Basic Materials
60
+ 0.28%
$20.61 - $26.7 $1.24K - $1.6K
21.3K $549K
ENB
Enbridge Inc

Energy
1.01K
+ 2.49%
$41.54 - $45.45 $41.9K - $45.9K
41.5K $1.84M
AWK
American Water Works Company, Inc.

Utilities
118
+ 2.79%
$121.01 - $149.31 $14.3K - $17.6K
4.34K $640K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.13K
+ 2.49%
$39.96 - $43.3 $85.1K - $92.2K
87.5K $3.61M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
12.2K
New
$8.4 - $9.45 $102K - $115K
12.2K $109K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
650
+ 3.28%
$48.65 - $53.06 $31.6K - $34.5K
20.5K $1.06M
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
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