Moneta Group Investment Advisors LLC New Holdings in Q2 2025

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LAW
Cs Disco, Inc.

Technology
226K
New
$3.41 - $4.45 $771K - $1.01M
226K $987K
HUBS
Hubspot Inc

Technology
1.29K
New
$487.07 - $672.24 $630K - $869K
1.29K $719K
TM
Toyota Motor Corp

Consumer Cyclical
4.16K
New
$158.63 - $195.39 $659K - $812K
4.16K $715K
RF
Regions Financial Corp

Financial Services
21.6K
New
$18.34 - $23.52 $397K - $509K
21.6K $508K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
6.32K
New
$52.84 - $65.52 $334K - $414K
6.32K $413K
KARO
Karooooo Ltd.

Technology
7.48K
New
$36.9 - $63.1 $276K - $472K
7.48K $366K
SPSC
Sps Commerce Inc

Technology
2.63K
New
$121.61 - $152.67 $320K - $402K
2.63K $358K
PEN
Penumbra Inc

Healthcare
1.32K
New
$253.22 - $299.78 $334K - $395K
1.32K $338K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.47K
New
$171.4 - $227.1 $252K - $334K
1.47K $334K
CEG
Constellation Energy Corp

Utilities
1.01K
New
$170.96 - $322.76 $172K - $324K
1.01K $324K
NEM
Newmont Corp

Basic Materials
5.49K
New
$44.18 - $59.46 $242K - $326K
5.49K $319K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.2K
New
$57.46 - $75.58 $241K - $317K
4.2K $317K
KD
Kyndryl Holdings, Inc.

Technology
7.42K
New
$27.77 - $41.96 $206K - $311K
7.42K $311K
MBB
Ishares Tr

ETFs
3.23K
New
$91.41 - $94.22 $295K - $304K
3.23K $302K
WWD
Woodward, Inc.

Industrials
1.24K
New
$157.29 - $247.55 $194K - $306K
1.24K $302K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.17K
New
$40.51 - $71.03 $169K - $296K
4.17K $293K
LUMN
Lumen Technologies, Inc.

Communication Services
66.3K
New
$3.07 - $4.51 $203K - $299K
66.3K $290K
ONB
Old National Bancorp

Financial Services
13.6K
New
$17.95 - $22.57 $244K - $307K
13.6K $290K
FLR
Fluor Corp

Industrials
5.55K
New
$30.86 - $51.42 $171K - $285K
5.55K $284K
SHAK
Shake Shack Inc.

Consumer Cyclical
2K
New
$75.85 - $140.6 $151K - $281K
2K $280K
NRG
Nrg Energy, Inc.

Utilities
1.73K
New
$83.61 - $162.67 $144K - $281K
1.73K $277K
SR
Spire Inc

Utilities
3.58K
New
$71.03 - $79.07 $254K - $283K
3.58K $261K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.26K
New
$77.94 - $79.5 $254K - $259K
3.26K $259K
ZS
Zscaler, Inc.

Technology
828
New
$174.67 - $315.32 $145K - $261K
828 $259K
ARW
Arrow Electronics Inc

Technology
2.03K
New
$90.32 - $128.28 $183K - $260K
2.03K $258K
AIQ
Global X Funds Global X Artifi

ETFs
5.43K
New
$31.5 - $43.69 $171K - $237K
5.43K $237K
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.1K
New
$33.86 - $45.77 $173K - $233K
5.1K $233K
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.97K
New
$86.24 - $117.44 $170K - $232K
1.97K $231K
LAD
Lithia Motors Inc

Consumer Cyclical
674
New
$271.94 - $339.35 $183K - $229K
674 $227K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.06K
New
$149.56 - $212.83 $158K - $225K
1.06K $224K
FNDX
Schwab Fundamental U S Large C

ETFs
9.12K
New
$20.84 - $24.54 $190K - $224K
9.12K $223K
SPOT
Spotify Technology S.A.

Communication Services
291
New
$503.3 - $775.9 $146K - $226K
291 $223K
CHTR
Charter Communications, Inc.

Communication Services
531
New
$321.68 - $427.25 $171K - $227K
531 $217K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.49K
New
$50.27 - $62.05 $175K - $216K
3.49K $215K
PBF
Pbf Energy Inc.

Energy
9.8K
New
$14.37 - $24.39 $141K - $239K
9.8K $212K
AVUS
American Centy ETF Tr Avantis

ETFs
2.1K
New
$81.38 - $100.82 $171K - $211K
2.1K $211K
MKL
Markel Corp

Financial Services
105
New
$1678.5 - $1997.36 $176K - $210K
105 $209K
LHX
L3 Harris Technologies, Inc.

Industrials
830
New
$200.21 - $256.99 $166K - $213K
830 $208K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.95K
New
$51.68 - $52.76 $204K - $209K
3.95K $208K
NPO
Enpro Industries, Inc

Industrials
1.08K
New
$137.27 - $193.1 $148K - $208K
1.08K $205K
FPX
First Trust Us Equity Opportun

ETFs
1.4K
New
$99.2 - $144.91 $139K - $203K
1.4K $203K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.85K
New
$59.24 - $71.39 $169K - $203K
2.85K $202K
IRM
Iron Mountain Inc

Real Estate
1.96K
New
$76.93 - $105.25 $151K - $207K
1.96K $201K
MAR
Marriott International Inc

Consumer Cyclical
734
New
$211.12 - $274.14 $155K - $201K
734 $200K
SQ
Block, Inc.

Technology
3K
New
N/A
3K $171K
PML
Pimco Municipal Income Fund Ii

Financial Services
20.8K
New
$7.29 - $8.14 $152K - $170K
20.8K $155K
TTD
Trade Desk, Inc.

Technology
1.26K
New
$45.27 - $79.4 $56.9K - $99.7K
1.26K $90K
CHGG
Chegg, Inc

Consumer Defensive
20K
New
$0.46 - $1.75 $9.2K - $35K
20K $24K
AMTX
Aemetis, Inc

Energy
10K
New
$1.26 - $2.48 $12.6K - $24.8K
10K $24K
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