Moneta Group Investment Advisors LLC Portfolio Holdings
Moneta Group Investment Advisors LLC
- $9.24 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 647
- Current Value $9.24 Billion
- Prior Value $6.28 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 63 stocks
- Additional Purchases 257 stocks
- Sold out of 0 stocks
- Reduced holdings in 277 stocks