Moneta Group Investment Advisors LLC Reduced Holdings in Q3 2024

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-428
- 5.07%
$108.44 - $120.37 $46.4K - $51.5K
8.01K $964K
ON
On Semiconductor Corp

Technology
-141
- 2.16%
$66.39 - $78.74 $9.36K - $11.1K
6.39K $464K
SPGI
S&P Global Inc.

Financial Services
-167
- 11.46%
$446.32 - $527.38 $74.5K - $88.1K
1.29K $666K
ARW
Arrow Electronics Inc

Technology
-27
- 1.57%
$117.29 - $135.1 $3.17K - $3.65K
1.7K $225K
WSO
Watsco Inc

Industrials
-29
- 2.39%
$448.73 - $519.89 $13K - $15.1K
1.19K $583K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-231
- 5.54%
$132.06 - $150.96 $30.5K - $34.9K
3.94K $579K
TRMB
Trimble Inc.

Technology
-54
- 1.35%
$49.82 - $62.06 $2.69K - $3.35K
3.96K $245K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-673
- 7.73%
$95.1 - $106.76 $64K - $71.8K
8.03K $857K
BR
Broadridge Financial Solutions, Inc.

Technology
-26
- 1.69%
$196.56 - $218.55 $5.11K - $5.68K
1.52K $325K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-247
- 1.85%
$285.48 - $330.24 $70.5K - $81.6K
13.1K $4.21M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-142
- 2.54%
$64.57 - $71.76 $9.17K - $10.2K
5.45K $391K
ISRG
Intuitive Surgical Inc

Healthcare
-119
- 6.35%
$416.14 - $494.01 $49.5K - $58.8K
1.76K $862K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-213
- 3.14%
$87.56 - $95.49 $18.7K - $20.3K
6.56K $626K
ACN
Accenture PLC

Technology
-892
- 12.95%
$295.44 - $355.81 $264K - $317K
6K $2.12M
ICE
Intercontinental Exchange, Inc.

Financial Services
-530
- 10.73%
$136.93 - $162.81 $72.6K - $86.3K
4.41K $708K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-275
- 2.56%
$34.35 - $39.16 $9.45K - $10.8K
10.5K $402K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.07K
- 4.75%
$107.24 - $119.84 $115K - $128K
21.4K $2.56M
TFC
Truist Financial Corp

Financial Services
-837
- 4.71%
$38.22 - $44.94 $32K - $37.6K
16.9K $723K
BK
Bank Of New York Mellon Corp

Financial Services
-620
- 9.65%
$59.54 - $72.17 $36.9K - $44.7K
5.8K $417K
ED
Consolidated Edison Inc

Utilities
-241
- 5.93%
$88.42 - $104.97 $21.3K - $25.3K
3.82K $397K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-86
- 3.06%
$138.85 - $182.81 $11.9K - $15.7K
2.73K $483K
CPK
Chesapeake Utilities Corp

Utilities
-9
- 0.44%
$106.02 - $124.17 $954 - $1.12K
2.02K $250K
XEL
Xcel Energy Inc

Utilities
-154
- 4.05%
$52.11 - $65.3 $8.02K - $10.1K
3.65K $238K
FCFS
First Cash Holdings, Inc.

Financial Services
-11
- 0.27%
$102.0 - $120.09 $1.12K - $1.32K
4.01K $459K
OTIS
Otis Worldwide Corp

Industrials
-59
- 1.03%
$91.43 - $104.43 $5.39K - $6.16K
5.67K $589K
IYH
Ishares Tr

ETFs
-223
- 1.58%
$60.29 - $66.38 $13.4K - $14.8K
13.9K $901K
GLW
Corning Inc

Technology
-18
- 0.25%
$37.76 - $46.2 $680 - $832
7.11K $320K
MET
Metlife Inc

Financial Services
-64
- 1.57%
$67.96 - $82.48 $4.35K - $5.28K
4.02K $331K
PCT
Pure Cycle Technologies, Inc.

Industrials
-10K
- 25.11%
$4.69 - $10.17 $46.9K - $102K
29.8K $283K
JEF
Jefferies Financial Group Inc.

Financial Services
-51
- 1.13%
$49.97 - $62.49 $2.55K - $3.19K
4.47K $275K
AWK
American Water Works Company, Inc.

Utilities
-155
- 3.46%
$127.76 - $149.9 $19.8K - $23.2K
4.33K $632K
XOM
Exxon Mobil Corp

Energy
-1.99K
- 1.44%
$109.72 - $119.0 $218K - $237K
136K $15.9M
GGG
Graco Inc

Industrials
-80
- 1.02%
$77.82 - $87.64 $6.23K - $7.01K
7.75K $678K
WDAY
Workday, Inc.

Technology
-28
- 0.9%
$207.75 - $264.68 $5.82K - $7.41K
3.07K $750K
IWV
Ishares Russell 3000 ETF

ETFs
-86
- 1.77%
$294.75 - $326.73 $25.3K - $28.1K
4.77K $1.56M
R
Ryder System Inc

Industrials
-1
- 0.04%
$117.21 - $148.66 $117 - $149
2.78K $405K
NIO
Nio Inc.

Consumer Cyclical
-340
- 1.36%
$3.67 - $6.68 $1.25K - $2.27K
24.6K $164K
CEG
Constellation Energy Corp

Utilities
-152
- 8.97%
$167.08 - $262.86 $25.4K - $40K
1.54K $400K
GWW
W.W. Grainger, Inc.

Industrials
-5
- 1.0%
$896.19 - $1044.18 $4.48K - $5.22K
496 $515K
ACVA
Acv Auctions Inc.

Consumer Cyclical
-60
- 0.2%
$14.83 - $20.92 $890 - $1.26K
30.5K $620K
CSCO
Cisco Systems, Inc.

Technology
-4.89K
- 8.58%
$44.74 - $53.22 $219K - $260K
52.1K $2.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.06K
- 5.96%
$162.83 - $179.16 $173K - $190K
16.8K $3M
CRM
Salesforce, Inc.

Technology
-304
- 3.17%
$238.42 - $276.53 $72.5K - $84.1K
9.3K $2.54M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-30
- 0.27%
$83.76 - $91.82 $2.51K - $2.75K
11K $1M
MKC
Mccormick & CO Inc

Consumer Defensive
-52
- 0.7%
$69.44 - $84.76 $3.61K - $4.41K
7.33K $602K
CAH
Cardinal Health Inc

Healthcare
-7
- 0.11%
$93.74 - $114.66 $656 - $803
6.54K $722K
PRI
Primerica, Inc.

Financial Services
-26
- 0.85%
$233.01 - $266.6 $6.06K - $6.93K
3.03K $803K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-257
- 1.56%
$39.55 - $45.17 $10.2K - $11.6K
16.2K $732K
MAS
Masco Corp

Industrials
-247
- 4.14%
$64.7 - $83.94 $16K - $20.7K
5.71K $479K
Activity Summary
Buys All Purchases 320 New Holdings 63 Increased Positions 257 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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