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
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.27K
+ 4.17%
$72.61 - $88.75 $91.9K - $112K
31.6K $2.81M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.68K
+ 41.78%
$81.46 - $94.63 $218K - $254K
9.1K $861K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
189
+ 3.96%
$468.22 - $566.51 $88.5K - $107K
4.96K $2.81M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
63
+ 0.55%
$376.48 - $440.65 $23.7K - $27.8K
11.5K $5.06M
DFUS
Dimensional ETF Tr U S Equity

ETFs
70
+ 0.18%
$53.65 - $67.02 $3.76K - $4.69K
39.1K $2.62M
SF
Stifel Financial Corp

Financial Services
765
+ 4.29%
$76.49 - $103.78 $58.5K - $79.4K
18.6K $1.93M
CTVA
Corteva, Inc.

Basic Materials
1.72K
+ 16.9%
$55.52 - $74.53 $95.7K - $128K
11.9K $888K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 4.07%
$4164.15 - $5789.24 $29.1K - $40.5K
179 $1.04M
IXUS
Ishares Tr

ETFs
333
+ 1.15%
$62.37 - $77.63 $20.8K - $25.9K
29.3K $2.27M
SYK
Stryker Corp

Healthcare
316
+ 6.32%
$337.37 - $395.63 $107K - $125K
5.32K $2.1M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.12K
+ 2.4%
$30.87 - $39.17 $34.5K - $43.8K
47.7K $1.87M
XLC
Select Sector Spdr Tr Communic

ETFs
1.73K
+ 42.16%
$86.13 - $108.53 $149K - $187K
5.82K $631K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.38K
+ 7.22%
$67.03 - $80.35 $159K - $191K
35.3K $2.81M
XLY
Select Sector Spdr Consumer Di

ETFs
508
+ 8.21%
$176.34 - $218.59 $89.6K - $111K
6.69K $1.45M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.13K
+ 30.45%
$70.56 - $87.22 $150K - $186K
9.12K $795K
XLI
Industrial Sector Spdr

ETFs
1.26K
+ 45.29%
$116.42 - $147.52 $147K - $186K
4.05K $597K
ADI
Analog Devices Inc

Technology
177
+ 3.41%
$164.6 - $238.02 $29.1K - $42.1K
5.37K $1.28M
KLAC
Kla Corp

Technology
6
+ 0.57%
$576.53 - $902.94 $3.46K - $5.42K
1.05K $941K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.94K
+ 21.53%
$45.11 - $52.34 $178K - $206K
22.2K $1.16M
OTIS
Otis Worldwide Corp

Industrials
2.45K
+ 45.23%
$90.88 - $104.3 $222K - $255K
7.86K $778K
MS
Morgan Stanley

Financial Services
33
+ 0.37%
$99.83 - $140.86 $3.29K - $4.65K
8.84K $1.25M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.43K
+ 9.0%
$63.54 - $68.5 $218K - $235K
41.5K $2.8M
ADBE
Adobe Inc.

Technology
520
+ 11.82%
$340.0 - $420.68 $177K - $219K
4.92K $1.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.05K
+ 51.02%
$152.42 - $182.82 $159K - $191K
3.1K $566K
WMB
Williams Companies, Inc.

Energy
208
+ 0.32%
$54.33 - $62.87 $11.3K - $13.1K
66.1K $4.15M
SNPS
Synopsys Inc

Technology
181
+ 13.18%
$380.9 - $517.66 $68.9K - $93.7K
1.55K $796K
HCA
Hca Healthcare, Inc.

Healthcare
197
+ 5.66%
$317.61 - $387.52 $62.6K - $76.3K
3.68K $1.41M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.47K
+ 90.06%
$82.21 - $83.12 $203K - $205K
5.2K $431K
QCOM
Qualcomm Inc

Technology
433
+ 1.84%
$124.66 - $159.48 $54K - $69.1K
24K $3.82M
MSTR
Microstrategy Inc

Technology
126
+ 9.9%
$237.95 - $421.61 $30K - $53.1K
1.4K $565K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.73K
+ 34.17%
$50.39 - $60.05 $137K - $164K
10.7K $642K
GLW
Corning Inc

Technology
2.31K
+ 22.35%
$39.07 - $52.59 $90.2K - $121K
12.6K $664K
CAH
Cardinal Health Inc

Healthcare
102
+ 1.78%
$125.0 - $168.0 $12.8K - $17.1K
5.82K $978K
FMBH
First Mid Bancshares, Inc.

Financial Services
726
+ 1.16%
$31.0 - $38.22 $22.5K - $27.7K
63.3K $2.37M
ASML
Asml Holding Nv

Technology
38
+ 3.34%
$595.37 - $815.24 $22.6K - $31K
1.18K $941K
VFH
Vanguard Financial ETF

ETFs
309
+ 1.76%
$104.87 - $127.3 $32.4K - $39.3K
17.8K $2.27M
MPC
Marathon Petroleum Corp

Energy
349
+ 6.02%
$118.55 - $170.08 $41.4K - $59.4K
6.15K $1.02M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 50.07%
$40.94 - $52.1 $111K - $142K
8.16K $425K
LMT
Lockheed Martin Corp

Industrials
176
+ 3.2%
$430.82 - $486.45 $75.8K - $85.6K
5.67K $2.63M
AMP
Ameriprise Financial Inc

Financial Services
154
+ 8.97%
$422.19 - $533.73 $65K - $82.2K
1.87K $998K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
48
+ 0.35%
$60.22 - $80.1 $2.89K - $3.84K
13.6K $1.09M
SOXX
Ishares Semiconductor ETF

ETFs
70
+ 2.4%
$154.86 - $239.07 $10.8K - $16.7K
2.98K $711K
DFIV
Dimensional ETF Tr

ETFs
108
+ 0.25%
$34.67 - $43.21 $3.74K - $4.67K
44.2K $1.89M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.76K
+ 3.71%
$35.3 - $37.51 $97.5K - $104K
77.2K $2.9M
XYL
Xylem Inc.

Industrials
988
+ 35.27%
$102.86 - $129.5 $102K - $128K
3.79K $490K
MUB
Ishares National Muni Bond ETF

ETFs
1.52K
+ 36.68%
$102.31 - $105.8 $155K - $160K
5.65K $589K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
156
+ 5.63%
$201.28 - $266.34 $31.4K - $41.5K
2.93K $780K
MBWM
Mercantile Bank Corp

Financial Services
2.7K
+ 31.29%
$38.53 - $46.41 $104K - $125K
11.3K $524K
MSI
Motorola Solutions, Inc.

Technology
399
+ 32.87%
$394.72 - $440.39 $157K - $176K
1.61K $678K
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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