Moneta Group Investment Advisors LLC Reduced Holdings in Q1 2025

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
-230
- 1.95%
$123.61 - $133.01 $28.4K - $30.6K
11.5K $1.49M
IDEV
Ishares Core Msci Intl Develop

ETFs
-402
- 3.71%
$63.77 - $71.36 $25.6K - $28.7K
10.4K $719K
PHYS
Sprott Physical Gold Trust

Financial Services
-2.13K
- 11.23%
$20.25 - $24.06 $43.2K - $51.3K
16.9K $405K
ALL
Allstate Corp

Financial Services
-4
- 0.23%
$180.99 - $210.18 $724 - $841
1.75K $362K
AVDV
American Centy ETF Tr Avantis

ETFs
-48
- 0.74%
$63.74 - $71.96 $3.06K - $3.45K
6.44K $448K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 0.04%
$308.86 - $455.36 $309 - $455
2.79K $983K
PRI
Primerica, Inc.

Financial Services
-19
- 0.63%
$271.41 - $296.43 $5.16K - $5.63K
2.99K $849K
ECL
Ecolab Inc.

Basic Materials
-41
- 1.7%
$229.72 - $269.82 $9.42K - $11.1K
2.37K $600K
CSCO
Cisco Systems, Inc.

Technology
-1.62K
- 2.99%
$58.74 - $64.87 $95K - $105K
52.6K $3.24M
CL
Colgate Palmolive CO

Consumer Defensive
-68
- 0.44%
$85.68 - $97.5 $5.83K - $6.63K
15.3K $1.43M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-360
- 0.52%
$76.94 - $78.28 $27.7K - $28.2K
68.6K $5.37M
WRB
Berkley W R Corp

Financial Services
-141
- 3.37%
$56.7 - $71.27 $7.99K - $10K
4.04K $287K
FCFS
First Cash Holdings, Inc.

Financial Services
-144
- 3.6%
$102.59 - $120.32 $14.8K - $17.3K
3.86K $464K
MCK
Mckesson Corp

Healthcare
-88
- 7.95%
$566.21 - $672.99 $49.8K - $59.2K
1.02K $685K
NOC
Northrop Grumman Corp

Industrials
-34
- 2.02%
$433.45 - $513.82 $14.7K - $17.5K
1.65K $845K
WEC
Wec Energy Group, Inc.

Utilities
-34
- 0.82%
$92.12 - $108.98 $3.13K - $3.71K
4.09K $446K
COP
Conocophillips

Energy
-109
- 0.9%
$88.6 - $105.85 $9.66K - $11.5K
12.1K $1.27M
TMUS
T Mobile Us, Inc.

Communication Services
-96
- 5.04%
$211.3 - $272.83 $20.3K - $26.2K
1.81K $482K
ELV
Elevance Health, Inc.

Healthcare
-19
- 1.73%
$365.9 - $436.25 $6.95K - $8.29K
1.08K $469K
VDE
Vanguard Energy ETF

ETFs
-16
- 0.17%
$119.14 - $132.76 $1.91K - $2.12K
9.17K $1.19M
CVS
Cvs Health Corp

Healthcare
-2.53K
- 22.91%
$44.22 - $68.64 $112K - $174K
8.52K $577K
BAX
Baxter International Inc

Healthcare
-174
- 1.01%
$29.26 - $36.57 $5.09K - $6.36K
17.1K $584K
DUK
Duke Energy Corp

Utilities
-70
- 1.08%
$105.87 - $121.97 $7.41K - $8.54K
6.38K $778K
XLV
Select Sector Spdr Fund Health

ETFs
-14
- 0.13%
$137.61 - $149.68 $1.93K - $2.1K
10.5K $1.53M
YUM
Yum Brands Inc

Consumer Cyclical
-139
- 2.94%
$123.25 - $162.53 $17.1K - $22.6K
4.59K $722K
AON
Aon PLC

Financial Services
-12
- 0.49%
$348.44 - $409.32 $4.18K - $4.91K
2.42K $964K
ADP
Automatic Data Processing Inc

Industrials
-116
- 1.15%
$286.85 - $318.64 $33.3K - $37K
9.96K $3.04M
PSX
Phillips 66

Energy
-49
- 0.42%
$113.93 - $131.55 $5.58K - $6.45K
11.6K $1.44M
WM
Waste Management Inc

Industrials
-270
- 4.58%
$200.54 - $233.78 $54.1K - $63.1K
5.62K $1.3M
HCA
Hca Healthcare, Inc.

Healthcare
-78
- 2.19%
$296.7 - $345.55 $23.1K - $27K
3.48K $1.2M
NFLX
Netflix Inc

Communication Services
-80
- 1.43%
$828.4 - $1058.6 $66.3K - $84.7K
5.5K $5.13M
CNP
Centerpoint Energy Inc

Utilities
-9
- 0.03%
$30.87 - $36.25 $278 - $326
34.8K $1.26M
FNDF
Schwab Fundamental Intl Large

ETFs
-380
- 0.61%
$32.9 - $37.45 $12.5K - $14.2K
62.3K $2.25M
MO
Altria Group, Inc.

Consumer Defensive
-295
- 1.08%
$50.81 - $60.02 $15K - $17.7K
27K $1.62M
BSX
Boston Scientific Corp

Healthcare
-400
- 1.94%
$89.38 - $106.18 $35.8K - $42.5K
20.3K $2.04M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-339
- 3.71%
$208.48 - $244.03 $70.7K - $82.7K
8.81K $2.15M
KR
Kroger CO

Consumer Defensive
-1.01K
- 2.27%
$58.36 - $67.72 $58.9K - $68.3K
43.5K $2.94M
SPH
Suburban Propane Partners LP

Utilities
-297
- 0.47%
$17.64 - $22.2 $5.24K - $6.59K
62.8K $1.32M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.25K
- 3.17%
$56.12 - $68.15 $70K - $85.1K
38.1K $2.59M
AMT
American Tower Corp

Real Estate
-42
- 0.55%
$173.46 - $217.6 $7.29K - $9.14K
7.66K $1.67M
CB
Chubb LTD

Financial Services
-1
- 0.01%
$257.71 - $301.99 $258 - $302
11.5K $3.46M
EVRG
Evergy, Inc.

Utilities
-212
- 0.45%
$59.9 - $69.52 $12.7K - $14.7K
46.7K $3.22M
CORT
Corcept Therapeutics Inc

Healthcare
-509
- 8.2%
$49.85 - $114.22 $25.4K - $58.1K
5.7K $650K
T
At&T Inc.

Communication Services
-1.31K
- 1.81%
$21.56 - $28.28 $28.1K - $36.9K
70.8K $2M
GLD
Spdr Gold Trust

ETFs
-57
- 0.67%
$243.19 - $288.14 $13.9K - $16.4K
8.42K $2.43M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.39K
- 0.12%
$20.2 - $22.24 $28.1K - $30.9K
1.12M $24M
TRGP
Targa Resources Corp.

Energy
-58
- 0.25%
$178.44 - $217.22 $10.3K - $12.6K
23.4K $4.69M
MCD
Mcdonalds Corp

Consumer Cyclical
-126
- 0.49%
$279.74 - $321.29 $35.2K - $40.5K
25.8K $8.05M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.58K
- 1.38%
$128.74 - $138.67 $590K - $635K
326K $44.3M
Activity Summary
Buys All Purchases 356 New Holdings 47 Increased Positions 309 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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