Moneta Group Investment Advisors LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

668 positions • $7,253,808.647K total value

668 positions

Manager:

SEC FilingSEC DataHachi Filing

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NORFOLK SOUTHERN CORP

NSC|655844108

4550(+1.5%)

Value:

$1.1B(+2.5%)

315948109

14821(+143.0%)

Value:

$1.1B(+114.3%)

464288802

9249(+8.0%)

Value:

$1.1B(+2.0%)

00162Q452

20452(+3.3%)

Value:

$1.1B(+11.4%)

Edwards Lifesciences Corp

EW|28176E108

14530(+2.2%)

Value:

$1.1B(+0.1%)

ANALOG DEVICES INC

ADI|032654105

5191(-10.7%)

Value:

$1.0B(-15.3%)

46429B697

USMV|46429B697

11048(+0.8%)

Value:

$1.0B(+6.3%)

APPLIED MATERIALS INC /DE

AMAT|038222105

7109(+3.3%)

Value:

$1.0B(-7.9%)

MORGAN STANLEY

MS|617446448

8809(+30.1%)

Value:

$1.0B(+20.8%)

464287721

7200(+44.3%)

Value:

$1.0B(+27.1%)

CSX CORP

CSX|126408103

33850(-12.2%)

Value:

$996.2M(-19.9%)

Medtronic plc

MDT|G5960L103

11055(+12.2%)

Value:

$993.4M(+26.3%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

2789(-0.0%)

Value:

$983.2M(+3.0%)

EDGEWELL PERSONAL CARE Co

EPC|28035Q102

31323

Value:

$977.6M

Aon plc

AON|G0403H108

2418(-0.5%)

Value:

$964.9M(+10.6%)

REVVITY, INC.

RVTY|714046109

8938(-12.8%)

Value:

$945.6M(-17.3%)

Uber Technologies, Inc

UBER|90353T100

12860(+22.9%)

Value:

$937.0M(+48.5%)

Texas Pacific Land Corp

TPL|88262P102

706(+0.1%)

Value:

$935.0M(+19.9%)

78464A508

SPYV|78464A508

18281(+137.8%)

Value:

$933.6M(+137.5%)

FIRST BUSEY CORP /NV/

BUSE|319383204

43018(+3.9%)

Value:

$929.2M(-4.7%)

Instrument	Shares		Other Manager	Value
Norfolk Southern Corp(NSCcusip655844108)	4.5K	QoQ +1.51% (+68) YoY -3.37% (-159)	All Managers (Combined)	$1.1M	QoQ +2.45% (+$25.8K) YoY -10.20% (-$122.5K)
(cusip315948109)✕	14.8K	QoQ +142.96% (+8.7K) YoY NEW(+14.8K)	All Managers (Combined)	$1.1M	QoQ +114.34% (+$569.0K) YoY NEW(+$1.1M)
(cusip464288802)✕	9.2K	QoQ +7.96% (+682) YoY +9.65% (+814)	All Managers (Combined)	$1.1M	QoQ +1.99% (+$20.7K) YoY +15.37% (+$141.5K)
(cusip00162Q452)✕	20.5K	QoQ +3.28% (+650) YoY -1.31% (-273)	All Managers (Combined)	$1.1M	QoQ +11.38% (+$108.6K) YoY +8.00% (-$78.7K)
Edwards Lifesciences Corp(EWcusip28176E108)	14.5K	QoQ +2.22% (+316) YoY -4.31% (-655)	All Managers (Combined)	$1.1M	QoQ +0.08% (+$853) YoY -27.42% (-$398.0K)
Analog Devices Inc(ADIcusip032654105)	5.2K	QoQ -10.73% (-624) YoY -3.24% (-174)	All Managers (Combined)	$1.0M	QoQ -15.27% (-$188.7K) YoY -1.35% (-$14.4K)
(USMVcusip46429B697)	11.0K	QoQ +0.77% (+85) YoY +2.05% (+222)	All Managers (Combined)	$1.0M	QoQ +6.30% (+$61.4K) YoY +14.35% (+$129.9K)
Applied Materials Inc /De(AMATcusip038222105)	7.1K	QoQ +3.25% (-224) YoY +24.60% (-1.4K)	All Managers (Combined)	$1.0M	QoQ -7.86% (-$88.0K) YoY -12.31% (-$144.8K)
Morgan Stanley(MScusip617446448)	8.8K	QoQ +30.15% (+2.0K) YoY +55.63% (+3.1K)	All Managers (Combined)	$1.0M	QoQ +20.78% (+$176.9K) YoY +92.86% (+$494.9K)
(cusip464287721)✕	7.2K	QoQ +44.31% (+2.2K) YoY +210.34% (+4.9K)	All Managers (Combined)	$1.0M	QoQ +27.05% (+$215.3K) YoY +222.69% (+$697.8K)
Csx Corp(CSXcusip126408103)	33.9K	QoQ -12.17% (-4.7K) YoY -9.96% (-3.7K)	All Managers (Combined)	$996.2K	QoQ -19.90% (-$247.6K) YoY -28.52% (-$397.6K)
Medtronic Plc(MDTcusipG5960L103)	11.1K	QoQ +12.23% (+1.2K) YoY -16.56% (-2.2K)	All Managers (Combined)	$993.4K	QoQ +26.25% (+$206.5K) YoY -13.97% (-$161.4K)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	2.8K	QoQ -0.03% (-1) YoY +41.57% (+819)	All Managers (Combined)	$983.2K	QoQ +2.97% (-$28.4K) YoY +55.65% (+$351.5K)
Edgewell Personal Care Co(EPCcusip28035Q102)	31.3K	QoQ NEW(+31.3K) YoY +497.99% (+26.1K)	All Managers (Combined)	$977.6K	QoQ NEW(+$977.6K) YoY +383.03% (+$775.2K)
Aon Plc(AONcusipG0403H108)	2.4K	QoQ -0.49% (-12) YoY -3.62% (-91)	All Managers (Combined)	$964.9K	QoQ +10.56% (-$92.2K) YoY +15.25% (-$127.7K)
Revvity, Inc.(RVTYcusip714046109)	8.9K	QoQ -12.79% (-1.3K) YoY -16.70% (-1.8K)	All Managers (Combined)	$945.6K	QoQ -17.33% (-$198.3K) YoY -16.07% (-$181.1K)
Uber Technologies, Inc(UBERcusip90353T100)	12.9K	QoQ +22.93% (+2.4K) YoY +76.91% (+5.6K)	All Managers (Combined)	$937.0K	QoQ +48.48% (+$306.0K) YoY +67.42% (+$377.3K)
Texas Pacific Land Corp(TPLcusip88262P102)	706	QoQ +0.14% (+1) YoY -8.43% (-65)	All Managers (Combined)	$935.0K	QoQ +19.86% (+$154.9K) YoY +109.63% (-$489.0K)
(SPYVcusip78464A508)	18.3K	QoQ +137.84% (+10.6K) YoY NEW(+18.3K)	All Managers (Combined)	$933.6K	QoQ +137.52% (+$540.6K) YoY NEW(+$933.6K)
First Busey Corp /Nv/(BUSEcusip319383204)	43.0K	QoQ +3.94% (-1.6K) YoY +4.64% (-1.9K)	All Managers (Combined)	$929.2K	QoQ -4.73% (-$46.2K) YoY -6.01% (-$59.5K)