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 17 of 34
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
12303(-19.8%)
Value:
$780.0M(-25.5%)
Duke Energy CORP
DUK|26441C204
Shares:
6384(-1.1%)
Value:
$778.6M(+12.0%)
464286525
ACWV|464286525
Shares:
6641(+1.8%)
Value:
$772.8M(+8.4%)
GARMIN LTD
GRMN|H2906T109
Shares:
3556(+146.4%)
Value:
$772.1M(+159.4%)
Zoetis Inc.
ZTS|98978V103
Shares:
4670(-5.7%)
Value:
$768.9M(-4.7%)
WATSCO INC
WSO|942622200
Shares:
1511(+2.8%)
Value:
$768.1M(+10.2%)
TE Connectivity plc
TEL|G87052109
Shares:
5432(-30.0%)
Value:
$767.6M(-30.9%)
ASML HOLDING NV
ASML|N07059210
Shares:
1137(+11.5%)
Value:
$753.3M(+6.5%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
7284(-6.8%)
Value:
$748.4M(-20.8%)
CINTAS CORP
CTAS|172908105
Shares:
3605(+14.1%)
Value:
$740.9M(+28.4%)
69374H881
69374H881
Shares:
13502(+12.5%)
Value:
$739.4M(+9.0%)
UNITED NATURAL FOODS INC
UNFI|911163103
Shares:
26923(+0.0%)
Value:
$737.4M(+0.3%)
DuPont de Nemours, Inc.
DD|26614N102
Shares:
9825(-32.8%)
Value:
$733.7M(-34.2%)
Marvell Technology, Inc.
MRVL|573874104
Shares:
11880(+9.2%)
Value:
$731.5M(-39.1%)
REINSURANCE GROUP OF AMERICA INC
RGA|759351604
Shares:
3677(-70.9%)
Value:
$724.0M(-73.2%)
YUM BRANDS INC
YUM|988498101
Shares:
4593(-2.9%)
Value:
$722.7M(+13.8%)
EOG RESOURCES INC
EOG|26875P101
Shares:
5632(+34.1%)
Value:
$722.3M(+40.3%)
46435G326
46435G326
Shares:
10440(-3.7%)
Value:
$719.2M(+2.9%)
FEDEX CORP
FDX|31428X106
Shares:
2946(-8.1%)
Value:
$718.2M(-20.4%)
92204A603
92204A603
Shares:
2887(-6.4%)
Value:
$714.7M(-9.0%)