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
$8.65 Million 0.11% of portfolio
13,037
Q2 2025 Added 5.39%
$0
$9.35 Million 0.11% of portfolio
392,406
Q2 2025 Added 8.96%
$390B
$8.06 Million 0.1% of portfolio
43,410
Q2 2025 Added 1.78%
$232B
$8.54 Million 0.1% of portfolio
28,969
Q2 2025 Added 13.25%
$61.4B
$8.26 Million 0.1% of portfolio
81,855
Q2 2025 Reduced 0.1%
$7.07B
$8.16 Million 0.1% of portfolio
131,240
Q2 2025 Added 0.02%
$290B
$7.8 Million 0.09% of portfolio
110,291
Q2 2025 Added 28.95%
$37.7B
$7.22 Million 0.09% of portfolio
41,467
Q2 2025 Added 77.18%
$547B
$7.45 Million 0.09% of portfolio
5,560
Q2 2025 Added 1.16%
$0
$7.03 Million 0.09% of portfolio
76,308
Q2 2025 Reduced 1.18%
$224B
$7.77 Million 0.09% of portfolio
26,609
Q2 2025 Added 3.2%
$0
$7.65 Million 0.09% of portfolio
179,694
Q2 2025 Added 7.24%
$427B
$7.39 Million 0.09% of portfolio
20,151
Q2 2025 Added 12.07%
$0
$7.76 Million 0.09% of portfolio
34,506
Q2 2025 Added 2.2%
$0
$6.38 Million 0.08% of portfolio
60,790
Q2 2025 Added 1,064.34%
$813B
$6.58 Million 0.08% of portfolio
30,087
Q2 2025 Added 0.11%
$0
$6.74 Million 0.08% of portfolio
110,131
Q2 2025 Added 7.96%
$235B
$6.57 Million 0.08% of portfolio
48,321
Q2 2025 Added 6.09%
$313B
$6.46 Million 0.08% of portfolio
45,112
Q2 2025 Added 17.27%
$571B
$6.76 Million 0.08% of portfolio
12,029
Q2 2025 Added 13.36%
$195B
$6.55 Million 0.08% of portfolio
49,622
Q2 2025 Added 2.09%
$331B
$6.82 Million 0.08% of portfolio
50,021
Q2 2025 Added 8.48%
$69.8B
$6.09 Million 0.07% of portfolio
196,437
Q2 2025 Added 5.38%
$0
$5.75 Million 0.07% of portfolio
29,831
Q2 2025 Added 85.09%
$2.21B
$5.55 Million 0.07% of portfolio
100,785
Q2 2025 Added 8.92%
$140B
$5.71 Million 0.07% of portfolio
28,881
Q2 2025 Added 5.08%
$128B
$5.93 Million 0.07% of portfolio
28,312
Q2 2025 Reduced 14.14%
$0
$5.92 Million 0.07% of portfolio
66,375
Q2 2025 Added 2.1%
$206B
$4.66 Million 0.06% of portfolio
58,820
Q2 2025 Reduced 3.71%
$0
$4.8 Million 0.06% of portfolio
13,120
Q2 2025 Reduced 1.12%
$186B
$4.92 Million 0.06% of portfolio
113,709
Q2 2025 Added 5.33%
$0
$5.06 Million 0.06% of portfolio
11,493
Q2 2025 Added 0.55%
$0
$4.65 Million 0.06% of portfolio
129,865
Q2 2025 Reduced 2.0%
$5.48B
$4.85 Million 0.06% of portfolio
25,284
Q1 2025 Reduced 1.94%
$134B
$5.13 Million 0.06% of portfolio
22,318
Q2 2025 Added 3.04%
$316B
$4.93 Million 0.06% of portfolio
19,162
Q2 2025 Added 41.66%
$0
$4.83 Million 0.06% of portfolio
44,213
Q2 2025 Added 51.23%
$0
$5.31 Million 0.06% of portfolio
67,518
Q2 2025 Reduced 1.53%
$135B
$5.34 Million 0.06% of portfolio
220,363
Q2 2025 Reduced 3.18%
$97.9B
$4.72 Million 0.06% of portfolio
21,571
Q2 2025 Added 144.99%
$80.6B
$4.49 Million 0.05% of portfolio
18,177
Q2 2025 Added 2.22%
$186B
$3.82 Million 0.05% of portfolio
23,980
Q2 2025 Added 1.84%
$1.66B
$3.73 Million 0.05% of portfolio
76,930
Q2 2025 Reduced 6.1%
$51.3B
$3.97 Million 0.05% of portfolio
76,985
Q2 2025 Reduced 0.39%
$71.9B
$4.15 Million 0.05% of portfolio
66,127
Q2 2025 Added 0.32%
$238B
$4.31 Million 0.05% of portfolio
11,099
Q2 2025 Added 1.43%
$0
$4.23 Million 0.05% of portfolio
15,906
Q2 2025 Added 1.02%
$0
$4.47 Million 0.05% of portfolio
39,103
Q2 2025 Reduced 78.38%
$278B
$3.76 Million 0.05% of portfolio
54,265
Q2 2025 Added 3.25%

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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