Moneta-Group-Investment-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
668
Total Value
7253808647
Accession Number
0001120927-25-000003
Form Type
13F-HR
Manager Name
Moneta-Group-Investment-Advisors
Data Enrichment
80% identified
532 identified136 unidentified

Holdings

668 positions • $7.3B total value
Manager:
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Page 10 of 34
78464A300
Shares:32.9K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$7.3B)
AUTOZONE INC
Shares:671
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$7.3B)
RTX Corp
Shares:19.3K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$7.3B)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:4.8K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$7.3B)
78464A201
Shares:30.3K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$7.3B)
LOCKHEED MARTIN CORP
Shares:5.5K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$7.3B)
NEXTERA ENERGY INC
Shares:34.5K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$7.3B)
Salesforce, Inc.
Shares:9.1K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$7.3B)
SPDR GOLD TRUST
Shares:8.4K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$7.3B)
46137V613
Shares:59.6K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$7.3B)
TJX COMPANIES INC /DE/
Shares:19.7K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$7.3B)
46435G425
Shares:19.5K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$7.3B)
Eaton Corp plc
Shares:8.7K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$7.3B)
464288257
Shares:20.3K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$7.3B)
25434V401
Shares:39.0K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$7.3B)
Blackstone Inc.
Shares:16.5K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$7.3B)
HONEYWELL INTERNATIONAL INC
Shares:10.7K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$7.3B)
808524755
Shares:62.3K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$7.3B)
233051200
Shares:51.6K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$7.3B)
FIRST MID BANCSHARES, INC.
Shares:62.5K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$7.3B)