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
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.05K
- 5.55%
$50.37 - $57.97 $103K - $119K
34.9K $1.98M
KMB
Kimberly Clark Corp

Consumer Defensive
-291
- 3.62%
$126.84 - $145.22 $36.9K - $42.3K
7.74K $998K
IYH
Ishares Tr

ETFs
-1.28K
- 9.26%
$53.97 - $60.17 $69.3K - $77.3K
12.6K $710K
XLE
Energy Sector Spdr

ETFs
-764
- 10.04%
$76.44 - $94.13 $58.4K - $71.9K
6.84K $580K
STZ
Constellation Brands, Inc.

Consumer Defensive
-414
- 15.33%
$160.0 - $195.62 $66.2K - $81K
2.29K $371K
VDE
Vanguard Energy ETF

ETFs
-218
- 2.38%
$105.87 - $130.56 $23.1K - $28.5K
8.96K $1.07M
CPRT
Copart Inc

Consumer Cyclical
-1.04K
- 11.23%
$47.72 - $63.84 $49.7K - $66.5K
8.23K $403K
USB
Us Bancorp \De\

Financial Services
-8.53K
- 9.59%
$36.4 - $45.76 $311K - $390K
80.4K $3.64M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.77K
- 19.1%
$101.97 - $126.75 $180K - $224K
7.48K $948K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-10.5K
- 43.89%
$10.59 - $11.48 $111K - $121K
13.4K $154K
WSO
Watsco Inc

Industrials
-3
- 0.2%
$421.84 - $520.66 $1.27K - $1.56K
1.51K $665K
GIS
General Mills Inc

Consumer Defensive
-502
- 5.39%
$50.37 - $60.97 $25.3K - $30.6K
8.81K $456K
VHT
Vanguard Health Care ETF

ETFs
-244
- 10.18%
$236.71 - $261.92 $57.8K - $63.9K
2.15K $534K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.84K
- 13.65%
$47.46 - $55.3 $87.5K - $102K
11.7K $642K
CMCSA
Comcast Corp

Communication Services
-1.49K
- 4.71%
$32.84 - $36.72 $49K - $54.7K
30.2K $1.08M
BSX
Boston Scientific Corp

Healthcare
-2.04K
- 10.08%
$89.7 - $107.41 $183K - $220K
18.2K $1.96M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-38
- 3.39%
$388.56 - $520.27 $14.8K - $19.8K
1.08K $440K
HYG
Ishares Tr

ETFs
-1.15K
- 22.52%
$75.75 - $80.65 $87.3K - $93K
3.97K $319K
EW
Edwards Lifesciences Corp

Healthcare
-2.11K
- 14.49%
$67.07 - $78.22 $141K - $165K
12.4K $971K
TSCO
Tractor Supply CO

Consumer Cyclical
-996
- 8.35%
$47.86 - $55.77 $47.7K - $55.5K
10.9K $576K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.57K
- 4.89%
$46.41 - $47.7 $72.9K - $74.9K
30.5K $1.45M
IAU
Ishares Gold Trust

ETFs
-1.68K
- 15.1%
$56.1 - $64.74 $94.5K - $109K
9.47K $590K
XLP
Consumer Staples Sector Spdr

ETFs
-875
- 13.85%
N/A
5.44K $413K
NVO
Novo Nordisk A S

Healthcare
-924
- 22.76%
$58.08 - $81.05 $53.7K - $74.9K
3.14K $216K
F
Ford Motor CO

Consumer Cyclical
-9.81K
- 17.77%
$8.69 - $10.85 $85.2K - $106K
45.4K $492K
BLND
Blend Labs, Inc.

Technology
-17K
- 37.27%
$3.04 - $3.74 $51.8K - $63.7K
28.7K $94K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.05K
- 1.53%
$77.74 - $78.78 $81.6K - $82.7K
67.5K $5.31M
XLB
Select Sector Spdr Fd Material

ETFs
-666
- 20.54%
$74.27 - $88.92 $49.5K - $59.2K
2.58K $226K
MDT
Medtronic PLC

Healthcare
-184
- 1.66%
$80.68 - $88.86 $14.8K - $16.4K
10.9K $947K
XLU
Utilities Sector Spdr

ETFs
-769
- 11.59%
$73.09 - $82.77 $56.2K - $63.7K
5.86K $478K
SYY
Sysco Corp

Consumer Defensive
-602
- 18.42%
$68.0 - $75.91 $40.9K - $45.7K
2.67K $201K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-529
- 23.75%
$180.84 - $240.32 $95.7K - $127K
1.7K $408K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.59K
- 0.61%
$24.98 - $25.66 $64.6K - $66.4K
420K $10.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.73K
- 15.49%
$22.54 - $23.17 $38.9K - $40K
9.42K $216K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-494
- 2.15%
$48.13 - $49.85 $23.8K - $24.6K
22.5K $1.1M
GNTX
Gentex Corp

Consumer Cyclical
-871
- 6.44%
$20.83 - $23.52 $18.1K - $20.5K
12.6K $278K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-638
- 3.07%
$37.08 - $42.26 $23.7K - $27K
20.1K $833K
CDNS
Cadence Design Systems Inc

Technology
-708
- 20.84%
$231.64 - $323.08 $164K - $229K
2.69K $828K
GILD
Gilead Sciences, Inc.

Healthcare
-200
- 1.77%
$96.91 - $113.0 $19.4K - $22.6K
11.1K $1.23M
MET
Metlife Inc

Financial Services
-428
- 7.98%
$68.42 - $82.49 $29.3K - $35.3K
4.93K $396K
CHKP
Check Point Software Technologies LTD

Technology
-113
- 10.76%
$204.26 - $233.47 $23.1K - $26.4K
937 $207K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-1.89K
- 14.24%
$34.29 - $43.33 $64.7K - $81.8K
11.4K $483K
KKR
Kkr & Co. Inc.

Financial Services
-551
- 22.14%
$92.79 - $134.29 $51.1K - $74K
1.94K $257K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-32.9K
- 65.75%
$2.39 - $6.79 $78.6K - $223K
17.1K $116K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.03K
- 7.87%
$24.19 - $24.45 $24.9K - $25.1K
12K $293K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-826
- 17.8%
$104.23 - $134.39 $86.1K - $111K
3.81K $512K
D
Dominion Energy, Inc

Utilities
-392
- 5.02%
$49.66 - $58.0 $19.5K - $22.7K
7.41K $418K
ZION
Zions Bancorporation, National Association

Financial Services
-558
- 12.01%
$41.39 - $51.94 $23.1K - $29K
4.09K $212K
VTRS
Viatris Inc

Healthcare
-2.43K
- 10.82%
$7.26 - $9.12 $17.6K - $22.1K
20K $178K
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
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