Moneta Group Investment Advisors LLC Portfolio Holdings

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

Moneta Group Investment Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $12.3 Billion distributed in 793 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $1.73B, Schwab Strategic Tr Us Large C with a value of $916M, Vanguard Growth ETF with a value of $658M, Vanguard Ftse Developed Market with a value of $652M, and Vanguard Mid Cap ETF with a value of $651M.

Examining the 13F form we can see an increase of $4.06B in the current position value, from $8.23B to 12.3B.

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 $12.3 Billion
ETFs: $10.7 Billion
Technology: $485 Million
Consumer Defensive: $288 Million
Financial Services: $259 Million
Industrials: $144 Million
Consumer Cyclical: $118 Million
Healthcare: $107 Million
Communication Services: $103 Million
Other: $141 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.73 Billion 14.03% of portfolio
2,816,882
Q3 2025 Added 543.88%
$0
$916 Million 7.45% of portfolio
34,779,046
Q3 2025 Added 5.49%
$0
$658 Million 5.35% of portfolio
1,372,695
Q3 2025 Added 57.84%
$0
$652 Million 5.3% of portfolio
10,887,168
Q3 2025 Added 904.88%
$0
$651 Million 5.3% of portfolio
2,216,889
Q3 2025 Added 189.79%
$0
$602 Million 4.9% of portfolio
3,229,930
Q3 2025 Added 79.3%
$0
$402 Million 3.27% of portfolio
1,304,328
Q3 2025 Added 1.73%
$0
$360 Million 2.93% of portfolio
537,962
Q3 2025 Added 1.97%
$0
$297 Million 2.42% of portfolio
10,021,294
Q3 2025 Added 5.87%
$0
$296 Million 2.41% of portfolio
5,515,662
Q3 2025 Added 0.33%
$0
$205 Million 1.67% of portfolio
2,349,867
Q3 2025 Added 9.85%
$32.2B
$194 Million 1.58% of portfolio
3,250,918
Q3 2025 Reduced 0.72%
$4.3T
$194 Million 1.58% of portfolio
760,672
Q3 2025 Added 5.93%
$0
$188 Million 1.53% of portfolio
573,064
Q3 2025 Added 13.74%
$0
$187 Million 1.52% of portfolio
5,867,969
Q3 2025 Added 1.92%
$0
$183 Million 1.48% of portfolio
621,300
Q3 2025 Added 4.04%
$0
$156 Million 1.27% of portfolio
1,293,428
Q3 2025 Added 2.38%
$0
$155 Million 1.26% of portfolio
886,534
Q3 2025 Added 1.54%
$0
$151 Million 1.23% of portfolio
506,199
Q3 2025 Added 0.8%
$0
$138 Million 1.12% of portfolio
4,734,490
Q3 2025 Added 4.17%
$0
$126 Million 1.02% of portfolio
495,332
Q3 2025 Added 3.68%
$0
$123 Million 1.0% of portfolio
262,935
Q3 2025 Reduced 2.64%
$0
$114 Million 0.93% of portfolio
171,487
Q3 2025 Added 7.28%
$0
$111 Million 0.91% of portfolio
1,707,385
Q3 2025 Added 3.86%
$0
$103 Million 0.83% of portfolio
4,404,339
Q3 2025 Reduced 0.15%
$3.78T
$97.9 Million 0.8% of portfolio
188,938
Q3 2025 Added 3.93%
$0
$92.9 Million 0.76% of portfolio
1,012,373
Q3 2025 Added 37.36%
$0
$93.8 Million 0.76% of portfolio
449,384
Q3 2025 Added 2.82%
$662B
$76.5 Million 0.62% of portfolio
152,118
Q3 2025 Added 1.36%
$0
$76.4 Million 0.62% of portfolio
369,806
Q3 2025 Added 3.1%
$0
$67.2 Million 0.55% of portfolio
330,241
Q3 2025 Added 0.05%
$465B
$62.5 Million 0.51% of portfolio
335,134
Q3 2025 Added 11.84%
$0
$61.5 Million 0.5% of portfolio
1,843,037
Q3 2025 Added 4.21%
$0
$59.7 Million 0.49% of portfolio
976,736
Q3 2025 Added 4.3%
$0
$56.2 Million 0.46% of portfolio
232,113
Q3 2025 Added 0.46%
$0
$54.6 Million 0.44% of portfolio
1,958,128
Q3 2025 Added 2.55%
$0
$53.6 Million 0.44% of portfolio
729,446
Q3 2025 Added 1.85%
$0
$53.3 Million 0.43% of portfolio
747,377
Q3 2025 Added 9.63%
$0
$51 Million 0.41% of portfolio
447,770
Q3 2025 Added 17.94%
$0
$42.4 Million 0.35% of portfolio
301,139
Q3 2025 Added 13.93%
$0
$41.7 Million 0.34% of portfolio
769,820
Q3 2025 Added 2.82%
$0
$40.4 Million 0.33% of portfolio
441,915
Q3 2025 Reduced 0.96%
$0
$41.1 Million 0.33% of portfolio
899,255
Q3 2025 New
$2.39T
$39.6 Million 0.32% of portfolio
180,515
Q3 2025 Reduced 1.62%
$0
$38.2 Million 0.31% of portfolio
272,977
Q3 2025 Reduced 2.13%
$1.65T
$37.3 Million 0.3% of portfolio
153,528
Q3 2025 Added 3.23%
$453B
$37 Million 0.3% of portfolio
49
Q3 2025 Reduced 3.92%
$0
$35.2 Million 0.29% of portfolio
449,157
Q3 2025 Reduced 3.79%
$0
$35.9 Million 0.29% of portfolio
468,555
Q3 2025 Reduced 0.45%

Summary

  • Portfolio
  • No. of Stocks 793
  • Current Value $12.3 Billion
  • Prior Value $8.23 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 107 stocks
  • Additional Purchases 390 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 239 stocks
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email