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
DD
Du Pont De Nemours, Inc.

Basic Materials
762
+ 7.76%
$55.13 - $75.25 $42K - $57.3K
10.6K $726K
ED
Consolidated Edison Inc

Utilities
133
+ 6.31%
$98.05 - $113.3 $13K - $15.1K
2.24K $224K
PSEC
Prospect Capital Corp

Financial Services
201
+ 1.63%
$3.14 - $4.06 $631 - $816
12.6K $39K
ELV
Elevance Health, Inc.

Healthcare
92
+ 8.53%
$372.27 - $452.69 $34.2K - $41.6K
1.17K $455K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
74
+ 6.31%
$421.16 - $509.5 $31.2K - $37.7K
1.25K $554K
CADL
Candel Therapeutics, Inc.

Healthcare
1.65K
+ 4.24%
$4.39 - $6.04 $7.23K - $9.95K
40.5K $205K
PAYX
Paychex Inc

Industrials
216
+ 3.91%
$137.01 - $159.78 $29.6K - $34.5K
5.74K $835K
K
Kellogg CO

Consumer Defensive
294
+ 2.09%
$77.85 - $82.88 $22.9K - $24.4K
14.3K $1.14M
MMLP
Martin Midstream Partners L.P.

Energy
46
+ 0.17%
$2.65 - $3.58 $122 - $165
27.9K $82K
DOW
Dow Inc.

Basic Materials
1.82K
+ 22.8%
$25.81 - $34.89 $46.9K - $63.4K
9.79K $259K
SWK
Stanley Black & Decker, Inc.

Industrials
70
+ 2.04%
$55.86 - $76.98 $3.91K - $5.39K
3.51K $237K
OXY
Occidental Petroleum Corp

Energy
574
+ 8.03%
$36.11 - $49.33 $20.7K - $28.3K
7.72K $324K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
110
+ 0.92%
$22.66 - $26.12 $2.49K - $2.87K
12.1K $296K
CL
Colgate Palmolive CO

Consumer Defensive
133
+ 0.87%
$87.57 - $96.0 $11.6K - $12.8K
15.4K $1.4M
BRO
Brown & Brown, Inc.

Financial Services
24
+ 0.96%
$104.48 - $124.43 $2.51K - $2.99K
2.52K $279K
YUM
Yum Brands Inc

Consumer Cyclical
50
+ 1.09%
$138.36 - $161.45 $6.92K - $8.07K
4.64K $687K
HPQ
Hp Inc

Technology
373
+ 2.72%
$21.88 - $29.32 $8.16K - $10.9K
14.1K $344K
SJM
J M Smucker CO

Consumer Defensive
41
+ 1.93%
$94.41 - $118.52 $3.87K - $4.86K
2.17K $213K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
480
+ 2.35%
$45.07 - $52.57 $21.6K - $25.2K
20.9K $1.02M
SBUX
Starbucks Corp

Consumer Cyclical
474
+ 3.46%
$79.69 - $99.41 $37.8K - $47.1K
14.2K $1.3M
EOG
Eog Resources Inc

Energy
4
+ 0.07%
$104.61 - $129.97 $418 - $520
5.64K $674K
AUR
Aurora Innovation, Inc.

Technology
150
+ 0.44%
$5.17 - $8.14 $776 - $1.22K
34.3K $179K
SLQT
Select Quote, Inc.

Financial Services
3.23K
+ 4.6%
$2.12 - $3.52 $6.85K - $11.4K
73.5K $174K
COP
Conocophillips

Energy
1.36K
+ 11.3%
$82.66 - $106.1 $113K - $145K
13.4K $1.21M
BAX
Baxter International Inc

Healthcare
50
+ 0.29%
$27.8 - $34.02 $1.39K - $1.7K
17.1K $518K
FTV
Fortive Corp

Technology
761
+ 14.62%
$52.13 - $74.29 $39.7K - $56.5K
5.97K $311K
DVY
Ishares Tr

ETFs
397
+ 0.45%
$118.37 - $134.86 $47K - $53.5K
87.9K $11.7M
SLB
Schlumberger Limited

Energy
373
+ 3.28%
$31.95 - $42.2 $11.9K - $15.7K
11.7K $396K
AON
Aon PLC

Financial Services
63
+ 2.61%
$335.85 - $398.81 $21.2K - $25.1K
2.48K $885K
CHD
Church & Dwight CO Inc

Consumer Defensive
39
+ 0.47%
$91.57 - $110.76 $3.57K - $4.32K
8.31K $798K
PGR
Progressive Corp

Financial Services
97
+ 0.96%
$255.27 - $288.74 $24.8K - $28K
10.2K $2.71M
SPH
Suburban Propane Partners LP

Utilities
694
+ 1.1%
$17.75 - $21.62 $12.3K - $15K
63.5K $1.18M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
4.29K
+ 832.43%
$105.72 - $1416.0 $453K - $6.07M
4.8K $536K
ENR
Energizer Holdings, Inc.

Industrials
4K
+ 13.13%
$19.83 - $29.97 $79.3K - $120K
34.5K $694K
EPC
Edgewell Personal Care CO

Consumer Defensive
114
+ 0.36%
$22.79 - $31.7 $2.6K - $3.61K
31.4K $735K
EPD
Enterprise Products Partners L.P.

Energy
10K
+ 5.38%
$28.95 - $34.22 $290K - $343K
196K $6.09M
MCD
Mcdonalds Corp

Consumer Cyclical
824
+ 3.2%
$285.55 - $321.23 $235K - $265K
26.6K $7.77M
XOM
Exxon Mobil Corp

Energy
13K
+ 8.35%
$99.93 - $119.04 $1.3M - $1.55M
168K $18.2M
JNJ
Johnson & Johnson

Healthcare
1.35K
+ 2.1%
$146.36 - $159.82 $197K - $215K
65.5K $10M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
161K
+ 1420.31%
$87.84 - $1441.89 $14.2M - $233M
173K $15.6M
PEP
Pepsico Inc

Consumer Defensive
1.02K
+ 2.09%
$128.02 - $151.37 $130K - $154K
49.6K $6.55M
ABBV
Abb Vie Inc.

Healthcare
760
+ 1.78%
$170.16 - $206.27 $129K - $157K
43.4K $8.06M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 4.08%
$725400.0 - $809350.0 $1.45M - $1.62M
51 $37.2M
UNH
Unitedhealth Group Inc

Healthcare
1.14K
+ 5.65%
$274.35 - $599.47 $312K - $682K
21.3K $6.63M
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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