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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78464A409
Shares:22.4K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$7.3B)
25434V807
Shares:44.1K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$7.3B)
29287L106
Shares:26.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$7.3B)
AMPHENOL CORP /DE/
Shares:26.1K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$7.3B)
Philip Morris International Inc.
Shares:10.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$7.3B)
ADOBE INC.
Shares:4.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$7.3B)
STIFEL FINANCIAL CORP
Shares:17.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$7.3B)
AMERICAN TOWER CORP /MA/
Shares:7.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$7.3B)
Accenture plc
Shares:5.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.3B)
46434G863
Shares:46.6K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.3B)
ALTRIA GROUP, INC.
Shares:27.0K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.3B)
921937819
Shares:21.1K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.3B)
92204A207
Shares:7.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.3B)
CASS INFORMATION SYSTEMS INC
Shares:37.0K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.3B)
BlackRock, Inc.
Shares:1.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.3B)
81369Y209
Shares:10.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.3B)
464287689
Shares:4.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.3B)
46435U549
Shares:32.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.3B)
41151J406
Shares:61.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.3B)
921910840
Shares:11.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.3B)