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 17 of 34
69374H881
Shares:
13502(+12.5%)
Value:
$739.4M(+9.0%)
46435G326
Shares:
10440(-3.7%)
Value:
$719.2M(+2.9%)
92204A603
Shares:
2887(-6.4%)
Value:
$714.7M(-9.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
12.3K | All Managers (Combined) | $780.0K | |||
Duke Energy Corp(DUKcusip26441C204) | 6.4K | QoQ -1.08% (-70)YoY +5.88% (+355) | All Managers (Combined) | $778.6K | |
6.6K | QoQ +1.76% (+115)YoY +1.65% (+108) | All Managers (Combined) | $772.8K | ||
Garmin Ltd(GRMNcusipH2906T109) | 3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $772.1K | YoY NEW(+$772.1K) |
Zoetis Inc.(ZTScusip98978V103) | 4.7K | All Managers (Combined) | $768.9K | ||
Watsco Inc(WSOcusip942622200) | 1.5K | QoQ +2.78% (+41) | All Managers (Combined) | $768.1K | |
5.4K | YoY NEW(+5.4K) | All Managers (Combined) | $767.6K | YoY NEW(+$767.6K) | |
Asml Holding Nv(ASMLcusipN07059210) | 1.1K | All Managers (Combined) | $753.3K | ||
7.3K | All Managers (Combined) | $748.4K | |||
Cintas Corp(CTAScusip172908105) | 3.6K | All Managers (Combined) | $740.9K | ||
(cusip69374H881)✕ | 13.5K | All Managers (Combined) | $739.4K | ||
26.9K | QoQ 0.00% (+0)YoY NEW(+26.9K) | All Managers (Combined) | $737.4K | YoY NEW(+$737.4K) | |
9.8K | All Managers (Combined) | $733.7K | |||
11.9K | All Managers (Combined) | $731.5K | |||
3.7K | All Managers (Combined) | $724.0K | |||
Yum Brands Inc(YUMcusip988498101) | 4.6K | All Managers (Combined) | $722.7K | ||
5.6K | All Managers (Combined) | $722.3K | |||
(cusip46435G326)✕ | 10.4K | QoQ -3.70% (-402)YoY -3.39% (-367) | All Managers (Combined) | $719.2K | |
Fedex Corp(FDXcusip31428X106) | 2.9K | All Managers (Combined) | $718.2K | ||
(cusip92204A603)✕ | 2.9K | All Managers (Combined) | $714.7K |