Moneta Group Investment Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.15 Billion distributed in 669 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 $690M, Vanguard Value ETF with a value of $309M, Ishares Inc with a value of $308M, Vanguard Growth ETF with a value of $300M, and Vanguard Large Cap ETF with a value of $282M.
Examining the 13F form we can see an increase of $103M in the current position value, from $7.05B to 7.15B.
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
$7.15 Billion
ETFs: $5.83 Billion
Technology: $317 Million
Consumer Defensive: $253 Million
Financial Services: $228 Million
Industrials: $119 Million
Healthcare: $111 Million
Consumer Cyclical: $93.3 Million
Energy: $83.5 Million
Other: $117 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
