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 19 of 34
92206C623
Shares:
3442(+0.0%)
Value:
$641.5M(-11.3%)
025072877
Shares:
7055(+3.1%)
Value:
$615.0M(-6.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Corteva, Inc.(CTVAcusip22052L104) | 10.2K | All Managers (Combined) | $642.2K | ||
(cusip92206C623)✕ | 3.4K | QoQ +0.02% (-1)YoY -3.15% (-112) | All Managers (Combined) | $641.5K | |
4.3K | QoQ +2.79% (+118)YoY +0.34% (+15) | All Managers (Combined) | $640.3K | ||
2.4K | All Managers (Combined) | $634.3K | |||
7.6K | QoQ -2.14% (-166)YoY -3.92% (-310) | All Managers (Combined) | $633.3K | ||
2.8K | QoQ -1.24% (-35) | All Managers (Combined) | $631.0K | ||
5.0K | All Managers (Combined) | $622.4K | |||
3.0K | All Managers (Combined) | $622.3K | |||
6.4K | QoQ +2.89% (+181)YoY +5.15% (+315) | All Managers (Combined) | $615.3K | ||
(cusip025072877)✕ | 7.1K | All Managers (Combined) | $615.0K | ||
S&P Global Inc.(SPGIcusip78409V104) | 1.2K | QoQ +2.21% (+26)YoY -9.57% (-127) | All Managers (Combined) | $609.2K | |
Southern Co(SOcusip842587107) | 6.6K | All Managers (Combined) | $603.1K | ||
Ecolab Inc.(ECLcusip278865100) | 2.4K | QoQ -1.70% (-41)YoY +6.51% (+145) | All Managers (Combined) | $600.7K | |
15.8K | QoQ +6.46% (+958)YoY +4.11% (-624) | All Managers (Combined) | $597.4K | ||
7.1K | QoQ -0.75% (-54)YoY +9.71% (-626) | All Managers (Combined) | $596.2K | ||
1.7K | All Managers (Combined) | $593.8K | |||
6.4K | QoQ +6.23% (+377)YoY -5.42% (-368) | All Managers (Combined) | $592.4K | ||
Cloudflare, Inc.(NETcusip18915M107) | 5.3K | All Managers (Combined) | $592.0K | ||
22.5K | All Managers (Combined) | $590.3K | |||
Samsara Inc.(IOTcusip79589L106) | 15.4K | YoY NEW(+15.4K) | All Managers (Combined) | $589.0K | YoY NEW(+$589.0K) |