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
PR
Permian Resources Corporation

Energy
5K
+ 30.69%
$10.36 - $14.93 $51.8K - $74.6K
21.3K $289K
NXPI
Nxp Semiconductors N.V.

Technology
124
+ 9.86%
$153.5 - $218.72 $19K - $27.1K
1.38K $301K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
594
+ 2.82%
$75.05 - $77.34 $44.6K - $45.9K
21.7K $1.68M
CATH
Global X Fds Global X S&P 500

ETFs
300
+ 6.05%
$59.85 - $75.45 $18K - $22.6K
5.26K $396K
TRMB
Trimble Inc.

Technology
218
+ 5.53%
$55.12 - $75.98 $12K - $16.6K
4.16K $316K
PAAS
Pan American Silver Corp

Basic Materials
122
+ 0.57%
$21.49 - $29.35 $2.62K - $3.58K
21.4K $607K
VGIT
Vanguard Intermediate Term Tre

ETFs
915
+ 18.53%
$58.63 - $59.9 $53.6K - $54.8K
5.85K $350K
AEP
American Electric Power CO Inc

Utilities
720
+ 22.11%
$98.59 - $109.11 $71K - $78.6K
3.98K $412K
HSY
Hershey CO

Consumer Defensive
366
+ 29.49%
$151.29 - $173.13 $55.4K - $63.4K
1.61K $266K
LUV
Southwest Airlines CO

Industrials
1.93K
+ 23.71%
$24.04 - $34.36 $46.4K - $66.3K
10.1K $326K
TDG
Trans Digm Group Inc

Industrials
19
+ 11.38%
$1231.75 - $1520.64 $23.4K - $28.9K
186 $282K
IWL
Ishares Tr Russell 200 ETF

ETFs
165
+ 10.7%
$122.36 - $153.12 $20.2K - $25.3K
1.71K $261K
SLV
I Shares Silver Trust

ETFs
1.01K
+ 11.25%
$27.08 - $33.74 $27.3K - $34K
9.96K $326K
ACHR
Archer Aviation Inc.

Industrials
609
+ 5.92%
$6.2 - $13.3 $3.78K - $8.1K
10.9K $118K
CB
Chubb LTD

Financial Services
640
+ 5.58%
$274.32 - $302.46 $176K - $194K
12.1K $3.51M
GM
General Motors CO

Consumer Cyclical
551
+ 7.3%
$42.48 - $50.46 $23.4K - $27.8K
8.1K $398K
OEF
Ishares S&P 100 ETF

ETFs
160
+ 1.02%
N/A
15.9K $4.23M
ZTS
Zoetis Inc.

Healthcare
527
+ 11.28%
$144.41 - $170.3 $76.1K - $89.7K
5.2K $810K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
614
+ 10.5%
$33.13 - $40.67 $20.3K - $25K
6.46K $262K
EWJ
Ishares Msci Japan ETF

ETFs
22
+ 0.36%
$61.32 - $75.28 $1.35K - $1.66K
6.17K $462K
TMUS
T Mobile Us, Inc.

Communication Services
387
+ 21.38%
$220.99 - $268.54 $85.5K - $104K
2.2K $523K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.08K
+ 5.64%
$10.8 - $16.92 $11.7K - $18.3K
20.2K $277K
DAL
Delta Air Lines, Inc.

Industrials
257
+ 5.25%
$35.88 - $52.99 $9.22K - $13.6K
5.15K $253K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
110
+ 2.04%
$53.75 - $67.21 $5.91K - $7.39K
5.51K $364K
TDVG
T Rowe Price Exchange Traded F

Technology
576
+ 7.47%
$36.12 - $42.38 $20.8K - $24.4K
8.28K $350K
GWW
W.W. Grainger, Inc.

Industrials
19
+ 5.29%
$919.93 - $1101.66 $17.5K - $20.9K
378 $393K
CAPR
Capricor Therapeutics, Inc.

Healthcare
2.69K
+ 10.88%
$6.34 - $14.23 $17.1K - $38.3K
27.5K $272K
KMI
Kinder Morgan, Inc.

Energy
865
+ 5.98%
$25.21 - $29.4 $21.8K - $25.4K
15.3K $450K
VCR
Vanguard Consumer Discretionar

ETFs
2
+ 0.2%
$290.42 - $364.35 $581 - $729
1.02K $369K
IAT
Ishares Tr

ETFs
113
+ 1.01%
$39.71 - $49.55 $4.49K - $5.6K
11.3K $557K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
88
+ 1.83%
$47.63 - $60.01 $4.19K - $5.28K
4.89K $290K
ALL
Allstate Corp

Financial Services
224
+ 12.79%
$180.53 - $212.64 $40.4K - $47.6K
1.98K $397K
CNP
Centerpoint Energy Inc

Utilities
465
+ 1.34%
$35.5 - $39.05 $16.5K - $18.2K
35.3K $1.3M
IOT
Samsara Inc.

Technology
311
+ 2.02%
$33.46 - $47.74 $10.4K - $14.8K
15.7K $623K
POST
Post Holdings, Inc.

Consumer Defensive
586
+ 14.31%
$107.47 - $118.46 $63K - $69.4K
4.68K $510K
IYR
Ishares Tr

ETFs
414
+ 6.44%
$84.48 - $96.25 $35K - $39.8K
6.84K $648K
AMT
American Tower Corp

Real Estate
26
+ 0.34%
$203.96 - $228.19 $5.3K - $5.93K
7.68K $1.7M
FAST
Fastenal CO

Industrials
4.57K
+ 101.24%
$40.65 - $83.16 $186K - $380K
9.07K $381K
VIG
Vanguard Dividend Appreciation

ETFs
175
+ 0.28%
N/A
62.5K $11.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
69
+ 3.84%
$149.76 - $186.42 $10.3K - $12.9K
1.87K $347K
EQT
Eqt Corp

Energy
213
+ 5.37%
$46.11 - $60.44 $9.82K - $12.9K
4.18K $243K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
55
+ 1.53%
$58.52 - $71.7 $3.22K - $3.94K
3.64K $250K
UL
Unilever PLC

Consumer Defensive
345
+ 6.85%
$57.9 - $65.43 $20K - $22.6K
5.38K $329K
PSX
Phillips 66

Energy
626
+ 5.38%
$92.87 - $125.73 $58.1K - $78.7K
12.3K $1.46M
VZ
Verizon Communications Inc

Communication Services
5.75K
+ 5.33%
$41.67 - $45.62 $240K - $262K
114K $4.92M
CVX
Chevron Corp

Energy
6.64K
+ 17.27%
$133.73 - $168.51 $888K - $1.12M
45.1K $6.46M
VTWV
Vanguard Russell 2000 Value Et

ETFs
7
+ 0.19%
$116.09 - $139.09 $813 - $974
3.78K $525K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
66
+ 0.99%
$107.61 - $119.09 $7.1K - $7.86K
6.71K $795K
NEE
Nextera Energy Inc

Utilities
1.05K
+ 3.06%
$64.11 - $75.0 $67.5K - $79K
35.5K $2.47M
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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