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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IDEXX LABORATORIES INC /DE
Shares:5.2K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$7.3B)
MARSH & MCLENNAN COMPANIES, INC.
Shares:8.8K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$7.3B)
WELLS FARGO & COMPANY/MN
Shares:29.9K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$7.3B)
464288521
Shares:37.0K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$7.3B)
25434V500
Shares:35.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$7.3B)
92204A405
Shares:17.5K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$7.3B)
02072L532
Shares:106.6K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$7.3B)
BOSTON SCIENTIFIC CORP
Shares:20.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$7.3B)
46432F834
Shares:29.0K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$7.3B)
AT&T INC.
Shares:70.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$7.3B)
GOLDMAN SACHS GROUP INC
Shares:3.6K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$7.3B)
DEERE & CO
Shares:4.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$7.3B)
81369Y803
Shares:9.4K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$7.3B)
921932505
Shares:5.8K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$7.3B)
FISERV INC
Shares:8.6K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$7.3B)
STRYKER CORP
Shares:5.0K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$7.3B)
ENBRIDGE INC
Shares:41.5K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$7.3B)
81369Y605
Shares:36.5K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$7.3B)
Snap Inc
Shares:208.6K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$7.3B)
ROCKWELL AUTOMATION, INC
Shares:7.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$7.3B)