Moneta Group Investment Advisors LLC Incresed Positions in Q3 2025

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
4.88K
+ 12.48%
$113.22 - $123.86 $552K - $604K
44K $5.36M
USB
Us Bancorp \De\

Financial Services
12.4K
+ 15.43%
$43.94 - $50.41 $545K - $625K
92.8K $4.48M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.85K
+ 5.78%
$97.75 - $100.75 $669K - $690K
125K $12.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.94K
+ 1.56%
$91.28 - $97.59 $177K - $189K
126K $12.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.6K
+ 14.97%
$135.0 - $146.02 $485K - $525K
27.6K $4.02M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.23K
+ 21.08%
$393.18 - $439.39 $484K - $540K
7.07K $3.08M
RTX
Raytheon Technologies Corp

Industrials
1.46K
+ 6.08%
$144.19 - $167.33 $211K - $244K
25.5K $4.27M
GLD
Spdr Gold Trust

ETFs
983
+ 12.38%
$300.96 - $355.47 $296K - $349K
8.92K $3.17M
APH
Amphenol Corp

Technology
358
+ 1.27%
$97.39 - $125.4 $34.9K - $44.9K
28.5K $3.52M
SPMD
Spdr Portfolio

ETFs
2.75K
+ 1.33%
$54.43 - $58.29 $149K - $160K
209K $11.9M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
712
+ 0.71%
$122.57 - $132.57 $87.3K - $94.4K
101K $13M
MGC
Vanguard Mega Cap ETF

ETFs
171
+ 0.5%
$224.2 - $245.55 $38.3K - $42K
34.7K $8.46M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.69K
+ 182.95%
$225.11 - $247.9 $606K - $668K
4.17K $1.03M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
5.16K
+ 24.94%
$85.31 - $97.03 $441K - $501K
25.9K $2.46M
GS
Goldman Sachs Group Inc

Financial Services
356
+ 7.96%
$696.56 - $806.32 $248K - $287K
4.83K $3.84M
AMGN
Amgen Inc

Healthcare
2.25K
+ 19.68%
$271.18 - $309.22 $609K - $695K
13.7K $3.86M
ADP
Automatic Data Processing Inc

Industrials
2.75K
+ 26.66%
$288.69 - $310.94 $793K - $854K
13.1K $3.83M
GIS
General Mills Inc

Consumer Defensive
13.1K
+ 148.56%
$48.44 - $53.83 $634K - $705K
21.9K $1.1M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
5.92K
+ 103.28%
$94.73 - $102.36 $561K - $606K
11.7K $1.17M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.59K
+ 245.09%
$84.28 - $89.46 $555K - $589K
9.28K $825K
TT
Trane Technologies PLC

Industrials
1.43K
+ 66.88%
$398.96 - $472.54 $571K - $676K
3.57K $1.51M
MS
Morgan Stanley

Financial Services
2.49K
+ 28.14%
$139.09 - $161.16 $346K - $401K
11.3K $1.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.01K
+ 10.09%
$181.56 - $190.33 $364K - $382K
21.9K $4.15M
DGRO
Ishares Core Dividend Growth E

ETFs
6.52K
+ 29.0%
$64.12 - $68.08 $418K - $444K
29K $1.97M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
73
+ 0.09%
$128.6 - $136.01 $9.39K - $9.93K
77K $10.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
537
+ 10.82%
$567.09 - $607.37 $305K - $326K
5.5K $3.28M
CEG
Constellation Energy Corp

Utilities
1.3K
+ 129.05%
$298.82 - $354.89 $388K - $460K
2.3K $757K
MRK
Merck & Co., Inc.

Healthcare
1.76K
+ 3.0%
$77.6 - $87.37 $137K - $154K
60.6K $5.08M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.55K
+ 6.93%
$53.36 - $59.69 $190K - $212K
54.9K $3.19M
SHOP
Shopify Inc.

Technology
1.18K
+ 17.08%
$112.11 - $157.12 $132K - $185K
8.08K $1.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.76K
+ 54.74%
$119.73 - $134.7 $331K - $372K
7.81K $1.04M
AOA
Ishares Tr Core Aggressive All

ETFs
4.32K
+ 143.36%
$82.71 - $88.14 $357K - $380K
7.33K $645K
AZO
Autozone Inc

Consumer Cyclical
4
+ 0.62%
$3649.42 - $4354.54 $14.6K - $17.4K
650 $2.79M
MU
Micron Technology Inc

Technology
1.64K
+ 62.65%
$104.88 - $168.89 $172K - $277K
4.26K $711K
ASML
Asml Holding Nv

Technology
192
+ 16.34%
$689.63 - $968.09 $132K - $186K
1.37K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.66K
+ 113.6%
$55.61 - $57.37 $371K - $382K
12.5K $715K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.43K
+ 37.66%
$121.46 - $130.92 $295K - $318K
8.88K $1.16M
MCD
Mcdonalds Corp

Consumer Cyclical
198
+ 0.74%
$291.67 - $316.99 $57.8K - $62.8K
26.8K $8.15M
KLAC
Kla Corp

Technology
159
+ 15.13%
$843.9 - $1078.6 $134K - $171K
1.21K $1.31M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
5.35K
+ 12.53%
$43.65 - $46.42 $234K - $249K
48.1K $2.23M
SYK
Stryker Corp

Healthcare
1.34K
+ 25.16%
$368.57 - $403.53 $493K - $540K
6.66K $2.46M
RF
Regions Financial Corp

Financial Services
11.1K
+ 51.33%
$24.03 - $27.41 $267K - $304K
32.7K $863K
FNDF
Schwab Fundamental Intl Large

ETFs
3.7K
+ 5.79%
$39.84 - $43.15 $148K - $160K
67.7K $2.91M
EVRG
Evergy, Inc.

Utilities
145
+ 0.31%
$67.73 - $76.02 $9.82K - $11K
47K $3.57M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.6K
+ 3.4%
$90.83 - $93.81 $236K - $244K
78.9K $7.37M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4K
+ 12.31%
$72.57 - $74.72 $290K - $299K
36.5K $2.71M
GD
General Dynamics Corp

Industrials
567
+ 24.21%
$293.92 - $341.0 $167K - $193K
2.91K $991K
VZ
Verizon Communications Inc

Communication Services
5.22K
+ 4.59%
$40.84 - $45.06 $213K - $235K
119K $5.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.72K
+ 33.21%
$101.12 - $106.18 $275K - $288K
10.9K $1.12M
Activity Summary
Buys All Purchases 497 New Holdings 107 Increased Positions 390 Sells All Sells 239 Reductions 239 Sold out 0 Options Calls 1 Puts 0
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