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
COF
Capital One Financial Corp

Financial Services
212
+ 8.98%
$163.87 - $209.82 $34.7K - $44.5K
2.57K $461K
SSNC
Ss&C Technologies Holdings Inc

Technology
210
+ 7.39%
$74.75 - $89.13 $15.7K - $18.7K
3.05K $254K
AFL
Aflac Inc

Financial Services
53
+ 1.29%
$100.99 - $111.19 $5.35K - $5.89K
4.15K $461K
IYH
Ishares Tr

ETFs
1
+ 0.01%
$58.32 - $62.76 $58.3 - $62.8
13.9K $844K
IYR
Ishares Tr

ETFs
181
+ 2.9%
$89.49 - $98.98 $16.2K - $17.9K
6.43K $615K
CATH
Global X Fds Global X S&P 500

ETFs
684
+ 15.99%
$66.14 - $74.2 $45.2K - $50.8K
4.96K $335K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
377
+ 6.24%
$90.0 - $96.32 $33.9K - $36.3K
6.42K $592K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
99
+ 2.1%
$46.83 - $56.05 $4.64K - $5.55K
4.81K $255K
FCX
Freeport Mcmoran Inc

Basic Materials
958
+ 6.46%
$34.5 - $43.01 $33.1K - $41.2K
15.8K $597K
D
Dominion Energy, Inc

Utilities
228
+ 3.01%
$52.85 - $57.43 $12K - $13.1K
7.8K $437K
SJM
J M Smucker CO

Consumer Defensive
85
+ 4.16%
$100.41 - $118.41 $8.53K - $10.1K
2.13K $252K
NSC
Norfolk Southern Corp

Industrials
68
+ 1.52%
$227.69 - $259.76 $15.5K - $17.7K
4.55K $1.08M
NUE
Nucor Corp

Basic Materials
140
+ 5.81%
$114.48 - $142.52 $16K - $20K
2.55K $306K
SPGI
S&P Global Inc.

Financial Services
26
+ 2.22%
$478.26 - $543.77 $12.4K - $14.1K
1.2K $609K
VONV
Vanguard Russell 1000 Value Et

ETFs
30
+ 0.19%
$80.21 - $86.14 $2.41K - $2.58K
15.9K $1.31M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8
+ 0.1%
$97.38 - $104.52 $779 - $836
8.04K $821K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
682
+ 7.96%
$113.22 - $126.36 $77.2K - $86.2K
9.25K $1.06M
CPK
Chesapeake Utilities Corp

Utilities
31
+ 1.48%
$116.55 - $130.37 $3.61K - $4.04K
2.13K $273K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.9K
+ 4.11%
$82.81 - $92.93 $405K - $455K
124K $10.6M
MSI
Motorola Solutions, Inc.

Technology
100
+ 8.98%
$411.73 - $482.1 $41.2K - $48.2K
1.21K $531K
CNM
Core & Main, Inc.

Industrials
700
+ 10.81%
$46.27 - $57.26 $32.4K - $40.1K
7.17K $346K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
360
+ 14.93%
$89.18 - $104.04 $32.1K - $37.5K
2.77K $253K
JKHY
Henry Jack & Associates Inc

Technology
21
+ 1.33%
$166.47 - $191.28 $3.5K - $4.02K
1.6K $291K
CBRE
Cbre Group, Inc.

Real Estate
110
+ 6.4%
$121.79 - $147.13 $13.4K - $16.2K
1.83K $239K
XLI
Industrial Sector Spdr

ETFs
116
+ 4.34%
$128.78 - $141.67 $14.9K - $16.4K
2.79K $365K
XYL
Xylem Inc.

Industrials
9
+ 0.32%
$114.02 - $132.04 $1.03K - $1.19K
2.8K $334K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
105
+ 2.63%
$100.32 - $100.76 $10.5K - $10.6K
4.09K $411K
SENS
Senseonics Holdings, Inc.

Healthcare
13K
New
$0.43 - $1.31 $5.59K - $17K
13K $8K
AVLV
American Centy ETF Tr Avantis
195
+ 5.93%
$63.51 - $70.42 $12.4K - $13.7K
3.48K $227K
SCHO
Schwab Short Term Us Treasury

ETFs
214
+ 1.67%
$24.1 - $24.34 $5.16K - $5.21K
13.1K $317K
ADSK
Autodesk, Inc.

Technology
30
+ 3.5%
N/A
888 $218K
TDVG
T Rowe Price Exchange Traded F

Technology
22
+ 0.29%
$39.23 - $42.13 $863 - $927
7.71K $311K
MCO
Moodys Corp

Financial Services
30
+ 3.18%
$437.8 - $527.48 $13.1K - $15.8K
973 $453K
CMI
Cummins Inc

Industrials
107
+ 13.06%
$312.92 - $386.07 $33.5K - $41.3K
926 $290K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
2
+ 0.02%
$32.17 - $35.61 $64.3 - $71.2
12.4K $427K
POET
Poet Technologies Inc.

Technology
8.78K
+ 62.42%
$3.29 - $6.75 $28.9K - $59.3K
22.9K $86K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.32K
+ 5.53%
$120.29 - $134.6 $159K - $178K
25.2K $3.08M
INDA
Ishares Msci India Index Fund

ETFs
176
+ 3.21%
$47.8 - $53.4 $8.41K - $9.4K
5.65K $291K
GS
Goldman Sachs Group Inc

Financial Services
170
+ 4.92%
$524.81 - $672.19 $89.2K - $114K
3.62K $1.98M
EW
Edwards Lifesciences Corp

Healthcare
316
+ 2.22%
$67.95 - $76.19 $21.5K - $24.1K
14.5K $1.05M
MMLP
Martin Midstream Partners L.P.

Energy
39
+ 0.14%
$3.21 - $3.76 $125 - $147
27.8K $100K
Kenvue Inc
9.43K
New
N/A
9.43K $0
Bunge Global Sa
2.69K
+ 76.91%
N/A
6.19K $0
Brookfield Corp
7
+ 0.01%
N/A
88.2K $0
Buzzfeed Inc
13.6K
New
N/A
13.6K $0
ATAI
Atai Life Sciences N.V.

Healthcare
45
+ 0.35%
$1.33 - $2.55 $59.9 - $115
12.9K $17K
Blackrock Inc
179
+ 12.03%
N/A
1.67K $0
Bitwise Bitcoin ETF Tr
57
+ 0.94%
N/A
6.11K $0
Jacobs Solutions Inc
1.68K
New
N/A
1.68K $0
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
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