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
VHT
Vanguard Health Care ETF

ETFs
141
+ 6.55%
$239.12 - $259.95 $33.7K - $36.7K
2.29K $595K
SJM
J M Smucker CO

Consumer Defensive
354
+ 16.31%
$102.24 - $113.2 $36.2K - $40.1K
2.52K $274K
GHC
Graham Holdings CO

Consumer Defensive
3
+ 1.23%
$882.65 - $1184.8 $2.65K - $3.55K
247 $290K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
116
+ 1.27%
$94.17 - $99.95 $10.9K - $11.6K
9.22K $921K
XEL
Xcel Energy Inc

Utilities
152
+ 4.11%
$67.56 - $80.65 $10.3K - $12.3K
3.85K $310K
SYY
Sysco Corp

Consumer Defensive
502
+ 18.82%
$76.33 - $82.51 $38.3K - $41.4K
3.17K $260K
ZTS
Zoetis Inc.

Healthcare
730
+ 14.05%
$141.13 - $159.19 $103K - $116K
5.93K $867K
EWJ
Ishares Msci Japan ETF

ETFs
305
+ 4.94%
$71.69 - $81.49 $21.9K - $24.9K
6.48K $519K
MELI
Mercadolibre Inc

Consumer Cyclical
53
+ 21.54%
$2292.04 - $2514.05 $121K - $133K
299 $698K
PR
Permian Resources Corporation

Energy
5.48K
+ 25.73%
$12.8 - $14.51 $70.1K - $79.5K
26.8K $342K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
330
+ 3.08%
$59.61 - $63.09 $19.7K - $20.8K
11K $694K
ATAI
Atai Life Sciences N.V.

Healthcare
2K
+ 15.69%
$2.62 - $5.61 $5.24K - $11.2K
14.7K $78K
IDV
Ishares Tr

ETFs
489
+ 3.05%
$34.54 - $37.28 $16.9K - $18.2K
16.5K $603K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.04K
+ 10.64%
$41.19 - $43.7 $42.8K - $45.4K
10.8K $461K
AWK
American Water Works Company, Inc.

Utilities
348
+ 7.88%
$135.05 - $147.0 $47K - $51.2K
4.77K $663K
BDX
Becton Dickinson & CO

Healthcare
45
+ 1.72%
$172.41 - $199.66 $7.76K - $8.98K
2.66K $498K
NPO
Enpro Industries, Inc

Industrials
46
+ 4.28%
$195.22 - $231.56 $8.98K - $10.7K
1.12K $253K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
246
+ 4.92%
$82.42 - $87.03 $20.3K - $21.4K
5.25K $456K
TMUS
T Mobile Us, Inc.

Communication Services
184
+ 8.38%
$226.02 - $259.01 $41.6K - $47.7K
2.38K $569K
PML
Pimco Municipal Income Fund Ii

Financial Services
4.53K
+ 21.73%
$7.11 - $7.91 $32.2K - $35.8K
25.4K $200K
XLU
Utilities Sector Spdr

ETFs
142
+ 2.42%
$81.14 - $87.32 $11.5K - $12.4K
6.01K $523K
PANW
Palo Alto Networks Inc

Technology
259
+ 3.31%
$167.06 - $208.19 $43.3K - $53.9K
8.09K $1.65M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
95
+ 0.78%
$24.02 - $27.91 $2.28K - $2.65K
12.2K $340K
PLD
Prologis, Inc.

Real Estate
198
+ 9.35%
$104.08 - $115.35 $20.6K - $22.8K
2.32K $265K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
254
+ 3.93%
$40.68 - $46.33 $10.3K - $11.8K
6.72K $304K
DFAX
Dimensional ETF Tr
37
+ 0.18%
$29.25 - $31.56 $1.08K - $1.17K
20.1K $630K
IAT
Ishares Tr

ETFs
147
+ 1.31%
$48.92 - $54.5 $7.19K - $8.01K
11.4K $598K
ABT
Abbott Laboratories

Healthcare
1.05K
+ 2.18%
$120.51 - $136.62 $127K - $144K
49.4K $6.61M
UL
Unilever PLC

Consumer Defensive
863
+ 16.03%
$58.43 - $65.01 $50.4K - $56.1K
6.25K $370K
XLE
Energy Sector Spdr

ETFs
99
+ 1.45%
$84.25 - $91.99 $8.34K - $9.11K
6.94K $620K
MAS
Masco Corp

Industrials
60
+ 1.03%
$64.44 - $76.07 $3.87K - $4.56K
5.9K $415K
BXP
Boston Properties Inc

Real Estate
22
+ 0.4%
$62.11 - $78.93 $1.37K - $1.74K
5.49K $407K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
17
+ 0.55%
$104.48 - $122.3 $1.78K - $2.08K
3.1K $375K
POET
Poet Technologies Inc.

Technology
5.68K
+ 31.82%
$4.9 - $7.44 $27.8K - $42.3K
23.5K $130K
AIT
Applied Industrial Technologies Inc

Industrials
18
+ 1.69%
$242.14 - $275.72 $4.36K - $4.96K
1.08K $282K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
171
+ 7.03%
$98.53 - $107.1 $16.8K - $18.3K
2.6K $273K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
21
+ 0.55%
$133.48 - $144.38 $2.8K - $3.03K
3.84K $546K
SNPS
Synopsys Inc

Technology
128
+ 8.24%
$387.78 - $645.35 $49.6K - $82.6K
1.68K $829K
CPK
Chesapeake Utilities Corp

Utilities
19
+ 0.89%
$119.5 - $135.26 $2.27K - $2.57K
2.15K $289K
FNDX
Schwab Fundamental U S Large C

ETFs
641
+ 7.03%
$24.38 - $26.34 $15.6K - $16.9K
9.76K $256K
PSA
Public Storage

Real Estate
164
+ 5.4%
$271.94 - $298.09 $44.6K - $48.9K
3.2K $924K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.17K
+ 14.08%
$85.84 - $99.09 $100K - $116K
9.48K $830K
QTEC
First Trust Nasdaq 100 Technol

ETFs
61
+ 5.78%
$208.95 - $229.72 $12.7K - $14K
1.12K $256K
KMI
Kinder Morgan, Inc.

Energy
1.67K
+ 10.89%
$26.23 - $28.5 $43.8K - $47.6K
17K $481K
VST
Vistra Corp.

Utilities
114
+ 3.12%
$182.0 - $217.92 $20.7K - $24.8K
3.77K $738K
BLND
Blend Labs, Inc.

Technology
5.27K
+ 18.37%
$2.73 - $4.37 $14.4K - $23K
33.9K $123K
SYF
Synchrony Financial

Financial Services
95
+ 1.92%
$67.53 - $76.86 $6.42K - $7.3K
5.04K $358K
MMM
3 M CO

Industrials
93
+ 2.14%
$144.41 - $160.2 $13.4K - $14.9K
4.44K $688K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
22
+ 0.35%
$64.58 - $69.94 $1.42K - $1.54K
6.34K $439K
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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