Moneta Group Investment Advisors LLC Purchases in Q4 2024

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
25.8K
+ 3.4%
$378.79 - $428.11 $9.78M - $11.1M
784K $322M
IEMG
Ishares Inc

ETFs
363K
+ 6.78%
N/A
5.71M $306M
IGF
Ishares Global Infrastructure

ETFs
374K
+ 72.87%
$51.2 - $55.7 $19.1M - $20.8M
886K $46.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24K
+ 6.46%
$521.84 - $558.82 $12.5M - $13.4M
395K $213M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
155K
+ 39.89%
$91.29 - $91.8 $14.1M - $14.2M
543K $49.6M
VTV
Vanguard Value ETF

ETFs
131K
+ 8.25%
$168.32 - $181.87 $22M - $23.8M
1.72M $290M
AAPL
Apple Inc.

Technology
9.3K
+ 1.47%
$221.69 - $259.02 $2.06M - $2.41M
640K $160M
VOT
Vanguard Mid Cap Growth Index

ETFs
34.4K
+ 8.02%
$241.48 - $274.89 $8.31M - $9.46M
463K $118M
IVV
Ishares Core S&P 500 ETF

ETFs
8.93K
+ 1.92%
$570.51 - $610.59 $5.09M - $5.45M
475K $280M
VBK
Vanguard Small Cap Growth ETF

ETFs
16.6K
+ 3.53%
$264.18 - $304.19 $4.37M - $5.04M
486K $136M
IWF
Ishares Russell 1000 Gr ETF

ETFs
31
+ 0.01%
$370.24 - $418.94 $11.5K - $13K
259K $104M
NVDA
Nvidia Corp

Technology
21K
+ 8.26%
$117.0 - $148.88 $2.46M - $3.13M
275K $37M
ET
Energy Transfer LP

Energy
20.2K
+ 1.56%
$16.05 - $19.86 $323K - $400K
1.31M $25.7M
VTI
Vanguard Total Stock Market Et

ETFs
9.09K
+ 2.64%
$280.04 - $302.45 $2.55M - $2.75M
353K $102M
GOOGL
Alphabet Inc.

Communication Services
8.11K
+ 6.31%
$161.86 - $196.66 $1.31M - $1.59M
137K $25.8M
BRBR
Bellring Brands, Inc.

Consumer Defensive
465
+ 0.17%
$60.38 - $78.79 $28.1K - $36.6K
266K $20.1M
TSLA
Tesla, Inc.

Consumer Cyclical
217
+ 0.81%
$213.65 - $479.86 $46.4K - $104K
27.1K $10.9M
EFG
Msci Eafe Growth ETF

ETFs
50.7K
+ 53.91%
$96.83 - $106.88 $4.91M - $5.42M
145K $14M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
32K
+ 254.46%
$112.69 - $123.97 $3.61M - $3.97M
44.6K $5.03M
EFX
Equifax Inc

Industrials
18.2K
+ 65.52%
$245.03 - $293.5 $4.47M - $5.35M
46.1K $11.7M
VO
Vanguard Mid Cap ETF

ETFs
12.6K
+ 2.29%
$261.5 - $284.63 $3.3M - $3.59M
563K $149M
AEE
Ameren Corp

Utilities
36.1K
+ 43.62%
$85.81 - $94.98 $3.1M - $3.43M
119K $10.6M
EMR
Emerson Electric CO

Industrials
12.1K
+ 10.01%
$108.13 - $134.33 $1.31M - $1.63M
133K $16.5M
GOOG
Alphabet Inc.

Communication Services
2.85K
+ 2.74%
$163.08 - $198.16 $464K - $564K
107K $20.3M
ESE
Esco Technologies Inc

Technology
21.6K
+ 510.71%
$120.68 - $151.38 $2.6M - $3.26M
25.8K $3.43M
VB
Vanguard Small Cap ETF

ETFs
5.35K
+ 1.07%
$233.76 - $261.58 $1.25M - $1.4M
505K $121M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.66K
+ 1.12%
$567.81 - $607.81 $943K - $1.01M
150K $88.1M
VBR
Vanguard Small Cap Value ETF

ETFs
16.5K
+ 4.44%
$197.36 - $217.3 $3.25M - $3.57M
387K $76.7M
ITW
Illinois Tool Works Inc

Industrials
9.09K
+ 102.58%
$253.56 - $278.5 $2.31M - $2.53M
18K $4.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.85K
+ 9.32%
$481.22 - $538.17 $1.37M - $1.53M
33.4K $17.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.12K
+ 1.07%
$116.4 - $138.52 $246K - $293K
200K $25.3M
JPM
Jpmorgan Chase & CO

Financial Services
1.45K
+ 2.38%
$205.18 - $250.29 $298K - $363K
62.4K $14.9M
V
Visa Inc.

Financial Services
1.67K
+ 4.66%
$273.87 - $320.91 $458K - $537K
37.5K $11.9M
PLTR
Palantir Technologies Inc.

Technology
2.58K
+ 6.08%
$36.46 - $82.38 $93.9K - $212K
45K $3.4M
VIG
Vanguard Dividend Appreciation

ETFs
9.28K
+ 19.45%
N/A
57K $10.4M
VGT
Vanguard Information Technolog

ETFs
1.68K
+ 14.82%
$571.78 - $647.97 $961K - $1.09M
13K $8.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33.6K
+ 2.34%
$113.92 - $127.38 $3.82M - $4.28M
1.47M $169M
WMT
Walmart Inc.

Consumer Defensive
1.74K
+ 1.44%
$79.1 - $95.7 $138K - $167K
123K $11.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.9K
+ 1.84%
$61.68 - $67.87 $1.22M - $1.35M
1.1M $68.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.9K
+ 70.9%
$71.75 - $75.11 $1.29M - $1.35M
43.2K $3.11M
XOM
Exxon Mobil Corp

Energy
22.8K
+ 16.77%
$105.51 - $125.37 $2.4M - $2.85M
158K $17M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.49K
+ 38.69%
$174.22 - $187.62 $1.13M - $1.22M
23.2K $4.07M
APP
App Lovin Corp

Technology
3.26K
New
$130.67 - $401.5 $426K - $1.31M
3.26K $1.06M
BX
Blackstone Inc.

Financial Services
4.93K
+ 49.75%
$148.45 - $199.05 $732K - $982K
14.8K $2.56M
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.9K
+ 84.46%
$63.58 - $71.15 $1.01M - $1.13M
34.8K $2.26M
EFSC
Enterprise Financial Services Corp

Financial Services
11.2K
+ 14.08%
$49.0 - $61.38 $549K - $688K
90.8K $5.12M
OEF
Ishares S&P 100 ETF

ETFs
3.81K
+ 33.7%
N/A
15.1K $4.02M
VZ
Verizon Communications Inc

Communication Services
31.8K
+ 42.62%
$39.6 - $45.21 $1.26M - $1.44M
106K $4.25M
BA
Boeing CO

Industrials
418
+ 1.27%
$138.14 - $180.72 $57.7K - $75.5K
33.2K $5.88M
Activity Summary
Buys All Purchases 393 New Holdings 56 Increased Positions 337 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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