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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ServiceNow, Inc.
Shares:1.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.3B)
Wingstop Inc.
Shares:6.4K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.3B)
Palo Alto Networks Inc
Shares:8.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
389637109
Shares:22.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
GE Vernova Inc.
Shares:4.7K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
TARGET CORP
Shares:13.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
Phillips 66
Shares:11.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
46434V621
Shares:23.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
COLGATE PALMOLIVE CO
Shares:15.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
Fortinet, Inc.
Shares:14.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
HAWTHORN BANCSHARES, INC.
Shares:50.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
INTUIT INC.
Shares:2.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.3B)
STARBUCKS CORP
Shares:13.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$7.3B)
46434G764
Shares:24.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$7.3B)
SUBURBAN PROPANE PARTNERS LP
Shares:62.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$7.3B)
92206C714
Shares:15.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$7.3B)
WASTE MANAGEMENT INC
Shares:5.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$7.3B)
CONOCOPHILLIPS
Shares:12.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$7.3B)
37954Y673
Shares:33.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$7.3B)
GILEAD SCIENCES, INC.
Shares:11.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$7.3B)