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 8 of 34
464287101
464287101
Shares:
15746(+4.3%)
Value:
$4.3B(-2.2%)
ORACLE CORP
ORCL|68389X105
Shares:
30054(+3.4%)
Value:
$4.2B(-13.3%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
53545(-15.3%)
Value:
$4.2B(-10.4%)
MPLX LP
MPLX|55336V100
Shares:
77289(+1.0%)
Value:
$4.1B(+12.9%)
921910816
MGK|921910816
Shares:
13269(+0.6%)
Value:
$4.1B(-9.5%)
ESCO TECHNOLOGIES INC
ESE|296315104
Shares:
25284(-1.9%)
Value:
$4.0B(+17.1%)
V2X, Inc.
VVX|92242T101
Shares:
81930(+5.5%)
Value:
$4.0B(+8.2%)
Cigna Group
CI|125523100
Shares:
12017(+0.3%)
Value:
$4.0B(+19.5%)
46137V357
RSP|46137V357
Shares:
22785(-2.0%)
Value:
$3.9B(-3.1%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
65919(+1.0%)
Value:
$3.9B(+11.5%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
46109(+2.5%)
Value:
$3.9B(+14.4%)
US BANCORP \DE\
USB|902973304
Shares:
88922(-0.4%)
Value:
$3.8B(-12.1%)
ALBEMARLE CORP
ALB|012653101
Shares:
51356(-52.1%)
Value:
$3.7B(-59.9%)
AMGEN INC
AMGN|031162100
Shares:
11703(-1.1%)
Value:
$3.6B(+18.3%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
23547(+2.2%)
Value:
$3.6B(+2.1%)
CATERPILLAR INC
CAT|149123101
Shares:
10943(-1.1%)
Value:
$3.6B(-10.1%)
25434V724
25434V724
Shares:
87515(+2.5%)
Value:
$3.6B(+3.2%)
Ingredion Inc
INGR|457187102
Shares:
26020(+54.6%)
Value:
$3.5B(+52.0%)
Chubb Ltd
CB|H1467J104
Shares:
11473(+0.0%)
Value:
$3.5B(+9.3%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
52556(-3.0%)
Value:
$3.2B(+1.1%)