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 14 of 34
81369Y407
Shares:
6184(+7.7%)
Value:
$1.2B(-5.2%)
46435U663
Shares:
30817(-16.7%)
Value:
$1.2B(-23.9%)
921932844
Shares:
12087(+0.0%)
Value:
$1.1B(-3.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
34.8K | QoQ -0.02% (-9) | All Managers (Combined) | $1.3M | ||
25.5K | All Managers (Combined) | $1.2M | |||
(cusip81369Y407)✕ | 6.2K | All Managers (Combined) | $1.2M | ||
9.5K | All Managers (Combined) | $1.2M | |||
3.5K | QoQ -2.19% (-78)YoY +3.11% (+105) | All Managers (Combined) | $1.2M | ||
8.4K | All Managers (Combined) | $1.2M | |||
9.2K | QoQ -0.17% (-16)YoY +0.51% (-47) | All Managers (Combined) | $1.2M | ||
(cusip46435U663)✕ | 30.8K | All Managers (Combined) | $1.2M | ||
18.1K | All Managers (Combined) | $1.2M | |||
Comcast Corp(CMCSAcusip20030N101) | 31.6K | All Managers (Combined) | $1.2M | ||
14.0K | YoY NEW(+14.0K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) | |
8.0K | QoQ +4.02% (+311)YoY +4.86% (+373) | All Managers (Combined) | $1.1M | ||
23.0K | All Managers (Combined) | $1.1M | |||
Public Storage(PSAcusip74460D109) | 3.8K | QoQ +0.10% (+4)YoY +0.71% (+27) | All Managers (Combined) | $1.1M | |
6.8K | All Managers (Combined) | $1.1M | |||
Nike, Inc.(NKEcusip654106103) | 17.6K | QoQ +2.46% (-423)YoY -4.88% (-902) | All Managers (Combined) | $1.1M | |
(cusip921932844)✕ | 12.1K | QoQ 0.00% (-0)YoY -0.65% (-80) | All Managers (Combined) | $1.1M | |
30.5K | All Managers (Combined) | $1.1M | |||
27.3K | All Managers (Combined) | $1.1M | |||
2.4K | QoQ -1.37% (-33) | All Managers (Combined) | $1.1M |