Moneta Group Investment Advisors LLC Reduced Holdings in Q3 2024

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
POST
Post Holdings, Inc.

Consumer Defensive
-84.5K
- 94.74%
$103.64 - $118.23 $8.76M - $9.99M
4.69K $543K
URI
United Rentals, Inc.

Industrials
-8.94K
- 83.92%
$627.41 - $814.1 $5.61M - $7.27M
1.71K $1.39M
MSFT
Microsoft Corp

Technology
-2.01K
- 1.23%
$395.15 - $467.56 $793K - $939K
161K $69.3M
EVRG
Evergy, Inc.

Utilities
-66.6K
- 58.66%
$52.46 - $62.01 $3.49M - $4.13M
46.9K $2.91M
ADM
Archer Daniels Midland CO

Consumer Defensive
-475
- 0.01%
$57.96 - $65.72 $27.5K - $31.2K
3.2M $191M
GOOG
Alphabet Inc.

Communication Services
-2.91K
- 2.72%
$149.54 - $192.66 $434K - $560K
104K $17.3M
CNC
Centene Corp

Healthcare
-46.8K
- 21.12%
$64.89 - $80.23 $3.03M - $3.75M
175K $13.1M
BA
Boeing CO

Industrials
-1.63K
- 4.73%
$152.04 - $190.6 $248K - $311K
32.8K $4.99M
AMZN
Amazon Com Inc

Consumer Cyclical
-449
- 0.26%
$161.02 - $200.0 $72.3K - $89.8K
171K $31.9M
SCHW
Schwab Charles Corp

Financial Services
-4.46K
- 5.43%
$61.74 - $76.08 $275K - $339K
77.7K $5.03M
EMR
Emerson Electric CO

Industrials
-7.53K
- 5.84%
$98.19 - $118.87 $739K - $894K
121K $13.3M
QCOM
Qualcomm Inc

Technology
-1.24K
- 5.37%
$156.12 - $209.64 $194K - $260K
21.9K $3.72M
EFG
Msci Eafe Growth ETF

ETFs
-13.3K
- 12.4%
$96.84 - $108.77 $1.29M - $1.45M
94K $10.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-49.7K
- 9.6%
$24.86 - $26.33 $1.23M - $1.31M
468K $12.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9.62K
- 3.58%
$332.02 - $382.76 $3.19M - $3.68M
259K $97.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-27.2K
- 20.63%
$36.02 - $41.68 $979K - $1.13M
105K $4.32M
MRK
Merck & Co., Inc.

Healthcare
-20
- 0.03%
$111.15 - $128.97 $2.22K - $2.58K
59.6K $6.77M
MUB
Ishares National Muni Bond ETF

ETFs
-5.39K
- 54.96%
$106.13 - $108.7 $572K - $585K
4.41K $479K
INTC
Intel Corp

Technology
-6.1K
- 11.27%
$18.9 - $34.87 $115K - $213K
48.1K $1.13M
ET
Energy Transfer LP

Energy
-19.5K
- 1.49%
$15.43 - $16.44 $301K - $321K
1.29M $20.7M
EWJ
Ishares Msci Japan ETF

ETFs
-7.81K
- 51.75%
$63.12 - $72.99 $493K - $570K
7.29K $521K
AMAT
Applied Materials Inc

Technology
-1.07K
- 14.13%
$174.88 - $254.97 $187K - $273K
6.51K $1.31M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-15.8K
- 14.65%
$36.06 - $37.66 $571K - $596K
92.2K $3.47M
EW
Edwards Lifesciences Corp

Healthcare
-622
- 4.1%
$59.7 - $93.78 $37.1K - $58.3K
14.5K $959K
LLY
Eli Lilly & CO

Healthcare
-183
- 1.66%
$772.14 - $960.02 $141K - $176K
10.9K $9.62M
CVX
Chevron Corp

Energy
-234
- 0.64%
$137.88 - $161.97 $32.3K - $37.9K
36.6K $5.38M
EFV
Msci Eafe Value ETF

ETFs
-20K
- 10.88%
$51.72 - $57.96 $1.03M - $1.16M
164K $9.43M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-21.5K
- 12.19%
$34.48 - $38.87 $741K - $836K
155K $5.97M
USB
Us Bancorp \De\

Financial Services
-20.6K
- 18.24%
$39.04 - $47.23 $803K - $971K
92.2K $4.21M
AME
Ametek Inc

Industrials
-2.97K
- 5.35%
$152.74 - $176.01 $453K - $522K
52.5K $9.01M
EOG
Eog Resources Inc

Energy
-1.75K
- 37.66%
$117.9 - $132.65 $207K - $233K
2.9K $356K
DIS
Walt Disney CO

Communication Services
-1.37K
- 4.58%
$85.6 - $98.61 $117K - $135K
28.5K $2.74M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.05K
- 12.3%
$42.59 - $60.56 $130K - $185K
21.7K $1.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.03K
- 3.26%
$434.77 - $502.96 $448K - $518K
30.6K $14.9M
OXY
Occidental Petroleum Corp

Energy
-1.68K
- 16.15%
$49.91 - $63.73 $84K - $107K
8.74K $450K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.5K
- 46.27%
$81.31 - $83.29 $204K - $209K
2.91K $241K
MRVL
Marvell Technology, Inc.

Technology
-2.96K
- 23.37%
$56.15 - $76.24 $166K - $225K
9.69K $698K
SHEL
Shell PLC

Energy
-1.71K
- 15.2%
$65.65 - $73.28 $112K - $125K
9.54K $629K
EPD
Enterprise Products Partners L.P.

Energy
-6.6K
- 3.66%
$27.88 - $30.0 $184K - $198K
174K $5.05M
F
Ford Motor CO

Consumer Cyclical
-4.18K
- 7.1%
$9.71 - $14.55 $40.6K - $60.8K
54.6K $576K
CVS
Cvs Health Corp

Healthcare
-3.33K
- 25.17%
$55.81 - $63.18 $186K - $210K
9.9K $621K
INTU
Intuit Inc

Technology
-103
- 4.19%
$602.97 - $670.49 $62.1K - $69.1K
2.35K $1.46M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-365
- 28.43%
$452.85 - $536.35 $165K - $196K
919 $452K
PBF
Pbf Energy Inc.

Energy
-35
- 0.36%
$30.68 - $46.49 $1.07K - $1.63K
9.8K $303K
NUE
Nucor Corp

Basic Materials
-812
- 25.14%
$137.77 - $166.14 $112K - $135K
2.42K $363K
CPRT
Copart Inc

Consumer Cyclical
-2.49K
- 28.22%
$49.19 - $55.54 $123K - $139K
6.34K $332K
XLP
Consumer Staples Sector Spdr

ETFs
-1.85K
- 26.4%
$76.04 - $76.04 $141K - $141K
5.16K $392K
MU
Micron Technology Inc

Technology
-157
- 3.74%
$86.27 - $136.82 $13.5K - $21.5K
4.04K $418K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-1.56K
- 31.96%
$97.05 - $106.1 $151K - $166K
3.32K $351K
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
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