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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.47K
- 9.34%
$8.24 - $11.07 $12.1K - $16.2K
14.2K $132K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-165
- 5.87%
$100.18 - $109.1 $16.5K - $18K
2.64K $277K
FITB
Fifth Third Bancorp

Financial Services
-30
- 0.6%
$41.76 - $48.44 $1.25K - $1.45K
4.93K $208K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-13
- 0.42%
$86.65 - $94.9 $1.13K - $1.23K
3.11K $269K
MCO
Moodys Corp

Financial Services
-7
- 0.74%
$454.04 - $500.88 $3.18K - $3.51K
943 $446K
JKHY
Henry Jack & Associates Inc

Technology
-3
- 0.19%
$171.12 - $186.18 $513 - $559
1.58K $276K
RHI
Robert Half International Inc.

Industrials
-237
- 4.89%
$65.55 - $76.8 $15.5K - $18.2K
4.61K $324K
PKI
Perkinelmer Inc

Healthcare
-11
- 0.11%
N/A
10.2K $1.24M
Bunge Global Sa
-1
- 0.03%
N/A
3.5K $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
-110
- 4.27%
$178.39 - $215.0 $19.6K - $23.7K
2.47K $476K
Te Connectivity PLC
-149
- 1.88%
N/A
7.77K $0
United Sts Nat Gas Fd LP
-2.75K
- 16.3%
N/A
14.1K $0
Cooper Cos Inc
-46
- 0.64%
N/A
7.12K $0
America Movil Sab De Cv
-1.13K
- 9.24%
N/A
11.1K $0
Brookfield Corp
-1.05K
- 1.17%
N/A
88.2K $0
ATAI
Atai Life Sciences N.V.

Healthcare
-1K
- 7.22%
$1.06 - $1.78 $1.06K - $1.78K
12.8K $17K
CBRE
Cbre Group, Inc.

Real Estate
-67
- 3.75%
$119.22 - $140.71 $7.99K - $9.43K
1.72K $225K
MTTR
Matterport, Inc.

Technology
-104
- 0.31%
$4.46 - $4.96 $464 - $516
33.8K $160K
ACVA
Acv Auctions Inc.

Consumer Cyclical
-1.4K
- 4.6%
$17.04 - $23.17 $23.9K - $32.5K
29.1K $628K
BFC
Bank First Corp

Financial Services
-500
- 7.14%
$86.5 - $108.79 $43.3K - $54.4K
6.5K $644K
DAL
Delta Air Lines, Inc.

Industrials
-691
- 12.92%
$47.46 - $65.77 $32.8K - $45.4K
4.66K $281K
PRI
Primerica, Inc.

Financial Services
-25
- 0.83%
$265.71 - $304.93 $6.64K - $7.62K
3.01K $815K
ACM
Aecom

Industrials
-6
- 0.16%
$101.97 - $116.97 $612 - $702
3.81K $406K
LUV
Southwest Airlines CO

Industrials
-425
- 4.95%
$28.99 - $34.84 $12.3K - $14.8K
8.17K $274K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-400
- 1.4%
$61.52 - $66.5 $24.6K - $26.6K
28.1K $1.79M
IAT
Ishares Tr

ETFs
-163
- 1.44%
$46.07 - $56.9 $7.51K - $9.27K
11.2K $563K
IYW
Ishares Dj Us Tech ETF

ETFs
-100
- 1.97%
$148.14 - $166.23 $14.8K - $16.6K
4.99K $795K
AON
Aon PLC

Financial Services
-23
- 0.94%
$344.14 - $393.31 $7.92K - $9.05K
2.43K $872K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-98
- 3.37%
$229.83 - $258.46 $22.5K - $25.3K
2.81K $694K
LAD
Lithia Motors Inc

Consumer Cyclical
-4
- 0.59%
$303.15 - $394.27 $1.21K - $1.58K
674 $240K
AZO
Autozone Inc

Consumer Cyclical
-3
- 0.45%
$2981.19 - $3370.27 $8.94K - $10.1K
670 $2.15M
CW
Curtiss Wright Corp

Industrials
-17
- 1.3%
$335.08 - $389.49 $5.7K - $6.62K
1.29K $457K
ONB
Old National Bancorp

Financial Services
-129
- 1.19%
$17.94 - $23.23 $2.31K - $3K
10.7K $232K
IWV
Ishares Russell 3000 ETF

ETFs
-18
- 0.38%
$323.08 - $349.08 $5.82K - $6.28K
4.75K $1.59M
R
Ryder System Inc

Industrials
-3
- 0.11%
$138.78 - $170.03 $416 - $510
2.78K $436K
ZION
Zions Bancorporation, National Association

Financial Services
-34
- 0.73%
$45.62 - $61.73 $1.55K - $2.1K
4.6K $249K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-384
- 1.87%
$9.71 - $15.34 $3.73K - $5.89K
20.2K $268K
CCL
Carnival Corp

Consumer Cyclical
-1.9K
- 14.37%
$17.34 - $26.8 $33K - $51K
11.3K $282K
VFH
Vanguard Financial ETF

ETFs
-791
- 4.81%
$108.87 - $126.2 $86.1K - $99.8K
15.7K $1.85M
KMI
Kinder Morgan, Inc.

Energy
-1.11K
- 8.39%
$22.59 - $28.54 $25.1K - $31.7K
12.1K $332K
COF
Capital One Financial Corp

Financial Services
-160
- 6.35%
$145.19 - $192.01 $23.2K - $30.7K
2.36K $421K
HCKT
Hackett Group, Inc.

Technology
-50
- 0.47%
$24.22 - $32.32 $1.21K - $1.62K
10.6K $326K
USB
Us Bancorp \De\

Financial Services
-2.89K
- 3.13%
$43.98 - $53.66 $127K - $155K
89.3K $4.27M
SYF
Synchrony Financial

Financial Services
-79
- 1.82%
$49.01 - $68.55 $3.87K - $5.42K
4.26K $277K
JEF
Jefferies Financial Group Inc.

Financial Services
-141
- 3.16%
$61.95 - $81.75 $8.73K - $11.5K
4.33K $339K
META
Meta Platforms, Inc.

Communication Services
-596
- 2.41%
$554.08 - $632.68 $330K - $377K
24.1K $14.2M
GM
General Motors CO

Consumer Cyclical
-217
- 1.91%
$44.82 - $60.2 $9.73K - $13.1K
11.1K $593K
EW
Edwards Lifesciences Corp

Healthcare
-330
- 2.27%
$64.54 - $75.92 $21.3K - $25.1K
14.2K $1.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-143
- 2.75%
$172.07 - $207.36 $24.6K - $29.7K
5.06K $999K
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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