Moneta Group Investment Advisors LLC Portfolio Holdings

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

Moneta Group Investment Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.23 Billion distributed in 708 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $806M, Vanguard Growth ETF with a value of $381M, Vanguard Large Cap ETF with a value of $366M, Ishares Core S&P 500 ETF with a value of $328M, and Vanguard Value ETF with a value of $318M.

Examining the 13F form we can see an increase of $1.08B in the current position value, from $7.15B to 8.23B.

Moneta Group Investment Advisors LLC is based out at St Louis, MO

Below you can find more details about Moneta Group Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.23 Billion
ETFs: $6.73 Billion
Technology: $398 Million
Consumer Defensive: $268 Million
Financial Services: $240 Million
Industrials: $133 Million
Healthcare: $124 Million
Consumer Cyclical: $114 Million
Communication Services: $88.2 Million
Other: $136 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.2B
$173 Million 2.1% of portfolio
3,274,605
Q2 2025 Added 0.01%
$3.69T
$147 Million 1.79% of portfolio
718,068
Q2 2025 Added 14.55%
$3.95T
$90.4 Million 1.1% of portfolio
181,794
Q2 2025 Added 8.98%
$621B
$72.9 Million 0.89% of portfolio
150,080
Q2 2025 Reduced 0.1%
$456B
$47.3 Million 0.57% of portfolio
299,654
Q2 2025 Added 18.68%
$2.26T
$40.3 Million 0.49% of portfolio
183,490
Q2 2025 Added 5.33%
$423B
$37.2 Million 0.45% of portfolio
51
Q2 2025 Added 4.08%
$1.21T
$26.2 Million 0.32% of portfolio
148,720
Q2 2025 Added 8.45%
$53.7B
$24.7 Million 0.3% of portfolio
1,364,002
Q2 2025 Added 5.45%
$859B
$21.2 Million 0.26% of portfolio
73,131
Q2 2025 Added 15.03%
$1.08T
$19.9 Million 0.24% of portfolio
62,697
Q2 2025 Added 103.36%
$1.78T
$19.9 Million 0.24% of portfolio
26,924
Q2 2025 Added 8.73%
$78.6B
$18.4 Million 0.22% of portfolio
137,654
Q2 2025 Added 2.95%
$442B
$18.2 Million 0.22% of portfolio
168,453
Q2 2025 Added 8.35%
$1.24T
$18 Million 0.22% of portfolio
101,541
Q2 2025 Reduced 3.74%
$85.6B
$18.2 Million 0.22% of portfolio
55,157
Q2 2025 Added 358.99%
$6.4B
$15.6 Million 0.19% of portfolio
172,768
Q2 2025 Added 1,420.31%
$5.25B
$14.5 Million 0.18% of portfolio
249,458
Q2 2025 Reduced 5.87%
$281B
$15.1 Million 0.18% of portfolio
154,178
Q2 2025 Added 8.75%
$26.1B
$14.4 Million 0.17% of portfolio
149,549
Q2 2025 Added 24.22%
$127B
$13 Million 0.16% of portfolio
47,176
Q2 2025 Added 3.9%
$439B
$13.1 Million 0.16% of portfolio
13,198
Q2 2025 Added 3.76%
$551B
$13.2 Million 0.16% of portfolio
37,185
Q2 2025 Reduced 0.81%
$33.3B
$12.5 Million 0.15% of portfolio
6,863
Q2 2025 Reduced 1.24%
$187B
$11.4 Million 0.14% of portfolio
28,217
Q2 2025 Added 220.76%
$29.5B
$11.3 Million 0.14% of portfolio
43,513
Q2 2025 Reduced 1.1%
$63.6B
$10.5 Million 0.13% of portfolio
13,876
Q2 2025 Added 0.7%
$381B
$10.7 Million 0.13% of portfolio
227,085
Q2 2025 Added 8.17%
$14.8B
$9.94 Million 0.12% of portfolio
183,068
Q2 2025 Reduced 4.66%
$452B
$10 Million 0.12% of portfolio
65,525
Q2 2025 Added 2.1%
$42.5B
$9.51 Million 0.12% of portfolio
52,575
Q2 2025 Added 0.51%
$608B
$9.71 Million 0.12% of portfolio
12,460
Q2 2025 Added 7.21%
$351B
$8.06 Million 0.1% of portfolio
43,410
Q2 2025 Added 1.78%
$210B
$8.54 Million 0.1% of portfolio
28,969
Q2 2025 Added 13.25%
$63.8B
$8.26 Million 0.1% of portfolio
81,855
Q2 2025 Reduced 0.1%
$7.33B
$8.16 Million 0.1% of portfolio
131,240
Q2 2025 Added 0.02%
$306B
$7.8 Million 0.09% of portfolio
110,291
Q2 2025 Added 28.95%
$38.1B
$7.22 Million 0.09% of portfolio
41,467
Q2 2025 Added 77.18%
$545B
$7.45 Million 0.09% of portfolio
5,560
Q2 2025 Added 1.16%
$222B
$7.77 Million 0.09% of portfolio
26,609
Q2 2025 Added 3.2%
$405B
$7.39 Million 0.09% of portfolio
20,151
Q2 2025 Added 12.07%
$684B
$6.58 Million 0.08% of portfolio
30,087
Q2 2025 Added 0.11%
$245B
$6.63 Million 0.08% of portfolio
21,268
Q2 2025 Added 5.65%
$229B
$6.57 Million 0.08% of portfolio
48,321
Q2 2025 Added 6.09%
$302B
$6.46 Million 0.08% of portfolio
45,112
Q2 2025 Added 17.27%
$548B
$6.76 Million 0.08% of portfolio
12,029
Q2 2025 Added 13.36%
$202B
$6.55 Million 0.08% of portfolio
49,622
Q2 2025 Added 2.09%
$367B
$6.82 Million 0.08% of portfolio
50,021
Q2 2025 Added 8.48%
$68.2B
$6.09 Million 0.07% of portfolio
196,437
Q2 2025 Added 5.38%

Summary

  • Portfolio
  • No. of Stocks 708
  • Current Value $8.23 Billion
  • Prior Value $7.15 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 65 stocks
  • Additional Purchases 395 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 194 stocks
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