MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings446 positions
SCHWAB STRATEGIC TR | 3.4M | $181.1M | 7.1% | $13.53 | +25.17% | 13 qtrssince 2019-Q1 | Increased 95 |
ISHARES INC | 1.9M | $105.9M | 4.2% | $44.95 | +11.83% | 13 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 396,364 | $82.6M | 3.2% | $158.21 | +23.92% | 13 qtrssince 2019-Q1 | Increased 78 |
VANGUARD INDEX FDS | 738,765 | $80.1M | 3.1% | $74.56 | +22.48% | 13 qtrssince 2019-Q1 | Increased 59 |
VANGUARD INDEX FDS | 260,073 | $74.8M | 2.9% | $38.44 | +21.63% | 13 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 505,427 | $74.7M | 2.9% | $108.70 | +22.18% | 13 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 394,588 | $68.9M | 2.7% | $85.78 | +99.09% | 13 qtrssince 2019-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 2.7M | $66M | 2.6% | $18.63 | +17.12% | 13 qtrssince 2019-Q1 | Increased 82 |
SCHWAB STRATEGIC TR | 820,182 | $62.2M | 2.4% | $19.85 | +19.28% | 13 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 134,189 | $60.9M | 2.4% | $312.89 | +36.15% | 13 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 290,802 | $59.7M | 2.3% | $169.86 | +14.17% | 13 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 533,621 | $57.6M | 2.3% | $77.33 | +30.00% | 13 qtrssince 2019-Q1 | Increased 53 |
STATE STR SPDR S&P 500 ETF T | 111,392 | $50.3M | 2.0% | $300.02 | +41.73% | 13 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 205,676 | $48.9M | 1.9% | $44.60 | +24.66% | 13 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 110,904 | $46M | 1.8% | $350.88 | +11.08% | 13 qtrssince 2019-Q1 | Increased 48 |
SPDR SERIES TRUST | 342,120 | $43.8M | 1.7% | $82.23 | +38.50% | 13 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 628,830 | $43.7M | 1.7% | $52.41 | +18.57% | 13 qtrssince 2019-Q1 | Increased 49 |
VANGUARD WHITEHALL FDS | 323,278 | $36.3M | 1.4% | $97.01 | +1.65% | 10 qtrssince 2019-Q4 | Increased 74 |
SPDR SERIES TRUST | 578,506 | $30.7M | 1.2% | $33.79 | +47.70% | 13 qtrssince 2019-Q1 | Increased 47 |
MICROSOFT CORP | 97,979 | $30.2M | 1.2% | $174.07 | +70.64% | 13 qtrssince 2019-Q1 | Increased 47 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $2.5B across 446 positions as of Q1 2022. Top holdings: SCHX (7.1%), IEMG (4.2%), VV (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 33 new positions, 63 exits, 253 increased. Top move: SCHX (INCREASED, conviction 95). Portfolio: $2.5B across 446 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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
Verify source filings on SEC EDGAR