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
VNQI
Vanguard Global Ex U.S. Real

ETFs
476
+ 3.16%
$40.45 - $47.24 $19.3K - $22.5K
15.5K $729K
TRV
Travelers Companies, Inc.

Financial Services
315
+ 22.45%
$201.87 - $242.35 $63.6K - $76.3K
1.72K $402K
TSCO
Tractor Supply CO

Consumer Cyclical
229
+ 9.81%
$251.95 - $290.93 $57.7K - $66.6K
2.56K $745K
SNAP
Snap Inc

Communication Services
61K
+ 67.04%
$8.29 - $16.84 $505K - $1.03M
152K $1.63M
AFL
Aflac Inc

Financial Services
127
+ 2.88%
$88.52 - $111.8 $11.2K - $14.2K
4.54K $507K
SO
Southern CO

Utilities
367
+ 5.98%
$77.0 - $90.52 $28.3K - $33.2K
6.51K $586K
XLY
Select Sector Spdr Consumer Di

ETFs
150
+ 3.45%
$170.05 - $200.86 $25.5K - $30.1K
4.5K $901K
VONV
Vanguard Russell 1000 Value Et

ETFs
12
+ 0.08%
$76.07 - $83.33 $913 - $1K
15.8K $1.32M
GIS
General Mills Inc

Consumer Defensive
165
+ 1.85%
$62.5 - $75.15 $10.3K - $12.4K
9.11K $672K
NOC
Northrop Grumman Corp

Industrials
49
+ 5.7%
$423.73 - $533.14 $20.8K - $26.1K
909 $479K
D
Dominion Energy, Inc

Utilities
648
+ 8.97%
$48.01 - $58.53 $31.1K - $37.9K
7.87K $454K
HE
Hawaiian Electric Industries Inc

Utilities
10.4K
New
$7.74 - $17.51 $80.5K - $182K
10.4K $100K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.31K
+ 7.46%
$46.18 - $48.92 $60.7K - $64.3K
18.9K $920K
SOFI
So Fi Technologies, Inc.

Financial Services
12.3K
New
$6.32 - $8.19 $78K - $101K
12.3K $97K
PLD
Prologis, Inc.

Real Estate
475
+ 17.65%
$111.95 - $132.43 $53.2K - $62.9K
3.17K $399K
CSL
Carlisle Companies Inc

Industrials
16
+ 0.8%
$376.5 - $449.34 $6.02K - $7.19K
2.01K $904K
ECL
Ecolab Inc.

Basic Materials
211
+ 9.37%
$228.86 - $255.76 $48.3K - $54K
2.46K $628K
YUM
Yum Brands Inc

Consumer Cyclical
482
+ 14.25%
$125.95 - $139.96 $60.7K - $67.5K
3.87K $539K
IYR
Ishares Tr

ETFs
44
+ 0.72%
$86.93 - $103.61 $3.82K - $4.56K
6.19K $630K
CTVA
Corteva, Inc.

Basic Materials
821
+ 10.4%
$50.72 - $58.78 $41.6K - $48.3K
8.72K $512K
CW
Curtiss Wright Corp

Industrials
44
+ 3.48%
$265.18 - $332.22 $11.7K - $14.6K
1.31K $429K
VOTE
Engine No 1 ETF Tr

ETFs
47
+ 0.19%
$60.37 - $67.04 $2.84K - $3.15K
24.2K $1.62M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
150
+ 2.28%
$104.5 - $114.97 $15.7K - $17.2K
6.74K $771K
ACM
Aecom

Industrials
279
+ 7.89%
$82.37 - $103.25 $23K - $28.8K
3.81K $393K
APD
Air Products & Chemicals, Inc.

Basic Materials
31
+ 1.68%
$247.34 - $300.11 $7.67K - $9.3K
1.88K $559K
TIP
Ishares Tr Tips Bd ETF

ETFs
604
+ 17.27%
$105.92 - $110.83 $64K - $66.9K
4.1K $453K
SAND
Sandstorm Gold LTD

Basic Materials
10.3K
+ 36.76%
$5.04 - $6.32 $52K - $65.2K
38.4K $230K
IAT
Ishares Tr

ETFs
204
+ 1.83%
$40.8 - $48.93 $8.32K - $9.98K
11.3K $539K
TTD
Trade Desk, Inc.

Technology
449
+ 19.18%
$83.08 - $110.79 $37.3K - $49.7K
2.79K $305K
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.23%
$156.14 - $187.2 $937 - $1.12K
2.58K $476K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
446
+ 21.26%
$112.99 - $126.45 $50.4K - $56.4K
2.54K $320K
IBB
Ishares Biotechnology ETF

ETFs
283
+ 7.44%
$135.09 - $149.47 $38.2K - $42.3K
4.09K $594K
AG
First Majestic Silver Corp

Basic Materials
11.1K
+ 36.82%
$4.62 - $6.84 $51.4K - $76.1K
41.3K $248K
AMP
Ameriprise Financial Inc

Financial Services
56
+ 5.43%
$391.53 - $469.81 $21.9K - $26.3K
1.09K $510K
TXN
Texas Instruments Inc

Technology
355
+ 3.53%
$194.6 - $194.6 $69.1K - $69.1K
10.4K $2.03M
INDA
Ishares Msci India Index Fund

ETFs
917
+ 18.0%
$54.86 - $59.22 $50.3K - $54.3K
6.01K $351K
SCL
Stepan CO

Basic Materials
1.61K
+ 17.6%
$70.64 - $93.07 $113K - $149K
10.7K $829K
FDX
Fedex Corp

Industrials
454
+ 18.78%
$254.64 - $313.52 $116K - $142K
2.87K $785K
BLND
Blend Labs, Inc.

Technology
4.02K
+ 12.26%
$2.33 - $4.1 $9.36K - $16.5K
36.8K $137K
HIG
Hartford Financial Services Group, Inc.

Financial Services
12
+ 0.35%
$98.71 - $117.61 $1.18K - $1.41K
3.42K $402K
NET
Cloudflare, Inc.

Technology
842
+ 19.7%
$74.4 - $86.96 $62.6K - $73.2K
5.12K $413K
EME
Emcor Group, Inc.

Industrials
12
+ 1.49%
$340.22 - $435.6 $4.08K - $5.23K
817 $351K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.36K
+ 17.58%
$31.18 - $33.5 $42.3K - $45.4K
9.07K $301K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.03%
$186.75 - $211.16 $187 - $211
3.56K $736K
DFS
Discover Financial Services

Financial Services
290
+ 16.74%
$123.41 - $144.72 $35.8K - $42K
2.02K $283K
XLB
Select Sector Spdr Fd Material

ETFs
359
+ 12.52%
$86.95 - $97.09 $31.2K - $34.9K
3.23K $310K
MSI
Motorola Solutions, Inc.

Technology
17
+ 2.19%
$385.65 - $450.49 $6.56K - $7.66K
793 $356K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8
+ 0.03%
$56.04 - $62.99 $448 - $504
28.5K $1.74M
XLI
Industrial Sector Spdr

ETFs
131
+ 5.08%
$120.56 - $135.44 $15.8K - $17.7K
2.71K $367K
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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