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
G
Genpact LTD

Technology
1.91K
+ 39.67%
$42.88 - $55.54 $81.8K - $106K
6.72K $338K
ROP
Roper Technologies Inc

Industrials
51
+ 3.51%
$502.71 - $593.81 $25.6K - $30.3K
1.5K $886K
KMB
Kimberly Clark Corp

Consumer Defensive
311
+ 4.03%
$124.46 - $147.4 $38.7K - $45.8K
8.03K $1.14M
SPMD
Spdr Portfolio

ETFs
15.7K
+ 8.16%
$50.21 - $57.73 $787K - $905K
208K $10.6M
C
Citigroup Inc

Financial Services
1.69K
+ 20.57%
$67.23 - $84.63 $114K - $143K
9.92K $704K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.69K
+ 33.48%
$165.25 - $224.62 $280K - $381K
6.75K $1.12M
PAAS
Pan American Silver Corp

Basic Materials
60
+ 0.28%
$20.61 - $26.7 $1.24K - $1.6K
21.3K $549K
ENB
Enbridge Inc

Energy
1.01K
+ 2.49%
$41.54 - $45.45 $41.9K - $45.9K
41.5K $1.84M
AWK
American Water Works Company, Inc.

Utilities
118
+ 2.79%
$121.01 - $149.31 $14.3K - $17.6K
4.34K $640K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.13K
+ 2.49%
$39.96 - $43.3 $85.1K - $92.2K
87.5K $3.61M
SPYG
Spdr Portfolio

ETFs
3.15K
+ 16.35%
$80.05 - $92.39 $252K - $291K
22.4K $1.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
543
+ 32.24%
$196.12 - $229.48 $106K - $125K
2.23K $450K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
799
+ 3.94%
$73.78 - $76.59 $59K - $61.2K
21.1K $1.62M
STT
State Street Corp

Financial Services
1.32K
+ 50.44%
$84.47 - $102.23 $111K - $135K
3.93K $352K
AEP
American Electric Power CO Inc

Utilities
394
+ 13.77%
$90.32 - $109.27 $35.6K - $43.1K
3.26K $355K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
531
+ 1.15%
$32.74 - $36.2 $17.4K - $19.2K
46.6K $1.63M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.5K
+ 10.44%
$56.63 - $59.39 $84.9K - $89.1K
15.9K $913K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
4.95K
+ 11.1%
$101.13 - $119.79 $501K - $593K
49.6K $5.12M
VT
Vanguard Total World Stk Index

ETFs
2.8K
+ 1.81%
$115.08 - $123.97 $323K - $347K
158K $18.3M
PAYX
Paychex Inc

Industrials
67
+ 1.23%
$136.06 - $154.52 $9.12K - $10.4K
5.53K $852K
GLW
Corning Inc

Technology
2.16K
+ 26.43%
$44.91 - $54.25 $97K - $117K
10.3K $472K
CAPR
Capricor Therapeutics, Inc.

Healthcare
13.8K
+ 126.2%
$9.49 - $16.11 $131K - $223K
24.8K $234K
OKE
Oneok Inc

Energy
1.34K
+ 3.13%
$89.57 - $109.85 $120K - $147K
44.1K $4.38M
BKNG
Booking Holdings Inc.

Consumer Cyclical
29
+ 20.28%
$4295.4 - $5141.88 $125K - $149K
172 $792K
MSTR
Microstrategy Inc

Technology
284
+ 28.72%
$239.27 - $396.5 $68K - $113K
1.27K $366K
XLC
Select Sector Spdr Tr Communic

ETFs
836
+ 25.64%
$94.84 - $105.31 $79.3K - $88K
4.1K $395K
KMI
Kinder Morgan, Inc.

Energy
2.33K
+ 19.24%
$26.1 - $31.22 $60.9K - $72.8K
14.5K $412K
RSG
Republic Services, Inc.

Industrials
44
+ 2.61%
$200.09 - $242.16 $8.8K - $10.7K
1.73K $419K
WFC
Wells Fargo & Company

Financial Services
450
+ 1.53%
$66.78 - $81.42 $30.1K - $36.6K
29.9K $2.14M
SLB
Schlumberger Limited

Energy
998
+ 9.63%
$38.4 - $43.74 $38.3K - $43.7K
11.4K $475K
QCOM
Qualcomm Inc

Technology
499
+ 2.17%
$151.94 - $175.86 $75.8K - $87.8K
23.5K $3.62M
ADT
Adt Inc.

Industrials
1.33K
+ 2.48%
$6.87 - $8.23 $9.12K - $10.9K
54.9K $446K
HYG
Ishares Tr

ETFs
934
+ 22.31%
$78.51 - $80.11 $73.3K - $74.8K
5.12K $403K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
543
+ 15.68%
$114.57 - $118.14 $62.2K - $64.2K
4.01K $473K
TJX
Tjx Companies Inc

Consumer Cyclical
437
+ 2.27%
$112.81 - $126.16 $49.3K - $55.1K
19.7K $2.4M
WSO
Watsco Inc

Industrials
41
+ 2.79%
$463.86 - $530.75 $19K - $21.8K
1.51K $768K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
601
+ 32.84%
$141.31 - $175.89 $84.9K - $106K
2.43K $350K
XLP
Consumer Staples Sector Spdr

ETFs
931
+ 17.29%
N/A
6.32K $480K
SLV
I Shares Silver Trust

ETFs
996
+ 12.53%
$26.93 - $31.32 $26.8K - $31.2K
8.95K $277K
NVS
Novartis Ag

Healthcare
173
+ 5.13%
$97.14 - $115.57 $16.8K - $20K
3.55K $395K
CTVA
Corteva, Inc.

Basic Materials
57
+ 0.56%
$55.94 - $66.15 $3.19K - $3.77K
10.2K $642K
IWS
Ishares Russell Midcap Value E

ETFs
4.91K
+ 2.98%
$122.59 - $135.24 $602K - $664K
170K $21.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.5K
+ 12.46%
$53.6 - $58.97 $80.2K - $88.2K
13.5K $739K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
85
+ 0.78%
$87.68 - $94.52 $7.45K - $8.03K
11K $1.03M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
115
+ 1.76%
$107.24 - $116.37 $12.3K - $13.4K
6.64K $772K
IDV
Ishares Tr

ETFs
5
+ 0.03%
$27.0 - $31.7 $135 - $159
15.6K $483K
BK
Bank Of New York Mellon Corp

Financial Services
183
+ 3.12%
$75.42 - $88.95 $13.8K - $16.3K
6.04K $506K
KLAC
Kla Corp

Technology
4
+ 0.38%
$636.62 - $777.63 $2.55K - $3.11K
1.05K $710K
TSCO
Tractor Supply CO

Consumer Cyclical
555
+ 4.88%
$51.66 - $57.94 $28.7K - $32.2K
11.9K $657K
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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