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 9 of 34
PPG INDUSTRIES INC
PPG|693506107
Shares:
29571(-69.8%)
Value:
$3.2B(-72.3%)
Evergy, Inc.
EVRG|30034W106
Shares:
46654(-0.5%)
Value:
$3.2B(+11.5%)
78463X509
78463X509
Shares:
81372(-8.7%)
Value:
$3.2B(-6.3%)
464287150
ITOT|464287150
Shares:
25242(+5.5%)
Value:
$3.1B(+0.1%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
9960(-1.1%)
Value:
$3.0B(+3.2%)
464288240
464288240
Shares:
54205(+0.0%)
Value:
$3.0B(+6.3%)
KROGER CO
KR|501044101
Shares:
43459(-2.3%)
Value:
$2.9B(+8.2%)
921937835
BND|921937835
Shares:
39985(-7.5%)
Value:
$2.9B(-5.5%)
75526L852
75526L852
Shares:
60424
Value:
$2.9B
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
10076(+3.5%)
Value:
$2.9B(+22.3%)
LOWES COMPANIES INC
LOW|548661107
Shares:
12168(-18.0%)
Value:
$2.8B(-22.5%)
922908652
VXF|922908652
Shares:
16117(-8.9%)
Value:
$2.8B(-17.4%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
45236(+5.8%)
Value:
$2.8B(+14.1%)
46435U853
46435U853
Shares:
74463(-7.1%)
Value:
$2.7B(-7.1%)
92206C680
VONG|92206C680
Shares:
29235(+0.0%)
Value:
$2.7B(-10.1%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
13527(-20.6%)
Value:
$2.7B(-4.7%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
9955(+17.3%)
Value:
$2.7B(+6.3%)
Walt Disney Co
DIS|254687106
Shares:
27033(-3.9%)
Value:
$2.7B(-14.8%)
25434V609
25434V609
Shares:
51304(+0.0%)
Value:
$2.6B(-7.5%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
38119(-3.2%)
Value:
$2.6B(+10.0%)