Moneta Group Investment Advisors LLC Reduced Holdings in Q1 2025

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADM
Archer Daniels Midland CO

Consumer Defensive
-512K
- 13.51%
$45.22 - $52.17 $23.1M - $26.7M
3.27M $157M
IWM
Ishares Russell 2000 ETF

ETFs
-77.7K
- 25.38%
$198.1 - $229.79 $15.4M - $17.9M
229K $45.6M
AAPL
Apple Inc.

Technology
-13.4K
- 2.1%
$209.68 - $247.1 $2.82M - $3.32M
627K $139M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-29K
- 1.98%
$102.49 - $119.96 $2.97M - $3.47M
1.44M $150M
VB
Vanguard Small Cap ETF

ETFs
-39K
- 7.71%
$217.89 - $252.64 $8.49M - $9.85M
466K $103M
NVDA
Nvidia Corp

Technology
-22.9K
- 8.32%
$106.98 - $149.43 $2.45M - $3.43M
252K $27.4M
PPG
Ppg Industries Inc

Basic Materials
-68.3K
- 69.8%
$107.44 - $124.29 $7.34M - $8.49M
29.6K $3.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
-171K
- 20.17%
$56.51 - $62.98 $9.64M - $10.7M
675K $40.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.5K
- 4.13%
$190.26 - $242.06 $1.43M - $1.82M
174K $33.1M
ALB
Albemarle Corp

Basic Materials
-55.8K
- 52.08%
$69.95 - $97.49 $3.9M - $5.44M
51.4K $3.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2.48K
- 2.84%
$254.58 - $302.92 $631K - $750K
84.6K $21.6M
AVGO
Broadcom Inc.

Technology
-67
- 0.15%
$167.43 - $244.7 $11.2K - $16.4K
45.4K $7.6M
RGA
Reinsurance Group Of America Inc

Financial Services
-8.98K
- 70.94%
$186.01 - $231.1 $1.67M - $2.07M
3.68K $724K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-543
- 0.32%
$82.81 - $96.53 $45K - $52.4K
169K $14.1M
ET
Energy Transfer LP

Energy
-17.5K
- 1.33%
$17.26 - $21.08 $302K - $369K
1.29M $24M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.84K
- 1.95%
$149.27 - $169.4 $275K - $312K
92.3K $13.9M
VGT
Vanguard Information Technolog

ETFs
-650
- 4.99%
$542.38 - $646.34 $353K - $420K
12.4K $6.71M
UPS
United Parcel Service Inc

Industrials
-479
- 0.58%
$109.66 - $136.26 $52.5K - $65.3K
81.9K $9.01M
HD
Home Depot, Inc.

Consumer Cyclical
-1.91K
- 9.6%
$347.25 - $424.87 $663K - $812K
18K $6.59M
IXUS
Ishares Tr

ETFs
-18.5K
- 38.95%
$65.06 - $72.31 $1.2M - $1.34M
29K $2.03M
EFX
Equifax Inc

Industrials
-2.07K
- 4.49%
$235.63 - $278.34 $488K - $576K
44K $10.7M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.66K
- 2.12%
$110.9 - $132.93 $184K - $221K
76.8K $8.74M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-404
- 0.44%
$94.32 - $110.46 $38.1K - $44.6K
90.8K $8.76M
CRM
Salesforce, Inc.

Technology
-877
- 8.83%
$268.36 - $359.95 $235K - $316K
9.06K $2.43M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.68K
- 18.03%
$222.66 - $268.42 $596K - $719K
12.2K $2.84M
UNH
Unitedhealth Group Inc

Healthcare
-2.33K
- 10.37%
$461.52 - $548.18 $1.07M - $1.28M
20.1K $10.5M
NEE
Nextera Energy Inc

Utilities
-10.6K
- 23.6%
$66.96 - $76.16 $713K - $811K
34.5K $2.44M
DHR
Danaher Corp

Healthcare
-324
- 1.17%
$201.62 - $250.59 $65.3K - $81.2K
27.5K $5.63M
MRK
Merck & Co., Inc.

Healthcare
-1.56K
- 2.48%
$83.01 - $101.02 $129K - $157K
61.1K $5.48M
NOW
Service Now, Inc.

Technology
-229
- 10.97%
$783.83 - $1170.39 $179K - $268K
1.86K $1.48M
CDNS
Cadence Design Systems Inc

Technology
-1.71K
- 33.43%
$233.96 - $324.52 $399K - $554K
3.4K $863K
TGT
Target Corp

Consumer Defensive
-1.66K
- 10.71%
$103.65 - $142.5 $172K - $236K
13.8K $1.44M
VCIT
Vanguard Intermediate Term Cor

ETFs
-7.53K
- 70.26%
$79.17 - $82.04 $596K - $618K
3.19K $260K
VXF
Vanguard Extended Market ETF

ETFs
-1.57K
- 8.88%
$170.36 - $201.04 $267K - $316K
16.1K $2.78M
CBSH
Commerce Bancshares Inc

Financial Services
-8.87K
- 6.33%
$58.85 - $68.59 $522K - $608K
131K $8.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.07K
- 1.66%
$21.23 - $23.75 $129K - $144K
360K $7.75M
ETN
Eaton Corp PLC

Industrials
-64
- 0.73%
$271.83 - $371.23 $17.4K - $23.8K
8.73K $2.37M
USB
Us Bancorp \De\

Financial Services
-352
- 0.39%
$40.92 - $50.9 $14.4K - $17.9K
88.9K $3.75M
ICF
Ishares Tr

ETFs
-10.5K
- 9.3%
$57.98 - $63.8 $607K - $668K
102K $6.28M
SCHW
Schwab Charles Corp

Financial Services
-9.69K
- 15.32%
$71.24 - $83.64 $690K - $810K
53.5K $4.19M
VNQ
Vanguard Specialized Funds Van

ETFs
-12.8K
- 2.69%
$85.55 - $94.34 $1.09M - $1.2M
462K $41.8M
DIS
Walt Disney CO

Communication Services
-1.09K
- 3.86%
$96.87 - $114.0 $105K - $124K
27K $2.67M
AME
Ametek Inc

Industrials
-158
- 0.3%
$170.39 - $190.43 $26.9K - $30.1K
52.3K $9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.8K
- 5.2%
$77.33 - $90.16 $140K - $163K
32.9K $2.58M
PANW
Palo Alto Networks Inc

Technology
-1.89K
- 18.2%
$167.82 - $208.28 $317K - $393K
8.47K $1.45M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.18K
- 4.45%
$32.42 - $36.13 $200K - $223K
133K $4.37M
CAT
Caterpillar Inc

Industrials
-128
- 1.16%
$326.75 - $407.63 $41.8K - $52.2K
10.9K $3.61M
UNP
Union Pacific Corp

Industrials
-2.56K
- 10.57%
$225.21 - $254.42 $577K - $651K
21.7K $5.12M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.71K
- 31.45%
$47.79 - $59.89 $225K - $282K
10.3K $514K
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
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