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
XLRE
Select Sector Spdr Tr Real Est

ETFs
3
+ 0.01%
$40.06 - $45.21 $120 - $136
22.6K $920K
UBER
Uber Technologies, Inc

Technology
829
+ 8.61%
$59.93 - $86.34 $49.7K - $71.6K
10.5K $631K
IYH
Ishares Tr

ETFs
2
+ 0.01%
$57.53 - $65.24 $115 - $130
13.9K $807K
FNDF
Schwab Fundamental Intl Large

ETFs
4.38K
+ 7.52%
$32.92 - $37.15 $144K - $163K
62.6K $2.08M
IJK
Ishares S&P Midcap 400 Growth

ETFs
175
+ 0.15%
$90.66 - $99.46 $15.9K - $17.4K
115K $10.4M
ADM
Archer Daniels Midland CO

Consumer Defensive
582K
+ 18.18%
$49.38 - $59.52 $28.8M - $34.7M
3.79M $191M
CVS
Cvs Health Corp

Healthcare
1.16K
+ 11.72%
$43.78 - $67.46 $50.8K - $78.3K
11.1K $496K
TSCO
Tractor Supply CO

Consumer Cyclical
8.81K
+ 343.74%
$52.59 - $303.74 $463K - $2.68M
11.4K $603K
CSL
Carlisle Companies Inc

Industrials
27
+ 1.34%
$368.67 - $480.91 $9.95K - $13K
2.04K $752K
PSX
Phillips 66

Energy
309
+ 2.72%
$110.35 - $138.93 $34.1K - $42.9K
11.7K $1.33M
QCOM
Qualcomm Inc

Technology
1.16K
+ 5.29%
$150.4 - $178.04 $174K - $206K
23K $3.54M
DHI
Horton D R Inc

Consumer Cyclical
345
+ 7.56%
$137.24 - $194.56 $47.3K - $67.1K
4.91K $686K
AMAT
Applied Materials Inc

Technology
379
+ 5.83%
$161.44 - $213.89 $61.2K - $81.1K
6.89K $1.12M
NKE
Nike, Inc.

Consumer Cyclical
36
+ 0.21%
$73.36 - $89.13 $2.64K - $3.21K
17.1K $1.3M
IXUS
Ishares Tr

ETFs
652
+ 1.39%
$65.95 - $72.56 $43K - $47.3K
47.5K $3.14M
NEE
Nextera Energy Inc

Utilities
3.13K
+ 7.46%
$69.77 - $85.43 $218K - $267K
45.1K $3.23M
UNP
Union Pacific Corp

Industrials
479
+ 2.02%
$223.15 - $249.32 $107K - $119K
24.2K $5.52M
AMD
Advanced Micro Devices Inc

Technology
79
+ 1.02%
$118.88 - $172.8 $9.39K - $13.7K
7.82K $944K
LOW
Lowes Companies Inc

Consumer Cyclical
95
+ 0.64%
$244.52 - $284.07 $23.2K - $27K
14.8K $3.66M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.83K
+ 7.75%
$59.25 - $72.99 $168K - $207K
39.4K $2.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
44.2K
+ 8.31%
$58.88 - $64.8 $2.6M - $2.87M
576K $34M
MRK
Merck & Co., Inc.

Healthcare
3.04K
+ 5.09%
$96.31 - $114.76 $292K - $348K
62.6K $6.23M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
643
+ 0.36%
$115.64 - $129.74 $74.4K - $83.4K
181K $21M
ICF
Ishares Tr

ETFs
954
+ 0.86%
$58.8 - $66.61 $56.1K - $63.5K
112K $6.78M
MSFT
Microsoft Corp

Technology
1.47K
+ 0.91%
$406.35 - $454.46 $597K - $667K
163K $68.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
22.7K
+ 2.97%
$160.89 - $176.18 $3.65M - $4M
787K $127M
PEP
Pepsico Inc

Consumer Defensive
63
+ 0.13%
$151.29 - $176.1 $9.53K - $11.1K
50.2K $7.63M
JNJ
Johnson & Johnson

Healthcare
1.63K
+ 2.43%
$143.34 - $165.86 $234K - $271K
68.7K $9.94M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.63K
+ 0.84%
$183.23 - $199.79 $482K - $526K
315K $58.4M
DHR
Danaher Corp

Healthcare
908
+ 3.38%
$226.16 - $274.52 $205K - $249K
27.8K $6.38M
CNC
Centene Corp

Healthcare
15.4K
+ 8.8%
$56.71 - $73.94 $872K - $1.14M
190K $11.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
17.7K
+ 1.61%
$20.55 - $23.26 $365K - $413K
1.12M $23.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
54.1K
+ 3.54%
$26.63 - $30.23 $1.44M - $1.64M
1.58M $42.1M
IEFA
Ishares Tr

ETFs
148K
+ 7.92%
$70.06 - $77.43 $10.4M - $11.5M
2.02M $142M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.3K
+ 4.62%
$22.63 - $47.53 $528K - $1.11M
529K $12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.52K
+ 1.53%
$22.01 - $66.82 $122K - $369K
366K $8.31M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
42.2K
+ 10.48%
$26.93 - $84.95 $1.14M - $3.58M
444K $12.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
17.7K
+ 1.25%
$25.33 - $51.16 $447K - $904K
1.44M $37.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
162K
+ 4.38%
$18.41 - $40.87 $2.98M - $6.61M
3.85M $71.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
116K
+ 3.5%
$25.79 - $80.4 $2.99M - $9.32M
3.43M $89.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
297K
+ 4.13%
$27.54 - $83.04 $8.18M - $24.7M
7.48M $207M
SCHX
Schwab Strategic Tr Us Large C

ETFs
629K
+ 2.46%
$22.4 - $68.28 $14.1M - $42.9M
26.2M $608M
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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