Moneta Group Investment Advisors LLC Incresed Positions in Q4 2024

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.25K
+ 2.08%
$311.11 - $335.64 $389K - $419K
61.2K $19.7M
IBM
International Business Machines Corp

Technology
3.7K
+ 20.71%
$204.9 - $238.04 $758K - $880K
21.6K $4.74M
CRM
Salesforce, Inc.

Technology
636
+ 6.84%
$270.87 - $367.87 $172K - $234K
9.93K $3.32M
MA
Mastercard Inc

Financial Services
855
+ 9.49%
$491.3 - $536.15 $420K - $458K
9.86K $5.19M
NOW
Service Now, Inc.

Technology
414
+ 24.73%
$867.18 - $1148.42 $359K - $475K
2.09K $2.21M
CBSH
Commerce Bancshares Inc

Financial Services
5.04K
+ 3.73%
$57.04 - $74.36 $288K - $375K
140K $8.73M
LMT
Lockheed Martin Corp

Industrials
2.15K
+ 58.53%
$479.66 - $614.62 $1.03M - $1.32M
5.83K $2.83M
DFIV
Dimensional ETF Tr

ETFs
20.8K
+ 91.82%
$34.86 - $37.97 $726K - $791K
43.5K $1.54M
WMB
Williams Companies, Inc.

Energy
2.09K
+ 3.31%
$46.37 - $59.74 $96.9K - $125K
65.3K $3.53M
EPD
Enterprise Products Partners L.P.

Energy
6.62K
+ 3.81%
$28.66 - $34.43 $190K - $228K
180K $5.65M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
288
+ 1.33%
$47.29 - $84.74 $13.6K - $24.4K
22K $1.64M
GS
Goldman Sachs Group Inc

Financial Services
545
+ 18.73%
$486.1 - $608.57 $265K - $332K
3.45K $1.98M
PFE
Pfizer Inc

Healthcare
36.9K
+ 18.93%
$24.8 - $30.19 $914K - $1.11M
232K $6.14M
MRVL
Marvell Technology, Inc.

Technology
1.19K
+ 12.26%
$70.31 - $124.78 $83.5K - $148K
10.9K $1.2M
RTX
Raytheon Technologies Corp

Industrials
5.14K
+ 29.93%
$114.45 - $127.21 $588K - $653K
22.3K $2.58M
ETN
Eaton Corp PLC

Industrials
1.49K
+ 20.38%
$326.96 - $377.52 $487K - $562K
8.79K $2.92M
AME
Ametek Inc

Industrials
1
+ 0.0%
$165.89 - $197.38 $166 - $197
52.5K $9.46M
HD
Home Depot, Inc.

Consumer Cyclical
1.89K
+ 10.52%
$385.02 - $431.37 $729K - $817K
19.9K $7.74M
IWM
Ishares Russell 2000 ETF

ETFs
1.89K
+ 0.62%
$216.13 - $242.4 $408K - $457K
306K $67.7M
AMP
Ameriprise Financial Inc

Financial Services
691
+ 63.57%
$473.15 - $574.01 $327K - $397K
1.78K $946K
BMY
Bristol Myers Squibb CO

Healthcare
4.44K
+ 11.58%
$51.92 - $59.94 $230K - $266K
42.7K $2.42M
MO
Altria Group, Inc.

Consumer Defensive
7.83K
+ 40.23%
$49.06 - $57.74 $384K - $452K
27.3K $1.43M
CSCO
Cisco Systems, Inc.

Technology
2.05K
+ 3.92%
$52.45 - $60.02 $107K - $123K
54.2K $3.21M
GLD
Spdr Gold Trust

ETFs
1.78K
+ 26.65%
$236.59 - $257.5 $422K - $459K
8.48K $2.05M
PM
Philip Morris International Inc.

Consumer Defensive
3.63K
+ 32.53%
$118.38 - $133.06 $429K - $482K
14.8K $1.78M
XLY
Select Sector Spdr Consumer Di

ETFs
1.24K
+ 27.63%
$194.8 - $239.43 $242K - $298K
5.74K $1.29M
ADP
Automatic Data Processing Inc

Industrials
792
+ 8.53%
$280.08 - $307.97 $222K - $244K
10.1K $2.95M
DLR
Digital Realty Trust, Inc.

Real Estate
1.57K
+ 24.14%
$156.46 - $195.69 $245K - $307K
8.06K $1.43M
BSX
Boston Scientific Corp

Healthcare
3.11K
+ 17.69%
$83.62 - $91.5 $260K - $284K
20.7K $1.85M
HON
Honeywell International Inc

Industrials
883
+ 10.3%
$202.84 - $236.0 $179K - $208K
9.46K $2.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.27K
+ 1.35%
$126.68 - $134.74 $541K - $576K
320K $40.8M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.13K
+ 1.27%
$89.88 - $101.38 $191K - $216K
169K $15.8M
FTNT
Fortinet, Inc.

Technology
896
+ 6.11%
$76.49 - $99.21 $68.5K - $88.9K
15.6K $1.47M
KLAC
Kla Corp

Technology
622
+ 148.45%
$614.46 - $829.55 $382K - $516K
1.04K $655K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.67K
+ 107.94%
$87.42 - $98.06 $321K - $360K
7.07K $631K
PANW
Palo Alto Networks Inc

Technology
5.79K
+ 126.75%
$181.96 - $405.9 $1.05M - $2.35M
10.4K $1.89M
MGK
Vanguard Mega Cap Growth ETF

ETFs
124
+ 0.95%
$316.94 - $357.88 $39.3K - $44.4K
13.2K $4.53M
NOC
Northrop Grumman Corp

Industrials
776
+ 85.37%
$466.52 - $543.88 $362K - $422K
1.69K $790K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.85K
+ 100.26%
$34.13 - $37.35 $336K - $368K
19.7K $671K
SNAP
Snap Inc

Communication Services
27.1K
+ 17.85%
$9.98 - $12.86 $271K - $349K
179K $1.93M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.19K
+ 85.4%
$40.97 - $42.66 $295K - $307K
15.6K $646K
GE
General Electric CO

Industrials
3.45K
+ 25.42%
$159.95 - $194.23 $552K - $671K
17K $2.84M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.69K
+ 105.9%
$114.08 - $125.68 $307K - $339K
5.24K $599K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
174
+ 0.22%
$119.61 - $136.3 $20.8K - $23.7K
78.5K $9.69M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.69K
+ 52.5%
$80.13 - $83.77 $296K - $309K
10.7K $860K
AVUV
American Centy ETF Tr Avantis

ETFs
2.56K
+ 59.92%
$94.37 - $106.41 $242K - $273K
6.84K $660K
TXN
Texas Instruments Inc

Technology
1.28K
+ 12.34%
N/A
11.7K $2.27M
MGC
Vanguard Mega Cap ETF

ETFs
464
+ 1.94%
$204.21 - $220.18 $94.8K - $102K
24.4K $5.18M
XLF
Financial Sector Spdr

ETFs
3.08K
+ 10.53%
$44.89 - $51.34 $138K - $158K
32.3K $1.56M
Activity Summary
Buys All Purchases 393 New Holdings 56 Increased Positions 337 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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