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
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2
+ 0.04%
$109.55 - $124.15 $219 - $248
4.8K $562K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
74
+ 2.2%
$134.42 - $141.26 $9.95K - $10.5K
3.44K $484K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
312
+ 1.54%
$11.64 - $15.79 $3.63K - $4.93K
20.5K $301K
KRE
Spdr S&P Regional Banking ETF

ETFs
148
+ 3.99%
$58.82 - $66.17 $8.71K - $9.79K
3.86K $244K
FISV
Fiserv Inc

Technology
191
+ 2.2%
N/A
8.89K $1.11M
ADSK
Autodesk, Inc.

Technology
100
+ 10.41%
N/A
1.06K $260K
ZION
Zions Bancorporation, National Association

Financial Services
95
+ 2.32%
$51.2 - $59.15 $4.86K - $5.62K
4.18K $236K
MCO
Moodys Corp

Financial Services
101
+ 10.52%
$472.69 - $521.32 $47.7K - $52.7K
1.06K $505K
SWK
Stanley Black & Decker, Inc.

Industrials
14
+ 0.4%
$66.98 - $79.52 $938 - $1.11K
3.52K $261K
MSGS
Madison Square Garden Sports Corp.

Communication Services
12
+ 1.16%
$192.65 - $230.03 $2.31K - $2.76K
1.05K $237K
SHEL
Shell PLC

Energy
161
+ 3.57%
$69.82 - $73.93 $11.2K - $11.9K
4.68K $334K
TDVG
T Rowe Price Exchange Traded F

Technology
79
+ 0.95%
$42.05 - $43.96 $3.32K - $3.47K
8.36K $367K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2
+ 0.03%
$75.26 - $80.19 $151 - $160
6.57K $524K
KMB
Kimberly Clark Corp

Consumer Defensive
412
+ 5.32%
$121.72 - $136.77 $50.1K - $56.3K
8.16K $1.01M
WWD
Woodward, Inc.

Industrials
13
+ 1.05%
$237.33 - $266.1 $3.09K - $3.46K
1.25K $315K
ONB
Old National Bancorp

Financial Services
102
+ 0.75%
$20.4 - $23.47 $2.08K - $2.39K
13.7K $301K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
119
+ 2.84%
$70.85 - $76.96 $8.43K - $9.16K
4.32K $328K
XLB
Select Sector Spdr Fd Material

ETFs
47
+ 1.82%
$86.72 - $92.61 $4.08K - $4.35K
2.62K $235K
AUR
Aurora Innovation, Inc.

Technology
336
+ 0.98%
$5.05 - $6.56 $1.7K - $2.2K
34.6K $186K
BR
Broadridge Financial Solutions, Inc.

Technology
61
+ 3.94%
$233.75 - $266.89 $14.3K - $16.3K
1.61K $382K
MKL
Markel Corp

Financial Services
8
+ 7.62%
$1898.34 - $2031.8 $15.2K - $16.3K
113 $215K
MMLP
Martin Midstream Partners L.P.

Energy
43
+ 0.15%
$2.8 - $3.48 $120 - $150
27.9K $87K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1
+ 0.04%
$164.12 - $188.32 $164 - $188
2.43K $422K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.06%
$330.88 - $375.23 $331 - $375
1.75K $604K
VRT
Vertiv Holdings CO

Industrials
39
+ 1.08%
N/A
3.66K $317K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
31
+ 0.54%
$38.16 - $41.91 $1.18K - $1.3K
5.77K $222K
ACHR
Archer Aviation Inc.

Industrials
1.83K
+ 16.81%
$8.25 - $13.4 $15.1K - $24.5K
12.7K $121K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
18
+ 0.13%
$24.11 - $24.94 $434 - $449
14.3K $355K
CAH
Cardinal Health Inc

Healthcare
418
+ 7.18%
$146.04 - $167.63 $61K - $70.1K
6.24K $979K
Lam Research Corp
47.8K
+ 17.92%
N/A
314K $0
Geovax Labs Inc
10K
+ 100.0%
N/A
20K $0
Ea Series Trust
76.7K
+ 25.89%
N/A
373K $0
Fidelity Wise Origin Bitcoin
8.03K
+ 36.6%
N/A
30K $0
Blackrock Inc
261
+ 14.21%
N/A
2.1K $0
Bitwise Ethereum ETF
142
+ 1.18%
N/A
12.2K $0
Bitwise Bitcoin ETF Tr
886
+ 11.83%
N/A
8.38K $0
Grail Inc
1
+ 0.02%
N/A
5.65K $0
OZ
Belpointe Prep, LLC

Real Estate
64
+ 1.65%
$60.0 - $66.99 $3.84K - $4.29K
3.94K $251K
AMID
Ea Ser Tr Argent Mid Cap ETF
132K
+ 8.12%
N/A
1.76M $0
Ea Series Trust
194K
+ 33.43%
N/A
775K $0
Brookfield Corp
43.7K
+ 49.53%
N/A
132K $0
Ge Healthcare Technologies I
69
+ 1.34%
N/A
5.23K $0
Two Harbors Inventment Corpo
901
+ 901.0%
N/A
1K $0
Ishares Bitcoin Trust ETF
16.1K
+ 6.27%
N/A
272K $0
QTUM
ETF Ser Solutions Defiance Qua
27
+ 1.12%
N/A
2.45K $0
Te Connectivity PLC
2.47K
+ 86.76%
N/A
5.32K $0
Celestica Inc
223
+ 2.54%
N/A
9K $0
GWW
W.W. Grainger, Inc.

Industrials
35
+ 9.26%
$932.44 - $1059.49 $32.6K - $37.1K
413 $393K
Rocket Lab Corp
4.96K
+ 43.73%
N/A
16.3K $0
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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