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
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-339
- 12.23%
$82.17 - $99.96 $27.9K - $33.9K
2.43K $238K
CMI
Cummins Inc

Industrials
-78
- 8.42%
$267.12 - $336.65 $20.8K - $26.3K
848 $277K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-105
- 2.57%
$100.04 - $100.54 $10.5K - $10.6K
3.99K $400K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-120
- 2.99%
$116.93 - $119.39 $14K - $14.3K
3.89K $462K
VIS
Vanguard Industrial ETF

ETFs
-369
- 12.78%
$220.04 - $280.07 $81.2K - $103K
2.52K $705K
GDDY
Go Daddy Inc.

Technology
-45
- 2.1%
$162.11 - $192.36 $7.29K - $8.66K
2.09K $377K
YEXT
Yext, Inc.

Technology
-6.41K
- 31.6%
$5.61 - $8.97 $36K - $57.5K
13.9K $117K
MFC
Manulife Financial Corp

Financial Services
-628
- 3.85%
$26.93 - $32.44 $16.9K - $20.4K
15.7K $501K
GLD
Spdr Gold Trust

ETFs
-481
- 5.71%
$273.71 - $316.29 $132K - $152K
7.94K $2.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-90
- 0.81%
$85.42 - $94.39 $7.69K - $8.5K
11K $1.03M
BXP
Boston Properties Inc

Real Estate
-77
- 1.39%
$56.86 - $74.12 $4.38K - $5.71K
5.47K $368K
VRT
Vertiv Holdings CO

Industrials
-29
- 0.79%
N/A
3.62K $313K
VLO
Valero Energy Corp

Energy
-50
- 2.77%
$104.69 - $141.77 $5.23K - $7.09K
1.76K $236K
OZ
Belpointe Prep, LLC

Real Estate
-64
- 1.63%
$58.56 - $71.01 $3.75K - $4.54K
3.87K $251K
AVLV
American Centy ETF Tr Avantis
-171
- 4.91%
$56.85 - $68.21 $9.72K - $11.7K
3.31K $225K
NUE
Nucor Corp

Basic Materials
-193
- 7.57%
$103.22 - $131.43 $19.9K - $25.4K
2.36K $305K
DFAX
Dimensional ETF Tr
-2.47K
- 10.96%
$23.37 - $29.39 $57.7K - $72.6K
20.1K $589K
Te Connectivity PLC
-2.58K
- 47.57%
N/A
2.85K $0
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-21
- 0.38%
$47.02 - $47.83 $987 - $1K
5.52K $263K
Super Micro Computer Inc
-7.2K
- 53.53%
N/A
6.25K $0
DGX
Quest Diagnostics Inc

Healthcare
-5
- 0.31%
N/A
1.59K $218K
Pennymac Corp
-1
- 0.4%
N/A
248 $0
Lam Research Corp
-2.27K
- 0.85%
N/A
267K $0
Knife River Corp
-18
- 0.33%
N/A
5.51K $0
Ea Series Trust
-23.6K
- 22.11%
N/A
83K $0
Cooper Cos Inc
-800
- 11.32%
N/A
6.27K $0
DGRO
Ishares Core Dividend Growth E

ETFs
-756
- 3.25%
$55.22 - $63.94 $41.7K - $48.3K
22.5K $1.44M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-79
- 2.86%
$71.28 - $83.74 $5.63K - $6.62K
2.69K $225K
POET
Poet Technologies Inc.

Technology
-5K
- 21.88%
$3.21 - $5.45 $16.1K - $27.3K
17.9K $93K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-52
- 0.98%
$35.35 - $42.68 $1.84K - $2.22K
5.27K $224K
FITB
Fifth Third Bancorp

Financial Services
-30
- 0.57%
$33.32 - $41.51 $1K - $1.25K
5.22K $214K
KRE
Spdr S&P Regional Banking ETF

ETFs
-5
- 0.13%
$48.81 - $59.48 $244 - $297
3.71K $220K
MMM
3 M CO

Industrials
-102
- 2.29%
$126.09 - $154.15 $12.9K - $15.7K
4.34K $661K
HWBK
Hawthorn Bancshares, Inc.

Financial Services
-1.22K
- 2.41%
$25.78 - $31.32 $31.5K - $38.3K
49.4K $1.44M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-715
- 6.82%
$36.45 - $42.47 $26.1K - $30.4K
9.76K $411K
ATAI
Atai Life Sciences N.V.

Healthcare
-145
- 1.12%
$1.21 - $2.49 $175 - $361
12.7K $27K
CCL
Carnival Corp

Consumer Cyclical
-3.45K
- 27.64%
$16.43 - $28.12 $56.6K - $96.9K
9.02K $253K
HOOD
Robinhood Markets, Inc.

Technology
-2.61K
- 53.23%
$34.17 - $93.63 $89.1K - $244K
2.29K $214K
SRE
Sempra Energy

Utilities
-391
- 4.0%
$63.78 - $78.91 $24.9K - $30.9K
9.39K $711K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-83
- 2.67%
$70.44 - $86.87 $5.85K - $7.21K
3.02K $262K
AOA
Ishares Tr Core Aggressive All

ETFs
-13
- 0.43%
$69.46 - $83.4 $903 - $1.08K
3.01K $251K
ECL
Ecolab Inc.

Basic Materials
-63
- 2.66%
$225.65 - $270.95 $14.2K - $17.1K
2.31K $621K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-10
- 0.28%
$73.0 - $85.5 $730 - $855
3.53K $296K
CG
Carlyle Group Inc.

Financial Services
-800
- 10.01%
$34.78 - $51.4 $27.8K - $41.1K
7.19K $369K
CDE
Coeur Mining, Inc.

Basic Materials
-21.1K
- 29.63%
$4.81 - $9.46 $102K - $200K
50.1K $444K
MCO
Moodys Corp

Financial Services
-13
- 1.34%
$396.7 - $501.59 $5.16K - $6.52K
960 $481K
NVS
Novartis Ag

Healthcare
-47
- 1.32%
$101.96 - $121.01 $4.79K - $5.69K
3.5K $423K
SAP
Sap Se

Technology
-7
- 0.81%
$237.53 - $309.8 $1.66K - $2.17K
852 $259K
ENB
Enbridge Inc

Energy
-235
- 0.57%
$41.09 - $47.16 $9.66K - $11.1K
41.3K $1.87M
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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