Moneta Group Investment Advisors LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001120927
Manager Name
Moneta Group Investment Advisors LLC
Data Enrichment
80% identified
532 identified136 unidentified

Holdings

668 positions
Manager:
SEC
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Page 10 of 34
78464A300
78464A300
Shares:
32900(-5.2%)
Value:
$2.6B(-14.8%)
AUTOZONE INC
AZO|053332102
Shares:
671(+0.1%)
Value:
$2.6B(+19.3%)
RTX Corp
RTX|75513E101
Shares:
19309(-13.4%)
Value:
$2.6B(-0.9%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
4775(-0.1%)
Value:
$2.5B(-6.4%)
78464A201
78464A201
Shares:
30341(-2.9%)
Value:
$2.5B(-10.8%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
5498(-5.7%)
Value:
$2.5B(-13.3%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
34465(-23.6%)
Value:
$2.4B(-24.4%)
Salesforce, Inc.
CRM|79466L302
Shares:
9055(-8.8%)
Value:
$2.4B(-26.8%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
8421(-0.7%)
Value:
$2.4B(+18.2%)
46137V613
PRF|46137V613
Shares:
59596(-10.3%)
Value:
$2.4B(-10.2%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
19699(+2.3%)
Value:
$2.4B(+3.1%)
46435G425
ESGU|46435G425
Shares:
19540(+26.9%)
Value:
$2.4B(+20.1%)
Eaton Corp plc
ETN|G29183103
Shares:
8730(-0.7%)
Value:
$2.4B(-18.7%)
464288257
464288257
Shares:
20287(-3.9%)
Value:
$2.4B(-4.8%)
25434V401
25434V401
Shares:
39036(+38.8%)
Value:
$2.4B(+31.7%)
Blackstone Inc.
BX|09260D107
Shares:
16500(+11.2%)
Value:
$2.3B(-9.9%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
10730(+13.4%)
Value:
$2.3B(+6.3%)
808524755
FNDF|808524755
Shares:
62267(-0.6%)
Value:
$2.3B(+8.2%)
233051200
DBEF|233051200
Shares:
51627(+230.6%)
Value:
$2.2B(+245.8%)
FIRST MID BANCSHARES, INC.
FMBH|320866106
Shares:
62545(+0.0%)
Value:
$2.2B(-5.2%)