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
CPRT
Copart Inc

Consumer Cyclical
2.96K
+ 46.63%
$51.36 - $63.8 $152K - $189K
9.3K $533K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.84K
+ 36.51%
$57.32 - $59.66 $220K - $229K
14.4K $823K
WCN
Waste Connections, Inc.

Industrials
1.17K
New
$171.06 - $193.25 $200K - $226K
1.17K $200K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.89K
+ 56.91%
$104.52 - $115.08 $198K - $218K
5.21K $550K
VIS
Vanguard Industrial ETF

ETFs
832
+ 36.91%
$254.39 - $279.7 $212K - $233K
3.09K $785K
XLK
Technology Sector Spdr

ETFs
600
+ 6.95%
$220.26 - $241.44 $132K - $145K
9.23K $2.15M
PGR
Progressive Corp

Financial Services
1.3K
+ 15.43%
$239.6 - $268.88 $312K - $350K
9.73K $2.33M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.73K
+ 1.47%
$87.25 - $95.52 $151K - $165K
119K $10.5M
NRDY
Nerdy Inc.

Technology
75K
+ 85.34%
$0.82 - $1.9 $61.5K - $143K
163K $263K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.2K
+ 75.52%
$81.68 - $82.93 $179K - $182K
5.1K $418K
ADI
Analog Devices Inc

Technology
1.2K
+ 26.03%
$206.35 - $236.48 $248K - $284K
5.82K $1.24M
PYPL
Pay Pal Holdings, Inc.

Financial Services
623
+ 3.82%
$77.25 - $91.3 $48.1K - $56.9K
16.9K $1.44M
MCK
Mckesson Corp

Healthcare
174
+ 18.65%
$482.27 - $628.5 $83.9K - $109K
1.11K $630K
VTRS
Viatris Inc

Healthcare
11.8K
+ 76.04%
$11.32 - $13.37 $133K - $158K
27.3K $339K
T
At&T Inc.

Communication Services
4.67K
+ 6.93%
$21.22 - $23.88 $99.1K - $111K
72.1K $1.64M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.14K
+ 62.88%
$128.36 - $186.0 $274K - $398K
5.54K $712K
MSI
Motorola Solutions, Inc.

Technology
321
+ 40.48%
$449.08 - $504.6 $144K - $162K
1.11K $514K
EOG
Eog Resources Inc

Energy
1.3K
+ 44.66%
$118.22 - $136.54 $153K - $177K
4.2K $514K
FICO
Fair Isaac Corp

Technology
72
+ 28.24%
$1911.01 - $2382.4 $138K - $172K
327 $651K
VXF
Vanguard Extended Market ETF

ETFs
73
+ 0.41%
$179.17 - $207.15 $13.1K - $15.1K
17.7K $3.36M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
24
+ 0.88%
$173.13 - $258.09 $4.16K - $6.19K
2.75K $634K
CAPR
Capricor Therapeutics, Inc.

Healthcare
10.9K
New
$12.9 - $21.99 $141K - $241K
10.9K $151K
ADBE
Adobe Inc.

Technology
906
+ 26.07%
$437.39 - $552.96 $396K - $501K
4.38K $1.95M
CG
Carlyle Group Inc.

Financial Services
1.75K
+ 21.68%
$43.2 - $54.81 $75.6K - $96K
9.83K $496K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.07K
+ 4.66%
$77.02 - $78.58 $236K - $241K
68.9K $5.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.26K
+ 5.88%
$96.64 - $101.23 $604K - $633K
113K $10.9M
C
Citigroup Inc

Financial Services
1.22K
+ 17.38%
$61.31 - $72.5 $74.7K - $88.3K
8.23K $579K
SPYG
Spdr Portfolio

ETFs
527
+ 2.81%
$81.74 - $91.38 $43.1K - $48.2K
19.3K $1.69M
NET
Cloudflare, Inc.

Technology
3
+ 0.06%
$78.11 - $117.56 $234 - $353
5.12K $551K
RSG
Republic Services, Inc.

Industrials
687
+ 68.63%
$198.0 - $218.75 $136K - $150K
1.69K $339K
HLI
Houlihan Lokey, Inc.

Financial Services
305
+ 5.87%
$158.81 - $190.49 $48.4K - $58.1K
5.5K $955K
COP
Conocophillips

Energy
1.94K
+ 18.98%
$95.12 - $114.72 $185K - $223K
12.2K $1.21M
ZTS
Zoetis Inc.

Healthcare
1.49K
+ 43.11%
$162.24 - $194.42 $242K - $290K
4.95K $806K
GNTX
Gentex Corp

Consumer Cyclical
4.62K
+ 55.24%
$28.6 - $31.34 $132K - $145K
13K $373K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14
+ 0.24%
$340.59 - $380.5 $4.77K - $5.33K
5.79K $2.12M
HYG
Ishares Tr

ETFs
1.63K
+ 63.52%
$78.09 - $80.04 $127K - $130K
4.19K $329K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
620
+ 4.2%
$124.61 - $133.96 $77.3K - $83.1K
15.4K $1.98M
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.64K
+ 23.48%
$59.58 - $67.31 $97.7K - $110K
8.62K $545K
FDX
Fedex Corp

Industrials
336
+ 11.7%
$260.5 - $305.15 $87.5K - $103K
3.21K $902K
WSO
Watsco Inc

Industrials
284
+ 23.95%
$466.57 - $568.78 $133K - $162K
1.47K $696K
TJX
Tjx Companies Inc

Consumer Cyclical
397
+ 2.1%
$112.15 - $127.2 $44.5K - $50.5K
19.3K $2.33M
GDDY
Go Daddy Inc.

Technology
135
+ 6.75%
$153.16 - $209.03 $20.7K - $28.2K
2.13K $421K
VRT
Vertiv Holdings CO

Industrials
1.23K
+ 42.34%
N/A
4.15K $359K
FTV
Fortive Corp

Technology
1.6K
+ 41.79%
$71.16 - $79.68 $114K - $128K
5.43K $407K
MUB
Ishares National Muni Bond ETF

ETFs
1.07K
+ 24.22%
$105.78 - $108.7 $113K - $116K
5.48K $584K
SRE
Sempra Energy

Utilities
722
+ 8.26%
$80.81 - $94.77 $58.3K - $68.4K
9.46K $830K
TTD
Trade Desk, Inc.

Technology
640
+ 22.94%
$108.7 - $139.51 $69.6K - $89.3K
3.43K $403K
MUSA
Murphy Usa Inc.

Consumer Cyclical
174
+ 18.93%
$473.11 - $555.48 $82.3K - $96.7K
1.09K $548K
GILD
Gilead Sciences, Inc.

Healthcare
47
+ 0.44%
$83.95 - $97.9 $3.95K - $4.6K
10.7K $991K
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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