Moneta Group Investment Advisors LLC Incresed Positions in Q2 2025

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.73M
+ 5.55%
$19.6 - $24.44 $34M - $42.4M
33M $806M
VV
Vanguard Large Cap ETF

ETFs
184K
+ 16.73%
$228.25 - $285.3 $41.9M - $52.4M
1.28M $366M
VUG
Vanguard Growth ETF

ETFs
60.2K
+ 7.43%
$329.49 - $438.4 $19.8M - $26.4M
870K $381M
IVV
Ishares Core S&P 500 ETF

ETFs
31.9K
+ 6.43%
$498.8 - $620.9 $15.9M - $19.8M
528K $328M
VOT
Vanguard Mid Cap Growth Index

ETFs
99.8K
+ 20.05%
$216.28 - $284.39 $21.6M - $28.4M
597K $170M
VO
Vanguard Mid Cap ETF

ETFs
112K
+ 17.08%
$228.54 - $279.83 $25.5M - $31.2M
765K $214M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27K
+ 6.57%
$456.74 - $568.03 $12.3M - $15.3M
437K $249M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
522K
+ 46.51%
$51.16 - $62.02 $26.7M - $32.4M
1.64M $102M
SCHG
Schwab Strategic Tr Us Large C

ETFs
456K
+ 8.6%
$22.27 - $29.21 $10.2M - $13.3M
5.76M $168M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
600K
+ 6.77%
$22.92 - $28.05 $13.8M - $16.8M
9.47M $266M
EFG
Msci Eafe Growth ETF

ETFs
214K
+ 128.57%
$89.8 - $112.0 $19.2M - $23.9M
380K $42.5M
IEFA
Ishares Tr

ETFs
114K
+ 5.64%
$67.83 - $84.09 $7.74M - $9.6M
2.14M $179M
SCHV
Schwab Strategic Tr Us Large C

ETFs
707K
+ 18.44%
$23.55 - $27.67 $16.7M - $19.6M
4.54M $126M
IVW
Ishares S&P 500 Growth ETF

ETFs
14K
+ 1.12%
$82.96 - $110.1 $1.16M - $1.54M
1.26M $139M
NVDA
Nvidia Corp

Technology
47.2K
+ 18.68%
$94.31 - $157.99 $4.45M - $7.45M
300K $47.3M
VTI
Vanguard Total Stock Market Et

ETFs
19.2K
+ 3.97%
$243.75 - $303.93 $4.69M - $5.85M
504K $153M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.08K
+ 1.53%
$320.42 - $424.58 $1.31M - $1.73M
270K $115M
ADM
Archer Daniels Midland CO

Consumer Defensive
166
+ 0.01%
$41.79 - $54.16 $6.94K - $8.99K
3.27M $173M
VBK
Vanguard Small Cap Growth ETF

ETFs
11.8K
+ 2.4%
$219.76 - $276.94 $2.59M - $3.26M
502K $139M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
236K
+ 5.64%
$17.76 - $22.1 $4.18M - $5.21M
4.41M $97.5M
CI
Cigna Corp

Healthcare
43.1K
+ 358.99%
$301.89 - $340.04 $13M - $14.7M
55.2K $18.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.12K
+ 5.35%
$496.48 - $617.85 $4.03M - $5.02M
160K $98.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
402K
+ 26.66%
$20.42 - $25.3 $8.21M - $10.2M
1.91M $48.3M
VBR
Vanguard Small Cap Value ETF

ETFs
45.3K
+ 11.57%
$162.76 - $195.77 $7.38M - $8.87M
437K $85.2M
TSLA
Tesla, Inc.

Consumer Cyclical
31.9K
+ 103.36%
$221.86 - $362.89 $7.07M - $11.6M
62.7K $19.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
49.2K
+ 5.97%
$141.87 - $164.49 $6.98M - $8.1M
873K $144M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
120K
+ 19.46%
$91.43 - $91.74 $11M - $11M
737K $67.6M
VB
Vanguard Small Cap ETF

ETFs
11.4K
+ 2.45%
$193.73 - $237.37 $2.22M - $2.72M
478K $113M
VTV
Vanguard Value ETF

ETFs
15K
+ 0.84%
$153.67 - $176.74 $2.3M - $2.64M
1.8M $318M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
79.2K
+ 159.75%
$91.51 - $113.03 $7.25M - $8.96M
129K $14.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.3K
+ 1.69%
$90.56 - $109.49 $2.2M - $2.66M
1.46M $160M
IWP
Ishares Russell Mid Cap Growth

ETFs
30.8K
+ 14.95%
$104.34 - $138.68 $3.21M - $4.27M
237K $32.8M
VEA
Vanguard Ftse Developed Market

ETFs
36.7K
+ 3.51%
$45.65 - $57.01 $1.68M - $2.09M
1.08M $61.8M
AAPL
Apple Inc.

Technology
91.2K
+ 14.55%
$172.42 - $223.89 $15.7M - $20.4M
718K $147M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
67.4K
+ 74.3%
$83.8 - $101.39 $5.65M - $6.84M
158K $16M
AMZN
Amazon Com Inc

Consumer Cyclical
9.28K
+ 5.33%
$167.32 - $223.3 $1.55M - $2.07M
183K $40.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
19.4K
+ 220.76%
$390.26 - $489.06 $7.58M - $9.5M
28.2K $11.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
75.9K
+ 4.48%
$24.38 - $30.18 $1.85M - $2.29M
1.77M $53.3M
IGF
Ishares Global Infrastructure

ETFs
41.8K
+ 4.67%
$50.55 - $59.83 $2.11M - $2.5M
936K $55.4M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
55.6K
+ 1064.34%
$86.58 - $104.98 $4.81M - $5.83M
60.8K $6.38M
JPM
Jpmorgan Chase & CO

Financial Services
9.55K
+ 15.03%
$210.28 - $289.91 $2.01M - $2.77M
73.1K $21.2M
META
Meta Platforms, Inc.

Communication Services
2.16K
+ 8.73%
$484.66 - $738.09 $1.05M - $1.6M
26.9K $19.9M
AVGO
Broadcom Inc.

Technology
1.77K
+ 3.9%
$146.29 - $275.65 $259K - $488K
47.2K $13M
GOOGL
Alphabet Inc.

Communication Services
11.6K
+ 8.45%
$144.7 - $178.6 $1.68M - $2.07M
149K $26.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
24.5K
+ 12.5%
$108.87 - $133.04 $2.66M - $3.25M
220K $29.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.72K
+ 1.0%
$54.19 - $67.22 $364K - $452K
682K $45.8M
IWM
Ishares Russell 2000 ETF

ETFs
2.53K
+ 1.11%
$174.82 - $215.79 $442K - $545K
231K $49.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.22K
+ 6.45%
$416.06 - $551.64 $922K - $1.22M
36.6K $20.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.69K
+ 6.46%
$272.36 - $339.57 $1.28M - $1.59M
77.3K $26.3M
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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