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
JHMM
John Hancock Multifactor Mid C

ETFs
1.9K
+ 24.25%
$50.32 - $61.13 $95.4K - $116K
9.71K $593K
PRF
Invesco Exchange Traded Fd Tr

ETFs
846
+ 1.42%
$35.77 - $42.27 $30.3K - $35.8K
60.4K $2.55M
MPWR
Monolithic Power Systems Inc

Technology
55
+ 7.99%
$455.19 - $737.73 $25K - $40.6K
743 $543K
MCHP
Microchip Technology Inc

Technology
328
+ 6.07%
$35.34 - $71.6 $11.6K - $23.5K
5.73K $403K
LOW
Lowes Companies Inc

Consumer Cyclical
1.23K
+ 10.08%
$210.83 - $235.28 $259K - $289K
13.4K $2.97M
ADP
Automatic Data Processing Inc

Industrials
343
+ 3.44%
$276.76 - $326.81 $94.9K - $112K
10.3K $3.18M
STT
State Street Corp

Financial Services
632
+ 16.07%
$75.33 - $106.34 $47.6K - $67.2K
4.57K $485K
IWY
Ishares Tr Russell 200 Growth

ETFs
222
+ 10.13%
$187.5 - $246.51 $41.6K - $54.7K
2.41K $594K
JKHY
Henry Jack & Associates Inc

Technology
753
+ 47.15%
$163.54 - $186.02 $123K - $140K
2.35K $423K
TFC
Truist Financial Corp

Financial Services
2.62K
+ 25.79%
$34.79 - $42.99 $91K - $113K
12.8K $548K
WM
Waste Management Inc

Industrials
622
+ 11.06%
$216.47 - $242.1 $135K - $151K
6.24K $1.43M
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.0%
$44.8 - $53.97 $44.8 - $54
51.3K $2.77M
DHI
Horton D R Inc

Consumer Cyclical
896
+ 17.31%
$115.1 - $129.63 $103K - $116K
6.07K $782K
BK
Bank Of New York Mellon Corp

Financial Services
881
+ 14.58%
$73.31 - $91.62 $64.6K - $80.7K
6.92K $630K
CVS
Cvs Health Corp

Healthcare
1.63K
+ 19.17%
$60.04 - $70.18 $98.1K - $115K
10.2K $700K
ON
On Semiconductor Corp

Technology
698
+ 9.57%
$31.95 - $54.21 $22.3K - $37.8K
7.99K $418K
SCL
Stepan CO

Basic Materials
2.25K
+ 21.96%
$45.26 - $56.69 $102K - $127K
12.5K $681K
MO
Altria Group, Inc.

Consumer Defensive
2.62K
+ 9.71%
$55.56 - $60.91 $146K - $160K
29.6K $1.74M
LLY
Eli Lilly & CO

Healthcare
838
+ 7.21%
$713.71 - $898.95 $598K - $753K
12.5K $9.71M
TRV
Travelers Companies, Inc.

Financial Services
402
+ 25.46%
$233.83 - $276.34 $94K - $111K
1.98K $529K
INDA
Ishares Msci India Index Fund

ETFs
1.58K
+ 27.99%
$49.13 - $55.86 $77.7K - $88.4K
7.24K $402K
PEG
Public Service Enterprise Group Inc

Utilities
1.22K
+ 33.64%
$77.13 - $84.18 $94.3K - $103K
4.86K $408K
GD
General Dynamics Corp

Industrials
217
+ 10.21%
$247.68 - $291.66 $53.7K - $63.3K
2.34K $683K
PH
Parker Hannifin Corp

Industrials
84
+ 17.5%
$517.23 - $700.54 $43.4K - $58.8K
564 $393K
HLI
Houlihan Lokey, Inc.

Financial Services
29
+ 0.56%
$141.59 - $182.75 $4.11K - $5.3K
5.19K $934K
SYF
Synchrony Financial

Financial Services
513
+ 11.57%
$43.81 - $66.74 $22.5K - $34.2K
4.95K $330K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10
+ 0.01%
$36.25 - $42.28 $363 - $423
87.5K $3.7M
SO
Southern CO

Utilities
1.03K
+ 15.69%
$84.91 - $92.56 $87.4K - $95.2K
7.59K $696K
R
Ryder System Inc

Industrials
317
+ 11.39%
$130.14 - $160.88 $41.3K - $51K
3.1K $492K
ACM
Aecom

Industrials
117
+ 3.07%
$87.19 - $113.06 $10.2K - $13.2K
3.93K $443K
WEC
Wec Energy Group, Inc.

Utilities
1.04K
+ 25.36%
$102.24 - $109.76 $106K - $114K
5.13K $534K
CBRE
Cbre Group, Inc.

Real Estate
508
+ 27.77%
$113.94 - $140.12 $57.9K - $71.2K
2.34K $327K
SPGI
S&P Global Inc.

Financial Services
124
+ 10.34%
$438.31 - $527.29 $54.4K - $65.4K
1.32K $697K
ITW
Illinois Tool Works Inc

Industrials
395
+ 2.22%
$218.41 - $252.43 $86.3K - $99.7K
18.2K $4.49M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
521
+ 0.44%
$96.84 - $99.46 $50.5K - $51.8K
118K $11.7M
FCFS
First Cash Holdings, Inc.

Financial Services
204
+ 5.29%
$118.0 - $137.63 $24.1K - $28.1K
4.06K $548K
DG
Dollar General Corp

Consumer Defensive
87
+ 3.33%
$86.02 - $114.95 $7.48K - $10K
2.7K $309K
COOK
Traeger, Inc.

Consumer Cyclical
42.5K
+ 30.46%
$1.3 - $2.03 $55.2K - $86.2K
182K $311K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.03%
$163.6 - $208.47 $164 - $208
3.44K $717K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
400
+ 6.49%
$62.73 - $78.42 $25.1K - $31.4K
6.57K $509K
DUK
Duke Energy Corp

Utilities
856
+ 13.41%
$112.46 - $124.05 $96.3K - $106K
7.24K $854K
CME
Cme Group Inc.

Financial Services
233
+ 25.69%
$252.37 - $290.71 $58.8K - $67.7K
1.14K $314K
APD
Air Products & Chemicals, Inc.

Basic Materials
345
+ 17.72%
$248.61 - $294.96 $85.8K - $102K
2.29K $646K
DHR
Danaher Corp

Healthcare
1.4K
+ 5.08%
$174.64 - $205.16 $244K - $286K
28.9K $5.71M
IBB
Ishares Biotechnology ETF

ETFs
599
+ 15.35%
$112.02 - $129.0 $67.1K - $77.3K
4.5K $569K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
130
+ 4.02%
$106.81 - $136.49 $13.9K - $17.7K
3.36K $459K
IDV
Ishares Tr

ETFs
420
+ 2.69%
$27.79 - $34.84 $11.7K - $14.6K
16K $552K
LECO
Lincoln Electric Holdings Inc

Industrials
235
+ 21.36%
$167.18 - $211.38 $39.3K - $49.7K
1.34K $276K
FDN
First Tr Fd Dow Jones

ETFs
50
+ 4.41%
$200.29 - $269.33 $10K - $13.5K
1.19K $319K
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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