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
SPSB
Spdr Portfolio Short Term Corp

ETFs
651
+ 6.58%
$29.82 - $30.19 $19.4K - $19.7K
10.5K $318K
INTC
Intel Corp

Technology
1.41K
+ 3.87%
$18.13 - $22.69 $25.6K - $32K
37.9K $848K
WDAY
Workday, Inc.

Technology
34
+ 2.08%
$210.47 - $274.71 $7.16K - $9.34K
1.67K $399K
CIGI
Colliers International Group Inc.

Real Estate
15
+ 0.82%
$106.71 - $132.85 $1.6K - $1.99K
1.84K $240K
ADSK
Autodesk, Inc.

Technology
73
+ 8.22%
N/A
961 $236K
HIG
Hartford Financial Services Group, Inc.

Financial Services
16
+ 0.32%
$109.83 - $131.67 $1.76K - $2.11K
5.05K $640K
UNP
Union Pacific Corp

Industrials
659
+ 3.04%
$208.27 - $238.46 $137K - $157K
22.3K $5.13M
RSG
Republic Services, Inc.

Industrials
40
+ 2.31%
$227.2 - $258.07 $9.09K - $10.3K
1.77K $436K
JEPI
J P Morgan Exchange Traded Fd

ETFs
331
+ 5.98%
$51.14 - $57.0 $16.9K - $18.9K
5.87K $333K
BAH
Booz Allen Hamilton Holding Corp

Industrials
184
+ 3.61%
$99.97 - $129.69 $18.4K - $23.9K
5.28K $549K
WRB
Berkley W R Corp

Financial Services
61
+ 1.51%
$64.28 - $75.17 $3.92K - $4.59K
4.1K $301K
SSNC
Ss&C Technologies Holdings Inc

Technology
180
+ 5.9%
$71.96 - $83.42 $13K - $15K
3.23K $267K
BP
Bp PLC

Energy
1.19K
+ 19.79%
$26.11 - $33.81 $31K - $40.1K
7.19K $215K
FISV
Fiserv Inc

Technology
96
+ 1.12%
N/A
8.7K $1.09M
EVRG
Evergy, Inc.

Utilities
173
+ 0.37%
$64.06 - $69.64 $11.1K - $12K
46.8K $3.23M
AFL
Aflac Inc

Financial Services
313
+ 7.55%
$99.77 - $112.45 $31.2K - $35.2K
4.46K $470K
BR
Broadridge Financial Solutions, Inc.

Technology
29
+ 1.91%
$217.22 - $246.25 $6.3K - $7.14K
1.55K $375K
SHW
Sherwin Williams CO

Basic Materials
45
+ 2.65%
$313.51 - $363.51 $14.1K - $16.4K
1.75K $599K
O
Realty Income Corp

Real Estate
131
+ 1.38%
$52.27 - $58.52 $6.85K - $7.67K
9.61K $553K
TIP
Ishares Tr Tips Bd ETF

ETFs
60
+ 2.07%
$107.93 - $110.97 $6.48K - $6.66K
2.96K $325K
ABC
Amerisourcebergen Corp

Healthcare
17
+ 0.91%
N/A
1.88K $347K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
140
+ 1.74%
$90.85 - $102.31 $12.7K - $14.3K
8.18K $823K
FDX
Fedex Corp

Industrials
218
+ 7.4%
$198.07 - $245.17 $43.2K - $53.4K
3.16K $719K
USFR
Wisdomtree Floating Rate Treas

ETFs
19
+ 0.41%
$50.28 - $50.47 $955 - $959
4.61K $231K
Tortoise Capital Series Trus
36.7K
New
N/A
36.7K $0
Veralto Corp
319
+ 10.15%
N/A
3.46K $0
QTUM
ETF Ser Solutions Defiance Qua
2.42K
New
N/A
2.42K $0
Linde PLC
148
+ 6.25%
N/A
2.52K $0
Labcorp Holdings Inc
126
+ 5.6%
N/A
2.38K $0
Kenvue Inc
959
+ 10.17%
N/A
10.4K $0
Crown Lng Hldgs LTD
11K
New
N/A
11K $0
Defi Technologies Inc
125K
New
N/A
125K $0
ALCC
Alt C Acquisition Corp.

Financial Services
4.19K
New
N/A
4.19K $0
Ishares Bitcoin Trust ETF
18.2K
+ 7.64%
N/A
256K $0
Ea Series Trust
581K
New
N/A
581K $0
Grayscale Bitcoin Mini Tr Et
4.86K
New
N/A
4.86K $0
Grail Inc
5.64K
New
N/A
5.64K $0
Elevation Series Trust
8.94K
New
N/A
8.94K $0
Geovax Labs Inc
10K
New
N/A
10K $0
Ge Vernova Inc
1.72K
+ 36.38%
N/A
6.44K $0
Ge Healthcare Technologies I
1.22K
+ 31.11%
N/A
5.16K $0
AMID
Ea Ser Tr Argent Mid Cap ETF
231K
+ 16.57%
N/A
1.63M $0
Ferguson Enterprises Inc
1.14K
New
N/A
1.14K $0
Ea Series Trust
296K
New
N/A
296K $0
Celestica Inc
1.45K
+ 19.86%
N/A
8.78K $0
Rocket Lab Corp
11.3K
New
N/A
11.3K $0
Blackrock Inc
170
+ 10.2%
N/A
1.84K $0
Brookfield Asset Managmt LTD
38
+ 0.15%
N/A
25.5K $0
Bitwise Ethereum ETF
1.98K
+ 19.73%
N/A
12K $0
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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