Moneta Group Investment Advisors LLC Purchases in Q3 2024

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FDS
Factset Research Systems Inc

Financial Services
485
New
$397.04 - $469.48 $193K - $228K
485 $222K
FSLR
First Solar, Inc.

Technology
894
New
$205.36 - $255.78 $184K - $229K
894 $222K
UNFI
United Natural Foods Inc

Consumer Defensive
4.15K
+ 10.3%
$11.93 - $16.94 $49.5K - $70.3K
44.4K $747K
DLR
Digital Realty Trust, Inc.

Real Estate
1K
+ 18.28%
$144.47 - $162.98 $145K - $164K
6.5K $1.05M
SYF
Synchrony Financial

Financial Services
4.34K
New
$43.77 - $52.22 $190K - $227K
4.34K $216K
LAD
Lithia Motors Inc

Consumer Cyclical
678
New
$243.05 - $320.83 $165K - $218K
678 $215K
CARR
Carrier Global Corp

Industrials
81
+ 0.68%
$61.9 - $80.88 $5.01K - $6.55K
12.1K $971K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.61K
New
$44.65 - $47.21 $206K - $217K
4.61K $215K
DFAX
Dimensional ETF Tr
6.82K
+ 35.01%
$24.29 - $27.25 $166K - $186K
26.3K $710K
OEF
Ishares S&P 100 ETF

ETFs
732
+ 6.93%
$266.03 - $266.03 $195K - $195K
11.3K $3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.58K
New
$54.38 - $59.77 $194K - $214K
3.58K $211K
PANW
Palo Alto Networks Inc

Technology
583
+ 14.63%
$294.18 - $368.01 $172K - $215K
4.57K $1.56M
VST
Vistra Corp.

Utilities
1.73K
New
$69.0 - $119.06 $120K - $206K
1.73K $205K
MSGS
Madison Square Garden Sports Corp.

Communication Services
984
New
$187.29 - $209.6 $184K - $206K
984 $204K
ONB
Old National Bancorp

Financial Services
10.8K
New
$16.67 - $20.22 $181K - $219K
10.8K $202K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
80
+ 19.28%
$1066.32 - $1355.99 $85.3K - $108K
495 $652K
DELL
Dell Technologies Inc.

Technology
1.7K
New
$87.89 - $145.97 $149K - $248K
1.7K $201K
RSG
Republic Services, Inc.

Industrials
1K
New
$189.34 - $208.21 $190K - $208K
1K $201K
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.1K
New
$33.68 - $39.31 $172K - $200K
5.1K $200K
JHX
James Hardie Industries PLC

Basic Materials
5K
New
$31.27 - $42.02 $156K - $210K
5K $200K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.68K
+ 7.11%
$71.45 - $75.64 $120K - $127K
25.3K $1.9M
VHT
Vanguard Health Care ETF

ETFs
573
+ 26.02%
$261.88 - $288.1 $150K - $165K
2.78K $783K
WING
Wingstop Inc.

Consumer Cyclical
554
+ 9.4%
$352.46 - $427.92 $195K - $237K
6.45K $2.68M
SYK
Stryker Corp

Healthcare
229
+ 4.66%
$315.94 - $371.96 $72.4K - $85.2K
5.14K $1.86M
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.89K
+ 37.13%
$47.28 - $62.24 $89.4K - $118K
6.98K $428K
ZTS
Zoetis Inc.

Healthcare
620
+ 21.82%
$172.58 - $196.48 $107K - $122K
3.46K $676K
TT
Trane Technologies PLC

Industrials
159
+ 8.12%
$314.21 - $388.71 $50K - $61.8K
2.12K $822K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
19
+ 0.4%
$523.84 - $572.02 $9.95K - $10.9K
4.79K $2.73M
IDXX
Idexx Laboratories Inc

Healthcare
152
+ 2.95%
$455.08 - $517.19 $69.2K - $78.6K
5.3K $2.68M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
916
+ 2.0%
$32.04 - $37.11 $29.3K - $34K
46.8K $1.7M
CL
Colgate Palmolive CO

Consumer Defensive
701
+ 5.24%
$95.54 - $108.77 $67K - $76.2K
14.1K $1.46M
XLU
Utilities Sector Spdr

ETFs
1.03K
+ 17.89%
$67.67 - $80.78 $69.4K - $82.8K
6.75K $545K
SHOP
Shopify Inc.

Technology
1.44K
+ 54.28%
$52.26 - $80.75 $75.1K - $116K
4.09K $327K
MPWR
Monolithic Power Systems Inc

Technology
82
+ 11.71%
$757.04 - $947.16 $62.1K - $77.7K
782 $723K
CTAS
Cintas Corp

Industrials
2.27K
+ 349.92%
$201.38 - $819.83 $457K - $1.86M
2.92K $600K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
823
+ 18.79%
$147.95 - $191.05 $122K - $157K
5.2K $903K
BXP
Boston Properties Inc

Real Estate
398
+ 7.11%
$60.3 - $82.49 $24K - $32.8K
6K $482K
IRM
Iron Mountain Inc

Real Estate
250
+ 6.81%
$89.69 - $119.32 $22.4K - $29.8K
3.92K $465K
DFIV
Dimensional ETF Tr

ETFs
2.49K
+ 12.3%
$34.66 - $38.38 $86.1K - $95.4K
22.7K $863K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.22K
+ 17.78%
$58.35 - $66.29 $70.9K - $80.5K
8.05K $533K
PAAS
Pan American Silver Corp

Basic Materials
5.7K
+ 36.77%
$18.58 - $24.18 $106K - $138K
21.2K $442K
AZO
Autozone Inc

Consumer Cyclical
3
+ 0.45%
$2815.0 - $3212.87 $8.45K - $9.64K
673 $2.12M
O
Realty Income Corp

Real Estate
319
+ 2.99%
$52.36 - $63.42 $16.7K - $20.2K
11K $695K
MS
Morgan Stanley

Financial Services
869
+ 14.55%
$92.07 - $106.96 $80K - $92.9K
6.84K $713K
IAU
Ishares Gold Trust

ETFs
1.81K
+ 26.05%
$44.06 - $50.5 $79.7K - $91.4K
8.76K $435K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.17K
+ 32.64%
$51.58 - $53.79 $112K - $117K
8.82K $473K
VDC
Vanguard Consumer Staples ETF

ETFs
25
+ 0.33%
$201.77 - $221.32 $5.04K - $5.53K
7.64K $1.67M
MO
Altria Group, Inc.

Consumer Defensive
318
+ 1.66%
$45.95 - $54.71 $14.6K - $17.4K
19.5K $993K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
43
+ 0.48%
$210.25 - $231.86 $9.04K - $9.97K
9.03K $2.01M
Activity Summary
Buys All Purchases 320 New Holdings 63 Increased Positions 257 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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