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
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.06K
New
$149.56 - $212.83 $158K - $225K
1.06K $224K
SPOT
Spotify Technology S.A.

Communication Services
291
New
$503.3 - $775.9 $146K - $226K
291 $223K
FNDX
Schwab Fundamental U S Large C

ETFs
9.12K
New
$20.84 - $24.54 $190K - $224K
9.12K $223K
OTIS
Otis Worldwide Corp

Industrials
2.45K
+ 45.23%
$90.88 - $104.3 $222K - $255K
7.86K $778K
MS
Morgan Stanley

Financial Services
33
+ 0.37%
$99.83 - $140.86 $3.29K - $4.65K
8.84K $1.25M
CHTR
Charter Communications, Inc.

Communication Services
531
New
$321.68 - $427.25 $171K - $227K
531 $217K
ADBE
Adobe Inc.

Technology
520
+ 11.82%
$340.0 - $420.68 $177K - $219K
4.92K $1.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.43K
+ 9.0%
$63.54 - $68.5 $218K - $235K
41.5K $2.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.05K
+ 51.02%
$152.42 - $182.82 $159K - $191K
3.1K $566K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.49K
New
$50.27 - $62.05 $175K - $216K
3.49K $215K
PBF
Pbf Energy Inc.

Energy
9.8K
New
$14.37 - $24.39 $141K - $239K
9.8K $212K
AVUS
American Centy ETF Tr Avantis

ETFs
2.1K
New
$81.38 - $100.82 $171K - $211K
2.1K $211K
MKL
Markel Corp

Financial Services
105
New
$1678.5 - $1997.36 $176K - $210K
105 $209K
SNPS
Synopsys Inc

Technology
181
+ 13.18%
$380.9 - $517.66 $68.9K - $93.7K
1.55K $796K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.95K
New
$51.68 - $52.76 $204K - $209K
3.95K $208K
LHX
L3 Harris Technologies, Inc.

Industrials
830
New
$200.21 - $256.99 $166K - $213K
830 $208K
HCA
Hca Healthcare, Inc.

Healthcare
197
+ 5.66%
$317.61 - $387.52 $62.6K - $76.3K
3.68K $1.41M
NPO
Enpro Industries, Inc

Industrials
1.08K
New
$137.27 - $193.1 $148K - $208K
1.08K $205K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.47K
+ 90.06%
$82.21 - $83.12 $203K - $205K
5.2K $431K
FPX
First Trust Us Equity Opportun

ETFs
1.4K
New
$99.2 - $144.91 $139K - $203K
1.4K $203K
QCOM
Qualcomm Inc

Technology
433
+ 1.84%
$124.66 - $159.48 $54K - $69.1K
24K $3.82M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.85K
New
$59.24 - $71.39 $169K - $203K
2.85K $202K
IRM
Iron Mountain Inc

Real Estate
1.96K
New
$76.93 - $105.25 $151K - $207K
1.96K $201K
MAR
Marriott International Inc

Consumer Cyclical
734
New
$211.12 - $274.14 $155K - $201K
734 $200K
MSTR
Microstrategy Inc

Technology
126
+ 9.9%
$237.95 - $421.61 $30K - $53.1K
1.4K $565K
GLW
Corning Inc

Technology
2.31K
+ 22.35%
$39.07 - $52.59 $90.2K - $121K
12.6K $664K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.73K
+ 34.17%
$50.39 - $60.05 $137K - $164K
10.7K $642K
CAH
Cardinal Health Inc

Healthcare
102
+ 1.78%
$125.0 - $168.0 $12.8K - $17.1K
5.82K $978K
FMBH
First Mid Bancshares, Inc.

Financial Services
726
+ 1.16%
$31.0 - $38.22 $22.5K - $27.7K
63.3K $2.37M
ASML
Asml Holding Nv

Technology
38
+ 3.34%
$595.37 - $815.24 $22.6K - $31K
1.18K $941K
MPC
Marathon Petroleum Corp

Energy
349
+ 6.02%
$118.55 - $170.08 $41.4K - $59.4K
6.15K $1.02M
VFH
Vanguard Financial ETF

ETFs
309
+ 1.76%
$104.87 - $127.3 $32.4K - $39.3K
17.8K $2.27M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 50.07%
$40.94 - $52.1 $111K - $142K
8.16K $425K
LMT
Lockheed Martin Corp

Industrials
176
+ 3.2%
$430.82 - $486.45 $75.8K - $85.6K
5.67K $2.63M
SQ
Block, Inc.

Technology
3K
New
N/A
3K $171K
AMP
Ameriprise Financial Inc

Financial Services
154
+ 8.97%
$422.19 - $533.73 $65K - $82.2K
1.87K $998K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
48
+ 0.35%
$60.22 - $80.1 $2.89K - $3.84K
13.6K $1.09M
SOXX
Ishares Semiconductor ETF

ETFs
70
+ 2.4%
$154.86 - $239.07 $10.8K - $16.7K
2.98K $711K
DFIV
Dimensional ETF Tr

ETFs
108
+ 0.25%
$34.67 - $43.21 $3.74K - $4.67K
44.2K $1.89M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.76K
+ 3.71%
$35.3 - $37.51 $97.5K - $104K
77.2K $2.9M
XYL
Xylem Inc.

Industrials
988
+ 35.27%
$102.86 - $129.5 $102K - $128K
3.79K $490K
PML
Pimco Municipal Income Fund Ii

Financial Services
20.8K
New
$7.29 - $8.14 $152K - $170K
20.8K $155K
MUB
Ishares National Muni Bond ETF

ETFs
1.52K
+ 36.68%
$102.31 - $105.8 $155K - $160K
5.65K $589K
MBWM
Mercantile Bank Corp

Financial Services
2.7K
+ 31.29%
$38.53 - $46.41 $104K - $125K
11.3K $524K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
156
+ 5.63%
$201.28 - $266.34 $31.4K - $41.5K
2.93K $780K
MSI
Motorola Solutions, Inc.

Technology
399
+ 32.87%
$394.72 - $440.39 $157K - $176K
1.61K $678K
PRF
Invesco Exchange Traded Fd Tr

ETFs
846
+ 1.42%
$35.77 - $42.27 $30.3K - $35.8K
60.4K $2.55M
JHMM
John Hancock Multifactor Mid C

ETFs
1.9K
+ 24.25%
$50.32 - $61.13 $95.4K - $116K
9.71K $593K
MPWR
Monolithic Power Systems Inc

Technology
55
+ 7.99%
$455.19 - $737.73 $25K - $40.6K
743 $543K
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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