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 2 of 34
808524409
808524409
Shares:
3837471(+12.0%)
Value:
$102.0B(+14.2%)
464287614
IWF|464287614
Shares:
265996(+2.5%)
Value:
$96.0B(-7.8%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
151729(+0.9%)
Value:
$84.9B(-3.7%)
808524805
SCHF|808524805
Shares:
4175358(+8.4%)
Value:
$82.6B(+15.9%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
150229(+1.6%)
Value:
$80.0B(+19.4%)
922908611
VBR|922908611
Shares:
391713(+1.1%)
Value:
$73.0B(-4.9%)
464287408
IVE|464287408
Shares:
351642(+7.9%)
Value:
$67.0B(+7.7%)
464287507
IJH|464287507
Shares:
1122054(+2.1%)
Value:
$65.5B(-4.4%)
MICROSOFT CORP
MSFT|594918104
Shares:
166813(+2.6%)
Value:
$62.6B(-8.6%)
464287598
IWD|464287598
Shares:
324419(+2.8%)
Value:
$61.0B(+4.5%)
78468R663
78468R663
Shares:
616976(+13.7%)
Value:
$56.6B(+14.1%)
921943858
VEA|921943858
Shares:
1046694(+2.0%)
Value:
$53.2B(+8.5%)
464288372
464288372
Shares:
894687(+0.9%)
Value:
$48.9B(+5.6%)
808524706
808524706
Shares:
1692636(+7.0%)
Value:
$46.7B(+10.8%)
464287655
IWM|464287655
Shares:
228513(-25.4%)
Value:
$45.6B(-32.6%)
921909768
VXUS|921909768
Shares:
721392(+25.2%)
Value:
$44.8B(+31.9%)
78464A763
SDY|78464A763
Shares:
326411(-1.4%)
Value:
$44.3B(+1.3%)
02072L839
02072L839
Shares:
1396130(+12.9%)
Value:
$44.0B(+4.2%)
921946406
VYM|921946406
Shares:
340284(+6.3%)
Value:
$43.9B(+7.5%)
922908553
VNQ|922908553
Shares:
462086(-2.7%)
Value:
$41.8B(-1.1%)