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
CRWD
Crowd Strike Holdings, Inc.

Technology
725
+ 25.99%
$321.63 - $509.31 $233K - $369K
3.51K $1.79M
DIS
Walt Disney CO

Communication Services
968
+ 3.58%
$81.72 - $124.01 $79.1K - $120K
28K $3.47M
HD
Home Depot, Inc.

Consumer Cyclical
2.17K
+ 12.07%
$335.24 - $380.78 $728K - $827K
20.2K $7.39M
IREN
Iris Energy LTD

Financial Services
15.5K
+ 23.79%
$5.3 - $14.57 $82.3K - $226K
80.8K $1.18M
CAT
Caterpillar Inc

Industrials
156
+ 1.43%
$273.94 - $388.21 $42.7K - $60.6K
11.1K $4.31M
RGA
Reinsurance Group Of America Inc

Financial Services
3.5K
+ 95.08%
$168.32 - $209.71 $588K - $733K
7.17K $1.42M
ET
Energy Transfer LP

Energy
70.5K
+ 5.45%
$15.65 - $18.93 $1.1M - $1.33M
1.36M $24.7M
SPYG
Spdr Portfolio

ETFs
3.64K
+ 16.26%
$71.83 - $95.32 $262K - $347K
26K $2.48M
ACWI
Ishares Msci Acwi ETF

ETFs
3.37K
+ 16.62%
$103.59 - $128.6 $349K - $434K
23.7K $3.04M
T
At&T Inc.

Communication Services
20.9K
+ 29.6%
$26.33 - $28.94 $552K - $606K
91.7K $2.65M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.1K
+ 192.3%
$86.93 - $109.64 $443K - $559K
7.75K $849K
APP
App Lovin Corp

Technology
849
+ 25.23%
$219.37 - $417.89 $186K - $355K
4.21K $1.48M
CIFR
Cipher Mining Inc.

Financial Services
29.7K
+ 16.72%
$2.1 - $4.78 $62.5K - $142K
208K $992K
COIN
Coinbase Global, Inc.

Technology
158
+ 5.35%
$151.47 - $375.07 $23.9K - $59.3K
3.11K $1.09M
EFSC
Enterprise Financial Services Corp

Financial Services
8.25K
+ 8.92%
$46.2 - $55.78 $381K - $460K
101K $5.55M
ROK
Rockwell Automation, Inc

Industrials
137
+ 1.96%
$218.97 - $332.17 $30K - $45.5K
7.13K $2.37M
AXP
American Express CO

Financial Services
194
+ 1.95%
$231.39 - $318.98 $44.9K - $61.9K
10.1K $3.24M
ABT
Abbott Laboratories

Healthcare
2.78K
+ 6.09%
$123.95 - $138.08 $344K - $383K
48.3K $6.57M
CSCO
Cisco Systems, Inc.

Technology
1.71K
+ 3.25%
$53.19 - $69.38 $90.9K - $119K
54.3K $3.76M
DE
Deere & CO

Industrials
689
+ 16.35%
$412.99 - $531.48 $285K - $366K
4.9K $2.49M
AME
Ametek Inc

Industrials
269
+ 0.51%
$151.41 - $182.75 $40.7K - $49.2K
52.6K $9.51M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
41.8K
+ 3.74%
$18.94 - $21.67 $791K - $905K
1.16M $24.5M
NET
Cloudflare, Inc.

Technology
170
+ 3.24%
$97.08 - $195.83 $16.5K - $33.3K
5.42K $1.06M
INTU
Intuit Inc

Technology
83
+ 3.59%
$544.07 - $787.63 $45.2K - $65.4K
2.39K $1.89M
ICF
Ishares Tr

ETFs
8.12K
+ 7.96%
$54.56 - $62.47 $443K - $507K
110K $6.74M
PAVE
Global X Fds Us Infrastructure

ETFs
5.94K
+ 17.68%
$33.78 - $43.68 $201K - $259K
39.5K $1.72M
TGT
Target Corp

Consumer Defensive
5.41K
+ 39.16%
$88.76 - $105.77 $480K - $572K
19.2K $1.89M
MGV
Vanguard Mega Cap Value

ETFs
3.13K
+ 27.14%
$114.87 - $131.25 $360K - $411K
14.7K $1.92M
COF
Capital One Financial Corp

Financial Services
1.62K
+ 62.96%
$150.57 - $212.76 $244K - $345K
4.19K $892K
CARR
Carrier Global Corp

Industrials
4.21K
+ 34.23%
$55.55 - $75.83 $234K - $319K
16.5K $1.21M
SHOP
Shopify Inc.

Technology
3K
+ 76.8%
$76.89 - $115.35 $231K - $346K
6.9K $796K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.29K
+ 13.47%
$113.67 - $150.4 $146K - $193K
10.8K $1.63M
AMD
Advanced Micro Devices Inc

Technology
858
+ 11.78%
$78.21 - $143.81 $67.1K - $123K
8.14K $1.16M
DLR
Digital Realty Trust, Inc.

Real Estate
820
+ 9.79%
$136.11 - $177.69 $112K - $146K
9.2K $1.6M
PM
Philip Morris International Inc.

Consumer Defensive
791
+ 7.38%
$149.23 - $184.95 $118K - $146K
11.5K $2.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.73K
+ 3.35%
$34.72 - $42.74 $94.7K - $117K
84.1K $3.59M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
57
+ 0.99%
$299.15 - $396.54 $17.1K - $22.6K
5.84K $2.31M
MRVL
Marvell Technology, Inc.

Technology
2.23K
+ 18.79%
$49.38 - $79.97 $110K - $178K
14.1K $1.09M
MCK
Mckesson Corp

Healthcare
406
+ 39.84%
$652.83 - $732.78 $265K - $298K
1.43K $1.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
356
+ 9.34%
$179.95 - $278.88 $64.1K - $99.3K
4.17K $1.16M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.45K
+ 17.88%
$32.66 - $40.75 $178K - $222K
35.9K $1.45M
STX
Seagate Technology Holdings PLC

Technology
1.23K
+ 43.53%
$66.54 - $144.33 $81.5K - $177K
4.04K $582K
UBER
Uber Technologies, Inc

Technology
785
+ 6.1%
$64.62 - $93.3 $50.7K - $73.2K
13.6K $1.27M
BX
Blackstone Inc.

Financial Services
1.18K
+ 7.13%
$120.07 - $151.11 $141K - $178K
17.7K $2.64M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.44K
+ 32.94%
$61.79 - $76.67 $212K - $264K
13.9K $1.06M
CRM
Salesforce, Inc.

Technology
1K
+ 11.09%
$236.26 - $291.15 $237K - $292K
10.1K $2.74M
FNDF
Schwab Fundamental Intl Large

ETFs
1.76K
+ 2.82%
$32.25 - $40.02 $56.7K - $70.3K
64K $2.56M
VST
Vistra Corp.

Utilities
269
+ 7.94%
$98.07 - $195.04 $26.4K - $52.5K
3.66K $708K
AMAT
Applied Materials Inc

Technology
152
+ 2.14%
$126.95 - $183.52 $19.3K - $27.9K
7.26K $1.33M
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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