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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.03K
+ 2.87%
$39.8 - $42.86 $41.1K - $44.2K
37K $1.58M
SO
Southern CO

Utilities
1.1K
+ 14.52%
$90.83 - $96.0 $100K - $106K
8.69K $823K
VLO
Valero Energy Corp

Energy
365
+ 20.76%
$131.77 - $175.63 $48.1K - $64.1K
2.12K $361K
DINO
Hf Sinclair Corp

Energy
42
+ 0.4%
$42.11 - $54.01 $1.77K - $2.27K
10.6K $552K
LUMN
Lumen Technologies, Inc.

Communication Services
955
+ 1.44%
$3.7 - $6.22 $3.53K - $5.94K
67.2K $411K
HWBK
Hawthorn Bancshares, Inc.

Financial Services
218
+ 0.44%
$28.22 - $33.71 $6.15K - $7.35K
49.6K $1.56M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.39K
+ 30.92%
N/A
5.87K $503K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
56
+ 0.18%
$41.34 - $45.65 $2.32K - $2.56K
30.6K $1.38M
CNP
Centerpoint Energy Inc

Utilities
1.16K
+ 3.29%
$35.77 - $39.16 $41.5K - $45.4K
36.4K $1.41M
VTWO
Vanguard Russell 2000 ETF

ETFs
157
+ 1.72%
$86.92 - $99.32 $13.6K - $15.6K
9.27K $907K
SLV
I Shares Silver Trust

ETFs
358
+ 3.6%
$32.73 - $42.5 $11.7K - $15.2K
10.3K $436K
VTWG
Vanguard Russell 2000 Growth E

ETFs
91
+ 2.64%
$208.02 - $237.84 $18.9K - $21.6K
3.53K $826K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
21
+ 0.1%
$82.96 - $95.7 $1.74K - $2.01K
21.4K $1.92M
PNC
Pnc Financial Services Group, Inc.

Financial Services
394
+ 21.13%
$185.88 - $207.44 $73.2K - $81.7K
2.26K $453K
CMI
Cummins Inc

Industrials
47
+ 5.54%
$327.85 - $426.39 $15.4K - $20K
895 $378K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
265
+ 3.42%
$109.47 - $119.06 $29K - $31.6K
8.01K $949K
EPD
Enterprise Products Partners L.P.

Energy
1.53K
+ 0.78%
$30.74 - $32.14 $47.1K - $49.2K
198K $6.19M
KR
Kroger CO

Consumer Defensive
4.25K
+ 9.8%
$64.52 - $74.35 $274K - $316K
47.6K $3.21M
AEM
Agnico Eagle Mines LTD

Basic Materials
10
+ 0.51%
$116.14 - $168.56 $1.16K - $1.69K
1.97K $331K
EME
Emcor Group, Inc.

Industrials
8
+ 0.99%
$530.88 - $655.83 $4.25K - $5.25K
815 $529K
FCFS
First Cash Holdings, Inc.

Financial Services
18
+ 0.44%
$120.08 - $158.42 $2.16K - $2.85K
4.08K $646K
R
Ryder System Inc

Industrials
21
+ 0.68%
$168.66 - $189.57 $3.54K - $3.98K
3.12K $588K
WMB
Williams Companies, Inc.

Energy
951
+ 1.44%
$56.52 - $64.01 $53.8K - $60.9K
67.1K $4.25M
IBB
Ishares Biotechnology ETF

ETFs
101
+ 2.24%
$127.63 - $144.37 $12.9K - $14.6K
4.6K $664K
IYH
Ishares Tr

ETFs
1.07K
+ 8.52%
$54.36 - $58.96 $58.3K - $63.2K
13.7K $801K
ISRG
Intuitive Surgical Inc

Healthcare
508
+ 35.57%
$433.66 - $544.47 $220K - $277K
1.94K $865K
PEG
Public Service Enterprise Group Inc

Utilities
1.12K
+ 23.03%
$79.99 - $90.14 $89.4K - $101K
5.97K $498K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
243
+ 14.31%
$236.25 - $257.69 $57.4K - $62.6K
1.94K $497K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
722
+ 5.71%
$50.79 - $54.95 $36.7K - $39.7K
13.4K $733K
TM
Toyota Motor Corp

Consumer Cyclical
56
+ 1.35%
$167.86 - $202.79 $9.4K - $11.4K
4.21K $804K
FDN
First Tr Fd Dow Jones

ETFs
271
+ 22.87%
$264.06 - $287.34 $71.6K - $77.9K
1.46K $407K
VDE
Vanguard Energy ETF

ETFs
208
+ 2.32%
$118.37 - $129.65 $24.6K - $27K
9.16K $1.15M
MCHP
Microchip Technology Inc

Technology
1.85K
+ 32.3%
$60.95 - $75.26 $113K - $139K
7.58K $486K
SLB
Schlumberger Limited

Energy
2.17K
+ 18.45%
$32.37 - $37.31 $70.1K - $80.8K
13.9K $477K
HON
Honeywell International Inc

Industrials
1.48K
+ 14.35%
$207.7 - $240.4 $308K - $356K
11.8K $2.49M
PHYS
Sprott Physical Gold Trust

Financial Services
252
+ 1.49%
$25.02 - $29.62 $6.31K - $7.46K
17.1K $507K
AON
Aon PLC

Financial Services
224
+ 9.03%
$350.91 - $375.27 $78.6K - $84.1K
2.71K $964K
LRGF
Ishares Tr

ETFs
739
+ 13.22%
$64.13 - $69.24 $47.4K - $51.2K
6.33K $437K
NRG
Nrg Energy, Inc.

Utilities
472
+ 27.36%
$144.77 - $173.91 $68.3K - $82.1K
2.2K $355K
PM
Philip Morris International Inc.

Consumer Defensive
1.87K
+ 16.23%
$157.77 - $183.27 $295K - $342K
13.4K $2.17M
FAST
Fastenal CO

Industrials
143
+ 1.58%
$42.47 - $50.39 $6.07K - $7.21K
9.22K $452K
SPSC
Sps Commerce Inc

Technology
1.48K
+ 56.13%
$103.88 - $142.5 $154K - $211K
4.11K $428K
LHX
L3 Harris Technologies, Inc.

Industrials
77
+ 9.28%
$252.18 - $305.41 $19.4K - $23.5K
907 $277K
TSCO
Tractor Supply CO

Consumer Cyclical
409
+ 3.74%
$54.08 - $62.65 $22.1K - $25.6K
11.3K $644K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.04K
+ 19.66%
$42.26 - $47.16 $43.7K - $48.8K
6.3K $291K
MET
Metlife Inc

Financial Services
668
+ 13.54%
$73.82 - $82.37 $49.3K - $55K
5.6K $461K
VTWV
Vanguard Russell 2000 Value Et

ETFs
10
+ 0.26%
$138.45 - $158.63 $1.38K - $1.59K
3.79K $590K
PH
Parker Hannifin Corp

Industrials
39
+ 6.91%
$697.13 - $769.67 $27.2K - $30K
603 $457K
CBRE
Cbre Group, Inc.

Real Estate
142
+ 6.08%
$137.04 - $165.9 $19.5K - $23.6K
2.48K $390K
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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