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
FAST
Fastenal CO

Industrials
464
+ 10.03%
$69.99 - $84.35 $32.5K - $39.1K
5.09K $365K
BR
Broadridge Financial Solutions, Inc.

Technology
79
+ 5.21%
$209.64 - $236.44 $16.6K - $18.7K
1.6K $360K
BLND
Blend Labs, Inc.

Technology
4.01K
+ 10.89%
$3.31 - $5.35 $13.3K - $21.4K
40.8K $171K
VT
Vanguard Total World Stk Index

ETFs
3.15K
+ 2.07%
$117.09 - $123.07 $369K - $388K
155K $18.2M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.11%
$328.51 - $401.37 $329 - $401
948 $355K
BK
Bank Of New York Mellon Corp

Financial Services
55
+ 0.95%
$70.82 - $81.87 $3.9K - $4.5K
5.86K $450K
PAVE
Global X Fds Us Infrastructure

ETFs
888
+ 11.32%
$40.41 - $45.95 $35.9K - $40.8K
8.74K $352K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
336
+ 6.21%
N/A
5.75K $493K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.03%
$417.69 - $450.94 $1.25K - $1.35K
11.4K $4.86M
ABC
Amerisourcebergen Corp

Healthcare
145
+ 7.84%
N/A
1.99K $369K
HOLX
Hologic Inc

Healthcare
705
+ 24.63%
$70.76 - $83.72 $49.9K - $59K
3.57K $257K
TRV
Travelers Companies, Inc.

Financial Services
52
+ 3.03%
$225.97 - $266.66 $11.8K - $13.9K
1.77K $426K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
465
+ 8.53%
$69.58 - $74.87 $32.4K - $34.8K
5.92K $414K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
23
+ 0.12%
$46.48 - $51.32 $1.07K - $1.18K
19.8K $953K
POST
Post Holdings, Inc.

Consumer Defensive
241
+ 5.14%
$106.14 - $120.72 $25.6K - $29.1K
4.93K $564K
AIT
Applied Industrial Technologies Inc

Industrials
14
+ 1.31%
$220.05 - $280.49 $3.08K - $3.93K
1.08K $258K
OTIS
Otis Worldwide Corp

Industrials
913
+ 16.09%
$92.57 - $106.01 $84.5K - $96.8K
6.59K $609K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.68K
+ 11.04%
$75.65 - $83.47 $429K - $474K
57.1K $4.35M
CIGI
Colliers International Group Inc.

Real Estate
334
+ 20.43%
$133.99 - $155.4 $44.8K - $51.9K
1.97K $267K
PRF
Invesco Exchange Traded Fd Tr

ETFs
918
+ 1.4%
$40.15 - $42.9 $36.9K - $39.4K
66.5K $2.68M
XLP
Consumer Staples Sector Spdr

ETFs
225
+ 4.36%
N/A
5.39K $409K
FLR
Fluor Corp

Industrials
124
+ 2.08%
$46.92 - $58.93 $5.82K - $7.31K
6.07K $299K
IXN
Ishares Global Information Tec

ETFs
125
+ 4.48%
$80.67 - $87.84 $10.1K - $11K
2.91K $246K
SPMD
Spdr Portfolio

ETFs
254
+ 0.13%
$54.13 - $59.56 $13.7K - $15.1K
192K $10.5M
SAP
Sap Se

Technology
3
+ 0.34%
$218.13 - $255.54 $654 - $767
878 $216K
MCD
Mcdonalds Corp

Consumer Cyclical
1.29K
+ 5.25%
$288.47 - $316.54 $373K - $409K
25.9K $7.51M
WRB
Berkley W R Corp

Financial Services
130
+ 3.21%
$56.48 - $64.94 $7.34K - $8.44K
4.18K $244K
MFC
Manulife Financial Corp

Financial Services
145
+ 1.46%
$29.21 - $32.87 $4.24K - $4.77K
10.1K $308K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
24
+ 0.06%
$41.09 - $45.94 $986 - $1.1K
37K $1.56M
IWS
Ishares Russell Midcap Value E

ETFs
3.69K
+ 2.29%
$128.08 - $140.32 $473K - $518K
165K $21.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
377
+ 8.18%
$44.87 - $46.86 $16.9K - $17.7K
4.98K $223K
INGR
Ingredion Inc

Consumer Defensive
44
+ 0.26%
$132.76 - $154.86 $5.84K - $6.81K
16.8K $2.31M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
156
+ 5.14%
$80.93 - $85.66 $12.6K - $13.4K
3.19K $258K
CPK
Chesapeake Utilities Corp

Utilities
85
+ 4.22%
$116.24 - $133.18 $9.88K - $11.3K
2.1K $254K
OGE
Oge Energy Corp.

Utilities
27
+ 0.3%
$39.65 - $44.08 $1.07K - $1.19K
9.11K $375K
SO
Southern CO

Utilities
646
+ 9.93%
$81.5 - $94.15 $52.6K - $60.8K
7.15K $588K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
34
+ 1.06%
$123.69 - $133.68 $4.21K - $4.55K
3.23K $403K
FISV
Fiserv Inc

Technology
6
+ 0.07%
N/A
8.79K $1.1M
Ishares Bitcoin Trust ETF
23.3K
+ 12.67%
N/A
207K $0
Celestica Inc
2.16K
+ 47.25%
N/A
6.72K $0
Ge Vernova Inc
665
+ 13.61%
N/A
5.55K $0
MKC
Mccormick & CO Inc

Consumer Defensive
580
+ 7.92%
$73.97 - $84.09 $42.9K - $48.8K
7.91K $602K
Pennymac Corp
149
+ 149.0%
N/A
249 $0
Linde PLC
326
+ 15.7%
N/A
2.4K $0
Labcorp Holdings Inc
128
+ 3.42%
N/A
3.87K $0
Knife River Corp
1.05K
+ 23.45%
N/A
5.53K $0
KMB
Kimberly Clark Corp

Consumer Defensive
606
+ 8.51%
$130.37 - $146.09 $79K - $88.5K
7.72K $1.01M
AMID
Ea Ser Tr Argent Mid Cap ETF
210K
+ 20.41%
N/A
1.24M $0
Veralto Corp
730
+ 25.35%
N/A
3.61K $0
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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