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
ACM
Aecom

Industrials
6
+ 0.16%
$92.54 - $111.05 $555 - $666
3.81K $353K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
423
+ 4.64%
$126.86 - $146.45 $53.7K - $61.9K
9.55K $1.21M
IWV
Ishares Russell 3000 ETF

ETFs
63
+ 1.33%
$313.1 - $349.83 $19.7K - $22K
4.81K $1.53M
CM
Canadian Imperial Bank Of Commerce

Financial Services
15
+ 0.17%
$55.05 - $64.52 $826 - $968
8.64K $486K
HPQ
Hp Inc

Technology
262
+ 1.95%
$27.69 - $34.72 $7.25K - $9.1K
13.7K $379K
GNTX
Gentex Corp

Consumer Cyclical
524
+ 4.03%
$23.3 - $28.48 $12.2K - $14.9K
13.5K $314K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.03%
$408.78 - $448.82 $1.23K - $1.35K
11.4K $4.8M
XLY
Select Sector Spdr Consumer Di

ETFs
443
+ 7.72%
$192.6 - $233.2 $85.3K - $103K
6.18K $1.22M
DAL
Delta Air Lines, Inc.

Industrials
233
+ 5.0%
$43.6 - $69.06 $10.2K - $16.1K
4.89K $213K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.03%
$185.73 - $221.19 $186 - $221
3.44K $641K
AMAT
Applied Materials Inc

Technology
224
+ 3.25%
$145.06 - $195.51 $32.5K - $43.8K
7.11K $1.03M
IREN
Iris Energy LTD

Financial Services
15K
+ 29.85%
$6.07 - $13.18 $91.1K - $198K
65.2K $397K
SCL
Stepan CO

Basic Materials
3
+ 0.03%
$55.04 - $65.59 $165 - $197
10.2K $563K
WHR
Whirlpool Corp

Consumer Cyclical
90
+ 1.93%
$88.58 - $133.14 $7.97K - $12K
4.74K $427K
SNAP
Snap Inc

Communication Services
29.5K
+ 16.5%
$8.37 - $12.57 $247K - $371K
209K $1.82M
ON
On Semiconductor Corp

Technology
618
+ 9.26%
$40.69 - $64.51 $25.1K - $39.9K
7.29K $296K
SRE
Sempra Energy

Utilities
319
+ 3.37%
$67.85 - $87.67 $21.6K - $28K
9.78K $698K
EFSC
Enterprise Financial Services Corp

Financial Services
1.76K
+ 1.94%
$53.74 - $61.95 $94.7K - $109K
92.5K $4.97M
DFAS
Dimensional ETF Tr U S Small C

ETFs
488
+ 1.4%
$58.81 - $68.2 $28.7K - $33.3K
35.2K $2.11M
APP
App Lovin Corp

Technology
105
+ 3.22%
$238.08 - $510.13 $25K - $53.6K
3.37K $891K
CIFR
Cipher Mining Inc.

Financial Services
54.4K
+ 44.01%
$2.3 - $6.08 $125K - $331K
178K $409K
NKE
Nike, Inc.

Consumer Cyclical
423
+ 2.47%
$63.29 - $81.72 $26.8K - $34.6K
17.6K $1.12M
ROK
Rockwell Automation, Inc

Industrials
6
+ 0.09%
$255.29 - $303.75 $1.53K - $1.82K
6.99K $1.81M
XLK
Technology Sector Spdr

ETFs
207
+ 2.24%
$206.38 - $242.18 $42.7K - $50.1K
9.44K $1.95M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
122
+ 0.55%
$62.43 - $84.12 $7.62K - $10.3K
22.1K $1.44M
ACVA
Acv Auctions Inc.

Consumer Cyclical
4
+ 0.01%
$13.1 - $22.25 $52.4 - $89
29.1K $410K
DLR
Digital Realty Trust, Inc.

Real Estate
316
+ 3.92%
$142.1 - $183.56 $44.9K - $58K
8.38K $1.2M
BX
Blackstone Inc.

Financial Services
1.66K
+ 11.16%
$136.53 - $186.74 $226K - $309K
16.5K $2.31M
ADBE
Adobe Inc.

Technology
18
+ 0.41%
$377.84 - $464.11 $6.8K - $8.35K
4.4K $1.69M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.19K
+ 7.0%
$65.15 - $91.81 $77.2K - $109K
18.1K $1.18M
VONG
Vanguard Russell 1000 Growth E

ETFs
9
+ 0.03%
$92.71 - $107.38 $834 - $966
29.2K $2.71M
BAC
Bank Of America Corp

Financial Services
3.43K
+ 1.66%
$39.61 - $47.74 $136K - $164K
210K $8.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
76
+ 0.58%
$307.43 - $357.48 $23.4K - $27.2K
13.3K $4.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
11K
+ 7.99%
$96.3 - $112.23 $1.06M - $1.23M
149K $14.5M
MRVL
Marvell Technology, Inc.

Technology
1K
+ 9.23%
$61.57 - $126.06 $61.8K - $127K
11.9K $731K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
148
+ 0.16%
$117.4 - $131.02 $17.4K - $19.4K
94.6K $11.3M
ORCL
Oracle Corp

Technology
975
+ 3.35%
$139.81 - $186.47 $136K - $182K
30.1K $4.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.16K
+ 1.01%
$81.62 - $96.63 $94.4K - $112K
116K $9.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
921
+ 2.76%
$468.34 - $539.52 $431K - $497K
34.3K $16.1M
IVV
Ishares Core S&P 500 ETF

ETFs
20.8K
+ 4.39%
$554.06 - $615.85 $11.5M - $12.8M
496K $279M
SCHG
Schwab Strategic Tr Us Large C

ETFs
500K
+ 10.41%
$24.91 - $29.02 $12.5M - $14.5M
5.3M $133M
IWP
Ishares Russell Mid Cap Growth

ETFs
6.27K
+ 3.14%
$114.9 - $139.6 $720K - $875K
206K $24.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.55K
+ 0.54%
$64.88 - $72.1 $166K - $184K
474K $31.2M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
347
+ 0.19%
$103.96 - $122.36 $36.1K - $42.5K
181K $19.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
72.4K
+ 5.04%
$23.16 - $27.04 $1.68M - $1.96M
1.51M $35.3M
EMR
Emerson Electric CO

Industrials
242
+ 0.18%
$108.64 - $131.17 $26.3K - $31.7K
134K $14.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.35K
+ 0.69%
$121.0 - $142.28 $163K - $192K
196K $24.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15.3K
+ 3.87%
$507.05 - $563.67 $7.76M - $8.63M
411K $211M
TSLA
Tesla, Inc.

Consumer Cyclical
3.78K
+ 13.97%
$222.15 - $428.22 $839K - $1.62M
30.8K $7.99M
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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