Moneta Group Investment Advisors LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Moneta Group Investment Advisors LLC
Data Enrichment
80% identified
532 identified136 unidentified

Holdings

668 positions
Manager:
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Page 18 of 34
INTUITIVE SURGICAL INC
Shares:
1443(-17.9%)
Value:
$714.7M(-22.1%)
81369Y506
Shares:
7607(+27.7%)
Value:
$710.9M(+39.3%)
KLA CORP
Shares:
1045(+0.4%)
Value:
$710.4M(+8.3%)
381430503
Shares:
6449(+83.8%)
Value:
$709.9M(+75.7%)
CITIGROUP INC
Shares:
9918(+20.6%)
Value:
$704.0M(+21.6%)
Shares:
9782(+3.4%)
Value:
$698.1M(-15.9%)
MANHATTAN BRIDGE CAPITAL, INC
Shares:
118089(+324.9%)
Value:
$697.9M(+348.4%)
Coca-Cola Consolidated, Inc.
Shares:
515(+0.0%)
Value:
$695.4M(+7.2%)
Trane Technologies plc
Shares:
2059(+3.1%)
Value:
$693.6M(-5.9%)
MCKESSON CORP
Shares:
1019(-7.9%)
Value:
$685.8M(+8.7%)
Intercontinental Exchange, Inc.
Shares:
3948(+7.9%)
Value:
$681.0M(+24.9%)
CARLISLE COMPANIES INC
Shares:
1987(-2.5%)
Value:
$676.6M(-10.0%)
BECTON DICKINSON & CO
Shares:
2899(-35.3%)
Value:
$664.0M(-34.7%)
HORTON D R INC /DE/
Shares:
5175(+5.4%)
Value:
$657.9M(-4.1%)
464285204
Shares:
11149(+13.5%)
Value:
$657.3M(+35.2%)
TRACTOR SUPPLY CO /DE/
Shares:
11928(+4.9%)
Value:
$657.2M(+8.9%)
Bank First Corp
Shares:
6500(+0.0%)
Value:
$654.8M(+1.7%)
Shares:
4445(-15.8%)
Value:
$652.7M(-4.3%)
CORCEPT THERAPEUTICS INC
Shares:
5696(-8.2%)
Value:
$650.6M(+108.1%)
MCCORMICK & CO INC
Shares:
7810(-1.2%)
Value:
$642.8M(+6.7%)