Moneta Group Investment Advisors LLC New Holdings in Q3 2024

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INGR
Ingredion Inc

Consumer Defensive
16.8K
New
$111.98 - $137.59 $1.88M - $2.31M
16.8K $2.31M
EBC
Eastern Bankshares, Inc.

Financial Services
132K
New
$13.69 - $17.09 $1.8M - $2.25M
132K $2.16M
JACK
Jack In The Box Inc

Consumer Cyclical
18.5K
New
$41.98 - $60.07 $776K - $1.11M
18.5K $859K
IOT
Samsara Inc.

Technology
15.3K
New
$34.85 - $49.75 $533K - $761K
15.3K $735K
WHR
Whirlpool Corp

Consumer Cyclical
5.54K
New
$90.25 - $112.34 $500K - $622K
5.54K $592K
VCIT
Vanguard Intermediate Term Cor

ETFs
7.03K
New
$79.29 - $84.02 $557K - $590K
7.03K $588K
IREN
Iris Energy LTD

Financial Services
60.2K
New
$6.44 - $15.03 $388K - $905K
60.2K $508K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.41K
New
$85.84 - $85.84 $465K - $465K
5.41K $464K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
19.2K
New
$23.57 - $24.19 $452K - $464K
19.2K $463K
MCO
Moodys Corp

Financial Services
950
New
$421.49 - $494.67 $400K - $470K
950 $450K
SLF
Sun Life Financial Inc

Financial Services
6.94K
New
$47.07 - $58.09 $326K - $403K
6.94K $402K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.06K
New
$89.91 - $101.33 $365K - $411K
4.06K $398K
OGE
Oge Energy Corp.

Utilities
9.08K
New
$35.12 - $41.18 $319K - $374K
9.08K $372K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.42K
New
$38.33 - $42.48 $323K - $358K
8.42K $353K
WEC
Wec Energy Group, Inc.

Utilities
3.3K
New
$77.68 - $96.19 $256K - $317K
3.3K $317K
MCHP
Microchip Technology Inc

Technology
3.87K
New
$72.0 - $95.98 $279K - $372K
3.87K $311K
CCI
Crown Castle International Corp

Real Estate
2.59K
New
$95.29 - $120.24 $247K - $312K
2.59K $307K
ALL
Allstate Corp

Financial Services
1.57K
New
$158.43 - $192.86 $248K - $302K
1.57K $296K
KKR
Kkr & Co. Inc.

Financial Services
2.27K
New
$104.51 - $133.23 $237K - $303K
2.27K $296K
MFC
Manulife Financial Corp

Financial Services
9.92K
New
$24.13 - $29.63 $239K - $294K
9.92K $293K
MBB
Ishares Tr

ETFs
2.97K
New
$90.85 - $96.66 $270K - $287K
2.97K $284K
FLR
Fluor Corp

Industrials
5.95K
New
$43.22 - $50.26 $257K - $299K
5.95K $283K
ITM
Vaneck Intermediate Muni ETF

ETFs
5.86K
New
$45.67 - $47.0 $267K - $275K
5.86K $274K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.12K
New
$81.1 - $89.18 $253K - $278K
3.12K $273K
EQIX
Equinix Inc

Real Estate
308
New
$749.0 - $890.01 $231K - $274K
308 $273K
OZ
Belpointe Prep, LLC

Real Estate
3.94K
New
$58.0 - $72.4 $228K - $285K
3.94K $271K
UL
Unilever PLC

Consumer Defensive
4.12K
New
$54.7 - $65.59 $226K - $270K
4.12K $267K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.21K
New
$50.2 - $50.48 $261K - $263K
5.21K $261K
CORT
Corcept Therapeutics Inc

Healthcare
5.62K
New
$29.51 - $46.26 $166K - $260K
5.62K $259K
VRT
Vertiv Holdings CO

Industrials
2.91K
New
$86.66 - $86.66 $252K - $252K
2.91K $252K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.04K
New
$75.88 - $83.21 $230K - $253K
3.04K $252K
BIIB
Biogen Inc.

Healthcare
1.29K
New
$189.07 - $236.8 $244K - $306K
1.29K $250K
CIGI
Colliers International Group Inc.

Real Estate
1.64K
New
$107.14 - $151.82 $175K - $248K
1.64K $248K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.34K
New
$94.31 - $103.26 $220K - $241K
2.34K $239K
IYK
Ishares U.S. Consumer Staples

ETFs
3.24K
New
$65.27 - $72.12 $211K - $234K
3.24K $228K
HWBK
Hawthorn Bancshares, Inc.

Financial Services
9.14K
New
$20.03 - $25.22 $183K - $231K
9.14K $228K
WELL
Welltower Inc.

Real Estate
1.78K
New
$104.0 - $129.74 $185K - $230K
1.78K $227K
HSY
Hershey CO

Consumer Defensive
1.17K
New
$182.45 - $203.25 $214K - $238K
1.17K $224K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.09K
New
$72.18 - $107.33 $151K - $225K
2.09K $222K
CBRE
Cbre Group, Inc.

Real Estate
1.79K
New
$85.97 - $124.48 $154K - $222K
1.79K $222K
FDS
Factset Research Systems Inc

Financial Services
485
New
$397.04 - $469.48 $193K - $228K
485 $222K
FSLR
First Solar, Inc.

Technology
894
New
$205.36 - $255.78 $184K - $229K
894 $222K
SYF
Synchrony Financial

Financial Services
4.34K
New
$43.77 - $52.22 $190K - $227K
4.34K $216K
LAD
Lithia Motors Inc

Consumer Cyclical
678
New
$243.05 - $320.83 $165K - $218K
678 $215K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.61K
New
$44.65 - $47.21 $206K - $217K
4.61K $215K
FITB
Fifth Third Bancorp

Financial Services
4.96K
New
$36.01 - $43.64 $179K - $216K
4.96K $212K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.58K
New
$54.38 - $59.77 $194K - $214K
3.58K $211K
VST
Vistra Corp.

Utilities
1.73K
New
$69.0 - $119.06 $120K - $206K
1.73K $205K
MSGS
Madison Square Garden Sports Corp.

Communication Services
984
New
$187.29 - $209.6 $184K - $206K
984 $204K
Activity Summary
Buys All Purchases 320 New Holdings 63 Increased Positions 257 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 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