MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings255 positions
ISHARES TR | 3.3M | $102.2M | 10.7% | $19.33 | 0.00% | 1 qtr | First report 0 |
ISHARES INC | 1.7M | $88.4M | 9.2% | $42.41 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1M | $58M | 6.1% | $46.99 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 503,088 | $50M | 5.2% | $81.55 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 351,143 | $42.1M | 4.4% | $104.05 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 241,564 | $37M | 3.9% | $139.48 | 0.00% | 1 qtr | First report 0 |
VANGUARD INTL EQUITY INDEX F | 401,595 | $23.9M | 2.5% | $44.55 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 225,738 | $22.2M | 2.3% | $74.55 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 77,119 | $21.9M | 2.3% | $253.31 | 0.00% | 1 qtr | First report 0 |
SPDR S&P 500 ETF TR | 74,996 | $21.2M | 2.2% | $253.19 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 257,602 | $19.9M | 2.1% | $68.77 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 97,137 | $19.1M | 2.0% | $187.56 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 406,977 | $18.1M | 1.9% | $18.07 | 0.00% | 1 qtr | First report 0 |
RED HAT INC | 89,918 | $16.4M | 1.7% | — | — | 1 qtr | First report 0 |
ISHARES TR | 236,725 | $15.4M | 1.6% | $52.49 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 139,236 | $15M | 1.6% | $89.43 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 95,602 | $15M | 1.6% | $24.87 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC DEL | 69,356 | $13.9M | 1.5% | $200.89 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 212,588 | $12.9M | 1.4% | $48.94 | 0.00% | 1 qtr | First report 0 |
JOHNSON & JOHNSON | 71,064 | $9.9M | 1.0% | $113.77 | 0.00% | 1 qtr | First report 0 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $956.9M across 255 positions as of Q1 2019. Top holdings: IDV (10.7%), IEMG (9.2%), SCZ (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
First quarter we have for this fund: 255 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $957M across 255 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR