Moneta Group Investment Advisors LLC Incresed Positions in Q3 2024

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
5.66K
+ 5.06%
$79.92 - $88.19 $453K - $499K
118K $10.4M
KR
Kroger CO

Consumer Defensive
16.1K
+ 32.79%
$50.43 - $57.3 $809K - $920K
65K $3.72M
ORCL
Oracle Corp

Technology
3.02K
+ 12.03%
$125.9 - $170.35 $381K - $515K
28.2K $4.8M
JNJ
Johnson & Johnson

Healthcare
1.07K
+ 1.62%
$145.48 - $167.38 $155K - $179K
67.1K $10.9M
COST
Costco Wholesale Corp

Consumer Defensive
873
+ 7.79%
$801.83 - $917.05 $700K - $801K
12.1K $10.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
9.29K
+ 17.52%
$90.01 - $95.32 $836K - $885K
62.3K $5.9M
VGT
Vanguard Information Technolog

ETFs
1.4K
+ 14.1%
$514.43 - $606.85 $721K - $850K
11.3K $6.65M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
23
+ 0.03%
$97.19 - $109.09 $2.24K - $2.51K
89.4K $9.67M
EEM
Ishares Msci Emerging Markets

ETFs
1.47K
+ 0.66%
$40.42 - $46.7 $59.5K - $68.7K
224K $10.3M
LOW
Lowes Companies Inc

Consumer Cyclical
223
+ 1.54%
$213.3 - $270.78 $47.6K - $60.4K
14.8K $3.99M
TMO
Thermo Fisher Scientific Inc.

Healthcare
324
+ 3.75%
$531.86 - $624.21 $172K - $202K
8.97K $5.55M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
13.9K
+ 19.33%
$38.51 - $41.69 $536K - $580K
85.9K $3.58M
SF
Stifel Financial Corp

Financial Services
6.45K
+ 52.14%
$78.91 - $93.87 $509K - $606K
18.8K $1.77M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.83K
+ 2.4%
$110.22 - $120.89 $202K - $221K
78.3K $9.42M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
5.69K
+ 82.43%
$105.49 - $116.32 $600K - $662K
12.6K $1.44M
CAT
Caterpillar Inc

Industrials
71
+ 0.64%
$316.8 - $391.12 $22.5K - $27.8K
11.2K $4.4M
PLTR
Palantir Technologies Inc.

Technology
5.42K
+ 14.64%
$24.09 - $37.95 $130K - $205K
42.4K $1.58M
DFAT
Dimensional ETF Tr U S Target

ETFs
9.81K
+ 38.51%
$51.0 - $57.07 $500K - $560K
35.3K $1.96M
SCHO
Schwab Short Term Us Treasury

ETFs
12.1K
+ 139.14%
$47.93 - $49.06 $579K - $592K
20.8K $1.02M
ENB
Enbridge Inc

Energy
11K
+ 37.46%
$35.27 - $41.18 $389K - $454K
40.5K $1.64M
DD
Du Pont De Nemours, Inc.

Basic Materials
6.01K
+ 89.87%
$77.22 - $89.49 $464K - $538K
12.7K $1.13M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
101K
+ 410.21%
$5.13 - $5.57 $520K - $564K
126K $701K
HCA
Hca Healthcare, Inc.

Healthcare
527
+ 13.76%
$315.12 - $406.43 $166K - $214K
4.36K $1.77M
ABT
Abbott Laboratories

Healthcare
613
+ 1.4%
$100.07 - $118.13 $61.3K - $72.4K
44.5K $5.08M
IJK
Ishares S&P Midcap 400 Growth

ETFs
853
+ 0.75%
$84.81 - $93.54 $72.3K - $79.8K
115K $10.5M
LMT
Lockheed Martin Corp

Industrials
150
+ 4.25%
$460.3 - $584.56 $69K - $87.7K
3.68K $2.15M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.77K
+ 13.46%
$37.33 - $40.63 $290K - $316K
65.5K $2.66M
AMT
American Tower Corp

Real Estate
601
+ 7.42%
$192.27 - $242.73 $116K - $146K
8.71K $2.02M
TGT
Target Corp

Consumer Defensive
2.08K
+ 13.36%
$133.47 - $159.25 $277K - $331K
17.6K $2.75M
BMY
Bristol Myers Squibb CO

Healthcare
1.19K
+ 3.21%
$39.66 - $51.75 $47.3K - $61.7K
38.3K $1.98M
GE
General Electric CO

Industrials
232
+ 1.74%
$156.66 - $189.66 $36.3K - $44K
13.6K $2.56M
OKE
Oneok Inc

Energy
56
+ 0.13%
$78.62 - $95.27 $4.4K - $5.34K
44.1K $4.02M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.38K
+ 23.24%
$56.04 - $62.2 $301K - $334K
28.5K $1.77M
CB
Chubb LTD

Financial Services
239
+ 2.38%
$252.51 - $292.2 $60.3K - $69.8K
10.3K $2.96M
CIFR
Cipher Mining Inc.

Financial Services
105K
+ 567.12%
$2.7 - $6.78 $284K - $712K
124K $478K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.17K
+ 37.81%
$59.25 - $65.33 $306K - $338K
18.8K $1.22M
ADP
Automatic Data Processing Inc

Industrials
185
+ 2.03%
$233.44 - $279.45 $43.2K - $51.7K
9.28K $2.57M
SPYG
Spdr Portfolio

ETFs
4.19K
+ 28.83%
$73.38 - $84.1 $308K - $352K
18.7K $1.55M
NOW
Service Now, Inc.

Technology
234
+ 16.25%
$730.87 - $937.36 $171K - $219K
1.67K $1.5M
PSA
Public Storage

Real Estate
192
+ 5.0%
$283.13 - $365.01 $54.4K - $70.1K
4.03K $1.47M
AMGN
Amgen Inc

Healthcare
723
+ 5.84%
$309.38 - $337.38 $224K - $244K
13.1K $4.22M
NVS
Novartis Ag

Healthcare
3.05K
+ 1051.03%
$106.13 - $120.89 $323K - $368K
3.34K $383K
EXAS
Exact Sciences Corp

Healthcare
580
+ 4.98%
$42.43 - $70.83 $24.6K - $41.1K
12.2K $832K
VFH
Vanguard Financial ETF

ETFs
1.62K
+ 10.89%
$99.27 - $111.21 $160K - $180K
16.4K $1.81M
SBUX
Starbucks Corp

Consumer Cyclical
743
+ 6.08%
$72.51 - $98.6 $53.9K - $73.3K
13K $1.26M
DGRO
Ishares Core Dividend Growth E

ETFs
3.17K
+ 14.19%
$57.47 - $62.76 $182K - $199K
25.5K $1.6M
NFLX
Netflix Inc

Communication Services
173
+ 3.19%
$598.55 - $722.26 $104K - $125K
5.59K $3.96M
FNDF
Schwab Fundamental Intl Large

ETFs
4.6K
+ 8.57%
$33.67 - $37.71 $155K - $173K
58.3K $2.18M
IYW
Ishares Dj Us Tech ETF

ETFs
1.83K
+ 56.25%
$133.16 - $158.73 $244K - $291K
5.09K $771K
Activity Summary
Buys All Purchases 320 New Holdings 63 Increased Positions 257 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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