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
Search and click to pin securities to the top
Page 12 of 34
78464A409
SPYG|78464A409
Shares:
22404(+16.4%)
Value:
$1.8B(+6.4%)
25434V807
25434V807
Shares:
44065(+1.2%)
Value:
$1.7B(+12.3%)
29287L106
29287L106
Shares:
26428(+8.5%)
Value:
$1.7B(+3.1%)
AMPHENOL CORP /DE/
APH|032095101
Shares:
26117(-0.3%)
Value:
$1.7B(-5.9%)
Philip Morris International Inc.
PM|718172109
Shares:
10712(-27.5%)
Value:
$1.7B(-4.4%)
ADOBE INC.
ADBE|00724F101
Shares:
4399(+0.4%)
Value:
$1.7B(-13.4%)
STIFEL FINANCIAL CORP
SF|860630102
Shares:
17812(+0.0%)
Value:
$1.7B(-11.1%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
7657(-0.5%)
Value:
$1.7B(+18.0%)
Accenture plc
ACN|G1151C101
Shares:
5281(-8.0%)
Value:
$1.6B(-18.4%)
46434G863
46434G863
Shares:
46588(+1.1%)
Value:
$1.6B(+5.9%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
27001(-1.1%)
Value:
$1.6B(+13.5%)
921937819
BIV|921937819
Shares:
21097(+3.9%)
Value:
$1.6B(+6.5%)
92204A207
92204A207
Shares:
7315(-3.3%)
Value:
$1.6B(+0.1%)
CASS INFORMATION SYSTEMS INC
CASS|14808P109
Shares:
36999(-5.3%)
Value:
$1.6B(+0.1%)
BlackRock, Inc.
BLK|09290D101
Shares:
1667(+12.0%)
Value:
$1.6B(+3.5%)
81369Y209
81369Y209
Shares:
10509(-0.1%)
Value:
$1.5B(+6.0%)
464287689
IWV|464287689
Shares:
4813(+1.3%)
Value:
$1.5B(-3.7%)
46435U549
46435U549
Shares:
32088(+30.2%)
Value:
$1.5B(+33.1%)
41151J406
41151J406
Shares:
61308(+215.8%)
Value:
$1.5B(+184.4%)
921910840
MGV|921910840
Shares:
11537(-1.9%)
Value:
$1.5B(+1.1%)