Moneta Group Investment Advisors LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001120927
- Manager Name
- Moneta Group Investment Advisors LLC
Data Enrichment
80% identified532 identified136 unidentified
Holdings
668 positions
Manager:
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Page 12 of 34
25434V807
Shares:
44065(+1.2%)
Value:
$1.7B(+12.3%)
29287L106
Shares:
26428(+8.5%)
Value:
$1.7B(+3.1%)
46434G863
Shares:
46588(+1.1%)
Value:
$1.6B(+5.9%)
92204A207
Shares:
7315(-3.3%)
Value:
$1.6B(+0.1%)
81369Y209
Shares:
10509(-0.1%)
Value:
$1.5B(+6.0%)
46435U549
Shares:
32088(+30.2%)
Value:
$1.5B(+33.1%)
41151J406
Shares:
61308(+215.8%)
Value:
$1.5B(+184.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
22.4K | All Managers (Combined) | $1.8M | |||
(cusip25434V807)✕ | 44.1K | All Managers (Combined) | $1.7M | ||
(cusip29287L106)✕ | 26.4K | All Managers (Combined) | $1.7M | ||
26.1K | QoQ -0.32% (-84)YoY -3.42% (-925) | All Managers (Combined) | $1.7M | ||
10.7K | All Managers (Combined) | $1.7M | |||
Adobe Inc.(ADBEcusip00724F101) | 4.4K | All Managers (Combined) | $1.7M | ||
17.8K | QoQ 0.00% (-0) | All Managers (Combined) | $1.7M | ||
7.7K | QoQ -0.54% (-42)YoY -8.67% (-727) | All Managers (Combined) | $1.7M | ||
Accenture Plc(ACNcusipG1151C101) | 5.3K | All Managers (Combined) | $1.6M | ||
(cusip46434G863)✕ | 46.6K | All Managers (Combined) | $1.6M | ||
27.0K | All Managers (Combined) | $1.6M | |||
21.1K | All Managers (Combined) | $1.6M | |||
(cusip92204A207)✕ | 7.3K | All Managers (Combined) | $1.6M | ||
37.0K | All Managers (Combined) | $1.6M | |||
Blackrock, Inc.(BLKcusip09290D101) | 1.7K | YoY NEW(+1.7K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
(cusip81369Y209)✕ | 10.5K | All Managers (Combined) | $1.5M | ||
4.8K | QoQ +1.32% (-63) | All Managers (Combined) | $1.5M | ||
(cusip46435U549)✕ | 32.1K | All Managers (Combined) | $1.5M | ||
(cusip41151J406)✕ | 61.3K | YoY NEW(+61.3K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
11.5K | All Managers (Combined) | $1.5M |