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
ALCC
Alt C Acquisition Corp.

Financial Services
377
+ 9.0%
N/A
4.57K $0
Pennymac Corp
1
+ 0.4%
N/A
249 $0
Bunge Global Sa
30
+ 0.48%
N/A
6.22K $0
Arista Networks Inc
784
+ 36.1%
N/A
2.96K $0
WM
Waste Management Inc

Industrials
216
+ 3.46%
$213.88 - $237.1 $46.2K - $51.2K
6.46K $1.43M
PSEC
Prospect Capital Corp

Financial Services
400
+ 3.19%
$2.59 - $3.47 $1.04K - $1.39K
13K $35K
ZS
Zscaler, Inc.

Technology
26
+ 3.14%
$267.68 - $316.5 $6.96K - $8.23K
854 $255K
KKR
Kkr & Co. Inc.

Financial Services
10
+ 0.52%
$129.95 - $152.16 $1.3K - $1.52K
1.95K $253K
SAP
Sap Se

Technology
103
+ 12.09%
$252.42 - $311.93 $26K - $32.1K
955 $255K
MFC
Manulife Financial Corp

Financial Services
121
+ 0.77%
$29.9 - $32.34 $3.62K - $3.91K
15.8K $492K
LAD
Lithia Motors Inc

Consumer Cyclical
6
+ 0.89%
$284.47 - $356.6 $1.71K - $2.14K
680 $214K
MUSA
Murphy Usa Inc.

Consumer Cyclical
5
+ 0.46%
$361.83 - $435.43 $1.81K - $2.18K
1.09K $422K
COIN
Coinbase Global, Inc.

Technology
65
+ 2.09%
$297.99 - $419.78 $19.4K - $27.3K
3.17K $1.07M
SLQT
Select Quote, Inc.

Financial Services
5K
+ 6.8%
$1.74 - $2.69 $8.7K - $13.5K
78.5K $153K
CAPR
Capricor Therapeutics, Inc.

Healthcare
7K
+ 25.5%
$5.94 - $11.42 $41.6K - $79.9K
34.5K $250K
AVY
Avery Dennison Corp

Industrials
32
+ 1.4%
$158.71 - $184.63 $5.08K - $5.91K
2.32K $375K
CRWD
Crowd Strike Holdings, Inc.

Technology
74
+ 2.11%
$412.46 - $514.1 $30.5K - $38K
3.59K $1.76M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.7K
+ 27.52%
$38.58 - $58.24 $65.5K - $98.9K
7.87K $308K
SPGI
S&P Global Inc.

Financial Services
32
+ 2.42%
$484.94 - $564.15 $15.5K - $18.1K
1.36K $659K
BRO
Brown & Brown, Inc.

Financial Services
2
+ 0.08%
$90.88 - $108.93 $182 - $218
2.53K $236K
BSX
Boston Scientific Corp

Healthcare
1.37K
+ 7.51%
$97.03 - $108.14 $133K - $148K
19.6K $1.91M
CTVA
Corteva, Inc.

Basic Materials
559
+ 4.69%
$67.08 - $77.12 $37.5K - $43.1K
12.5K $844K
MSTR
Microstrategy Inc

Technology
191
+ 13.65%
$300.7 - $455.9 $57.4K - $87.1K
1.59K $512K
ROP
Roper Technologies Inc

Industrials
83
+ 5.34%
$495.03 - $573.0 $41.1K - $47.6K
1.64K $816K
SCL
Stepan CO

Basic Materials
163
+ 1.31%
$46.44 - $59.75 $7.57K - $9.74K
12.6K $603K
CMCSA
Comcast Corp

Communication Services
1.52K
+ 5.05%
$31.41 - $36.33 $47.8K - $55.3K
31.7K $995K
PAYX
Paychex Inc

Industrials
166
+ 2.89%
$126.69 - $147.99 $21K - $24.6K
5.91K $749K
CB
Chubb LTD

Financial Services
14
+ 0.12%
$265.99 - $289.59 $3.72K - $4.05K
12.1K $3.42M
CSL
Carlisle Companies Inc

Industrials
5
+ 0.25%
$327.52 - $435.11 $1.64K - $2.18K
1.99K $654K
EMR
Emerson Electric CO

Industrials
1.56K
+ 1.13%
$128.6 - $149.63 $200K - $233K
139K $18.3M
FDS
Factset Research Systems Inc

Financial Services
11
+ 1.59%
$283.86 - $450.3 $3.12K - $4.95K
701 $200K
NOW
Service Now, Inc.

Technology
89
+ 4.0%
$850.86 - $1044.69 $75.7K - $93K
2.32K $2.13M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
967
+ 4.48%
$196.15 - $217.83 $190K - $211K
22.5K $4.54M
INTU
Intuit Inc

Technology
94
+ 3.93%
$646.03 - $807.39 $60.7K - $75.9K
2.49K $1.7M
AMT
American Tower Corp

Real Estate
67
+ 0.87%
$192.32 - $232.35 $12.9K - $15.6K
7.75K $1.49M
DIS
Walt Disney CO

Communication Services
7
+ 0.02%
$112.25 - $124.0 $786 - $868
28K $3.21M
CBSH
Commerce Bancshares Inc

Financial Services
221
+ 0.17%
$58.61 - $66.11 $13K - $14.6K
131K $7.86M
KO
Coca Cola CO

Consumer Defensive
911
+ 0.83%
$65.67 - $71.67 $59.8K - $65.3K
111K $7.37M
BRBR
Bellring Brands, Inc.

Consumer Defensive
6.52K
+ 2.61%
$35.51 - $58.78 $231K - $383K
256K $9.3M
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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