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
MET
Metlife Inc

Financial Services
-888
- 22.11%
$78.15 - $88.25 $69.4K - $78.4K
3.13K $256K
BXP
Boston Properties Inc

Real Estate
-511
- 8.52%
$73.33 - $89.72 $37.5K - $45.8K
5.49K $407K
BDX
Becton Dickinson & CO

Healthcare
-45
- 0.99%
$220.02 - $243.75 $9.9K - $11K
4.48K $1.02M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-722
- 17.06%
$111.85 - $120.71 $80.8K - $87.2K
3.51K $404K
MAS
Masco Corp

Industrials
-76
- 1.33%
$72.52 - $85.73 $5.51K - $6.52K
5.64K $409K
VDC
Vanguard Consumer Staples ETF

ETFs
-77
- 1.01%
$210.96 - $223.62 $16.2K - $17.2K
7.56K $1.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-522
- 7.95%
$91.94 - $100.02 $48K - $52.2K
6.04K $559K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.01K
- 6.18%
$26.65 - $29.34 $26.9K - $29.6K
15.3K $416K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-899
- 4.51%
$49.79 - $51.14 $44.8K - $46K
19K $954K
ECL
Ecolab Inc.

Basic Materials
-54
- 2.19%
$234.32 - $261.43 $12.7K - $14.1K
2.41K $564K
INDA
Ishares Msci India Index Fund

ETFs
-534
- 8.88%
$52.64 - $58.16 $28.1K - $31.1K
5.48K $288K
WHR
Whirlpool Corp

Consumer Cyclical
-881
- 15.92%
$99.28 - $124.45 $87.5K - $110K
4.65K $532K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.5K
- 10.62%
$46.53 - $49.91 $70K - $75.1K
12.7K $609K
IBB
Ishares Biotechnology ETF

ETFs
-34
- 0.83%
$131.21 - $148.85 $4.46K - $5.06K
4.05K $535K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-213
- 3.16%
$108.6 - $115.42 $23.1K - $24.6K
6.53K $712K
PRU
Prudential Financial Inc

Financial Services
-426
- 14.79%
$114.59 - $129.52 $48.8K - $55.2K
2.45K $290K
RGA
Reinsurance Group Of America Inc

Financial Services
-16
- 0.13%
$201.26 - $231.95 $3.22K - $3.71K
12.7K $2.7M
ADSK
Autodesk, Inc.

Technology
-222
- 20.56%
N/A
858 $210K
HPQ
Hp Inc

Technology
-285
- 2.07%
$32.46 - $39.3 $9.25K - $11.2K
13.5K $438K
OXY
Occidental Petroleum Corp

Energy
-645
- 7.38%
$45.36 - $55.91 $29.3K - $36.1K
8.09K $399K
FFBC
First Financial Bancorp

Financial Services
-2.41K
- 23.61%
$23.97 - $30.34 $57.7K - $73K
7.79K $209K
D
Dominion Energy, Inc

Utilities
-295
- 3.75%
$52.63 - $60.92 $15.5K - $18K
7.57K $407K
FCFS
First Cash Holdings, Inc.

Financial Services
-4
- 0.1%
$100.54 - $114.86 $402 - $459
4K $414K
CHD
Church & Dwight CO Inc

Consumer Defensive
-421
- 5.56%
$99.11 - $112.25 $41.7K - $47.3K
7.15K $748K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-741
- 6.78%
$22.66 - $27.11 $16.8K - $20.1K
10.2K $239K
PAYX
Paychex Inc

Industrials
-526
- 8.79%
$135.86 - $148.73 $71.5K - $78.2K
5.46K $765K
AVSU
American Centy ETF Tr Avantis

ETFs
-611
- 15.51%
$64.29 - $69.59 $39.3K - $42.5K
3.33K $220K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-170
- 4.32%
$143.69 - $159.92 $24.4K - $27.2K
3.77K $544K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-208
- 4.23%
$46.96 - $51.46 $9.77K - $10.7K
4.71K $222K
SHEL
Shell PLC

Energy
-52
- 0.55%
$60.63 - $70.23 $3.15K - $3.65K
9.49K $595K
SJM
J M Smucker CO

Consumer Defensive
-98
- 4.58%
$106.92 - $121.75 $10.5K - $11.9K
2.04K $225K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-1.39K
- 18.69%
$62.32 - $80.47 $86.6K - $112K
6.05K $438K
USFR
Wisdomtree Floating Rate Treas

ETFs
-636
- 12.21%
$50.23 - $50.46 $31.9K - $32.1K
4.57K $230K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-24
- 0.22%
$88.59 - $94.57 $2.13K - $2.27K
11K $973K
EVRG
Evergy, Inc.

Utilities
-74
- 0.16%
$59.06 - $65.0 $4.37K - $4.81K
46.9K $2.88M
PIII
P3 Health Partners Inc.

Healthcare
-1
- -0.0%
$0.18 - $0.48 $0.18 - $0.48
113K $24K
CNP
Centerpoint Energy Inc

Utilities
-3.37K
- 8.81%
$28.58 - $32.66 $96.2K - $110K
34.8K $1.1M
IREN
Iris Energy LTD

Financial Services
-9.99K
- 16.58%
$7.33 - $15.39 $73.2K - $154K
50.2K $493K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-57
- 4.4%
$185.87 - $204.12 $10.6K - $11.6K
1.24K $232K
SYY
Sysco Corp

Consumer Defensive
-105
- 2.26%
$73.63 - $81.77 $7.73K - $8.59K
4.54K $347K
XLI
Industrial Sector Spdr

ETFs
-37
- 1.37%
$131.76 - $143.99 $4.88K - $5.33K
2.67K $352K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-114
- 3.21%
$202.91 - $229.76 $23.1K - $26.2K
3.44K $723K
BRO
Brown & Brown, Inc.

Financial Services
-82
- 2.53%
$100.93 - $113.42 $8.28K - $9.3K
3.16K $322K
UNFI
United Natural Foods Inc

Consumer Defensive
-17.5K
- 39.39%
$19.1 - $29.62 $334K - $518K
26.9K $735K
INTU
Intuit Inc

Technology
-44
- 1.87%
$602.01 - $706.25 $26.5K - $31.1K
2.31K $1.45M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-36
- 1.41%
$101.77 - $113.02 $3.66K - $4.07K
2.51K $265K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-80
- 0.66%
$94.54 - $104.98 $7.56K - $8.4K
12.1K $1.16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-4.48K
- 27.66%
$7.33 - $12.37 $32.8K - $55.4K
11.7K $124K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-16
- 0.33%
$563.99 - $620.12 $9.02K - $9.92K
4.78K $2.72M
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
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