Moneta Group Investment Advisors LLC Reduced Holdings in Q4 2024

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.64K
- 4.99%
$89.9 - $100.66 $148K - $165K
31.2K $2.82M
TFC
Truist Financial Corp

Financial Services
-5.51K
- 32.55%
$41.51 - $48.1 $229K - $265K
11.4K $495K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.01K
- 6.37%
$38.08 - $50.82 $38.4K - $51.3K
14.8K $564K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.96K
- 2.2%
$278.19 - $315.36 $545K - $618K
87.1K $25.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.71K
- 7.24%
$84.34 - $95.14 $228K - $258K
34.7K $3.03M
INTC
Intel Corp

Technology
-2.57K
- 5.34%
$19.07 - $26.23 $48.9K - $67.3K
45.5K $912K
ELV
Elevance Health, Inc.

Healthcare
-71
- 6.07%
$365.96 - $514.62 $26K - $36.5K
1.1K $405K
CEG
Constellation Energy Corp

Utilities
-601
- 38.98%
$224.28 - $285.52 $135K - $172K
941 $211K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-246
- 18.84%
$396.64 - $516.74 $97.6K - $127K
1.06K $426K
MPC
Marathon Petroleum Corp

Energy
-258
- 4.28%
$131.65 - $174.84 $34K - $45.1K
5.77K $804K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-242
- 0.85%
$55.45 - $61.08 $13.4K - $14.8K
28.3K $1.57M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-2.38K
- 14.67%
$40.28 - $44.96 $95.9K - $107K
13.9K $560K
SCL
Stepan CO

Basic Materials
-500
- 4.66%
$64.61 - $81.08 $32.3K - $40.5K
10.2K $662K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-767
- 1.64%
$33.39 - $37.66 $25.6K - $28.9K
46.1K $1.54M
GD
General Dynamics Corp

Industrials
-209
- 7.32%
$260.28 - $314.03 $54.4K - $65.6K
2.65K $696K
EXAS
Exact Sciences Corp

Healthcare
-333
- 2.73%
$49.33 - $71.97 $16.4K - $24K
11.9K $667K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.15K
- 5.35%
$74.5 - $78.37 $85.5K - $90K
20.3K $1.52M
BAX
Baxter International Inc

Healthcare
-319
- 1.82%
$28.63 - $37.84 $9.13K - $12.1K
17.2K $502K
ABT
Abbott Laboratories

Healthcare
-1.08K
- 2.43%
$111.93 - $119.39 $121K - $129K
43.5K $4.91M
ICE
Intercontinental Exchange, Inc.

Financial Services
-751
- 17.03%
$148.29 - $166.93 $111K - $125K
3.66K $545K
FBT
First Trust Nyse Arca Biotechn

ETFs
-900
- 42.67%
$161.65 - $178.69 $145K - $161K
1.21K $200K
SLB
Schlumberger Limited

Energy
-2.74K
- 20.9%
$36.83 - $45.59 $101K - $125K
10.4K $397K
SHW
Sherwin Williams CO

Basic Materials
-186
- 9.09%
$338.75 - $399.71 $63K - $74.3K
1.86K $632K
ED
Consolidated Edison Inc

Utilities
-977
- 25.57%
$88.87 - $107.38 $86.8K - $105K
2.84K $253K
O
Realty Income Corp

Real Estate
-573
- 5.22%
$51.76 - $64.71 $29.7K - $37.1K
10.4K $555K
GWW
W.W. Grainger, Inc.

Industrials
-135
- 27.22%
$1023.06 - $1220.93 $138K - $165K
361 $380K
STZ
Constellation Brands, Inc.

Consumer Defensive
-135
- 4.86%
$219.66 - $257.62 $29.7K - $34.8K
2.64K $583K
PLD
Prologis, Inc.

Real Estate
-625
- 19.74%
$101.4 - $126.96 $63.4K - $79.4K
2.54K $268K
IOT
Samsara Inc.

Technology
-1.38K
- 9.02%
$42.67 - $56.35 $58.8K - $77.7K
13.9K $607K
CSX
Csx Corp

Industrials
-1.06K
- 2.67%
$31.58 - $36.88 $33.4K - $39K
38.5K $1.24M
VHT
Vanguard Health Care ETF

ETFs
-154
- 5.55%
$250.81 - $283.3 $38.6K - $43.6K
2.62K $664K
TIP
Ishares Tr Tips Bd ETF

ETFs
-928
- 22.62%
$106.33 - $110.69 $98.7K - $103K
3.17K $338K
GIS
General Mills Inc

Consumer Defensive
-300
- 3.29%
$62.78 - $74.62 $18.8K - $22.4K
8.81K $561K
SOXX
Ishares Semiconductor ETF

ETFs
-283
- 8.77%
$211.27 - $239.8 $59.8K - $67.9K
2.95K $634K
EWJ
Ishares Msci Japan ETF

ETFs
-1.13K
- 15.57%
$66.18 - $71.84 $75K - $81.5K
6.15K $412K
AWK
American Water Works Company, Inc.

Utilities
-103
- 2.38%
$123.83 - $146.07 $12.8K - $15K
4.22K $525K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.34%
$1666.0 - $2117.3 $1.67K - $2.12K
295 $501K
SWK
Stanley Black & Decker, Inc.

Industrials
-24
- 0.7%
$79.07 - $109.36 $1.9K - $2.62K
3.42K $274K
ACN
Accenture PLC

Technology
-259
- 4.32%
$343.9 - $376.86 $89.1K - $97.6K
5.74K $2.02M
WDAY
Workday, Inc.

Technology
-536
- 17.46%
$233.85 - $279.91 $125K - $150K
2.53K $653K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-500
- 0.58%
$40.38 - $44.35 $20.2K - $22.2K
85.4K $3.49M
NSC
Norfolk Southern Corp

Industrials
-100
- 2.18%
$230.6 - $277.0 $23.1K - $27.7K
4.48K $1.05M
TT
Trane Technologies PLC

Industrials
-121
- 5.72%
$369.35 - $419.14 $44.7K - $50.7K
2K $737K
AFL
Aflac Inc

Financial Services
-447
- 9.84%
$100.37 - $115.27 $44.9K - $51.5K
4.1K $423K
MU
Micron Technology Inc

Technology
-47
- 1.16%
$84.16 - $113.41 $3.96K - $5.33K
3.99K $335K
SPGI
S&P Global Inc.

Financial Services
-117
- 9.07%
$480.36 - $529.17 $56.2K - $61.9K
1.17K $584K
NUE
Nucor Corp

Basic Materials
-9
- 0.37%
$115.78 - $167.74 $1.04K - $1.51K
2.41K $281K
ACWI
Ishares Msci Acwi ETF

ETFs
-310
- 1.45%
$117.05 - $123.03 $36.3K - $38.1K
21.1K $2.48M
IDV
Ishares Tr

ETFs
-1.18K
- 7.01%
$27.03 - $29.92 $31.8K - $35.2K
15.6K $426K
Activity Summary
Buys All Purchases 393 New Holdings 56 Increased Positions 337 Sells All Sells 219 Reductions 219 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