Moneta Group Investment Advisors LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.24 Billion distributed in 647 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 $1.74B, Schwab Strategic U.S. Mid Cap with a value of $597M, Schwab Strategic Tr Us Large C with a value of $506M, Vanguard Growth ETF with a value of $291M, and Ishares Inc with a value of $287M.
Examining the 13F form we can see an increase of $2.96B in the current position value, from $6.28B to 9.24B.
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
$9.24 Billion
ETFs: $7.77 Billion
Technology: $489 Million
Consumer Defensive: $281 Million
Financial Services: $175 Million
Healthcare: $120 Million
Industrials: $108 Million
Consumer Cyclical: $93.6 Million
Energy: $69.9 Million
Other: $130 Million
Stock Holdings Table Market Cap. of $200 Billions or more
