Moneta Group Investment Advisors LLC New Holdings in Q4 2024

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
3.26K
New
$130.67 - $401.5 $426K - $1.31M
3.26K $1.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.39K
New
$238.25 - $261.28 $809K - $887K
3.39K $821K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
19.4K
New
N/A
19.4K $494K
JHMM
John Hancock Multifactor Mid C

ETFs
7.81K
New
$59.61 - $64.8 $466K - $506K
7.81K $466K
VTHR
Vanguard Russell 3000 ETF

ETFs
1.62K
New
$251.33 - $271.45 $406K - $439K
1.62K $419K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.46K
New
$115.08 - $119.55 $399K - $414K
3.46K $400K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.99K
New
$100.22 - $100.73 $400K - $402K
3.99K $400K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.69K
New
$51.09 - $55.27 $393K - $425K
7.69K $393K
PHYS
Sprott Physical Gold Trust

Financial Services
19K
New
$19.66 - $21.66 $374K - $412K
19K $382K
PAA
Plains All American Pipeline LP

Energy
21.6K
New
$16.27 - $18.67 $352K - $404K
21.6K $369K
XYL
Xylem Inc.

Industrials
2.79K
New
$116.02 - $137.45 $324K - $384K
2.79K $323K
LRGF
Ishares Tr

ETFs
5.27K
New
$58.25 - $63.26 $307K - $333K
5.27K $317K
XLC
Select Sector Spdr Tr Communic

ETFs
3.26K
New
$89.66 - $102.16 $292K - $333K
3.26K $315K
PEG
Public Service Enterprise Group Inc

Utilities
3.61K
New
$81.87 - $94.51 $296K - $341K
3.61K $305K
MSTR
Microstrategy Inc

Technology
989
New
$162.69 - $473.83 $161K - $469K
989 $286K
PWR
Quanta Services, Inc.

Industrials
872
New
$296.05 - $346.6 $258K - $302K
872 $275K
AEP
American Electric Power CO Inc

Utilities
2.86K
New
$90.91 - $102.21 $260K - $293K
2.86K $263K
STT
State Street Corp

Financial Services
2.62K
New
$85.96 - $100.78 $225K - $264K
2.62K $256K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.13K
New
$198.04 - $221.51 $224K - $251K
1.13K $238K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
620
New
$260.53 - $404.79 $162K - $251K
620 $237K
AI
C3.Ai, Inc.

Technology
6.59K
New
$22.6 - $42.94 $149K - $283K
6.59K $226K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
50K
New
$1.38 - $4.81 $69K - $240K
50K $222K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.92K
New
$45.39 - $62.98 $178K - $247K
3.92K $222K
AVLV
American Centy ETF Tr Avantis
3.29K
New
$65.51 - $71.22 $215K - $234K
3.29K $219K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
3.23K
New
$67.38 - $75.88 $217K - $245K
3.23K $218K
EQT
Eqt Corp

Energy
4.71K
New
$35.62 - $46.89 $168K - $221K
4.71K $217K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.21K
New
$176.42 - $186.91 $214K - $227K
1.21K $216K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.84K
New
$69.93 - $77.36 $199K - $220K
2.84K $215K
SQ
Block, Inc.

Technology
2.52K
New
$65.06 - $98.92 $164K - $250K
2.52K $214K
VGSH
Vanguard

ETFs
3.66K
New
$58.02 - $58.88 $212K - $215K
3.66K $212K
TDG
Trans Digm Group Inc

Industrials
167
New
$1239.0 - $1442.53 $207K - $241K
167 $211K
LNG
Cheniere Energy, Inc.

Energy
983
New
$181.07 - $225.92 $178K - $222K
983 $211K
GHC
Graham Holdings CO

Consumer Defensive
241
New
$771.16 - $960.36 $186K - $231K
241 $210K
SLV
I Shares Silver Trust

ETFs
7.95K
New
$26.33 - $31.74 $209K - $252K
7.95K $209K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8.73K
New
$23.63 - $26.47 $206K - $231K
8.73K $207K
G
Genpact LTD

Technology
4.81K
New
$38.17 - $46.82 $184K - $225K
4.81K $206K
OMF
One Main Holdings, Inc.

Financial Services
3.94K
New
$45.27 - $57.43 $178K - $226K
3.94K $205K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.87K
New
$69.3 - $74.3 $199K - $213K
2.87K $205K
ARES
Ares Management Corp

Financial Services
1.15K
New
$153.38 - $183.7 $177K - $212K
1.15K $203K
WCN
Waste Connections, Inc.

Industrials
1.17K
New
$171.06 - $193.25 $200K - $226K
1.17K $200K
CAPR
Capricor Therapeutics, Inc.

Healthcare
10.9K
New
$12.9 - $21.99 $141K - $241K
10.9K $151K
POET
Poet Technologies Inc.

Technology
14.1K
New
$3.6 - $7.59 $50.7K - $107K
14.1K $83K
MPW
Medical Properties Trust Inc

Real Estate
10.7K
New
$3.72 - $5.77 $40K - $62K
10.7K $42K
AMTX
Aemetis, Inc

Energy
10K
New
$2.3 - $4.62 $23K - $46.2K
10K $26K
ALXO
Alx Oncology Holdings Inc

Healthcare
15.2K
New
$1.21 - $1.87 $18.4K - $28.4K
15.2K $25K
DGHI
Digihost Technology Inc.

Technology
12.1K
New
$0.99 - $2.15 $12K - $26.1K
12.1K $18K
ASRT
Assertio Holdings, Inc.

Healthcare
11.7K
New
$0.81 - $1.16 $9.48K - $13.6K
11.7K $10K
Lam Research Corp
272K
New
N/A
272K $0
Blackrock Inc
1.49K
New
N/A
1.49K $0
Activity Summary
Buys All Purchases 393 New Holdings 56 Increased Positions 337 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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