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:
Search and click to pin securities to the top
Page 23 of 34
46432F396
Shares:
2227(+32.2%)
Value:
$450.2M(+29.2%)
025072802
Shares:
6436(-0.7%)
Value:
$448.9M(+6.4%)
47804J206
Shares:
7813(+0.0%)
Value:
$447.7M(-4.1%)
ADT Inc.
Shares:
54900(+2.5%)
Value:
$446.9M(+20.7%)
WEC ENERGY GROUP, INC.
Shares:
4093(-0.8%)
Value:
$446.0M(+14.9%)
DOMINION ENERGY, INC
Shares:
7802(+3.0%)
Value:
$437.5M(+7.2%)
464288414
Shares:
4130(-24.7%)
Value:
$435.5M(-25.4%)
922042874
Shares:
6168(+2.7%)
Value:
$433.1M(+13.6%)
METLIFE INC
Shares:
5361(+71.4%)
Value:
$430.4M(+68.1%)
Spirit AeroSystems Holdings, Inc.
Shares:
12416(+0.0%)
Value:
$427.9M(+1.1%)
WHIRLPOOL CORP /DE/
Shares:
4744(+1.9%)
Value:
$427.5M(-19.8%)
46138E354
Shares:
5670(-4.2%)
Value:
$423.7M(+2.3%)
Coeur Mining, Inc.
Shares:
71242(-2.3%)
Value:
$421.8M(+1.1%)
46434G822
Shares:
6151(+0.0%)
Value:
$421.7M(+2.2%)
REPUBLIC SERVICES, INC.
Shares:
1732(+2.6%)
Value:
$419.4M(+23.5%)
TRUIST FINANCIAL CORP
Shares:
10148(-11.2%)
Value:
$417.6M(-15.7%)
TRAVELERS COMPANIES, INC.
Shares:
1579(-10.8%)
Value:
$417.5M(-2.1%)
KINDER MORGAN, INC.
Shares:
14460(+19.2%)
Value:
$412.6M(+24.1%)
72201R833
Shares:
4092(+2.6%)
Value:
$411.7M(+2.9%)
ACV Auctions Inc.
Shares:
29113(+0.0%)
Value:
$410.2M(-34.8%)