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 13 of 34
389637109
Shares:
22140(+0.6%)
Value:
$1.4B(-11.5%)
92206C714
Shares:
15862(+0.2%)
Value:
$1.3B(+1.8%)
37954Y673
Shares:
33577(+284.4%)
Value:
$1.3B(+258.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Servicenow, Inc.(NOWcusip81762P102) | 1.9K | All Managers (Combined) | $1.5M | ||
Wingstop Inc.(WINGcusip974155103) | 6.4K | QoQ 0.00% (-0)YoY +9.10% (-538) | All Managers (Combined) | $1.5M | |
8.5K | All Managers (Combined) | $1.4M | |||
(cusip389637109)✕ | 22.1K | All Managers (Combined) | $1.4M | ||
Ge Vernova Inc.(GEVcusip36828A101) | 4.7K | YoY NEW(+4.7K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
Target Corp(TGTcusip87612E106) | 13.8K | All Managers (Combined) | $1.4M | ||
Phillips 66(PSXcusip718546104) | 11.6K | QoQ -0.41% (-49)YoY +2.92% (-331) | All Managers (Combined) | $1.4M | |
23.2K | All Managers (Combined) | $1.4M | |||
15.3K | All Managers (Combined) | $1.4M | |||
Fortinet, Inc.(FTNTcusip34959E109) | 14.9K | QoQ -4.51% (-702)YoY +6.40% (+894) | All Managers (Combined) | $1.4M | |
50.6K | YoY NEW(+50.6K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
Intuit Inc.(INTUcusip461202103) | 2.3K | QoQ +0.08% (-2)YoY +1.58% (-36) | All Managers (Combined) | $1.4M | |
Starbucks Corp(SBUXcusip855244109) | 13.7K | QoQ +4.28% (+562)YoY +7.83% (+994) | All Managers (Combined) | $1.3M | |
24.0K | All Managers (Combined) | $1.3M | |||
62.8K | QoQ -0.47% (-297)YoY -1.00% (-635) | All Managers (Combined) | $1.3M | ||
(cusip92206C714)✕ | 15.9K | QoQ +0.18% (+30)YoY +0.47% (+75) | All Managers (Combined) | $1.3M | |
5.6K | All Managers (Combined) | $1.3M | |||
Conocophillips(COPcusip20825C104) | 12.1K | All Managers (Combined) | $1.3M | ||
(cusip37954Y673)✕ | 33.6K | All Managers (Combined) | $1.3M | ||
11.3K | QoQ +5.18% (+557)YoY +4.78% (+516) | All Managers (Combined) | $1.3M |