MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings540 positions
ARCHER DANIELS MIDLAND CO | 4.6M | $362.8M | 8.7% | $82.60 | -13.74% | 2 qtrssince 2022-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 6.6M | $318.4M | 7.6% | $14.07 | +9.91% | 17 qtrssince 2019-Q1 | Increased 73 |
ISHARES INC | 4.1M | $201.1M | 4.8% | $43.44 | +2.84% | 17 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 903,296 | $168.7M | 4.1% | $162.84 | +9.71% | 17 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INDEX FDS | 946,540 | $130.7M | 3.1% | $115.63 | +10.25% | 17 qtrssince 2019-Q1 | Increased 71 |
VANGUARD INDEX FDS | 343,064 | $129M | 3.1% | $354.94 | +1.21% | 17 qtrssince 2019-Q1 | Increased 89 |
VANGUARD INDEX FDS | 483,815 | $120.7M | 2.9% | $38.63 | +5.75% | 17 qtrssince 2019-Q1 | Increased 69 |
SCHWAB STRATEGIC TR | 1.6M | $106.2M | 2.5% | $20.27 | +6.38% | 17 qtrssince 2019-Q1 | Increased 66 |
ISHARES TR | 243,486 | $100.1M | 2.4% | $344.10 | +14.06% | 17 qtrssince 2019-Q1 | Increased 69 |
APPLE INC | 531,192 | $87.6M | 2.1% | $112.13 | +44.71% | 17 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 398,290 | $84M | 2.0% | $46.64 | +7.47% | 17 qtrssince 2019-Q1 | Increased 68 |
VANGUARD INDEX FDS | 996,090 | $82.7M | 2.0% | $74.99 | -2.77% | 17 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 728,225 | $70.4M | 1.7% | $81.06 | +12.94% | 17 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 1M | $67.2M | 1.6% | $54.11 | +10.94% | 17 qtrssince 2019-Q1 | Increased 57 |
State Street Spdr S&P 500 Etf | 144,691 | $59.2M | 1.4% | $320.15 | +22.43% | 17 qtrssince 2019-Q1 | Increased 50 |
SCHWAB STRATEGIC TR | 3M | $59.1M | 1.4% | $18.62 | -5.52% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 310,326 | $58.8M | 1.4% | $175.38 | +2.80% | 17 qtrssince 2019-Q1 | Increased 72 |
Vanguard Total Stock Market ET | 274,917 | $56.1M | 1.3% | $181.70 | +7.31% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 306,378 | $54.7M | 1.3% | $169.02 | +1.33% | 17 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 390,474 | $52.4M | 1.3% | $116.48 | +6.50% | 17 qtrssince 2019-Q1 | Increased 58 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $4.2B across 540 positions as of Q1 2023. Top holdings: ADM (8.7%), SCHX (7.6%), IEMG (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 104 new positions, 20 exits, 360 increased. Top move: VOO (INCREASED, conviction 89). Portfolio: $4.2B across 540 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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