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
Ge Healthcare Technologies I
595
+ 14.62%
N/A
4.66K $0
LECO
Lincoln Electric Holdings Inc

Industrials
20
+ 1.8%
$187.47 - $219.94 $3.75K - $4.4K
1.13K $212K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.79K
+ 2.01%
$105.45 - $117.99 $189K - $212K
91.2K $9.67M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
75
+ 3.21%
$98.47 - $109.35 $7.39K - $8.2K
2.41K $237K
MMLP
Martin Midstream Partners L.P.

Energy
35
+ 0.13%
$3.59 - $4.02 $126 - $141
27.8K $99K
URI
United Rentals, Inc.

Industrials
251
+ 14.66%
$704.44 - $880.32 $177K - $221K
1.96K $1.38M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
20
+ 4.04%
$1124.26 - $1344.96 $22.5K - $26.9K
515 $648K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
171
+ 1.22%
$25.3 - $26.31 $4.33K - $4.5K
14.2K $364K
DUK
Duke Energy Corp

Utilities
381
+ 6.27%
$105.76 - $120.76 $40.3K - $46K
6.45K $695K
LLY
Eli Lilly & CO

Healthcare
1.6K
+ 14.7%
$727.2 - $932.06 $1.16M - $1.49M
12.5K $9.61M
DGRO
Ishares Core Dividend Growth E

ETFs
401
+ 1.57%
$60.73 - $64.94 $24.4K - $26K
25.9K $1.59M
MGV
Vanguard Mega Cap Value

ETFs
230
+ 1.99%
$124.06 - $133.48 $28.5K - $30.7K
11.8K $1.47M
ABUS
Arbutus Biopharma Corp

Healthcare
1K
+ 4.0%
$3.18 - $4.2 $3.18K - $4.2K
26K $85K
PFF
Ishares Trust Ishares Pfd And

ETFs
158
+ 1.74%
$31.23 - $33.51 $4.93K - $5.29K
9.23K $290K
DOW
Dow Inc.

Basic Materials
2.23K
+ 31.84%
$39.1 - $55.34 $87.2K - $123K
9.23K $370K
UL
Unilever PLC

Consumer Defensive
383
+ 9.29%
$56.7 - $64.64 $21.7K - $24.8K
4.51K $255K
NXPI
Nxp Semiconductors N.V.

Technology
100
+ 9.13%
$207.27 - $255.58 $20.7K - $25.6K
1.2K $248K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.91K
+ 15.03%
$75.95 - $88.05 $145K - $168K
14.6K $1.11M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
187
+ 0.88%
$20.38 - $21.75 $3.81K - $4.07K
21.4K $440K
HIG
Hartford Financial Services Group, Inc.

Financial Services
77
+ 2.25%
$107.06 - $123.74 $8.24K - $9.53K
3.5K $382K
ASML
Asml Holding Nv

Technology
144
+ 16.44%
$658.43 - $872.27 $94.8K - $126K
1.02K $706K
MMM
3 M CO

Industrials
124
+ 2.4%
$124.74 - $137.12 $15.5K - $17K
5.28K $681K
CTAS
Cintas Corp

Industrials
239
+ 8.18%
$182.7 - $226.47 $43.7K - $54.1K
3.16K $577K
SNPS
Synopsys Inc

Technology
7
+ 0.55%
$485.36 - $588.0 $3.4K - $4.12K
1.29K $626K
AVDV
American Centy ETF Tr Avantis

ETFs
168
+ 2.66%
$63.85 - $70.4 $10.7K - $11.8K
6.48K $421K
F
Ford Motor CO

Consumer Cyclical
804
+ 1.47%
$9.69 - $11.4 $7.79K - $9.17K
55.4K $548K
VONV
Vanguard Russell 1000 Value Et

ETFs
33
+ 0.21%
$80.87 - $87.69 $2.67K - $2.89K
15.8K $1.29M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
72
+ 1.35%
$53.86 - $60.27 $3.88K - $4.34K
5.4K $291K
XLB
Select Sector Spdr Fd Material

ETFs
16
+ 0.5%
$83.8 - $97.58 $1.34K - $1.56K
3.24K $272K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
76
+ 1.28%
$63.27 - $70.31 $4.81K - $5.34K
6.01K $381K
SPH
Suburban Propane Partners LP

Utilities
297
+ 0.47%
$17.0 - $19.85 $5.05K - $5.9K
63.1K $1.09M
AVY
Avery Dennison Corp

Industrials
171
+ 7.61%
$186.26 - $220.48 $31.9K - $37.7K
2.42K $452K
ON
On Semiconductor Corp

Technology
281
+ 4.4%
$63.05 - $74.7 $17.7K - $21K
6.67K $420K
DFAX
Dimensional ETF Tr
436
+ 1.66%
$24.76 - $27.04 $10.8K - $11.8K
26.8K $665K
IYR
Ishares Tr

ETFs
52
+ 0.84%
$90.74 - $102.87 $4.72K - $5.35K
6.25K $581K
NVS
Novartis Ag

Healthcare
37
+ 1.11%
$96.78 - $117.18 $3.58K - $4.34K
3.38K $328K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.02%
$99.2 - $108.47 $198 - $217
8.03K $799K
XLV
Select Sector Spdr Fund Health

ETFs
710
+ 7.24%
$136.28 - $154.74 $96.8K - $110K
10.5K $1.45M
IDEV
Ishares Core Msci Intl Develop

ETFs
46
+ 0.43%
$64.18 - $70.42 $2.95K - $3.24K
10.8K $698K
CL
Colgate Palmolive CO

Consumer Defensive
1.27K
+ 9.01%
$90.22 - $102.31 $114K - $130K
15.4K $1.4M
SBUX
Starbucks Corp

Consumer Cyclical
152
+ 1.17%
$87.44 - $102.5 $13.3K - $15.6K
13.1K $1.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
117
+ 1.3%
$209.89 - $233.24 $24.6K - $27.3K
9.14K $1.94M
MDT
Medtronic PLC

Healthcare
121
+ 1.24%
$79.61 - $92.24 $9.63K - $11.2K
9.85K $786K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3
+ 0.01%
$40.06 - $45.21 $120 - $136
22.6K $920K
UBER
Uber Technologies, Inc

Technology
829
+ 8.61%
$59.93 - $86.34 $49.7K - $71.6K
10.5K $631K
IYH
Ishares Tr

ETFs
2
+ 0.01%
$57.53 - $65.24 $115 - $130
13.9K $807K
FNDF
Schwab Fundamental Intl Large

ETFs
4.38K
+ 7.52%
$32.92 - $37.15 $144K - $163K
62.6K $2.08M
IJK
Ishares S&P Midcap 400 Growth

ETFs
175
+ 0.15%
$90.66 - $99.46 $15.9K - $17.4K
115K $10.4M
ADM
Archer Daniels Midland CO

Consumer Defensive
582K
+ 18.18%
$49.38 - $59.52 $28.8M - $34.7M
3.79M $191M
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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