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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CENTERPOINT ENERGY INC
Shares:34.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$7.3B)
Brookfield Asset Management Ltd.
Shares:25.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
81369Y407
Shares:6.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
464287671
Shares:9.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
HCA Healthcare, Inc.
Shares:3.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
DIGITAL REALTY TRUST, INC.
Shares:8.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
92204A306
Shares:9.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
46435U663
Shares:30.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
PayPal Holdings, Inc.
Shares:18.1K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
COMCAST CORP
Shares:31.6K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
KELLANOVA
Shares:14.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.3B)
KIMBERLY CLARK CORP
Shares:8.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$7.3B)
922907746
Shares:23.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$7.3B)
Public Storage
Shares:3.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$7.3B)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:6.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$7.3B)
NIKE, Inc.
Shares:17.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$7.3B)
921932844
Shares:12.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$7.3B)
78463X889
Shares:30.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$7.3B)
922042676
Shares:27.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$7.3B)
LINDE PLC
Shares:2.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$7.3B)