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 18 of 34
81369Y506
Shares:
7607(+27.7%)
Value:
$710.9M(+39.3%)
464285204
Shares:
11149(+13.5%)
Value:
$657.3M(+35.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.4K | All Managers (Combined) | $714.7K | |||
(cusip81369Y506)✕ | 7.6K | All Managers (Combined) | $710.9K | ||
1.0K | QoQ +0.38% (+4) | All Managers (Combined) | $710.4K | ||
6.4K | All Managers (Combined) | $709.9K | |||
Citigroup Inc(Ccusip172967424) | 9.9K | All Managers (Combined) | $704.0K | ||
9.8K | All Managers (Combined) | $698.1K | |||
118.1K | All Managers (Combined) | $697.9K | |||
515 | QoQ 0.00% (+0) | All Managers (Combined) | $695.4K | ||
2.1K | QoQ +3.15% (-63)YoY +7.12% (+137) | All Managers (Combined) | $693.6K | ||
Mckesson Corp(MCKcusip58155Q103) | 1.0K | QoQ -7.94% (-88)YoY +8.86% (+83) | All Managers (Combined) | $685.8K | |
3.9K | All Managers (Combined) | $681.0K | |||
2.0K | QoQ -2.55% (-52)YoY +3.97% (-76) | All Managers (Combined) | $676.6K | ||
2.9K | All Managers (Combined) | $664.0K | |||
5.2K | All Managers (Combined) | $657.9K | |||
(cusip464285204)✕ | 11.1K | All Managers (Combined) | $657.3K | ||
11.9K | All Managers (Combined) | $657.2K | |||
Bank First Corp(BFCcusip06211J100) | 6.5K | QoQ 0.00% (+0)YoY -7.14% (-500) | All Managers (Combined) | $654.8K | |
4.4K | All Managers (Combined) | $652.7K | |||
5.7K | QoQ -8.20% (-509)YoY NEW(+5.7K) | All Managers (Combined) | $650.6K | YoY NEW(+$650.6K) | |
7.8K | QoQ -1.20% (-95)YoY +6.91% (+505) | All Managers (Combined) | $642.8K |