Moneta Group Investment Advisors LLC New Holdings in Q1 2025

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EPC
Edgewell Personal Care CO

Consumer Defensive
31.3K
New
$28.59 - $34.44 $896K - $1.08M
31.3K $977K
ENR
Energizer Holdings, Inc.

Industrials
30.5K
New
$29.28 - $35.79 $892K - $1.09M
30.5K $911K
PRAY
Shp ETF Tr Fis Biblically Resp
16.3K
New
$27.81 - $30.22 $453K - $493K
16.3K $463K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.19K
New
$210.19 - $243.33 $461K - $533K
2.19K $462K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.98K
New
$55.41 - $60.74 $442K - $485K
7.98K $450K
MBWM
Mercantile Bank Corp

Financial Services
8.62K
New
$41.69 - $51.79 $359K - $446K
8.62K $374K
DVN
Devon Energy Corp

Energy
9.53K
New
$33.15 - $38.55 $316K - $367K
9.53K $356K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.54K
New
$56.17 - $59.71 $311K - $330K
5.54K $316K
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.89K
New
$29.82 - $30.1 $295K - $298K
9.89K $297K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.94K
New
$57.44 - $59.4 $284K - $293K
4.94K $293K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.1K
New
$22.25 - $23.0 $248K - $256K
11.1K $256K
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.44K
New
$45.72 - $51.73 $249K - $281K
5.44K $250K
CASY
Caseys General Stores Inc

Consumer Cyclical
553
New
$378.71 - $442.54 $209K - $245K
553 $240K
CME
Cme Group Inc.

Financial Services
907
New
$225.82 - $266.54 $205K - $242K
907 $240K
STX
Seagate Technology Holdings PLC

Technology
2.81K
New
$84.92 - $108.42 $239K - $305K
2.81K $239K
CHKP
Check Point Software Technologies LTD

Technology
1.05K
New
$179.88 - $231.31 $189K - $243K
1.05K $239K
VLO
Valero Energy Corp

Energy
1.81K
New
$121.76 - $142.99 $220K - $259K
1.81K $238K
AOA
Ishares Tr Core Aggressive All

ETFs
3.02K
New
$75.7 - $80.01 $229K - $242K
3.02K $231K
DG
Dollar General Corp

Consumer Defensive
2.62K
New
$68.44 - $87.93 $179K - $230K
2.62K $230K
PR
Permian Resources Corporation

Energy
16.3K
New
$12.33 - $16.0 $201K - $261K
16.3K $225K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.85K
New
$37.35 - $43.35 $218K - $253K
5.85K $221K
CADL
Candel Therapeutics, Inc.

Healthcare
38.9K
New
$5.65 - $12.21 $220K - $475K
38.9K $219K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.32K
New
$40.03 - $46.81 $213K - $249K
5.32K $216K
FSK
Fs Kkr Capital Corp

Financial Services
10.3K
New
$20.47 - $24.06 $211K - $248K
10.3K $216K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.46K
New
$25.05 - $25.16 $212K - $213K
8.46K $212K
HSY
Hershey CO

Consumer Defensive
1.24K
New
$144.74 - $186.36 $180K - $231K
1.24K $212K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.96K
New
$79.66 - $108.41 $156K - $212K
1.96K $212K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.71K
New
$55.11 - $65.5 $205K - $243K
3.71K $211K
SNY
Sanofi

Healthcare
3.82K
New
$48.15 - $59.42 $184K - $227K
3.82K $211K
IWL
Ishares Tr Russell 200 ETF

ETFs
1.54K
New
$135.83 - $151.73 $209K - $234K
1.54K $211K
HOOD
Robinhood Markets, Inc.

Technology
4.9K
New
$35.63 - $65.28 $175K - $320K
4.9K $203K
ARLP
Alliance Resource Partners LP

Energy
7.46K
New
$24.47 - $29.24 $183K - $218K
7.46K $203K
WAT
Waters Corp

Healthcare
553
New
$362.16 - $417.28 $200K - $231K
553 $203K
BP
Bp PLC

Energy
6K
New
$29.93 - $35.31 $180K - $212K
6K $202K
BNDX
Vanguard Total International B

ETFs
4.12K
New
$48.33 - $49.5 $199K - $204K
4.12K $201K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.61K
New
$120.07 - $144.17 $193K - $232K
1.61K $200K
IGR
Cbre Global Real Estate Income Fund

Financial Services
26.4K
New
$4.79 - $5.34 $127K - $141K
26.4K $136K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
12.2K
New
$8.4 - $9.45 $102K - $115K
12.2K $109K
BORR
Borr Drilling LTD

Energy
47.1K
New
$2.13 - $4.06 $100K - $191K
47.1K $103K
RGTI
Rigetti Computing, Inc.

Technology
10.4K
New
$6.05 - $19.51 $63.1K - $204K
10.4K $82K
SENS
Senseonics Holdings, Inc.

Healthcare
13K
New
$0.43 - $1.31 $5.59K - $17K
13K $8K
Kenvue Inc
9.43K
New
N/A
9.43K $0
Buzzfeed Inc
13.6K
New
N/A
13.6K $0
Digi Pwr X Inc
32.5K
New
N/A
32.5K $0
Jacobs Solutions Inc
1.68K
New
N/A
1.68K $0
Rbb Fund Trust
60.4K
New
N/A
60.4K $0
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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