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
Search and click to pin securities to the top
Page 3 of 34
922042775
VEU|922042775
Shares:
675036(-20.2%)
Value:
$40.9B(-15.7%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
49(+444.4%)
Value:
$39.1B(+538.4%)
922042858
VWO|922042858
Shares:
859285(-0.8%)
Value:
$38.9B(+2.0%)
808524607
SCHA|808524607
Shares:
1507532(+5.0%)
Value:
$35.3B(-4.8%)
AMAZON COM INC
AMZN|023135106
Shares:
174207(-4.1%)
Value:
$33.1B(-16.9%)
78464A854
SPLG|78464A854
Shares:
473907(+0.5%)
Value:
$31.2B(-4.1%)
464288273
464288273
Shares:
473295(+2.8%)
Value:
$30.1B(+7.5%)
NVIDIA CORP
NVDA|67066G104
Shares:
252482(-8.3%)
Value:
$27.4B(-26.0%)
464287465
EFA|464287465
Shares:
333093(+2.7%)
Value:
$27.2B(+11.1%)
464287887
IJT|464287887
Shares:
195597(+0.7%)
Value:
$24.4B(-7.4%)
464287481
IWP|464287481
Shares:
205915(+3.1%)
Value:
$24.2B(-4.4%)
Energy Transfer LP
ET|29273V100
Shares:
1293548(-1.3%)
Value:
$24.0B(-6.4%)
808524847
SCHH|808524847
Shares:
1117273(-0.1%)
Value:
$24.0B(+2.0%)
464287622
IWB|464287622
Shares:
72613(+18.6%)
Value:
$22.3B(+12.9%)
464287648
IWO|464287648
Shares:
84637(-2.8%)
Value:
$21.6B(-13.7%)
464287473
IWS|464287473
Shares:
169866(+3.0%)
Value:
$21.4B(+0.3%)
Alphabet Inc.
GOOGL|02079K305
Shares:
137135(+0.5%)
Value:
$21.2B(-17.9%)
BELLRING BRANDS, INC.
BRBR|07831C103
Shares:
265021(-0.5%)
Value:
$19.7B(-1.6%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
268894(-1.2%)
Value:
$19.5B(-0.6%)
921932794
VIOG|921932794
Shares:
180872(+0.2%)
Value:
$19.3B(-7.9%)