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
PTF
Invesco Exchange Traded Fd Tr

ETFs
-400
- 6.61%
$56.97 - $77.14 $22.8K - $30.9K
5.65K $333K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.21K
- 21.03%
N/A
4.54K $389K
SYY
Sysco Corp

Consumer Defensive
-1.28K
- 28.06%
$70.0 - $77.13 $89.3K - $98.3K
3.27K $245K
MCHP
Microchip Technology Inc

Technology
-822
- 13.21%
$48.41 - $64.3 $39.8K - $52.9K
5.4K $261K
KKR
Kkr & Co. Inc.

Financial Services
-92
- 3.56%
$108.17 - $167.07 $9.95K - $15.4K
2.49K $287K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.31K
- 20.73%
$76.77 - $82.22 $100K - $107K
5K $396K
DOW
Dow Inc.

Basic Materials
-1.26K
- 13.64%
$34.36 - $41.92 $43.3K - $52.8K
7.97K $278K
POST
Post Holdings, Inc.

Consumer Defensive
-839
- 17.01%
$104.57 - $116.92 $87.7K - $98.1K
4.09K $476K
SOXX
Ishares Semiconductor ETF

ETFs
-33
- 1.12%
$188.17 - $235.81 $6.21K - $7.78K
2.91K $547K
INTC
Intel Corp

Technology
-9.04K
- 19.88%
$19.1 - $27.39 $173K - $248K
36.5K $827K
SHEL
Shell PLC

Energy
-2.47K
- 26.07%
$62.84 - $73.29 $155K - $181K
7.02K $514K
TFC
Truist Financial Corp

Financial Services
-1.27K
- 11.15%
$39.48 - $48.15 $50.3K - $61.3K
10.1K $417K
PM
Philip Morris International Inc.

Consumer Defensive
-4.06K
- 27.49%
$117.15 - $158.79 $476K - $645K
10.7K $1.7M
CSL
Carlisle Companies Inc

Industrials
-52
- 2.55%
$326.43 - $408.24 $17K - $21.2K
1.99K $676K
DFAX
Dimensional ETF Tr
-4.22K
- 15.78%
$24.45 - $27.2 $103K - $115K
22.5K $590K
CW
Curtiss Wright Corp

Industrials
-81
- 6.28%
$304.82 - $384.07 $24.7K - $31.1K
1.21K $383K
VIS
Vanguard Industrial ETF

ETFs
-199
- 6.45%
$243.63 - $273.99 $48.5K - $54.5K
2.89K $714K
VTWO
Vanguard Russell 2000 ETF

ETFs
-86
- 1.22%
$80.08 - $92.93 $6.89K - $7.99K
6.99K $563K
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.3K
- 3.38%
$55.14 - $60.29 $71.4K - $78.1K
37K $2.13M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-35
- 1.25%
$221.78 - $273.45 $7.76K - $9.57K
2.77K $630K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-598
- 11.42%
$110.75 - $119.78 $66.2K - $71.6K
4.64K $536K
XLU
Utilities Sector Spdr

ETFs
-1.1K
- 14.19%
$74.7 - $80.27 $81.9K - $88.1K
6.63K $523K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.54K
- 11.36%
$25.93 - $29.28 $39.9K - $45K
12K $325K
SHOP
Shopify Inc.

Technology
-97
- 2.42%
$90.59 - $129.31 $8.79K - $12.5K
3.91K $372K
PRU
Prudential Financial Inc

Financial Services
-324
- 13.2%
$105.04 - $122.33 $34K - $39.6K
2.13K $237K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.89K
- 8.34%
$39.18 - $43.52 $74K - $82.2K
20.8K $868K
OTIS
Otis Worldwide Corp

Industrials
-1.17K
- 17.83%
$90.77 - $104.01 $107K - $122K
5.41K $558K
SYK
Stryker Corp

Healthcare
-309
- 5.82%
$355.18 - $399.9 $110K - $124K
5K $1.86M
OXY
Occidental Petroleum Corp

Energy
-944
- 11.66%
$45.45 - $52.7 $42.9K - $49.7K
7.15K $352K
CIGI
Colliers International Group Inc.

Real Estate
-144
- 7.31%
$118.9 - $145.92 $17.1K - $21K
1.83K $221K
PLD
Prologis, Inc.

Real Estate
-541
- 21.29%
$103.59 - $124.04 $56K - $67.1K
2K $223K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-598
- 4.31%
$38.84 - $41.54 $23.2K - $24.8K
13.3K $515K
APD
Air Products & Chemicals, Inc.

Basic Materials
-189
- 8.85%
$283.24 - $338.07 $53.5K - $63.9K
1.95K $574K
IAT
Ishares Tr

ETFs
-41
- 0.37%
$44.84 - $53.56 $1.84K - $2.2K
11.1K $519K
VRT
Vertiv Holdings CO

Industrials
-494
- 11.92%
N/A
3.65K $316K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-44
- 4.08%
$185.75 - $223.33 $8.17K - $9.83K
1.04K $201K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.08K
- 11.68%
$30.73 - $32.26 $33.1K - $34.8K
8.15K $250K
FTNT
Fortinet, Inc.

Technology
-702
- 4.51%
$92.49 - $114.57 $64.9K - $80.4K
14.9K $1.43M
SHW
Sherwin Williams CO

Basic Materials
-159
- 8.55%
$330.16 - $365.55 $52.5K - $58.1K
1.7K $593K
ZTS
Zoetis Inc.

Healthcare
-283
- 5.71%
$156.48 - $175.67 $44.3K - $49.7K
4.67K $768K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-425
- 13.31%
$78.0 - $84.37 $33.2K - $35.9K
2.77K $220K
IBB
Ishares Biotechnology ETF

ETFs
-149
- 3.68%
$127.9 - $140.56 $19.1K - $20.9K
3.9K $499K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.07K
- 5.31%
$10.61 - $16.49 $11.4K - $17.7K
19.1K $237K
MAS
Masco Corp

Industrials
-192
- 3.41%
$68.67 - $81.85 $13.2K - $15.7K
5.45K $378K
VHT
Vanguard Health Care ETF

ETFs
-225
- 8.58%
$254.06 - $273.83 $57.2K - $61.6K
2.4K $634K
MMM
3 M CO

Industrials
-837
- 15.85%
$129.7 - $155.12 $109K - $130K
4.45K $652K
DGX
Quest Diagnostics Inc

Healthcare
-200
- 11.14%
N/A
1.6K $218K
FTV
Fortive Corp

Technology
-227
- 4.18%
$71.82 - $82.98 $16.3K - $18.8K
5.21K $380K
GWW
W.W. Grainger, Inc.

Industrials
-2
- 0.55%
$953.54 - $1132.42 $1.91K - $2.26K
359 $354K
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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