Moneta Group Investment Advisors LLC Purchases in Q2 2025

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEN
Penumbra Inc

Healthcare
1.32K
New
$253.22 - $299.78 $334K - $395K
1.32K $338K
UBER
Uber Technologies, Inc

Technology
785
+ 6.1%
$64.62 - $93.3 $50.7K - $73.2K
13.6K $1.27M
BX
Blackstone Inc.

Financial Services
1.18K
+ 7.13%
$120.07 - $151.11 $141K - $178K
17.7K $2.64M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.44K
+ 32.94%
$61.79 - $76.67 $212K - $264K
13.9K $1.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.47K
New
$171.4 - $227.1 $252K - $334K
1.47K $334K
CEG
Constellation Energy Corp

Utilities
1.01K
New
$170.96 - $322.76 $172K - $324K
1.01K $324K
MU
Micron Technology Inc

Technology
2.62K
New
$64.72 - $127.91 $169K - $335K
2.62K $322K
NEM
Newmont Corp

Basic Materials
5.49K
New
$44.18 - $59.46 $242K - $326K
5.49K $319K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.2K
New
$57.46 - $75.58 $241K - $317K
4.2K $317K
CRM
Salesforce, Inc.

Technology
1K
+ 11.09%
$236.26 - $291.15 $237K - $292K
10.1K $2.74M
KD
Kyndryl Holdings, Inc.

Technology
7.42K
New
$27.77 - $41.96 $206K - $311K
7.42K $311K
VST
Vistra Corp.

Utilities
269
+ 7.94%
$98.07 - $195.04 $26.4K - $52.5K
3.66K $708K
WWD
Woodward, Inc.

Industrials
1.24K
New
$157.29 - $247.55 $194K - $306K
1.24K $302K
MBB
Ishares Tr

ETFs
3.23K
New
$91.41 - $94.22 $295K - $304K
3.23K $302K
AMAT
Applied Materials Inc

Technology
152
+ 2.14%
$126.95 - $183.52 $19.3K - $27.9K
7.26K $1.33M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.17K
New
$40.51 - $71.03 $169K - $296K
4.17K $293K
ONB
Old National Bancorp

Financial Services
13.6K
New
$17.95 - $22.57 $244K - $307K
13.6K $290K
LUMN
Lumen Technologies, Inc.

Communication Services
66.3K
New
$3.07 - $4.51 $203K - $299K
66.3K $290K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.27K
+ 4.17%
$72.61 - $88.75 $91.9K - $112K
31.6K $2.81M
FLR
Fluor Corp

Industrials
5.55K
New
$30.86 - $51.42 $171K - $285K
5.55K $284K
SHAK
Shake Shack Inc.

Consumer Cyclical
2K
New
$75.85 - $140.6 $151K - $281K
2K $280K
NRG
Nrg Energy, Inc.

Utilities
1.73K
New
$83.61 - $162.67 $144K - $281K
1.73K $277K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.68K
+ 41.78%
$81.46 - $94.63 $218K - $254K
9.1K $861K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
189
+ 3.96%
$468.22 - $566.51 $88.5K - $107K
4.96K $2.81M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
63
+ 0.55%
$376.48 - $440.65 $23.7K - $27.8K
11.5K $5.06M
SR
Spire Inc

Utilities
3.58K
New
$71.03 - $79.07 $254K - $283K
3.58K $261K
DFUS
Dimensional ETF Tr U S Equity

ETFs
70
+ 0.18%
$53.65 - $67.02 $3.76K - $4.69K
39.1K $2.62M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.26K
New
$77.94 - $79.5 $254K - $259K
3.26K $259K
ZS
Zscaler, Inc.

Technology
828
New
$174.67 - $315.32 $145K - $261K
828 $259K
ARW
Arrow Electronics Inc

Technology
2.03K
New
$90.32 - $128.28 $183K - $260K
2.03K $258K
SF
Stifel Financial Corp

Financial Services
765
+ 4.29%
$76.49 - $103.78 $58.5K - $79.4K
18.6K $1.93M
CTVA
Corteva, Inc.

Basic Materials
1.72K
+ 16.9%
$55.52 - $74.53 $95.7K - $128K
11.9K $888K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 4.07%
$4164.15 - $5789.24 $29.1K - $40.5K
179 $1.04M
IXUS
Ishares Tr

ETFs
333
+ 1.15%
$62.37 - $77.63 $20.8K - $25.9K
29.3K $2.27M
SYK
Stryker Corp

Healthcare
316
+ 6.32%
$337.37 - $395.63 $107K - $125K
5.32K $2.1M
TT
Trane Technologies PLC

Industrials
79
+ 3.84%
$315.21 - $437.41 $24.9K - $34.6K
2.14K $935K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.12K
+ 2.4%
$30.87 - $39.17 $34.5K - $43.8K
47.7K $1.87M
AIQ
Global X Funds Global X Artifi

ETFs
5.43K
New
$31.5 - $43.69 $171K - $237K
5.43K $237K
XLC
Select Sector Spdr Tr Communic

ETFs
1.73K
+ 42.16%
$86.13 - $108.53 $149K - $187K
5.82K $631K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.38K
+ 7.22%
$67.03 - $80.35 $159K - $191K
35.3K $2.81M
XLY
Select Sector Spdr Consumer Di

ETFs
508
+ 8.21%
$176.34 - $218.59 $89.6K - $111K
6.69K $1.45M
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.1K
New
$33.86 - $45.77 $173K - $233K
5.1K $233K
XLI
Industrial Sector Spdr

ETFs
1.26K
+ 45.29%
$116.42 - $147.52 $147K - $186K
4.05K $597K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.13K
+ 30.45%
$70.56 - $87.22 $150K - $186K
9.12K $795K
KLAC
Kla Corp

Technology
6
+ 0.57%
$576.53 - $902.94 $3.46K - $5.42K
1.05K $941K
ADI
Analog Devices Inc

Technology
177
+ 3.41%
$164.6 - $238.02 $29.1K - $42.1K
5.37K $1.28M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.97K
New
$86.24 - $117.44 $170K - $232K
1.97K $231K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.94K
+ 21.53%
$45.11 - $52.34 $178K - $206K
22.2K $1.16M
LAD
Lithia Motors Inc

Consumer Cyclical
674
New
$271.94 - $339.35 $183K - $229K
674 $227K
Activity Summary
Buys All Purchases 460 New Holdings 65 Increased Positions 395 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 1 Puts 0
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