Moneta Group Investment Advisors LLC Incresed Positions in Q1 2025

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
17
+ 0.37%
$50.29 - $50.5 $855 - $859
4.59K $230K
Celestica Inc
602
+ 8.96%
N/A
7.32K $0
Bitwise Bitcoin ETF Tr
57
+ 0.94%
N/A
6.11K $0
Bunge Global Sa
2.69K
+ 76.91%
N/A
6.19K $0
Brookfield Corp
7
+ 0.01%
N/A
88.2K $0
Blackrock Inc
179
+ 12.03%
N/A
1.67K $0
Ishares Bitcoin Trust ETF
30.8K
+ 14.87%
N/A
238K $0
ATAI
Atai Life Sciences N.V.

Healthcare
45
+ 0.35%
$1.33 - $2.55 $59.9 - $115
12.9K $17K
Fidelity Wise Origin Bitcoin
8.72K
+ 142.97%
N/A
14.8K $0
AMID
Ea Ser Tr Argent Mid Cap ETF
159K
+ 12.9%
N/A
1.4M $0
PSEC
Prospect Capital Corp

Financial Services
100
+ 0.82%
$4.1 - $4.45 $410 - $445
12.4K $50K
FITB
Fifth Third Bancorp

Financial Services
322
+ 6.53%
$37.48 - $44.96 $12.1K - $14.5K
5.25K $205K
YEXT
Yext, Inc.

Technology
145
+ 0.72%
$6.02 - $6.86 $873 - $995
20.3K $124K
GIS
General Mills Inc

Consumer Defensive
507
+ 5.76%
$57.56 - $65.3 $29.2K - $33.1K
9.31K $556K
PEG
Public Service Enterprise Group Inc

Utilities
22
+ 0.61%
$78.2 - $90.39 $1.72K - $1.99K
3.63K $298K
SWK
Stanley Black & Decker, Inc.

Industrials
18
+ 0.53%
$76.43 - $90.41 $1.38K - $1.63K
3.44K $264K
NXPI
Nxp Semiconductors N.V.

Technology
62
+ 5.19%
$189.99 - $245.86 $11.8K - $15.2K
1.26K $238K
LRGF
Ishares Tr

ETFs
49
+ 0.93%
$56.95 - $63.95 $2.79K - $3.13K
5.32K $307K
PH
Parker Hannifin Corp

Industrials
4
+ 0.84%
$591.65 - $707.05 $2.37K - $2.83K
480 $291K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
277
+ 10.07%
$203.38 - $274.79 $56.3K - $76.1K
3.03K $622K
IYY
Ishares Tr

ETFs
18
+ 0.82%
$134.05 - $149.75 $2.41K - $2.7K
2.22K $301K
VST
Vistra Corp.

Utilities
410
+ 13.78%
$108.49 - $191.89 $44.5K - $78.7K
3.39K $397K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.23K
+ 9.97%
$68.07 - $78.99 $83.7K - $97.2K
13.6K $923K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
417
+ 12.29%
$211.47 - $267.17 $88.2K - $111K
3.81K $805K
ZION
Zions Bancorporation, National Association

Financial Services
45
+ 0.98%
$47.0 - $59.03 $2.12K - $2.66K
4.65K $231K
IOT
Samsara Inc.

Technology
1.46K
+ 10.46%
$34.06 - $60.96 $49.6K - $88.7K
15.4K $589K
BLND
Blend Labs, Inc.

Technology
4.9K
+ 12.0%
$2.96 - $4.05 $14.5K - $19.8K
45.7K $153K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7
+ 0.26%
$96.93 - $109.51 $679 - $767
2.65K $259K
FDN
First Tr Fd Dow Jones

ETFs
21
+ 1.89%
$221.38 - $266.86 $4.65K - $5.6K
1.14K $252K
MUSA
Murphy Usa Inc.

Consumer Cyclical
27
+ 2.47%
$435.02 - $515.95 $11.7K - $13.9K
1.12K $526K
DINO
Hf Sinclair Corp

Energy
26
+ 0.25%
$30.66 - $38.48 $797 - $1K
10.5K $346K
VCR
Vanguard Consumer Discretionar

ETFs
70
+ 7.38%
$318.51 - $391.75 $22.3K - $27.4K
1.02K $331K
ACHR
Archer Aviation Inc.

Industrials
151
+ 1.49%
$6.8 - $11.51 $1.03K - $1.74K
10.3K $73K
DHI
Horton D R Inc

Consumer Cyclical
267
+ 5.44%
$125.29 - $147.65 $33.5K - $39.4K
5.18K $657K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
7
+ 0.06%
$45.21 - $50.33 $316 - $352
12.7K $579K
INTU
Intuit Inc

Technology
2
+ 0.09%
$555.63 - $630.23 $1.11K - $1.26K
2.31K $1.42M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
39
+ 5.19%
$634.14 - $744.83 $24.7K - $29K
790 $501K
BXP
Boston Properties Inc

Real Estate
58
+ 1.06%
$63.97 - $74.91 $3.71K - $4.34K
5.54K $372K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7
+ 0.13%
$96.85 - $111.39 $678 - $780
5.22K $515K
R
Ryder System Inc

Industrials
1
+ 0.04%
$136.38 - $170.92 $136 - $171
2.78K $400K
GDDY
Go Daddy Inc.

Technology
5
+ 0.23%
$172.13 - $214.35 $861 - $1.07K
2.14K $385K
SNPS
Synopsys Inc

Technology
82
+ 6.35%
$428.58 - $551.54 $35.1K - $45.2K
1.37K $588K
CCL
Carnival Corp

Consumer Cyclical
1.12K
+ 9.9%
$19.08 - $28.49 $21.4K - $32K
12.5K $243K
PWR
Quanta Services, Inc.

Industrials
46
+ 5.28%
$236.71 - $358.03 $10.9K - $16.5K
918 $233K
VTWV
Vanguard Russell 2000 Value Et

ETFs
6
+ 0.16%
$131.51 - $149.24 $789 - $895
3.77K $502K
SYF
Synchrony Financial

Financial Services
171
+ 4.01%
$51.9 - $70.63 $8.87K - $12.1K
4.43K $234K
TT
Trane Technologies PLC

Industrials
63
+ 3.16%
$332.0 - $400.86 $20.9K - $25.3K
2.06K $693K
BUSE
First Busey Corp

Financial Services
1.63K
+ 3.95%
$21.26 - $25.35 $34.7K - $41.4K
43K $929K
AVUV
American Centy ETF Tr Avantis

ETFs
212
+ 3.1%
$84.95 - $100.62 $18K - $21.3K
7.06K $614K
Activity Summary
Buys All Purchases 356 New Holdings 47 Increased Positions 309 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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