MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings255 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 3.3M | $102.2M | 10.7% | $20.15 | 0.00% | 1 qtr | New 92 |
ISHARES CORE MSCI EMERGING | 1.7M | $88.4M | 9.2% | $42.41 | 0.00% | 1 qtr | New 92 |
ISHARES TR | 1M | $58M | 6.1% | $46.99 | 0.00% | 1 qtr | New 91 |
SPDR S&P DIVIDEND ETF ETF | 503,088 | $50M | 5.2% | $83.09 | 0.00% | 1 qtr | New 90 |
ISHARES RUSSELL 2000 VALUE E | 351,143 | $42.1M | 4.4% | $105.14 | 0.00% | 1 qtr | New 81 |
ISHARES RUSSELL 2000 ETF ETF | 241,564 | $37M | 3.9% | $140.43 | 0.00% | 1 qtr | New 80 |
VANGUARD GLBL EX-US REAL EST | 401,595 | $23.9M | 2.5% | $44.55 | 0.00% | 1 qtr | New 74 |
ISHARES DJ SELECT DIVIDEND FD | 225,738 | $22.2M | 2.3% | $76.34 | 0.00% | 1 qtr | New 74 |
ISHARES CORE S&P 500 ETF | 77,119 | $21.9M | 2.3% | $255.40 | 0.00% | 1 qtr | New 74 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 74,996 | $21.2M | 2.2% | $255.16 | 0.00% | 1 qtr | New 74 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 257,602 | $19.9M | 2.1% | $69.34 | 0.00% | 1 qtr | New 73 |
ISHARES RUSSELL 2000 GROWTH | 97,137 | $19.1M | 2.0% | $188.05 | 0.00% | 1 qtr | New 65 |
SCHWAB US REIT ETF | 406,977 | $18.1M | 1.9% | $18.29 | 0.00% | 1 qtr | New 65 |
RED HAT INC | 89,918 | $16.4M | 1.7% | — | — | 1 qtr | New 64 |
ISHARES MSCI EAFE ETF CL USD INC | 236,725 | $15.4M | 1.6% | $52.49 | 0.00% | 1 qtr | New 64 |
VANGUARD VALUE ETF | 139,236 | $15M | 1.6% | $90.78 | 0.00% | 1 qtr | New 64 |
VANGUARD GROWTH ETF | 95,602 | $15M | 1.6% | $24.89 | 0.00% | 1 qtr | New 64 |
BERKSHIRE HATHAWAY INC-CL B | 69,356 | $13.9M | 1.5% | $200.89 | 0.00% | 1 qtr | New 64 |
ISHARES CORE MSCI EAFE ETF | 212,588 | $12.9M | 1.4% | $48.94 | 0.00% | 1 qtr | New 64 |
JOHNSON & JOHNSON | 71,064 | $9.9M | 1.0% | $115.59 | 0.00% | 1 qtr | New 63 |
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: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 255 new positions, 0 exits, 0 increased. Top move: IDV (NEW, conviction 92). Portfolio: $957M across 255 positions.
Top holdings by portfolio weight
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Behavioral investing profile
Position Outcomes
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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