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
EMR
Emerson Electric CO

Industrials
3.94K
+ 2.95%
$94.15 - $133.33 $371K - $525K
138K $18.4M
IVE
Ishares S&P 500 Value ETF

ETFs
7.05K
+ 2.01%
$168.34 - $195.42 $1.19M - $1.38M
359K $70.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.66K
+ 1.74%
$166.82 - $194.23 $944K - $1.1M
330K $64.1M
VXF
Vanguard Extended Market ETF

ETFs
13.7K
+ 85.09%
$150.43 - $192.71 $2.06M - $2.64M
29.8K $5.75M
PLTR
Palantir Technologies Inc.

Technology
3.91K
+ 8.48%
$74.01 - $144.25 $290K - $564K
50K $6.82M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.95K
+ 0.88%
$72.96 - $90.39 $215K - $266K
336K $30M
EFV
Msci Eafe Value ETF

ETFs
33.4K
+ 21.81%
$52.4 - $64.65 $1.75M - $2.16M
186K $11.8M
WMT
Walmart Inc.

Consumer Defensive
12.4K
+ 8.75%
$81.79 - $99.98 $1.01M - $1.24M
154K $15.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12.8K
+ 144.99%
$212.1 - $244.27 $2.71M - $3.12M
21.6K $4.72M
TRGP
Targa Resources Corp.

Energy
18.1K
+ 77.18%
$157.32 - $205.72 $2.84M - $3.72M
41.5K $7.22M
ACN
Accenture PLC

Technology
8.27K
+ 156.5%
$279.23 - $323.21 $2.31M - $2.67M
13.5K $4.05M
ORCL
Oracle Corp

Technology
33
+ 0.11%
$122.82 - $218.63 $4.05K - $7.21K
30.1K $6.58M
NFLX
Netflix Inc

Communication Services
64
+ 1.16%
$855.86 - $1339.13 $54.8K - $85.7K
5.56K $7.45M
VT
Vanguard Total World Stk Index

ETFs
2.32K
+ 1.47%
$103.16 - $128.52 $239K - $298K
160K $20.6M
AEE
Ameren Corp

Utilities
29.2K
+ 24.22%
$94.23 - $101.68 $2.75M - $2.96M
150K $14.4M
GE
General Electric CO

Industrials
5.64K
+ 41.66%
$166.81 - $257.39 $940K - $1.45M
19.2K $4.93M
IBM
International Business Machines Corp

Technology
3.39K
+ 13.25%
$221.03 - $294.78 $749K - $999K
29K $8.54M
VONG
Vanguard Russell 1000 Growth E

ETFs
15K
+ 51.23%
$82.51 - $109.2 $1.24M - $1.64M
44.2K $4.83M
VONV
Vanguard Russell 1000 Value Et

ETFs
23.7K
+ 149.55%
$73.19 - $85.21 $1.74M - $2.02M
39.6K $3.37M
BAC
Bank Of America Corp

Financial Services
17.2K
+ 8.17%
$34.39 - $47.46 $590K - $814K
227K $10.7M
VGT
Vanguard Information Technolog

ETFs
667
+ 5.39%
$470.37 - $663.28 $314K - $442K
13K $8.65M
URI
United Rentals, Inc.

Industrials
97
+ 0.7%
$551.94 - $753.4 $53.5K - $73.1K
13.9K $10.5M
KO
Coca Cola CO

Consumer Defensive
24.8K
+ 28.95%
$68.37 - $73.9 $1.69M - $1.83M
110K $7.8M
IJK
Ishares S&P Midcap 400 Growth

ETFs
8.4K
+ 7.24%
$73.7 - $90.98 $619K - $764K
124K $11.3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
12.1K
+ 7.24%
$32.41 - $42.59 $393K - $517K
180K $7.65M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32.3K
+ 8.96%
$19.1 - $23.83 $616K - $769K
392K $9.35M
WFC
Wells Fargo & Company

Financial Services
15.6K
+ 52.3%
$60.98 - $80.12 $953K - $1.25M
45.5K $3.65M
TPL
Texas Pacific Land Corp

Energy
1.55K
+ 219.55%
$1036.28 - $1430.55 $1.61M - $2.22M
2.26K $2.38M
PG
Procter & Gamble CO

Consumer Defensive
14.1K
+ 17.26%
$157.66 - $172.39 $2.23M - $2.44M
96K $15.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
10.4K
+ 7.02%
$83.54 - $100.04 $872K - $1.04M
159K $15.8M
EEM
Ishares Msci Emerging Markets

ETFs
3.51K
+ 1.55%
$38.52 - $48.28 $135K - $170K
230K $11.1M
GS
Goldman Sachs Group Inc

Financial Services
846
+ 23.34%
$462.22 - $707.75 $391K - $599K
4.47K $3.16M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
81
+ 0.11%
$101.93 - $128.63 $8.26K - $10.4K
76.9K $9.89M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.72K
+ 2.19%
$74.88 - $91.97 $204K - $250K
127K $11.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.03K
+ 44.88%
$141.37 - $228.57 $428K - $693K
9.79K $2.22M
APH
Amphenol Corp

Technology
2K
+ 7.67%
$59.09 - $98.75 $118K - $198K
28.1K $2.78M
COST
Costco Wholesale Corp

Consumer Defensive
478
+ 3.76%
$908.13 - $1056.85 $434K - $505K
13.2K $13.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.19K
+ 5.48%
$103.88 - $123.68 $539K - $642K
99.8K $12.3M
MGC
Vanguard Mega Cap ETF

ETFs
742
+ 2.2%
$179.23 - $224.92 $133K - $167K
34.5K $7.76M
PRI
Primerica, Inc.

Financial Services
3.62K
+ 121.17%
$244.39 - $290.62 $884K - $1.05M
6.6K $1.81M
RTX
Raytheon Technologies Corp

Industrials
4.72K
+ 24.45%
$113.75 - $148.48 $537K - $701K
24K $3.51M
BUSE
First Busey Corp

Financial Services
38.8K
+ 90.25%
$19.2 - $23.42 $745K - $909K
81.8K $1.87M
MA
Mastercard Inc

Financial Services
1.42K
+ 13.36%
$479.92 - $590.74 $681K - $838K
12K $6.76M
SNAP
Snap Inc

Communication Services
107K
+ 51.35%
$7.23 - $9.21 $774K - $986K
316K $2.74M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
37.4K
+ 6.77%
$22.68 - $23.28 $848K - $870K
590K $13.7M
XLK
Technology Sector Spdr

ETFs
1.67K
+ 17.68%
$179.73 - $253.23 $300K - $423K
11.1K $2.81M
WING
Wingstop Inc.

Consumer Cyclical
341
+ 5.29%
$210.24 - $381.46 $71.7K - $130K
6.79K $2.29M
ETN
Eaton Corp PLC

Industrials
215
+ 2.46%
$246.52 - $356.99 $53K - $76.8K
8.95K $3.19M
NOW
Service Now, Inc.

Technology
367
+ 19.74%
$721.65 - $1040.18 $265K - $382K
2.23K $2.29M
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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