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
DD
Du Pont De Nemours, Inc.

Basic Materials
-4.79K
- 32.78%
$72.7 - $84.32 $348K - $404K
9.83K $733K
LMT
Lockheed Martin Corp

Industrials
-331
- 5.68%
$423.19 - $506.29 $140K - $168K
5.5K $2.46M
PFE
Pfizer Inc

Healthcare
-3.91K
- 1.69%
$25.01 - $27.13 $97.7K - $106K
228K $5.77M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-6.17K
- 16.67%
$37.84 - $44.02 $233K - $271K
30.8K $1.18M
ACN
Accenture PLC

Technology
-458
- 7.98%
$300.91 - $398.25 $138K - $182K
5.28K $1.65M
BDX
Becton Dickinson & CO

Healthcare
-1.58K
- 35.33%
$222.79 - $249.08 $353K - $395K
2.9K $664K
PEP
Pepsico Inc

Consumer Defensive
-1.61K
- 3.2%
$142.64 - $156.42 $229K - $251K
48.6K $7.29M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-1.3K
- 0.49%
$65.4 - $79.39 $85K - $103K
265K $19.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-22.5K
- 5.04%
$24.73 - $25.62 $556K - $576K
423K $10.8M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-898
- 2.87%
$80.73 - $94.96 $72.5K - $85.3K
30.3K $2.52M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-6.85K
- 10.31%
$39.4 - $42.61 $270K - $292K
59.6K $2.41M
COIN
Coinbase Global, Inc.

Technology
-171
- 5.48%
$172.23 - $301.3 $29.5K - $51.5K
2.95K $508K
CARR
Carrier Global Corp

Industrials
-3.04K
- 19.79%
$62.07 - $70.55 $188K - $214K
12.3K $780K
PG
Procter & Gamble CO

Consumer Defensive
-2.91K
- 3.44%
$158.56 - $176.26 $462K - $513K
81.8K $13.9M
BA
Boeing CO

Industrials
-263
- 0.79%
$148.15 - $186.25 $39K - $49K
33K $5.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-113
- 1.27%
$497.6 - $606.74 $56.2K - $68.6K
8.8K $4.38M
CSX
Csx Corp

Industrials
-4.69K
- 12.18%
$29.11 - $33.67 $137K - $158K
33.9K $996K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.22K
- 14.93%
$54.25 - $57.64 $229K - $243K
24K $1.32M
GM
General Motors CO

Consumer Cyclical
-3.6K
- 32.26%
$45.22 - $54.92 $163K - $197K
7.55K $355K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.75K
- 8.69%
$37.07 - $40.63 $287K - $315K
81.4K $3.2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-5.7K
- 7.11%
$36.63 - $37.45 $209K - $214K
74.5K $2.74M
ISRG
Intuitive Surgical Inc

Healthcare
-314
- 17.87%
$476.63 - $610.45 $150K - $192K
1.44K $714K
AMD
Advanced Micro Devices Inc

Technology
-536
- 6.85%
$96.63 - $129.55 $51.8K - $69.4K
7.28K $748K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.37K
- 46.38%
$81.83 - $82.73 $194K - $196K
2.74K $226K
ADI
Analog Devices Inc

Technology
-624
- 10.73%
$201.56 - $243.82 $126K - $152K
5.19K $1.05M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-14
- 0.24%
$333.37 - $384.99 $4.67K - $5.39K
5.78K $1.93M
FDX
Fedex Corp

Industrials
-261
- 8.14%
$230.33 - $281.53 $60.1K - $73.5K
2.95K $718K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-446
- 8.05%
$102.72 - $143.06 $45.8K - $63.8K
5.09K $532K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.06%
$522.96 - $601.18 $1.57K - $1.8K
4.78K $2.55M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.25K
- 7.52%
$71.17 - $73.66 $231K - $240K
40K $2.94M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-673
- 27.26%
$168.84 - $202.89 $114K - $137K
1.8K $315K
PKI
Perkinelmer Inc

Healthcare
-1.31K
- 12.79%
N/A
8.94K $1.08M
EXAS
Exact Sciences Corp

Healthcare
-33
- 0.28%
$43.04 - $58.51 $1.42K - $1.93K
11.9K $513K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.68K
- 10.33%
$60.46 - $64.42 $162K - $173K
23.2K $1.44M
MUB
Ishares National Muni Bond ETF

ETFs
-1.35K
- 24.66%
$104.71 - $107.69 $142K - $146K
4.13K $435K
CG
Carlyle Group Inc.

Financial Services
-1.84K
- 18.71%
$40.03 - $56.96 $73.6K - $105K
7.99K $348K
VTRS
Viatris Inc

Healthcare
-4.89K
- 17.9%
$8.68 - $12.42 $42.4K - $60.7K
22.4K $195K
ITW
Illinois Tool Works Inc

Industrials
-177
- 0.99%
$244.9 - $274.48 $43.3K - $48.6K
17.8K $4.41M
NRDY
Nerdy Inc.

Technology
-75K
- 46.05%
$1.42 - $1.97 $107K - $148K
87.9K $124K
GE
General Electric CO

Industrials
-3.51K
- 20.61%
$168.59 - $212.13 $592K - $745K
13.5K $2.71M
PCT
Pure Cycle Technologies, Inc.

Industrials
-4K
- 13.41%
$6.92 - $10.9 $27.7K - $43.6K
25.8K $178K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-464
- 2.0%
$169.43 - $182.84 $78.6K - $84.8K
22.8K $3.95M
HLI
Houlihan Lokey, Inc.

Financial Services
-336
- 6.11%
$154.43 - $187.4 $51.9K - $63K
5.17K $834K
ACWI
Ishares Msci Acwi ETF

ETFs
-833
- 3.94%
$115.16 - $124.13 $95.9K - $103K
20.3K $2.36M
GD
General Dynamics Corp

Industrials
-520
- 19.66%
$241.94 - $272.58 $126K - $142K
2.13K $579K
COOK
Traeger, Inc.

Consumer Cyclical
-7.3K
- 4.97%
$1.68 - $2.56 $12.3K - $18.7K
139K $234K
AMP
Ameriprise Financial Inc

Financial Services
-62
- 3.49%
$472.29 - $575.13 $29.3K - $35.7K
1.72K $830K
DE
Deere & CO

Industrials
-723
- 14.64%
$408.57 - $509.27 $295K - $368K
4.22K $1.98M
APH
Amphenol Corp

Technology
-84
- 0.32%
$61.62 - $78.55 $5.18K - $6.6K
26.1K $1.71M
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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