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 5 of 34
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
12720(+3.3%)
Value:
$12.0B(+6.6%)
464287168
DVY|464287168
Shares:
87499(+0.0%)
Value:
$11.8B(+2.3%)
CENTENE CORP
CNC|15135B101
Shares:
192011(+1.0%)
Value:
$11.7B(+1.3%)
464287226
464287226
Shares:
117805(+4.6%)
Value:
$11.7B(+6.7%)
464287705
IJJ|464287705
Shares:
94641(+0.1%)
Value:
$11.3B(-4.0%)
46438F101
46438F101
Shares:
238119(+14.9%)
Value:
$11.1B(+1.4%)
78464A649
78464A649
Shares:
423065(-5.0%)
Value:
$10.8B(-3.0%)
EQUIFAX INC
EFX|294429105
Shares:
43996(-4.5%)
Value:
$10.7B(-8.7%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
64178(-6.6%)
Value:
$10.6B(+7.1%)
78464A847
78464A847
Shares:
207836(+8.2%)
Value:
$10.6B(+1.2%)
464287499
IWR|464287499
Shares:
124150(+4.1%)
Value:
$10.6B(+0.2%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
20131(-10.4%)
Value:
$10.5B(-7.2%)
464287234
EEM|464287234
Shares:
226476(+1.3%)
Value:
$9.9B(+5.8%)
464287606
IJK|464287606
Shares:
116036(+1.0%)
Value:
$9.7B(-7.5%)
ELI LILLY & Co
LLY|532457108
Shares:
11622(-6.7%)
Value:
$9.6B(-0.1%)
464288877
464288877
Shares:
153015(-2.8%)
Value:
$9.0B(+9.2%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
81941(-0.6%)
Value:
$9.0B(-13.3%)
AMETEK INC/
AME|031100100
Shares:
52306(-0.3%)
Value:
$9.0B(-4.8%)
AbbVie Inc.
ABBV|00287Y109
Shares:
42650(-7.5%)
Value:
$8.9B(+9.0%)
921932828
921932828
Shares:
90773(-0.4%)
Value:
$8.8B(-9.4%)