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
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.24K
- 4.33%
$31.05 - $34.29 $194K - $214K
138K $4.73M
DUK
Duke Energy Corp

Utilities
-97
- 1.57%
$99.35 - $117.71 $9.64K - $11.4K
6.07K $700K
SWK
Stanley Black & Decker, Inc.

Industrials
-262
- 7.07%
$77.75 - $110.17 $20.4K - $28.9K
3.45K $379K
PAYX
Paychex Inc

Industrials
-31
- 0.52%
$116.17 - $135.19 $3.6K - $4.19K
5.99K $803K
HLI
Houlihan Lokey, Inc.

Financial Services
-231
- 4.26%
$134.11 - $161.99 $31K - $37.4K
5.2K $821K
FICO
Fair Isaac Corp

Technology
-16
- 5.9%
$1496.51 - $1947.38 $23.9K - $31.2K
255 $495K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.9K
- 7.2%
$77.23 - $87.97 $224K - $255K
37.4K $3.25M
BSX
Boston Scientific Corp

Healthcare
-212
- 1.19%
$72.96 - $84.0 $15.5K - $17.8K
17.6K $1.47M
XLF
Financial Sector Spdr

ETFs
-400
- 1.35%
$40.84 - $45.74 $16.3K - $18.3K
29.3K $1.33M
DHI
Horton D R Inc

Consumer Cyclical
-856
- 15.8%
$135.21 - $197.06 $116K - $169K
4.56K $870K
MGV
Vanguard Mega Cap Value

ETFs
-10
- 0.09%
$118.0 - $128.28 $1.18K - $1.28K
11.5K $1.48M
K
Kellogg CO

Consumer Defensive
-24
- 0.49%
$56.19 - $80.81 $1.35K - $1.94K
4.9K $395K
VZ
Verizon Communications Inc

Communication Services
-3.88K
- 4.94%
$38.89 - $45.0 $151K - $175K
74.6K $3.35M
ETN
Eaton Corp PLC

Industrials
-52
- 0.71%
$272.52 - $333.02 $14.2K - $17.3K
7.31K $2.42M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-207
- 0.56%
$38.03 - $42.06 $7.87K - $8.71K
37K $1.55M
MMM
3 M CO

Industrials
-600
- 10.42%
$99.69 - $139.42 $59.8K - $83.7K
5.16K $704K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-538
- 2.32%
$38.04 - $45.36 $20.5K - $24.4K
22.6K $1.01M
AON
Aon PLC

Financial Services
-19
- 0.77%
$293.16 - $351.06 $5.57K - $6.67K
2.45K $848K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-85
- 0.13%
$76.38 - $78.87 $6.49K - $6.7K
65.9K $5.18M
BLK
Black Rock Inc.

Financial Services
-140
- 8.4%
$782.27 - $949.51 $110K - $133K
1.53K $1.45M
NSC
Norfolk Southern Corp

Industrials
-79
- 1.69%
$213.75 - $259.69 $16.9K - $20.5K
4.58K $1.14M
PM
Philip Morris International Inc.

Consumer Defensive
-823
- 6.88%
$101.25 - $127.45 $83.3K - $105K
11.1K $1.35M
BX
Blackstone Inc.

Financial Services
-1.12K
- 10.12%
$120.77 - $159.66 $135K - $178K
9.91K $1.52M
UNP
Union Pacific Corp

Industrials
-1.4K
- 5.55%
$221.78 - $256.09 $309K - $357K
23.7K $5.85M
GILD
Gilead Sciences, Inc.

Healthcare
-14
- 0.13%
$66.59 - $83.99 $932 - $1.18K
10.7K $896K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.89K
- 4.92%
$64.35 - $75.71 $122K - $143K
36.5K $2.69M
NKE
Nike, Inc.

Consumer Cyclical
-454
- 2.58%
$71.09 - $89.44 $32.3K - $40.6K
17.1K $1.51M
DE
Deere & CO

Industrials
-63
- 1.26%
$344.84 - $418.0 $21.7K - $26.3K
4.92K $2.05M
FTNT
Fortinet, Inc.

Technology
-970
- 6.2%
$55.39 - $77.55 $53.7K - $75.2K
14.7K $1.14M
WMB
Williams Companies, Inc.

Energy
-71
- 0.11%
$41.24 - $46.22 $2.93K - $3.28K
63.2K $2.88M
MGC
Vanguard Mega Cap ETF

ETFs
-106
- 0.44%
$185.93 - $206.64 $19.7K - $21.9K
23.9K $4.94M
ITW
Illinois Tool Works Inc

Industrials
-61
- 0.68%
$233.14 - $263.97 $14.2K - $16.1K
8.87K $2.32M
AXP
American Express CO

Financial Services
-508
- 5.6%
$225.92 - $271.17 $115K - $138K
8.57K $2.32M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-35
- 0.06%
$50.99 - $57.81 $1.78K - $2.02K
54.8K $3.13M
VXF
Vanguard Extended Market ETF

ETFs
-21
- 0.12%
$163.98 - $182.92 $3.44K - $3.84K
17.6K $3.21M
IXUS
Ishares Tr

ETFs
-68
- 0.14%
$64.9 - $73.35 $4.41K - $4.99K
46.9K $3.4M
PGR
Progressive Corp

Financial Services
-732
- 7.99%
$209.46 - $259.24 $153K - $190K
8.43K $2.14M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.24K
- 7.09%
$57.22 - $80.08 $71.2K - $99.6K
16.3K $1.27M
PEP
Pepsico Inc

Consumer Defensive
-9
- 0.02%
$161.9 - $179.3 $1.46K - $1.61K
50.1K $8.53M
MA
Mastercard Inc

Financial Services
-473
- 4.99%
$429.6 - $500.99 $203K - $237K
9.01K $4.45M
RTX
Raytheon Technologies Corp

Industrials
-889
- 4.92%
$99.55 - $123.34 $88.5K - $110K
17.2K $2.08M
FMBH
First Mid Bancshares, Inc.

Financial Services
-2.76K
- 4.22%
$31.82 - $40.6 $87.7K - $112K
62.5K $2.43M
SPMD
Spdr Portfolio

ETFs
-6.41K
- 3.23%
$50.29 - $54.92 $322K - $352K
192K $10.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-42
- 0.37%
$386.81 - $423.12 $16.2K - $17.8K
11.4K $4.83M
V
Visa Inc.

Financial Services
-188
- 0.52%
$253.74 - $291.56 $47.7K - $54.8K
35.9K $9.86M
TRGP
Targa Resources Corp.

Energy
-39
- 0.16%
$127.86 - $156.46 $4.99K - $6.1K
23.9K $3.53M
EFX
Equifax Inc

Industrials
-3.88K
- 12.22%
$236.42 - $307.13 $916K - $1.19M
27.8K $8.17M
CBSH
Commerce Bancshares Inc

Financial Services
-57
- 0.04%
$55.02 - $65.08 $3.14K - $3.71K
135K $8.02M
NEE
Nextera Energy Inc

Utilities
-901
- 2.1%
$69.9 - $84.97 $63K - $76.6K
42K $3.55M
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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