Moneta Group Investment Advisors LLC Incresed Positions in Q3 2024

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
2.39K
+ 8.15%
$51.58 - $60.97 $123K - $146K
31.7K $1.79M
DEO
Diageo PLC

Consumer Defensive
126
+ 6.11%
$120.02 - $140.77 $15.1K - $17.7K
2.19K $306K
YEXT
Yext, Inc.

Technology
2.63K
+ 15.0%
$4.8 - $6.92 $12.6K - $18.2K
20.1K $139K
LHX
L3 Harris Technologies, Inc.

Industrials
130
+ 12.23%
$221.96 - $243.27 $28.9K - $31.6K
1.19K $283K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
330
+ 2.42%
$28.08 - $32.61 $9.27K - $10.8K
14K $442K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5
+ 0.05%
$116.79 - $133.54 $584 - $668
9.12K $1.2M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
6.36K
+ 44.79%
$11.03 - $18.11 $70.2K - $115K
20.6K $230K
DOW
Dow Inc.

Basic Materials
491
+ 7.54%
$50.15 - $55.41 $24.6K - $27.2K
7K $382K
XLE
Energy Sector Spdr

ETFs
591
+ 13.11%
$84.35 - $93.39 $49.9K - $55.2K
5.1K $447K
ADBE
Adobe Inc.

Technology
297
+ 9.35%
$508.13 - $586.55 $151K - $174K
3.48K $1.8M
FFBC
First Financial Bancorp

Financial Services
6
+ 0.06%
$21.7 - $28.09 $130 - $169
10.2K $257K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
289
+ 12.8%
$104.47 - $116.17 $30.2K - $33.6K
2.55K $274K
SJM
J M Smucker CO

Consumer Defensive
19
+ 0.89%
$109.12 - $122.4 $2.07K - $2.33K
2.14K $259K
WM
Waste Management Inc

Industrials
261
+ 5.03%
$196.96 - $223.45 $51.4K - $58.3K
5.45K $1.13M
AOS
Smith A O Corp

Industrials
13
+ 0.48%
$76.95 - $91.98 $1K - $1.2K
2.72K $244K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
21
+ 2.51%
$1024.09 - $1201.76 $21.5K - $25.2K
858 $901K
TDVG
T Rowe Price Exchange Traded F

Technology
93
+ 1.46%
$37.87 - $40.96 $3.52K - $3.81K
6.47K $264K
GRMN
Garmin LTD

Technology
3
+ 0.21%
$161.1 - $183.29 $483 - $550
1.44K $253K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
37
+ 1.33%
$91.37 - $101.65 $3.38K - $3.76K
2.81K $285K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
49
+ 3.9%
$460.0 - $505.78 $22.5K - $24.8K
1.31K $607K
ADSK
Autodesk, Inc.

Technology
62
+ 6.09%
$245.83 - $245.83 $15.2K - $15.2K
1.08K $265K
CHD
Church & Dwight CO Inc

Consumer Defensive
53
+ 0.71%
$98.01 - $106.59 $5.19K - $5.65K
7.57K $792K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.4K
+ 10.34%
$49.83 - $62.75 $69.6K - $87.7K
14.9K $858K
MMLP
Martin Midstream Partners L.P.

Energy
37
+ 0.13%
$3.18 - $4.05 $118 - $150
27.8K $101K
CFFN
Capitol Federal Financial, Inc.

Financial Services
42
+ 0.42%
$5.34 - $6.75 $224 - $284
10.1K $59K
CDNS
Cadence Design Systems Inc

Technology
643
+ 13.81%
$246.84 - $321.11 $159K - $206K
5.3K $1.44M
KLAC
Kla Corp

Technology
25
+ 6.35%
$696.17 - $892.35 $17.4K - $22.3K
419 $324K
Knife River Corp
555
+ 14.14%
N/A
4.48K $0
America Movil Sab De Cv
1.12K
+ 10.05%
N/A
12.2K $0
Cooper Cos Inc
730
+ 11.34%
N/A
7.17K $0
Ge Healthcare Technologies I
436
+ 12.0%
N/A
4.07K $0
Canadian Pacific Kansas City
892
+ 34.84%
N/A
3.45K $0
AMID
Ea Ser Tr Argent Mid Cap ETF
73.8K
+ 7.74%
N/A
1.03M $0
Ishares Bitcoin Trust ETF
40.2K
+ 27.92%
N/A
184K $0
Celestica Inc
1.56K
+ 52.05%
N/A
4.56K $0
Ge Vernova Inc
394
+ 8.77%
N/A
4.89K $0
United Sts Nat Gas Fd LP
700
+ 4.33%
N/A
16.9K $0
Linde PLC
319
+ 18.16%
N/A
2.08K $0
Brookfield Corp
24.3K
+ 37.51%
N/A
89.2K $0
Brookfield Asset Managmt LTD
6.86K
+ 36.46%
N/A
25.7K $0
ROP
Roper Technologies Inc

Industrials
16
+ 1.29%
$515.25 - $576.55 $8.24K - $9.22K
1.26K $700K
ELV
Elevance Health, Inc.

Healthcare
41
+ 3.63%
$500.12 - $562.29 $20.5K - $23.1K
1.17K $607K
CNP
Centerpoint Energy Inc

Utilities
1.77K
+ 4.85%
$25.63 - $30.55 $45.2K - $53.9K
38.2K $1.12M
PIII
P3 Health Partners Inc.

Healthcare
2
+ 0.0%
$0.38 - $0.63 $0.76 - $1.26
113K $43K
UPS
United Parcel Service Inc

Industrials
172
+ 0.21%
$123.32 - $147.38 $21.2K - $25.3K
83.1K $11.3M
COP
Conocophillips

Energy
599
+ 6.22%
$102.3 - $116.61 $61.3K - $69.8K
10.2K $1.08M
SOXX
Ishares Semiconductor ETF

ETFs
94
+ 3.0%
$199.29 - $265.49 $18.7K - $25K
3.23K $744K
NRDY
Nerdy Inc.

Technology
8.6K
+ 10.85%
$0.75 - $1.83 $6.45K - $15.7K
87.9K $86K
NVO
Novo Nordisk A S

Healthcare
361
+ 7.67%
$119.07 - $145.42 $43K - $52.5K
5.07K $603K
Activity Summary
Buys All Purchases 320 New Holdings 63 Increased Positions 257 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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