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 6 of 34
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
209925(+1.7%)
Value:
$8.8B(-3.5%)
46137V464
46137V464
Shares:
76800(-2.1%)
Value:
$8.7B(-9.8%)
UNITED RENTALS, INC.
URI|911363109
Shares:
13779(+601.9%)
Value:
$8.6B(+524.5%)
COMMERCE BANCSHARES INC /MO/
CBSH|200525103
Shares:
131218(-6.3%)
Value:
$8.2B(-6.5%)
MCDONALDS CORP
MCD|580135101
Shares:
25785(-0.5%)
Value:
$8.1B(+7.2%)
Tesla, Inc.
TSLA|88160R101
Shares:
30830(+14.0%)
Value:
$8.0B(-26.9%)
808524102
SCHB|808524102
Shares:
360151(-1.6%)
Value:
$7.8B(-6.7%)
Broadcom Inc.
AVGO|11135F101
Shares:
45406(-0.1%)
Value:
$7.6B(-27.9%)
PEPSICO INC
PEP|713448108
Shares:
48604(-3.2%)
Value:
$7.3B(-4.5%)
72201R775
72201R775
Shares:
77218(+14.1%)
Value:
$7.1B(+16.7%)
921910873
MGC|921910873
Shares:
33764(+38.6%)
Value:
$6.8B(+31.3%)
92204A702
VGT|92204A702
Shares:
12370(-5.0%)
Value:
$6.7B(-17.1%)
HOME DEPOT, INC.
HD|437076102
Shares:
17980(-9.6%)
Value:
$6.6B(-14.8%)
CHEVRON CORP
CVX|166764100
Shares:
38470(-0.7%)
Value:
$6.4B(+14.7%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
186413(+3.4%)
Value:
$6.4B(+12.6%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
25580(+18.7%)
Value:
$6.4B(+34.2%)
464287564
ICF|464287564
Shares:
102011(-9.3%)
Value:
$6.3B(-7.4%)
COCA COLA CO
KO|191216100
Shares:
85530(-12.8%)
Value:
$6.1B(+0.3%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
45546(+4.8%)
Value:
$6.0B(+22.9%)
808524888
808524888
Shares:
167563(+8.6%)
Value:
$6.0B(+13.5%)