Moneta Group Investment Advisors LLC New Holdings in Q3 2025

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
899K
New
$42.42 - $45.96 $38.1M - $41.3M
899K $41.1M
DFAE
Dimensional ETF Tr

ETFs
624K
New
$28.84 - $31.84 $18M - $19.9M
624K $19.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
562K
New
$30.76 - $33.01 $17.3M - $18.6M
562K $18.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
321K
New
$35.76 - $37.93 $11.5M - $12.2M
321K $12.1M
CLOI
Vaneck ETF Tr

ETFs
219K
New
$52.8 - $53.1 $11.6M - $11.6M
219K $11.6M
IEF
Ishares Barclays

ETFs
89.9K
New
$93.91 - $97.26 $8.44M - $8.74M
89.9K $8.67M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
91.2K
New
$73.94 - $78.51 $6.74M - $7.16M
91.2K $7.08M
VOOV
Vanguard S&P 500 Value ETF

ETFs
30.5K
New
$187.97 - $199.47 $5.73M - $6.09M
30.5K $6.09M
DFSV
Dimensional ETF Tr Dimensional

ETFs
184K
New
$29.2 - $32.74 $5.38M - $6.03M
184K $5.86M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
109K
New
$50.53 - $50.82 $5.53M - $5.56M
109K $5.55M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
63K
New
$50.79 - $76.4 $3.2M - $4.81M
63K $4.81M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
64.2K
New
N/A
64.2K $4.8M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
87.8K
New
$49.09 - $50.58 $4.31M - $4.44M
87.8K $4.43M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
181K
New
$21.89 - $23.17 $3.96M - $4.19M
181K $4.17M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
69.4K
New
$39.37 - $44.24 $2.73M - $3.07M
69.4K $3.04M
DFAI
Dimensional ETF Tr

ETFs
62.8K
New
$34.05 - $36.55 $2.14M - $2.3M
62.8K $2.28M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
62.6K
New
$29.55 - $32.52 $1.85M - $2.04M
62.6K $2.01M
HDV
Ishares Core High Dividend ETF

ETFs
15.8K
New
$118.16 - $123.66 $1.87M - $1.96M
15.8K $1.94M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
43.8K
New
$38.1 - $40.7 $1.67M - $1.78M
43.8K $1.74M
PULS
Pgim ETF Tr

ETFs
21.8K
New
$49.58 - $49.83 $1.08M - $1.08M
21.8K $1.08M
EMB
Ishares Tr

ETFs
9.62K
New
$91.52 - $95.59 $880K - $919K
9.62K $915K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.06K
New
$98.52 - $103.93 $794K - $837K
8.06K $829K
ITM
Vaneck Intermediate Muni ETF

ETFs
16.9K
New
$45.2 - $46.71 $762K - $788K
16.9K $785K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
15.3K
New
$42.39 - $44.63 $649K - $683K
15.3K $682K
PKW
Invesco Exchange Traded Fd Tr

ETFs
4.97K
New
$123.59 - $132.83 $614K - $660K
4.97K $658K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
16.3K
New
$32.29 - $38.12 $525K - $619K
16.3K $619K
XT
Ishares Tr Exponential Technol

ETFs
8.28K
New
$65.04 - $71.97 $539K - $596K
8.28K $595K
IOO
Ishares Tr Global 100 ETF

ETFs
4.71K
New
$107.55 - $120.01 $506K - $565K
4.71K $564K
VONE
Vanguard Russell 1000 ETF

ETFs
1.51K
New
$280.68 - $303.97 $424K - $459K
1.51K $456K
SNA
Snap On Inc

Industrials
1.27K
New
$313.01 - $346.53 $398K - $440K
1.27K $440K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
8.9K
New
$46.88 - $47.56 $417K - $423K
8.9K $422K
PHO
Invesco Exchange Traded Fd Tr

ETFs
5.25K
New
$69.62 - $73.99 $365K - $388K
5.25K $378K
MLN
Vaneck Long Muni ETF

ETFs
20.7K
New
$16.52 - $17.5 $343K - $363K
20.7K $362K
PPTA
Perpetua Resources Corp.

Basic Materials
17K
New
$11.92 - $21.16 $202K - $359K
17K $346K
WDC
Western Digital Corp

Technology
2.83K
New
$63.84 - $120.06 $180K - $339K
2.83K $339K
HEFA
Ishares Currency Hedged Msci E

ETFs
8.56K
New
$37.2 - $39.61 $318K - $339K
8.56K $338K
IAUM
I Shares Gold Trust Micro

ETFs
8.77K
New
$32.6 - $38.5 $286K - $338K
8.77K $337K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.61K
New
$49.78 - $50.75 $329K - $336K
6.61K $334K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.5K
New
$30.67 - $32.13 $321K - $336K
10.5K $330K
MDB
Mongo Db, Inc.

Technology
1.05K
New
$201.0 - $334.87 $211K - $352K
1.05K $326K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.46K
New
$85.01 - $90.35 $294K - $313K
3.46K $309K
DELL
Dell Technologies Inc.

Technology
2.18K
New
$120.96 - $141.77 $264K - $309K
2.18K $309K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.68K
New
$103.83 - $179.9 $174K - $302K
1.68K $299K
EXC
Exelon Corp

Utilities
6.59K
New
$42.73 - $45.54 $281K - $300K
6.59K $296K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.32K
New
$171.01 - $228.24 $226K - $302K
1.32K $282K
UAL
United Airlines Holdings, Inc.

Industrials
2.76K
New
$80.05 - $109.36 $221K - $301K
2.76K $265K
IGRO
Ishares Tr International Divid

ETFs
3.3K
New
$75.97 - $80.24 $251K - $265K
3.3K $263K
APO
Apollo Global Management, Inc.

Financial Services
1.9K
New
$131.55 - $156.05 $250K - $296K
1.9K $253K
AWI
Armstrong World Industries Inc

Industrials
1.3K
New
$163.99 - $199.13 $212K - $258K
1.3K $253K
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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