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
GDDY
Go Daddy Inc.

Technology
135
+ 6.75%
$153.16 - $209.03 $20.7K - $28.2K
2.13K $421K
VRT
Vertiv Holdings CO

Industrials
1.23K
+ 42.34%
N/A
4.15K $359K
MUB
Ishares National Muni Bond ETF

ETFs
1.07K
+ 24.22%
$105.78 - $108.7 $113K - $116K
5.48K $584K
FTV
Fortive Corp

Technology
1.6K
+ 41.79%
$71.16 - $79.68 $114K - $128K
5.43K $407K
SRE
Sempra Energy

Utilities
722
+ 8.26%
$80.81 - $94.77 $58.3K - $68.4K
9.46K $830K
TTD
Trade Desk, Inc.

Technology
640
+ 22.94%
$108.7 - $139.51 $69.6K - $89.3K
3.43K $403K
MUSA
Murphy Usa Inc.

Consumer Cyclical
174
+ 18.93%
$473.11 - $555.48 $82.3K - $96.7K
1.09K $548K
GILD
Gilead Sciences, Inc.

Healthcare
47
+ 0.44%
$83.95 - $97.9 $3.95K - $4.6K
10.7K $991K
YUM
Yum Brands Inc

Consumer Cyclical
867
+ 22.43%
$130.36 - $139.54 $113K - $121K
4.73K $634K
KKR
Kkr & Co. Inc.

Financial Services
309
+ 13.6%
$129.87 - $162.87 $40.1K - $50.3K
2.58K $381K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
556
+ 6.94%
$118.0 - $127.04 $65.6K - $70.6K
8.57K $1.04M
CARR
Carrier Global Corp

Industrials
3.27K
+ 27.04%
$66.69 - $82.65 $218K - $270K
15.3K $1.05M
PH
Parker Hannifin Corp

Industrials
115
+ 31.86%
$621.74 - $709.46 $71.5K - $81.6K
476 $302K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
883
+ 0.64%
$33.92 - $36.6 $30K - $32.3K
139K $4.8M
WEC
Wec Energy Group, Inc.

Utilities
827
+ 25.06%
$92.94 - $101.82 $76.9K - $84.2K
4.13K $388K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
306
+ 22.21%
$201.32 - $217.44 $61.6K - $66.5K
1.68K $348K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
189
+ 1.56%
$70.54 - $79.61 $13.3K - $15K
12.3K $938K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.03%
$129.96 - $144.97 $390 - $435
9.13K $1.27M
ACHR
Archer Aviation Inc.

Industrials
3
+ 0.03%
$2.94 - $11.33 $8.82 - $34
10.1K $98K
GLW
Corning Inc

Technology
1.07K
+ 14.99%
$44.11 - $49.76 $47K - $53K
8.17K $388K
DGX
Quest Diagnostics Inc

Healthcare
484
+ 36.89%
N/A
1.8K $246K
CTVA
Corteva, Inc.

Basic Materials
1.43K
+ 16.4%
$55.21 - $64.13 $79K - $91.7K
10.1K $577K
XLE
Energy Sector Spdr

ETFs
856
+ 16.78%
$83.32 - $97.27 $71.3K - $83.3K
5.96K $510K
APD
Air Products & Chemicals, Inc.

Basic Materials
256
+ 13.62%
$285.5 - $335.62 $73.1K - $85.9K
2.14K $619K
WM
Waste Management Inc

Industrials
441
+ 8.09%
$201.79 - $228.46 $89K - $101K
5.89K $1.19M
SYK
Stryker Corp

Healthcare
172
+ 3.35%
$345.14 - $392.15 $59.4K - $67.4K
5.31K $1.91M
ROP
Roper Technologies Inc

Industrials
193
+ 15.32%
$519.85 - $575.95 $100K - $111K
1.45K $755K
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.06%
$471.27 - $550.62 $471 - $551
1.76K $917K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
984
+ 27.52%
$57.38 - $61.11 $56.5K - $60.1K
4.56K $266K
VOTE
Engine No 1 ETF Tr

ETFs
146
+ 0.6%
$66.37 - $71.58 $9.69K - $10.5K
24.4K $1.68M
CORT
Corcept Therapeutics Inc

Healthcare
587
+ 10.45%
$44.66 - $60.85 $26.2K - $35.7K
6.21K $312K
IRM
Iron Mountain Inc

Real Estate
1.01K
+ 25.76%
$101.62 - $128.14 $103K - $129K
4.93K $518K
CMI
Cummins Inc

Industrials
99
+ 13.75%
$324.93 - $383.42 $32.2K - $38K
819 $285K
TMUS
T Mobile Us, Inc.

Communication Services
121
+ 6.78%
$206.1 - $246.94 $24.9K - $29.9K
1.91K $420K
IAU
Ishares Gold Trust

ETFs
1.06K
+ 12.13%
$48.37 - $52.65 $51.4K - $55.9K
9.82K $486K
ORCL
Oracle Corp

Technology
924
+ 3.28%
$165.41 - $192.43 $153K - $178K
29.1K $4.85M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.06K
+ 9.72%
$56.06 - $61.35 $59.6K - $65.3K
12K $678K
MCHP
Microchip Technology Inc

Technology
2.35K
+ 60.61%
$55.51 - $79.05 $130K - $186K
6.22K $356K
FDS
Factset Research Systems Inc

Financial Services
72
+ 14.85%
$449.69 - $495.72 $32.4K - $35.7K
557 $267K
K
Kellogg CO

Consumer Defensive
541
+ 11.04%
$80.34 - $81.29 $43.5K - $44K
5.44K $440K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
51
+ 0.34%
$55.73 - $66.16 $2.84K - $3.37K
15K $902K
GRMN
Garmin LTD

Technology
1
+ 0.07%
$161.91 - $220.77 $162 - $221
1.44K $297K
ALL
Allstate Corp

Financial Services
191
+ 12.2%
$181.25 - $208.2 $34.6K - $39.8K
1.76K $338K
XLU
Utilities Sector Spdr

ETFs
976
+ 14.45%
$74.89 - $82.93 $73.1K - $80.9K
7.73K $585K
TDVG
T Rowe Price Exchange Traded F

Technology
1.22K
+ 18.82%
$39.51 - $41.92 $48.1K - $51K
7.68K $304K
DE
Deere & CO

Industrials
20
+ 0.41%
$389.45 - $466.0 $7.79K - $9.32K
4.94K $2.09M
MSGS
Madison Square Garden Sports Corp.

Communication Services
95
+ 9.65%
$208.82 - $235.85 $19.8K - $22.4K
1.08K $243K
TRMB
Trimble Inc.

Technology
55
+ 1.39%
$60.21 - $75.4 $3.31K - $4.15K
4.01K $283K
FDN
First Tr Fd Dow Jones

ETFs
10
+ 0.91%
$210.5 - $257.24 $2.11K - $2.57K
1.11K $270K
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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