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
$142B
$2.49 Million 0.03% of portfolio
4,904
Q2 2025 Added 16.35%
$1.36T
$2.22 Million 0.03% of portfolio
9,785
Q2 2025 Added 44.88%
$0
$2.39 Million 0.03% of portfolio
32,489
Q2 2025 Reduced 18.75%
$143B
$2.1 Million 0.03% of portfolio
5,319
Q2 2025 Added 6.32%
$53.4B
$2.76 Million 0.03% of portfolio
5,152
Q2 2025 Reduced 0.21%
$0
$2.31 Million 0.03% of portfolio
5,836
Q2 2025 Added 0.99%
$0
$2.81 Million 0.03% of portfolio
4,964
Q2 2025 Added 3.96%
$124B
$2.63 Million 0.03% of portfolio
5,674
Q2 2025 Added 3.2%
$86.1B
$2.8 Million 0.03% of portfolio
41,549
Q2 2025 Added 9.0%
$10.9B
$2.74 Million 0.03% of portfolio
315,649
Q2 2025 Added 51.35%
$116B
$2.42 Million 0.03% of portfolio
7,940
Q2 2025 Reduced 5.71%
$0
$2.81 Million 0.03% of portfolio
31,606
Q2 2025 Added 4.17%
$267B
$1.25 Million 0.02% of portfolio
8,842
Q2 2025 Added 0.37%
$0
$1.87 Million 0.02% of portfolio
47,706
Q2 2025 Added 2.4%
$0
$1.47 Million 0.02% of portfolio
23,347
Q2 2025 Reduced 2.91%
$10.1B
$1.81 Million 0.02% of portfolio
6,604
Q2 2025 Added 121.17%
$64B
$1.46 Million 0.02% of portfolio
12,267
Q2 2025 Added 5.38%
$63.5B
$1.82 Million 0.02% of portfolio
21,401
Q2 2025 Reduced 3.34%
$0
$1.24 Million 0.02% of portfolio
7,157
Q2 2025 Reduced 0.6%
$60.8B
$1.6 Million 0.02% of portfolio
7,835
Q2 2025 Reduced 7.54%
$214M
$1.44 Million 0.02% of portfolio
49,410
Q2 2025 Reduced 2.41%
$0
$1.26 Million 0.02% of portfolio
30,583
Q2 2025 Reduced 0.76%
$0
$1.44 Million 0.02% of portfolio
22,485
Q2 2025 Reduced 3.25%
$0
$1.61 Million 0.02% of portfolio
4,598
Q2 2025 Reduced 4.47%
$91.1B
$1.24 Million 0.02% of portfolio
17,439
Q2 2025 Reduced 0.75%
$0
$1.37 Million 0.02% of portfolio
22,458
Q2 2025 Reduced 58.57%
$0
$1.63 Million 0.02% of portfolio
10,834
Q2 2025 Added 13.47%
$115B
$1.41 Million 0.02% of portfolio
3,676
Q2 2025 Added 5.66%
$0
$1.45 Million 0.02% of portfolio
30,518
Q2 2025 Reduced 4.89%
$0
$1.98 Million 0.02% of portfolio
34,921
Q2 2025 Reduced 5.55%
$184B
$1.27 Million 0.02% of portfolio
13,645
Q2 2025 Added 6.1%
$0
$1.87 Million 0.02% of portfolio
42,738
Q2 2025 Reduced 17.22%
$49.2B
$1.6 Million 0.02% of portfolio
9,199
Q2 2025 Added 9.79%
$0
$1.89 Million 0.02% of portfolio
44,173
Q2 2025 Added 0.25%
$0
$1.45 Million 0.02% of portfolio
35,925
Q2 2025 Added 17.88%
$98.1B
$2.01 Million 0.02% of portfolio
43,369
Q2 2025 Reduced 4.13%
$177B
$1.48 Million 0.02% of portfolio
4,214
Q2 2025 Added 25.23%
$153B
$1.33 Million 0.02% of portfolio
7,261
Q2 2025 Added 2.14%
$99.4B
$1.87 Million 0.02% of portfolio
41,256
Q2 2025 Reduced 0.57%
$127B
$1.28 Million 0.02% of portfolio
5,368
Q2 2025 Added 3.41%
$141B
$1.96 Million 0.02% of portfolio
18,226
Q2 2025 Reduced 10.08%
$95.7B
$1.79 Million 0.02% of portfolio
3,514
Q2 2025 Added 25.99%
$163B
$1.32 Million 0.02% of portfolio
10,664
Q2 2025 Reduced 45.87%
$24B
$1.3 Million 0.02% of portfolio
35,271
Q2 2025 Added 1.34%
$582M
$1.61 Million 0.02% of portfolio
36,999
Q1 2025 Reduced 5.29%
$40.9B
$1.89 Million 0.02% of portfolio
19,208
Q2 2025 Added 39.16%
$68.6B
$1.4 Million 0.02% of portfolio
15,424
Q2 2025 Added 0.87%
$0
$1.77 Million 0.02% of portfolio
20,708
Q2 2025 Reduced 87.72%
$12.1B
$1.93 Million 0.02% of portfolio
18,577
Q2 2025 Added 4.29%

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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