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
SPSB
Spdr Portfolio Short Term Corp

ETFs
651
+ 6.58%
$29.82 - $30.19 $19.4K - $19.7K
10.5K $318K
INTC
Intel Corp

Technology
1.41K
+ 3.87%
$18.13 - $22.69 $25.6K - $32K
37.9K $848K
CIGI
Colliers International Group Inc.

Real Estate
15
+ 0.82%
$106.71 - $132.85 $1.6K - $1.99K
1.84K $240K
WDAY
Workday, Inc.

Technology
34
+ 2.08%
$210.47 - $274.71 $7.16K - $9.34K
1.67K $399K
UNP
Union Pacific Corp

Industrials
659
+ 3.04%
$208.27 - $238.46 $137K - $157K
22.3K $5.13M
ADSK
Autodesk, Inc.

Technology
73
+ 8.22%
N/A
961 $236K
HIG
Hartford Financial Services Group, Inc.

Financial Services
16
+ 0.32%
$109.83 - $131.67 $1.76K - $2.11K
5.05K $640K
RSG
Republic Services, Inc.

Industrials
40
+ 2.31%
$227.2 - $258.07 $9.09K - $10.3K
1.77K $436K
JEPI
J P Morgan Exchange Traded Fd

ETFs
331
+ 5.98%
$51.14 - $57.0 $16.9K - $18.9K
5.87K $333K
BAH
Booz Allen Hamilton Holding Corp

Industrials
184
+ 3.61%
$99.97 - $129.69 $18.4K - $23.9K
5.28K $549K
WRB
Berkley W R Corp

Financial Services
61
+ 1.51%
$64.28 - $75.17 $3.92K - $4.59K
4.1K $301K
SSNC
Ss&C Technologies Holdings Inc

Technology
180
+ 5.9%
$71.96 - $83.42 $13K - $15K
3.23K $267K
BP
Bp PLC

Energy
1.19K
+ 19.79%
$26.11 - $33.81 $31K - $40.1K
7.19K $215K
FISV
Fiserv Inc

Technology
96
+ 1.12%
N/A
8.7K $1.09M
EVRG
Evergy, Inc.

Utilities
173
+ 0.37%
$64.06 - $69.64 $11.1K - $12K
46.8K $3.23M
AFL
Aflac Inc

Financial Services
313
+ 7.55%
$99.77 - $112.45 $31.2K - $35.2K
4.46K $470K
BR
Broadridge Financial Solutions, Inc.

Technology
29
+ 1.91%
$217.22 - $246.25 $6.3K - $7.14K
1.55K $375K
SHW
Sherwin Williams CO

Basic Materials
45
+ 2.65%
$313.51 - $363.51 $14.1K - $16.4K
1.75K $599K
O
Realty Income Corp

Real Estate
131
+ 1.38%
$52.27 - $58.52 $6.85K - $7.67K
9.61K $553K
ABC
Amerisourcebergen Corp

Healthcare
17
+ 0.91%
N/A
1.88K $347K
TIP
Ishares Tr Tips Bd ETF

ETFs
60
+ 2.07%
$107.93 - $110.97 $6.48K - $6.66K
2.96K $325K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
140
+ 1.74%
$90.85 - $102.31 $12.7K - $14.3K
8.18K $823K
FDX
Fedex Corp

Industrials
218
+ 7.4%
$198.07 - $245.17 $43.2K - $53.4K
3.16K $719K
USFR
Wisdomtree Floating Rate Treas

ETFs
19
+ 0.41%
$50.28 - $50.47 $955 - $959
4.61K $231K
Ge Vernova Inc
1.72K
+ 36.38%
N/A
6.44K $0
Fidelity Wise Origin Bitcoin
7.12K
+ 48.01%
N/A
21.9K $0
AMID
Ea Ser Tr Argent Mid Cap ETF
231K
+ 16.57%
N/A
1.63M $0
Ishares Bitcoin Trust ETF
18.2K
+ 7.64%
N/A
256K $0
Linde PLC
148
+ 6.25%
N/A
2.52K $0
Labcorp Holdings Inc
126
+ 5.6%
N/A
2.38K $0
Kenvue Inc
959
+ 10.17%
N/A
10.4K $0
Ge Healthcare Technologies I
1.22K
+ 31.11%
N/A
5.16K $0
Veralto Corp
319
+ 10.15%
N/A
3.46K $0
America Movil Sab De Cv
768
+ 6.92%
N/A
11.9K $0
Bitwise Ethereum ETF
1.98K
+ 19.73%
N/A
12K $0
Brookfield Asset Managmt LTD
38
+ 0.15%
N/A
25.5K $0
Bitwise Bitcoin ETF Tr
1.38K
+ 22.6%
N/A
7.49K $0
Blackrock Inc
170
+ 10.2%
N/A
1.84K $0
Celestica Inc
1.45K
+ 19.86%
N/A
8.78K $0
Bunge Global Sa
1
+ 0.02%
N/A
6.19K $0
GHC
Graham Holdings CO

Consumer Defensive
3
+ 1.24%
$876.56 - $1003.53 $2.63K - $3.01K
244 $230K
PLD
Prologis, Inc.

Real Estate
118
+ 5.9%
$89.76 - $112.34 $10.6K - $13.3K
2.12K $222K
FDS
Factset Research Systems Inc

Financial Services
8
+ 1.17%
$398.85 - $473.32 $3.19K - $3.79K
690 $308K
SENS
Senseonics Holdings, Inc.

Healthcare
1.43K
+ 10.98%
$0.48 - $0.77 $685 - $1.1K
14.4K $6K
MAS
Masco Corp

Industrials
397
+ 7.29%
$58.73 - $71.06 $23.3K - $28.2K
5.84K $375K
CBSH
Commerce Bancshares Inc

Financial Services
22
+ 0.02%
$55.42 - $65.63 $1.22K - $1.44K
131K $8.16M
ROP
Roper Technologies Inc

Industrials
50
+ 3.32%
$519.19 - $590.78 $26K - $29.5K
1.55K $880K
XEL
Xcel Energy Inc

Utilities
61
+ 1.68%
$65.65 - $72.39 $4K - $4.42K
3.7K $251K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6
+ 0.04%
$24.14 - $25.43 $145 - $153
14.2K $352K
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
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email