MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings233 positions
ISHARES INC | 1.8M | $72.1M | 7.5% | $42.20 | -19.09% | 5 qtrssince 2019-Q1 | Increased 59 |
SPDR SER TR | 600,275 | $47.9M | 5.0% | $82.12 | -17.89% | 5 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 684,718 | $41.9M | 4.4% | $10.58 | -11.71% | 5 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 1.7M | $38.5M | 4.0% | $19.42 | -20.85% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 736,786 | $27.7M | 2.9% | $31.66 | 0.00% | 1 qtr | New 74 |
SPDR S&P 500 ETF TR | 106,277 | $27.4M | 2.8% | $249.57 | -5.54% | 5 qtrssince 2019-Q1 | Increased 68 |
VANGUARD INTL EQUITY INDEX F | 600,093 | $25.8M | 2.7% | $44.58 | -22.67% | 5 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 99,040 | $25.6M | 2.7% | $253.38 | -7.04% | 5 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 560,785 | $25.1M | 2.6% | $46.99 | -19.22% | 5 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 764,508 | $25M | 2.6% | $18.62 | -26.31% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 197,247 | $23.4M | 2.4% | $118.01 | -8.29% | 5 qtrssince 2019-Q1 | Increased 68 |
ISHARES TR | 192,818 | $22.1M | 2.3% | $139.47 | -24.13% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 412,467 | $20.6M | 2.1% | $47.47 | -11.83% | 5 qtrssince 2019-Q1 | Increased 64 |
ISHARES TR | 244,411 | $20M | 2.1% | $104.05 | -30.08% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 341,169 | $19.1M | 2.0% | $67.21 | -24.34% | 5 qtrssince 2019-Q1 | Increased 50 |
BAXTER INTL INC | 223,254 | $18.1M | 1.9% | $72.84 | -0.81% | 5 qtrssince 2019-Q1 | Increased 44 |
VANGUARD INDEX FDS | 239,127 | $16.7M | 1.7% | $60.20 | -8.60% | 5 qtrssince 2019-Q1 | Increased 72 |
ISHARES TR | 213,027 | $15.7M | 1.6% | $74.71 | -22.15% | 5 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 351,210 | $14.8M | 1.5% | $15.95 | -19.59% | 5 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 165,798 | $14.8M | 1.5% | $87.28 | -12.75% | 5 qtrssince 2019-Q1 | Increased 54 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $961.3M across 233 positions as of Q1 2020. Top holdings: IEMG (7.5%), SDY (5.0%), SCHX (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 33 new positions, 73 exits, 108 increased. Top move: ACWX (NEW, conviction 74). Portfolio: $961M across 233 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR