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
$152B
$4.05 Million 0.05% of portfolio
13,546
Q2 2025 Added 156.5%
$117B
$3.51 Million 0.04% of portfolio
12,113
Q2 2025 Added 5.58%
$0
$3.59 Million 0.04% of portfolio
84,099
Q2 2025 Added 3.35%
$0
$2.9 Million 0.04% of portfolio
77,225
Q2 2025 Added 3.71%
$150B
$3.19 Million 0.04% of portfolio
8,945
Q2 2025 Added 2.46%
$0
$3.04 Million 0.04% of portfolio
23,658
Q2 2025 Added 16.62%
$30.3B
$3.54 Million 0.04% of portfolio
43,390
Q2 2025 Reduced 1.72%
$0
$3.37 Million 0.04% of portfolio
39,584
Q2 2025 Added 149.55%
$69.6B
$3.64 Million 0.04% of portfolio
80,391
Q2 2025 Reduced 9.59%
$144B
$2.97 Million 0.04% of portfolio
13,395
Q2 2025 Added 10.08%
$17.3B
$3.23 Million 0.04% of portfolio
46,827
Q2 2025 Added 0.37%
$105B
$3.18 Million 0.04% of portfolio
10,303
Q2 2025 Added 3.44%
$45.4B
$3.11 Million 0.04% of portfolio
43,377
Q2 2025 Reduced 0.19%
$22.4B
$3.36 Million 0.04% of portfolio
29,544
Q2 2025 Reduced 0.09%
$169B
$3.19 Million 0.04% of portfolio
11,420
Q2 2025 Reduced 2.42%
$201B
$3.47 Million 0.04% of portfolio
28,001
Q2 2025 Added 3.58%
$327B
$3.65 Million 0.04% of portfolio
45,498
Q2 2025 Added 52.3%
$171B
$3.19 Million 0.04% of portfolio
34,943
Q2 2025 Reduced 34.74%
$269B
$3.16 Million 0.04% of portfolio
4,470
Q2 2025 Added 23.34%
$10.7B
$3.2 Million 0.04% of portfolio
51,052
Q2 2025 Reduced 0.59%
$257B
$3.51 Million 0.04% of portfolio
24,030
Q2 2025 Added 24.45%
$273B
$3.24 Million 0.04% of portfolio
10,149
Q2 2025 Added 1.95%
$0
$3.24 Million 0.04% of portfolio
24,017
Q2 2025 Reduced 4.85%
$0
$3.7 Million 0.04% of portfolio
87,525
Q2 2025 Added 0.01%
$7.32B
$2.29 Million 0.03% of portfolio
6,789
Q2 2025 Added 5.29%
$43B
$2.37 Million 0.03% of portfolio
7,125
Q2 2025 Added 1.96%
$0
$2.27 Million 0.03% of portfolio
17,821
Q2 2025 Added 1.76%
$102B
$2.64 Million 0.03% of portfolio
17,676
Q2 2025 Added 7.13%
$69.7B
$2.4 Million 0.03% of portfolio
646
Q2 2025 Reduced 3.73%
$123B
$2.71 Million 0.03% of portfolio
10,173
Q2 2025 Added 0.96%
$173B
$2.29 Million 0.03% of portfolio
2,226
Q2 2025 Added 19.74%
$232B
$2.1 Million 0.03% of portfolio
11,503
Q2 2025 Added 7.38%
$239B
$2.74 Million 0.03% of portfolio
10,059
Q2 2025 Added 11.09%
$0
$2.63 Million 0.03% of portfolio
19,411
Q2 2025 Reduced 0.66%
$176B
$2.65 Million 0.03% of portfolio
91,721
Q2 2025 Added 29.6%
$747M
$2.37 Million 0.03% of portfolio
63,271
Q2 2025 Added 1.16%
$0
$2.56 Million 0.03% of portfolio
64,024
Q2 2025 Added 2.82%
$82.2B
$2.78 Million 0.03% of portfolio
28,119
Q2 2025 Added 7.67%
$132B
$2.41 Million 0.03% of portfolio
10,330
Q2 2025 Reduced 3.73%
$0
$2.62 Million 0.03% of portfolio
39,106
Q2 2025 Added 0.18%
$7.8B
$2.38 Million 0.03% of portfolio
2,256
Q2 2025 Added 219.55%
$0
$2.2 Million 0.03% of portfolio
34,548
Q2 2025 Reduced 1.99%
$0
$2.81 Million 0.03% of portfolio
35,277
Q2 2025 Added 7.22%
$0
$2.27 Million 0.03% of portfolio
29,343
Q2 2025 Added 1.15%
$0
$2.48 Million 0.03% of portfolio
26,046
Q2 2025 Added 16.26%
$0
$2.81 Million 0.03% of portfolio
11,110
Q2 2025 Added 17.68%
$0
$2.77 Million 0.03% of portfolio
51,305
Q2 2025 Added 0.0%
$0
$2.55 Million 0.03% of portfolio
60,442
Q2 2025 Added 1.42%
$161B
$2.47 Million 0.03% of portfolio
35,518
Q2 2025 Added 3.06%

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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