Moneta Group Investment Advisors LLC Incresed Positions in Q1 2025

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
5M
+ 19.05%
$21.75 - $24.28 $109M - $121M
31.2M $690M
BRK-A
Berkshire Hathaway Inc

Financial Services
40
+ 444.44%
$663000.0 - $801950.0 $26.5M - $32.1M
49 $39.1M
VTI
Vanguard Total Stock Market Et

ETFs
131K
+ 37.19%
$271.18 - $303.12 $35.6M - $39.8M
485K $133M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.38M
+ 18.5%
$25.58 - $29.24 $35.4M - $40.5M
8.87M $232M
VO
Vanguard Mid Cap ETF

ETFs
90.5K
+ 16.08%
$251.87 - $277.95 $22.8M - $25.2M
653K $169M
VTV
Vanguard Value ETF

ETFs
70.9K
+ 4.13%
$167.73 - $179.21 $11.9M - $12.7M
1.79M $309M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.42K
+ 1.64%
$442.66 - $534.52 $1.07M - $1.3M
150K $80M
SCHV
Schwab Strategic Tr Us Large C

ETFs
410K
+ 11.97%
$25.77 - $27.6 $10.6M - $11.3M
3.84M $102M
FICO
Fair Isaac Corp

Technology
6.62K
+ 2025.08%
$1695.35 - $2030.47 $11.2M - $13.4M
6.95K $12.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
324K
+ 8.4%
$18.36 - $20.51 $5.94M - $6.64M
4.18M $82.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
145K
+ 25.19%
$58.01 - $64.46 $8.42M - $9.36M
721K $44.8M
URI
United Rentals, Inc.

Industrials
11.8K
+ 601.94%
$594.17 - $789.56 $7.02M - $9.33M
13.8K $8.64M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
74.4K
+ 13.71%
$91.45 - $91.75 $6.8M - $6.82M
617K $56.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
37.1K
+ 4.72%
$156.61 - $168.02 $5.81M - $6.24M
824K $132M
IVE
Ishares S&P 500 Value ETF

ETFs
25.8K
+ 7.91%
$185.78 - $198.58 $4.79M - $5.12M
352K $67M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
111K
+ 7.01%
$25.81 - $28.52 $2.86M - $3.16M
1.69M $46.7M
VEA
Vanguard Ftse Developed Market

ETFs
21.1K
+ 2.06%
$47.4 - $52.99 $1M - $1.12M
1.05M $53.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
34K
+ 7.34%
$237.72 - $276.98 $8.09M - $9.43M
497K $122M
TXN
Texas Instruments Inc

Technology
17.5K
+ 150.1%
N/A
29.2K $5.69M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
251
+ 2.26%
$1187.71 - $1432.58 $298K - $360K
11.4K $16.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20.3K
+ 6.33%
$126.11 - $135.06 $2.55M - $2.74M
340K $43.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.88K
+ 2.74%
$74.85 - $84.89 $664K - $754K
333K $27.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.97K
+ 2.84%
$182.82 - $196.21 $1.64M - $1.76M
324K $61M
EFG
Msci Eafe Growth ETF

ETFs
21.4K
+ 14.81%
$96.1 - $106.37 $2.06M - $2.28M
166K $16.6M
IGF
Ishares Global Infrastructure

ETFs
8.32K
+ 0.94%
$51.96 - $54.84 $432K - $456K
895K $48.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11.4K
+ 18.64%
$302.31 - $337.54 $3.45M - $3.85M
72.6K $22.3M
VV
Vanguard Large Cap ETF

ETFs
59.8K
+ 5.76%
$253.32 - $282.66 $15.2M - $16.9M
1.1M $282M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
13K
+ 2.81%
$59.28 - $66.1 $768K - $856K
473K $30.1M
IBM
International Business Machines Corp

Technology
4.02K
+ 18.67%
$217.4 - $264.74 $875K - $1.07M
25.6K $6.36M
MGC
Vanguard Mega Cap ETF

ETFs
9.41K
+ 38.64%
$199.2 - $222.69 $1.87M - $2.1M
33.8K $6.8M
IEMG
Ishares Inc

ETFs
29.8K
+ 0.52%
N/A
5.74M $308M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
36K
+ 230.6%
$41.61 - $44.72 $1.5M - $1.61M
51.6K $2.24M
AEE
Ameren Corp

Utilities
1.45K
+ 1.22%
$86.87 - $103.67 $126K - $150K
120K $12.1M
WMT
Walmart Inc.

Consumer Defensive
19.2K
+ 15.64%
$84.5 - $105.05 $1.62M - $2.01M
142K $12.4M
INGR
Ingredion Inc

Consumer Defensive
9.19K
+ 54.61%
$125.6 - $137.36 $1.15M - $1.26M
26K $3.52M
HWBK
Hawthorn Bancshares, Inc.

Financial Services
41.5K
+ 453.72%
$25.9 - $35.36 $1.07M - $1.47M
50.6K $1.43M
ABT
Abbott Laboratories

Healthcare
2.09K
+ 4.82%
$111.1 - $140.22 $233K - $294K
45.5K $6.04M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
41.9K
+ 215.83%
N/A
61.3K $1.56M
BOND
Pimco Active Bond Exchange Tra

ETFs
9.55K
+ 14.11%
$89.27 - $92.9 $852K - $887K
77.2K $7.14M
VIG
Vanguard Dividend Appreciation

ETFs
5.37K
+ 9.43%
N/A
62.4K $11.4M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
7.91K
+ 13.86%
$75.32 - $84.77 $596K - $671K
65K $5.31M
PAVE
Global X Fds Us Infrastructure

ETFs
24.8K
+ 284.4%
$37.31 - $43.82 $927K - $1.09M
33.6K $1.27M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.9K
+ 4.7%
$27.01 - $28.54 $564K - $596K
465K $13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.5K
+ 4.45%
$22.46 - $23.26 $529K - $547K
552K $12.8M
COST
Costco Wholesale Corp

Consumer Defensive
405
+ 3.29%
$890.62 - $1076.86 $361K - $436K
12.7K $12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.15K
+ 4.57%
$95.85 - $99.25 $493K - $511K
118K $11.7M
K
Kellogg CO

Consumer Defensive
8.6K
+ 157.97%
$81.06 - $82.9 $697K - $713K
14K $1.16M
SCHC
Schwab Strategic Tr Intl Small

ETFs
13.3K
+ 8.63%
$33.57 - $37.22 $447K - $496K
168K $6.01M
EPD
Enterprise Products Partners L.P.

Energy
6.16K
+ 3.42%
$31.75 - $34.14 $196K - $210K
186K $6.36M
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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