Moneta Group Investment Advisors LLC Portfolio Holdings

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

Moneta Group Investment Advisors LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.05 Billion distributed in 665 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $608M, Vanguard Growth ETF with a value of $322M, Ishares Inc with a value of $306M, Vanguard Value ETF with a value of $290M, and Ishares Core S&P 500 ETF with a value of $280M.

Examining the 13F form we can see an decrease of $2.19B in the current position value, from $9.24B to 7.05B.

Moneta Group Investment Advisors LLC is based out at St Louis, MO

Below you can find more details about Moneta Group Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.05 Billion
ETFs: $5.69 Billion
Technology: $344 Million
Consumer Defensive: $283 Million
Financial Services: $183 Million
Industrials: $119 Million
Healthcare: $109 Million
Consumer Cyclical: $104 Million
Energy: $79.3 Million
Other: $138 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36B
$256,000 0.0% of portfolio
2,615
Q4 2024 New
$6.78B
$205,000 0.0% of portfolio
3,936
Q4 2024 New
$12.6B
$274,000 0.0% of portfolio
3,421
Q4 2024 Reduced 0.7%
$22.5B
$215,000 0.0% of portfolio
2,841
Q4 2024 New
$0
$207,000 0.0% of portfolio
8,725
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 20.41%
$3.9B
$234,000 0.0% of portfolio
12,631
Q3 2024 Reduced 6.82%

Summary

  • Portfolio
  • No. of Stocks 665
  • Current Value $7.05 Billion
  • Prior Value $9.24 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 56 stocks
  • Additional Purchases 337 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 219 stocks
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