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 20 of 34
78468R796
Shares:
12664(+0.1%)
Value:
$579.4M(-4.9%)
032108649
Shares:
47661(+0.0%)
Value:
$577.7M(+22.1%)
464287523
Shares:
2912(-1.1%)
Value:
$548.0M(-13.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Synopsys Inc(SNPScusip871607107) | 1.4K | QoQ +6.35% (-82)YoY +8.28% (-105) | All Managers (Combined) | $588.8K | |
3.3K | All Managers (Combined) | $588.6K | |||
17.1K | All Managers (Combined) | $584.2K | |||
(cusip78468R796)✕ | 12.7K | QoQ +0.05% (-7) | All Managers (Combined) | $579.4K | |
2.1K | All Managers (Combined) | $579.3K | |||
(cusip032108649)✕ | 47.7K | All Managers (Combined) | $577.7K | ||
Cvs Health Corp(CVScusip126650100) | 8.5K | All Managers (Combined) | $577.5K | ||
Celestica Inc(CLScusip15101Q207) | 7.3K | QoQ +8.95% (-602)YoY NEW(+7.3K) | All Managers (Combined) | $577.0K | YoY NEW(+$577.0K) |
1.9K | All Managers (Combined) | $574.2K | |||
1.2K | All Managers (Combined) | $568.4K | |||
7.0K | All Managers (Combined) | $563.6K | |||
10.2K | QoQ +0.02% (-3) | All Managers (Combined) | $563.4K | ||
5.4K | All Managers (Combined) | $558.5K | |||
9.3K | QoQ +5.75% (-507)YoY -8.99% (-921) | All Managers (Combined) | $556.9K | ||
Ford Motor Co(Fcusip345370860) | 55.2K | All Managers (Combined) | $553.6K | ||
Realty Income Corp(Ocusip756109104) | 9.5K | QoQ -8.79% (-915)YoY -4.84% (-483) | All Managers (Combined) | $550.1K | |
21.3K | All Managers (Combined) | $549.5K | |||
(cusip464287523)✕ | 2.9K | QoQ -1.12% (-33)YoY +3.88% (-109) | All Managers (Combined) | $548.0K | |
4.6K | All Managers (Combined) | $536.4K | |||
5.1K | All Managers (Combined) | $532.6K |