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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30 Million 0.36% of portfolio
336,039
Q2 2025 Added 0.88%
$1.67T
$26.2 Million 0.32% of portfolio
148,720
Q2 2025 Added 8.45%
$0
$26.3 Million 0.32% of portfolio
77,307
Q2 2025 Added 6.46%
$0
$24.5 Million 0.3% of portfolio
1,159,031
Q2 2025 Added 3.74%
$50.8B
$24.7 Million 0.3% of portfolio
1,364,002
Q2 2025 Added 5.45%
$0
$23.8 Million 0.29% of portfolio
180,420
Q2 2025 Added 6.21%
$0
$23.1 Million 0.28% of portfolio
80,669
Q2 2025 Reduced 4.69%
$922B
$21.2 Million 0.26% of portfolio
73,131
Q2 2025 Added 15.03%
$0
$20.6 Million 0.25% of portfolio
160,175
Q2 2025 Added 1.47%
$1.36T
$19.9 Million 0.24% of portfolio
62,697
Q2 2025 Added 103.36%
$0
$20.2 Million 0.24% of portfolio
36,565
Q2 2025 Added 6.45%
$1.4T
$19.9 Million 0.24% of portfolio
26,924
Q2 2025 Added 8.73%
$76.6B
$18.4 Million 0.22% of portfolio
137,654
Q2 2025 Added 2.95%
$489B
$18.2 Million 0.22% of portfolio
168,453
Q2 2025 Added 8.35%
$1.7T
$18 Million 0.22% of portfolio
101,541
Q2 2025 Reduced 3.74%
$80.7B
$18.2 Million 0.22% of portfolio
55,157
Q2 2025 Added 358.99%
$0
$15.8 Million 0.19% of portfolio
159,133
Q2 2025 Added 7.02%
$6.1B
$15.6 Million 0.19% of portfolio
172,768
Q2 2025 Added 1,420.31%
$0
$16 Million 0.19% of portfolio
158,217
Q2 2025 Added 74.3%
$0
$14.6 Million 0.18% of portfolio
128,829
Q2 2025 Added 159.75%
$3.93B
$14.5 Million 0.18% of portfolio
249,458
Q2 2025 Reduced 5.87%
$278B
$15.1 Million 0.18% of portfolio
154,178
Q2 2025 Added 8.75%
$27B
$14.4 Million 0.17% of portfolio
149,549
Q2 2025 Added 24.22%
$0
$13.7 Million 0.17% of portfolio
589,597
Q2 2025 Added 6.77%
$142B
$13 Million 0.16% of portfolio
47,176
Q2 2025 Added 3.9%
$0
$12.8 Million 0.16% of portfolio
81,140
Q2 2025 Reduced 12.12%
$408B
$13.1 Million 0.16% of portfolio
13,198
Q2 2025 Added 3.76%
$549B
$13.2 Million 0.16% of portfolio
37,185
Q2 2025 Reduced 0.81%
$0
$12.3 Million 0.15% of portfolio
464,941
Q2 2025 Reduced 0.05%
$43.9B
$12.5 Million 0.15% of portfolio
6,863
Q2 2025 Reduced 1.24%
$0
$12.3 Million 0.15% of portfolio
99,828
Q2 2025 Added 5.48%
$224B
$11.4 Million 0.14% of portfolio
28,217
Q2 2025 Added 220.76%
$0
$11.8 Million 0.14% of portfolio
186,388
Q2 2025 Added 21.81%
$0
$11.7 Million 0.14% of portfolio
126,873
Q2 2025 Added 2.19%
$0
$11.4 Million 0.14% of portfolio
62,543
Q2 2025 Added 0.28%
$0
$11.2 Million 0.14% of portfolio
206,025
Q2 2025 Reduced 0.87%
$0
$11.3 Million 0.14% of portfolio
124,435
Q2 2025 Added 7.24%
$25.4B
$11.3 Million 0.14% of portfolio
43,513
Q2 2025 Reduced 1.1%
$0
$11.7 Million 0.14% of portfolio
118,326
Q2 2025 Added 0.44%
$0
$11.7 Million 0.14% of portfolio
87,896
Q2 2025 Added 0.45%
$0
$11.1 Million 0.13% of portfolio
229,988
Q2 2025 Added 1.55%
$58.8B
$10.5 Million 0.13% of portfolio
13,876
Q2 2025 Added 0.7%
$0
$10.8 Million 0.13% of portfolio
420,478
Q2 2025 Reduced 0.61%
$427B
$10.7 Million 0.13% of portfolio
227,085
Q2 2025 Added 8.17%
$0
$9.89 Million 0.12% of portfolio
76,881
Q2 2025 Added 0.11%
$21.3B
$9.94 Million 0.12% of portfolio
183,068
Q2 2025 Reduced 4.66%
$488B
$10 Million 0.12% of portfolio
65,525
Q2 2025 Added 2.1%
$45.1B
$9.51 Million 0.12% of portfolio
52,575
Q2 2025 Added 0.51%
$878B
$9.71 Million 0.12% of portfolio
12,460
Q2 2025 Added 7.21%

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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