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 28 of 34
DOW INC.
DOW|260557103
Shares:
7970(-13.6%)
Value:
$278.3M(-24.9%)
ZIMMER BIOMET HOLDINGS, INC.
ZBH|98956P102
Shares:
2459(-2.1%)
Value:
$278.3M(+4.9%)
FIRST MAJESTIC SILVER CORP
AG|32076V103
Shares:
41535(+0.5%)
Value:
$277.9M(+22.4%)
46428Q109
46428Q109
Shares:
8948(+12.5%)
Value:
$277.3M(+32.4%)
46429B689
EFAV|46429B689
Shares:
3535
Value:
$275.4M
Bitwise Bitcoin ETF
BITB|09174C104
Shares:
6110(+0.9%)
Value:
$274.2M(-10.9%)
CHESAPEAKE UTILITIES CORP
CPK|165303108
Shares:
2131(+1.5%)
Value:
$273.7M(+7.4%)
SOUTHWEST AIRLINES CO
LUV|844741108
Shares:
8139(-0.3%)
Value:
$273.3M(-0.4%)
QUEST DIAGNOSTICS INC
DGX|74834L100
Shares:
1596(-11.1%)
Value:
$270.0M(-0.3%)
Walgreens Boots Alliance, Inc.
WBA|931427108
Shares:
23935(+68.2%)
Value:
$267.4M(+101.3%)
92189F114
92189F114
Shares:
3080(+0.0%)
Value:
$265.7M(+3.5%)
STANLEY BLACK & DECKER, INC.
SWK|854502101
Shares:
3439(+0.5%)
Value:
$264.4M(-3.8%)
78468R739
78468R739
Shares:
5540(+0.0%)
Value:
$263.7M(+0.4%)
Vertiv Holdings Co
VRT|92537N108
Shares:
3651(-11.9%)
Value:
$263.6M(-44.0%)
MICROCHIP TECHNOLOGY INC
MCHP|595017104
Shares:
5400(-13.2%)
Value:
$261.4M(-26.7%)
92206C870
VCIT|92206C870
Shares:
3187(-70.3%)
Value:
$260.6M(-69.7%)
921910733
ESGV|921910733
Shares:
2651(+0.3%)
Value:
$259.6M(-6.4%)
TRIMBLE INC.
TRMB|896239100
Shares:
3942(-1.7%)
Value:
$258.8M(-8.7%)
XCEL ENERGY INC
XEL|98389B100
Shares:
3636(-6.8%)
Value:
$257.4M(-2.3%)
46429B267
46429B267
Shares:
11144
Value:
$256.2M