Moneta Group Investment Advisors LLC Sells in Q4 2024

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-57.7K
- 1.19%
$25.93 - $105.3 $1.5M - $6.08M
4.8M $134M
VEA
Vanguard Ftse Developed Market

ETFs
-14.3K
- 1.38%
$47.57 - $52.44 $681K - $751K
1.03M $49M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-16.1K
- 4.65%
$131.66 - $144.0 $2.12M - $2.32M
331K $43.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-47K
- 5.15%
$44.04 - $49.49 $2.07M - $2.33M
866K $38.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.24K
- 0.73%
$57.29 - $63.1 $358K - $394K
846K $48.5M
VNQ
Vanguard Specialized Funds Van

ETFs
-10K
- 2.07%
$87.85 - $98.6 $881K - $989K
475K $42.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-13.2K
- 2.8%
$60.13 - $67.31 $797K - $892K
460K $28M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11.7K
- 3.49%
$75.1 - $82.99 $881K - $973K
324K $24.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.84K
- 0.86%
$189.5 - $206.17 $538K - $585K
326K $62.2M
UNH
Unitedhealth Group Inc

Healthcare
-730
- 3.15%
$485.52 - $625.25 $354K - $456K
22.5K $11.4M
PPG
Ppg Industries Inc

Basic Materials
-288
- 0.29%
$119.09 - $131.37 $34.3K - $37.8K
97.9K $11.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-12.3K
- 8.2%
$104.59 - $118.05 $1.29M - $1.45M
138K $15M
ABBV
Abb Vie Inc.

Healthcare
-1.38K
- 2.9%
$164.99 - $203.87 $227K - $281K
46.1K $8.2M
EFV
Msci Eafe Value ETF

ETFs
-6.59K
- 4.02%
$51.78 - $57.15 $341K - $376K
157K $8.26M
AMGN
Amgen Inc

Healthcare
-1.27K
- 9.66%
$258.78 - $328.31 $327K - $415K
11.8K $3.08M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-22.2K
- 4.74%
$24.94 - $26.14 $552K - $579K
446K $11.1M
KR
Kroger CO

Consumer Defensive
-20.5K
- 31.58%
$55.21 - $63.3 $1.13M - $1.3M
44.5K $2.72M
ALB
Albemarle Corp

Basic Materials
-49
- 0.05%
$86.08 - $111.3 $4.22K - $5.45K
107K $9.22M
UPS
United Parcel Service Inc

Industrials
-649
- 0.78%
$122.65 - $138.35 $79.6K - $89.8K
82.4K $10.4M
EEM
Ishares Msci Emerging Markets

ETFs
-182
- 0.08%
$41.82 - $47.36 $7.61K - $8.62K
224K $9.35M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-57
- 0.64%
$501.29 - $612.85 $28.6K - $34.9K
8.91K $4.64M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-713
- 0.37%
$134.53 - $150.65 $95.9K - $107K
194K $26.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.5K
- 14.78%
$38.37 - $42.82 $593K - $662K
89.1K $3.42M
IWN
Ishares Russell2000 Val ETF

ETFs
-3.85K
- 3.93%
$162.69 - $181.35 $626K - $698K
94.2K $15.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.1K
- 9.02%
$1146.59 - $1270.6 $1.26M - $1.4M
11.1K $13.2M
CI
Cigna Corp

Healthcare
-123
- 1.02%
$265.59 - $358.58 $32.7K - $44.1K
12K $3.31M
SCHO
Schwab Short Term Us Treasury

ETFs
-7.9K
- 38.08%
$24.06 - $48.88 $190K - $386K
12.9K $309K
HCA
Hca Healthcare, Inc.

Healthcare
-801
- 18.38%
$297.52 - $415.61 $238K - $333K
3.56K $1.07M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-6.58K
- 6.51%
$121.89 - $135.52 $802K - $892K
94.5K $11.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-600
- 0.39%
$33.93 - $38.37 $20.4K - $23K
154K $5.3M
TGT
Target Corp

Consumer Defensive
-2.17K
- 12.29%
$121.59 - $160.69 $263K - $348K
15.5K $2.09M
PG
Procter & Gamble CO

Consumer Defensive
-1.03K
- 1.2%
$161.05 - $179.7 $166K - $185K
84.8K $14.2M
AMT
American Tower Corp

Real Estate
-1.01K
- 11.57%
$179.4 - $232.01 $181K - $234K
7.7K $1.41M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-98.2K
- 77.95%
$5.22 - $5.86 $513K - $576K
27.8K $157K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-12.1K
- 13.07%
$36.54 - $37.53 $441K - $452K
80.2K $2.95M
IDXX
Idexx Laboratories Inc

Healthcare
-33
- 0.62%
$406.92 - $495.42 $13.4K - $16.3K
5.27K $2.18M
DVY
Ishares Tr

ETFs
-497
- 0.56%
$129.55 - $143.41 $64.4K - $71.3K
87.5K $11.5M
USRT
Ishares Core U.S. Reit ETF

ETFs
-3.81K
- 9.06%
$55.97 - $62.75 $213K - $239K
38.3K $2.19M
CAT
Caterpillar Inc

Industrials
-173
- 1.54%
$360.37 - $416.88 $62.3K - $72.1K
11.1K $4.02M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.4K
- 3.17%
$66.77 - $71.52 $1.03M - $1.1M
471K $32.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-107
- 12.47%
$701.85 - $1046.91 $75.1K - $112K
751 $534K
SCHW
Schwab Charles Corp

Financial Services
-14.4K
- 18.59%
$63.31 - $82.85 $914K - $1.2M
63.2K $4.68M
PSA
Public Storage

Real Estate
-225
- 5.58%
$289.33 - $360.21 $65.1K - $81K
3.8K $1.14M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3.91K
- 48.54%
$49.78 - $66.55 $194K - $260K
4.14K $207K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-569
- 1.04%
$52.1 - $57.26 $29.6K - $32.6K
54.2K $2.83M
MPWR
Monolithic Power Systems Inc

Technology
-76
- 9.72%
$560.06 - $942.58 $42.6K - $71.6K
706 $417K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-5.95K
- 51.77%
$47.26 - $48.18 $281K - $286K
5.54K $262K
CMCSA
Comcast Corp

Communication Services
-3.1K
- 9.26%
$37.39 - $45.14 $116K - $140K
30.4K $1.14M
NVO
Novo Nordisk A S

Healthcare
-824
- 16.27%
$85.0 - $120.04 $70K - $98.9K
4.24K $364K
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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