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 13 of 34
ServiceNow, Inc.
NOW|81762P102
Shares:
1859(-11.0%)
Value:
$1.5B(-33.1%)
Wingstop Inc.
WING|974155103
Shares:
6448(+0.0%)
Value:
$1.5B(-20.6%)
Palo Alto Networks Inc
PANW|697435105
Shares:
8474(-18.2%)
Value:
$1.4B(-23.3%)
389637109
389637109
Shares:
22140(+0.6%)
Value:
$1.4B(-11.5%)
GE Vernova Inc.
GEV|36828A101
Shares:
4720(-15.0%)
Value:
$1.4B(-21.1%)
TARGET CORP
TGT|87612E106
Shares:
13803(-10.7%)
Value:
$1.4B(-31.1%)
Phillips 66
PSX|718546104
Shares:
11641(-0.4%)
Value:
$1.4B(+7.9%)
46434V621
DGRO|46434V621
Shares:
23241(-10.3%)
Value:
$1.4B(-9.7%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
15291(-0.4%)
Value:
$1.4B(+2.6%)
Fortinet, Inc.
FTNT|34959E109
Shares:
14859(-4.5%)
Value:
$1.4B(-2.7%)
HAWTHORN BANCSHARES, INC.
HWBK|420476103
Shares:
50632(+453.7%)
Value:
$1.4B(+451.4%)
INTUIT INC.
INTU|461202103
Shares:
2311(+0.1%)
Value:
$1.4B(-2.2%)
STARBUCKS CORP
SBUX|855244109
Shares:
13682(+4.3%)
Value:
$1.3B(+12.1%)
46434G764
EMXC|46434G764
Shares:
24047(-14.9%)
Value:
$1.3B(-15.5%)
SUBURBAN PROPANE PARTNERS LP
SPH|864482104
Shares:
62814(-0.5%)
Value:
$1.3B(+21.6%)
92206C714
92206C714
Shares:
15862(+0.2%)
Value:
$1.3B(+1.8%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
5622(-4.6%)
Value:
$1.3B(+9.5%)
CONOCOPHILLIPS
COP|20825C104
Shares:
12066(-0.9%)
Value:
$1.3B(+4.9%)
37954Y673
37954Y673
Shares:
33577(+284.4%)
Value:
$1.3B(+258.9%)
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
11295(+5.2%)
Value:
$1.3B(+27.6%)