Moneta Group Investment Advisors LLC Reduced Holdings in Q2 2025

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-142K
- 78.38%
$93.75 - $114.45 $13.3M - $16.2M
39.1K $4.47M
IEMG
Ishares Inc

ETFs
-246K
- 4.28%
N/A
5.5M $295M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-148K
- 87.72%
$71.94 - $86.02 $10.6M - $12.7M
20.7K $1.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-76K
- 22.33%
$114.78 - $133.31 $8.72M - $10.1M
264K $35.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-149
- 0.1%
$483.48 - $539.8 $72K - $80.4K
150K $72.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-47.5K
- 14.55%
$121.58 - $136.74 $5.77M - $6.49M
279K $37.9M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-15.6K
- 5.87%
$57.26 - $78.92 $891K - $1.23M
249K $14.5M
TXN
Texas Instruments Inc

Technology
-26.5K
- 90.58%
N/A
2.75K $535K
INGR
Ingredion Inc

Consumer Defensive
-18.9K
- 72.53%
$123.22 - $140.95 $2.33M - $2.66M
7.15K $969K
VNQ
Vanguard Specialized Funds Van

ETFs
-15.9K
- 3.44%
$79.79 - $91.42 $1.27M - $1.45M
446K $39.7M
CNC
Centene Corp

Healthcare
-8.94K
- 4.66%
$53.4 - $64.29 $478K - $575K
183K $9.94M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-31.7K
- 58.57%
$49.48 - $61.22 $1.57M - $1.94M
22.5K $1.37M
IWN
Ishares Russell2000 Val ETF

ETFs
-11.2K
- 12.12%
$131.84 - $157.76 $1.48M - $1.77M
81.1K $12.8M
TJX
Tjx Companies Inc

Consumer Cyclical
-9.04K
- 45.87%
$119.13 - $135.03 $1.08M - $1.22M
10.7K $1.32M
SCHW
Schwab Charles Corp

Financial Services
-18.6K
- 34.74%
$69.06 - $91.24 $1.28M - $1.7M
34.9K $3.19M
OKE
Oneok Inc

Energy
-758
- 1.72%
$78.71 - $100.37 $59.7K - $76.1K
43.4K $3.54M
MRK
Merck & Co., Inc.

Healthcare
-2.27K
- 3.71%
$73.47 - $87.12 $167K - $198K
58.8K $4.66M
BMY
Bristol Myers Squibb CO

Healthcare
-1.87K
- 4.13%
$44.12 - $59.6 $82.4K - $111K
43.4K $2.01M
UPS
United Parcel Service Inc

Industrials
-86
- 0.1%
$91.92 - $110.2 $7.91K - $9.48K
81.9K $8.26M
VOTE
Engine No 1 ETF Tr

ETFs
-12.7K
- 48.12%
$58.2 - $72.74 $740K - $925K
13.7K $997K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-221
- 0.05%
$24.32 - $27.87 $5.37K - $6.16K
465K $12.3M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-98.2K
- 83.13%
$4.85 - $5.95 $476K - $584K
19.9K $108K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-22.2K
- 36.16%
N/A
39.1K $997K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-6.36K
- 52.58%
$79.85 - $95.57 $507K - $607K
5.73K $547K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.5K
- 18.75%
$72.02 - $73.82 $540K - $553K
32.5K $2.39M
ALB
Albemarle Corp

Basic Materials
-304
- 0.59%
$50.76 - $72.25 $15.4K - $22K
51.1K $3.2M
AMGN
Amgen Inc

Healthcare
-283
- 2.42%
$262.28 - $309.85 $74.2K - $87.7K
11.4K $3.19M
PFE
Pfizer Inc

Healthcare
-7.24K
- 3.18%
$21.59 - $24.84 $156K - $180K
220K $5.34M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.83K
- 68.49%
$75.17 - $91.21 $363K - $441K
2.22K $202K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-8.89K
- 17.22%
$38.18 - $45.52 $339K - $405K
42.7K $1.87M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.92K
- 12.81%
$152.93 - $181.74 $446K - $530K
19.9K $3.61M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-10.6K
- 38.7%
$37.77 - $46.15 $400K - $488K
16.8K $773K
VVX
V2 X, Inc.

Industrials
-5K
- 6.1%
$43.76 - $52.31 $219K - $262K
76.9K $3.73M
GRMN
Garmin LTD

Technology
-1.21K
- 34.11%
$173.63 - $218.07 $211K - $265K
2.34K $489K
FICO
Fair Isaac Corp

Technology
-86
- 1.24%
$1503.62 - $2206.01 $129K - $190K
6.86K $12.5M
GGG
Graco Inc

Industrials
-3.34K
- 44.05%
$74.02 - $87.26 $247K - $292K
4.24K $364K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-340
- 43.04%
$483.07 - $625.6 $164K - $213K
450 $236K
PSA
Public Storage

Real Estate
-771
- 20.25%
$266.31 - $309.77 $205K - $239K
3.04K $891K
CORT
Corcept Therapeutics Inc

Healthcare
-126
- 2.21%
$62.24 - $91.93 $7.84K - $11.6K
5.57K $408K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.14K
- 28.37%
$57.41 - $74.81 $295K - $384K
13K $963K
BDX
Becton Dickinson & CO

Healthcare
-281
- 9.69%
$165.15 - $226.42 $46.4K - $63.6K
2.62K $450K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-6.68K
- 53.78%
$29.03 - $38.72 $194K - $259K
5.74K $218K
SHEL
Shell PLC

Energy
-2.5K
- 35.64%
$59.75 - $73.05 $149K - $183K
4.52K $317K
AVY
Avery Dennison Corp

Industrials
-1.02K
- 30.9%
$159.58 - $183.97 $163K - $188K
2.29K $400K
AVDV
American Centy ETF Tr Avantis

ETFs
-3.15K
- 48.93%
$61.76 - $79.32 $194K - $250K
3.29K $260K
MPLX
Mplx LP

Energy
-304
- 0.39%
$46.68 - $53.89 $14.2K - $16.4K
77K $3.97M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.08K
- 39.8%
$45.98 - $56.15 $188K - $229K
6.17K $346K
XLV
Select Sector Spdr Fund Health

ETFs
-345
- 3.28%
$128.77 - $144.3 $44.4K - $49.8K
10.2K $1.37M
AZO
Autozone Inc

Consumer Cyclical
-25
- 3.73%
$3478.38 - $3880.15 $87K - $97K
646 $2.4M
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