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 7 of 34
Mastercard Inc
MA|57636Q104
Shares:
10611(+7.6%)
Value:
$5.8B(+12.0%)
PFIZER INC
PFE|717081103
Shares:
227607(-1.7%)
Value:
$5.8B(-6.1%)
DANAHER CORP /DE/
DHR|235851102
Shares:
27485(-1.2%)
Value:
$5.6B(-11.7%)
BOEING CO
BA|097023105
Shares:
32974(-0.8%)
Value:
$5.6B(-4.4%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
61089(-2.5%)
Value:
$5.5B(-12.0%)
921937827
BSV|921937827
Shares:
68568(-0.5%)
Value:
$5.4B(+0.8%)
46435G516
ESGD|46435G516
Shares:
65009(+13.8%)
Value:
$5.3B(+22.1%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
29237(+150.1%)
Value:
$5.3B(+139.7%)
NETFLIX INC
NFLX|64110L106
Shares:
5496(-1.4%)
Value:
$5.1B(+3.1%)
921932869
921932869
Shares:
49598(+11.1%)
Value:
$5.1B(+1.7%)
UNION PACIFIC CORP
UNP|907818108
Shares:
21659(-10.6%)
Value:
$5.1B(-7.3%)
ENTERPRISE FINANCIAL SERVICES CORP
EFSC|293712105
Shares:
92535(+1.9%)
Value:
$5.0B(-2.9%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
107956(+1.5%)
Value:
$4.9B(+15.1%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
11430(+0.0%)
Value:
$4.8B(-1.3%)
Targa Resources Corp.
TRGP|87612G101
Shares:
23404(-0.2%)
Value:
$4.7B(+12.0%)
BROOKFIELD Corp /ON/
BN.TO|11271J107
Shares:
88194(+0.0%)
Value:
$4.6B(-8.8%)
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
17782(-1.0%)
Value:
$4.4B(-3.1%)
ONEOK INC /NEW/
OKE|682680103
Shares:
44148(+3.1%)
Value:
$4.4B(+1.9%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
8797(-1.3%)
Value:
$4.4B(-5.6%)
25434V708
DFAC|25434V708
Shares:
132509(-4.5%)
Value:
$4.4B(-8.9%)