Moneta Group Investment Advisors LLC Sells in Q3 2024

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
-25
- 1.91%
$463.97 - $621.3 $11.6K - $15.5K
1.28K $650K
APH
Amphenol Corp

Technology
-1.04K
- 3.8%
$58.39 - $70.41 $60.7K - $73.2K
26.3K $1.71M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-4.25K
- 11.44%
$85.03 - $94.56 $361K - $402K
32.9K $3.06M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-5.07K
- 8.97%
$75.63 - $84.89 $383K - $430K
51.4K $4.33M
VIG
Vanguard Dividend Appreciation

ETFs
-539
- 1.12%
$182.15 - $182.15 $98.2K - $98.2K
47.7K $8.69M
WRB
Berkley W R Corp

Financial Services
-321
- 7.35%
$51.54 - $79.62 $16.5K - $25.6K
4.05K $229K
ADI
Analog Devices Inc

Technology
-503
- 9.83%
$200.56 - $243.33 $101K - $122K
4.61K $1.06M
LUV
Southwest Airlines CO

Industrials
-3.94K
- 31.44%
$23.7 - $29.93 $93.4K - $118K
8.59K $254K
ROK
Rockwell Automation, Inc

Industrials
-196
- 2.71%
$248.27 - $294.37 $48.7K - $57.7K
7.03K $1.89M
DINO
Hf Sinclair Corp

Energy
-125
- 1.17%
$44.42 - $53.6 $5.55K - $6.7K
10.5K $468K
MPC
Marathon Petroleum Corp

Energy
-187
- 3.01%
$158.61 - $180.75 $29.7K - $33.8K
6.02K $981K
SLB
Schlumberger Limited

Energy
-517
- 3.8%
$39.57 - $49.67 $20.5K - $25.7K
13.1K $549K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-779
- 18.64%
$138.82 - $162.76 $108K - $127K
3.4K $553K
BAC
Bank Of America Corp

Financial Services
-1.59K
- 0.75%
$36.65 - $44.13 $58.2K - $70.1K
210K $8.33M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.69K
- 5.48%
$85.48 - $98.39 $145K - $167K
29.2K $2.82M
SPH
Suburban Propane Partners LP

Utilities
-635
- 1.0%
$16.66 - $19.3 $10.6K - $12.3K
62.8K $1.13M
HOLX
Hologic Inc

Healthcare
-1.32K
- 31.63%
$73.48 - $83.64 $97.3K - $111K
2.86K $233K
HON
Honeywell International Inc

Industrials
-75
- 0.87%
$196.73 - $220.21 $14.8K - $16.5K
8.58K $1.77M
FTV
Fortive Corp

Technology
-1.25K
- 24.65%
$67.01 - $79.2 $84K - $99.2K
3.83K $302K
MDT
Medtronic PLC

Healthcare
-2.33K
- 19.31%
$76.84 - $91.03 $179K - $212K
9.73K $875K
CG
Carlyle Group Inc.

Financial Services
-2.43K
- 23.1%
$37.24 - $49.74 $90.3K - $121K
8.08K $347K
MPLX
Mplx LP

Energy
-5K
- 6.13%
$40.44 - $45.07 $202K - $225K
76.6K $3.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
-272
- 8.93%
$236.42 - $259.82 $64.3K - $70.7K
2.78K $714K
AMD
Advanced Micro Devices Inc

Technology
-499
- 6.06%
$128.67 - $183.96 $64.2K - $91.8K
7.74K $1.27M
RGA
Reinsurance Group Of America Inc

Financial Services
-1.09K
- 7.92%
$192.62 - $225.79 $210K - $246K
12.7K $2.76M
HPQ
Hp Inc

Technology
-2.14K
- 13.47%
$32.02 - $38.11 $68.5K - $81.5K
13.7K $492K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-763
- 4.63%
$8.26 - $12.16 $6.3K - $9.28K
15.7K $140K
GLD
Spdr Gold Trust

ETFs
-1.15K
- 14.61%
$215.56 - $246.98 $247K - $283K
6.69K $1.63M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.79K
- 7.25%
$113.41 - $125.62 $203K - $225K
22.9K $2.87M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-417
- 12.55%
$201.82 - $234.36 $84.2K - $97.7K
2.91K $669K
CCL
Carnival Corp

Consumer Cyclical
-2.74K
- 17.16%
$14.01 - $19.18 $38.4K - $52.6K
13.2K $244K
CMCSA
Comcast Corp

Communication Services
-3.6K
- 9.72%
$37.33 - $41.78 $134K - $151K
33.5K $1.4M
VDE
Vanguard Energy ETF

ETFs
-43
- 0.47%
$117.44 - $131.06 $5.05K - $5.64K
9.16K $1.12M
GM
General Motors CO

Consumer Cyclical
-711
- 5.89%
$39.95 - $49.9 $28.4K - $35.5K
11.4K $509K
C
Citigroup Inc

Financial Services
-684
- 8.89%
$56.11 - $67.61 $38.4K - $46.2K
7.01K $438K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.14K
- 15.36%
$71.86 - $78.56 $82.2K - $89.9K
6.31K $495K
SLQT
Select Quote, Inc.

Financial Services
-1K
- 1.33%
$1.83 - $4.32 $1.83K - $4.32K
74.3K $161K
NXPI
Nxp Semiconductors N.V.

Technology
-49
- 4.28%
$225.14 - $290.78 $11K - $14.2K
1.1K $262K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.05K
- 15.04%
$65.06 - $71.72 $68.3K - $75.3K
5.93K $421K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.57K
- 6.82%
$74.26 - $78.84 $117K - $124K
21.4K $1.68M
DGX
Quest Diagnostics Inc

Healthcare
-281
- 17.64%
$137.09 - $137.09 $38.5K - $38.5K
1.31K $179K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-432
- 2.14%
$44.66 - $49.15 $19.3K - $21.2K
19.8K $932K
GD
General Dynamics Corp

Industrials
-243
- 7.85%
$279.51 - $308.09 $67.9K - $74.9K
2.85K $862K
GNTX
Gentex Corp

Consumer Cyclical
-66
- 0.78%
$28.39 - $35.19 $1.87K - $2.32K
8.37K $248K
PFE
Pfizer Inc

Healthcare
-7.93K
- 3.91%
$27.7 - $31.39 $220K - $249K
195K $5.63M
CI
Cigna Corp

Healthcare
-686
- 5.37%
$319.12 - $367.1 $219K - $252K
12.1K $4.19M
CNM
Core & Main, Inc.

Industrials
-60
- 0.92%
$38.0 - $54.22 $2.28K - $3.25K
6.47K $287K
DAL
Delta Air Lines, Inc.

Industrials
-1.03K
- 16.13%
$37.32 - $51.8 $38.4K - $53.3K
5.35K $271K
T
At&T Inc.

Communication Services
-11.8K
- 14.86%
$18.21 - $22.28 $214K - $262K
67.4K $1.48M
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
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email