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
CASY
Caseys General Stores Inc

Consumer Cyclical
-14
- 2.53%
$415.82 - $510.91 $5.82K - $7.15K
539 $275K
ICE
Intercontinental Exchange, Inc.

Financial Services
-21
- 0.53%
$151.62 - $183.47 $3.18K - $3.85K
3.93K $720K
CTAS
Cintas Corp

Industrials
-95
- 2.64%
$190.11 - $227.66 $18.1K - $21.6K
3.51K $782K
PWR
Quanta Services, Inc.

Industrials
-163
- 17.76%
$239.47 - $381.26 $39K - $62.1K
755 $285K
XLF
Financial Sector Spdr

ETFs
-720
- 1.97%
$43.92 - $52.37 $31.6K - $37.7K
35.8K $1.88M
NSC
Norfolk Southern Corp

Industrials
-116
- 2.55%
$206.34 - $257.46 $23.9K - $29.9K
4.43K $1.13M
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 1.04%
$451.58 - $565.94 $6.77K - $8.49K
1.43K $775K
ACVA
Acv Auctions Inc.

Consumer Cyclical
-4
- 0.01%
$12.82 - $17.04 $51.3 - $68.2
29.1K $472K
V
Visa Inc.

Financial Services
-303
- 0.81%
$308.27 - $373.31 $93.4K - $113K
37.2K $13.2M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-15
- 0.12%
$40.79 - $50.93 $612 - $764
12.6K $644K
EXAS
Exact Sciences Corp

Healthcare
-963
- 8.12%
$40.31 - $58.08 $38.8K - $55.9K
10.9K $578K
FTNT
Fortinet, Inc.

Technology
-601
- 4.04%
$84.71 - $108.69 $50.9K - $65.3K
14.3K $1.51M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-234
- 0.76%
$33.46 - $41.33 $7.83K - $9.67K
30.6K $1.26M
DINO
Hf Sinclair Corp

Energy
-28
- 0.27%
$25.91 - $41.85 $725 - $1.17K
10.5K $431K
IWV
Ishares Russell 3000 ETF

ETFs
-215
- 4.47%
$281.67 - $351.0 $60.6K - $75.5K
4.6K $1.61M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-701
- 1.99%
$52.31 - $63.72 $36.7K - $44.7K
34.5K $2.2M
CSX
Csx Corp

Industrials
-44
- 0.13%
$26.69 - $32.91 $1.17K - $1.45K
33.8K $1.1M
C
Citigroup Inc

Financial Services
-328
- 3.31%
$58.13 - $85.12 $19.1K - $27.9K
9.59K $816K
NKE
Nike, Inc.

Consumer Cyclical
-132
- 0.75%
$53.27 - $72.04 $7.03K - $9.51K
17.4K $1.24M
PPG
Ppg Industries Inc

Basic Materials
-27
- 0.09%
$91.66 - $115.04 $2.47K - $3.11K
29.5K $3.36M
MELI
Mercadolibre Inc

Consumer Cyclical
-18
- 6.82%
$1794.73 - $2613.63 $32.3K - $47K
246 $642K
EME
Emcor Group, Inc.

Industrials
-10
- 1.22%
$342.02 - $534.89 $3.42K - $5.35K
807 $431K
HON
Honeywell International Inc

Industrials
-400
- 3.73%
$182.86 - $232.88 $73.1K - $93.2K
10.3K $2.41M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-700
- 2.91%
$50.08 - $63.14 $35.1K - $44.2K
23.3K $1.47M
PANW
Palo Alto Networks Inc

Technology
-639
- 7.54%
$152.44 - $204.64 $97.4K - $131K
7.84K $1.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.23K
- 4.85%
$108.12 - $135.04 $132K - $165K
24K $3.24M
KR
Kroger CO

Consumer Defensive
-82
- 0.19%
$64.62 - $74.0 $5.3K - $6.07K
43.4K $3.11M
CW
Curtiss Wright Corp

Industrials
-47
- 3.89%
$283.18 - $488.55 $13.3K - $23K
1.16K $567K
IYW
Ishares Dj Us Tech ETF

ETFs
-43
- 0.6%
$122.57 - $173.27 $5.27K - $7.45K
7.16K $1.24M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-273
- 9.01%
$177.93 - $313.14 $48.6K - $85.5K
2.76K $863K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-129
- 0.66%
$108.06 - $135.3 $13.9K - $17.5K
19.4K $2.63M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.64K
- 2.0%
$29.12 - $35.84 $77K - $94.8K
130K $4.65M
BA
Boeing CO

Industrials
-4.66K
- 14.14%
$136.59 - $217.51 $637K - $1.01M
28.3K $5.93M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-739
- 3.34%
$60.61 - $87.72 $44.8K - $64.8K
21.4K $1.82M
SPMD
Spdr Portfolio

ETFs
-1.81K
- 0.87%
$44.89 - $54.38 $81.3K - $98.5K
206K $11.2M
EFX
Equifax Inc

Industrials
-483
- 1.1%
$205.5 - $280.54 $99.3K - $136K
43.5K $11.3M
IDXX
Idexx Laboratories Inc

Healthcare
-11
- 0.21%
$361.04 - $536.34 $3.97K - $5.9K
5.15K $2.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-149
- 1.12%
$273.67 - $366.17 $40.8K - $54.6K
13.1K $4.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3.97K
- 4.69%
$224.16 - $285.86 $889K - $1.13M
80.7K $23.1M
GOOG
Alphabet Inc.

Communication Services
-3.94K
- 3.74%
$146.58 - $180.01 $578K - $710K
102K $18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-7.07K
- 1.49%
$58.41 - $72.69 $413K - $514K
467K $33.9M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.62K
- 0.55%
$57.14 - $72.68 $149K - $190K
471K $34.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.18K
- 0.72%
$55.54 - $69.09 $288K - $358K
716K $49.5M
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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