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 14 of 34
CENTERPOINT ENERGY INC
CNP|15189T107
Shares:
34806(-0.0%)
Value:
$1.3B(+14.2%)
Brookfield Asset Management Ltd.
BAM.TO|113004105
Shares:
25506(-0.7%)
Value:
$1.2B(-11.2%)
81369Y407
81369Y407
Shares:
6184(+7.7%)
Value:
$1.2B(-5.2%)
464287671
IUSG|464287671
Shares:
9548(+4.6%)
Value:
$1.2B(-4.6%)
HCA Healthcare, Inc.
HCA|40412C101
Shares:
3479(-2.2%)
Value:
$1.2B(+12.6%)
DIGITAL REALTY TRUST, INC.
DLR|253868103
Shares:
8379(+3.9%)
Value:
$1.2B(-16.0%)
92204A306
VDE|92204A306
Shares:
9174(-0.2%)
Value:
$1.2B(+6.7%)
46435U663
46435U663
Shares:
30817(-16.7%)
Value:
$1.2B(-23.9%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
18104(+7.0%)
Value:
$1.2B(-18.2%)
COMCAST CORP
CMCSA|20030N101
Shares:
31650(+4.3%)
Value:
$1.2B(+2.5%)
KELLANOVA
K|487836108
Shares:
14036(+158.0%)
Value:
$1.2B(+162.8%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
8034(+4.0%)
Value:
$1.1B(+12.9%)
922907746
VTEB|922907746
Shares:
23007(+20.8%)
Value:
$1.1B(+19.6%)
Public Storage
PSA|74460D109
Shares:
3808(+0.1%)
Value:
$1.1B(+0.0%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
6754(+33.5%)
Value:
$1.1B(+12.2%)
NIKE, Inc.
NKE|654106103
Shares:
17571(+2.5%)
Value:
$1.1B(-14.0%)
921932844
921932844
Shares:
12087(+0.0%)
Value:
$1.1B(-3.7%)
78463X889
SPDW|78463X889
Shares:
30476(+55.0%)
Value:
$1.1B(+65.3%)
922042676
VNQI|922042676
Shares:
27346(+95.8%)
Value:
$1.1B(+100.3%)
LINDE PLC
LIN|G54950103
Shares:
2369(-1.4%)
Value:
$1.1B(+9.7%)