MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings607 positions
SCHWAB STRATEGIC TR | 7.8M | $483M | 7.9% | $14.64 | +37.59% | 21 qtrssince 2019-Q1 | Increased 63 |
ISHARES INC | 5M | $258.6M | 4.2% | $43.71 | +11.11% | 21 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 725,186 | $249.6M | 4.1% | $43.51 | +30.33% | 21 qtrssince 2019-Q1 | Increased 70 |
VANGUARD INDEX FDS | 1M | $245.4M | 4.0% | $167.84 | +38.67% | 21 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 1.5M | $241.6M | 3.9% | $126.67 | +21.82% | 21 qtrssince 2019-Q1 | Increased 70 |
ISHARES TR | 438,831 | $230.7M | 3.8% | $394.95 | +29.00% | 21 qtrssince 2019-Q1 | Increased 66 |
ARCHER DANIELS MIDLAND CO | 3.2M | $201.4M | 3.3% | $82.60 | -30.13% | 6 qtrssince 2022-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 2.2M | $175.8M | 2.9% | $21.27 | +23.64% | 21 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 348,778 | $167.7M | 2.7% | $359.64 | +29.62% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.4M | $153.4M | 2.5% | $90.80 | +16.87% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.8M | $132.9M | 2.2% | $58.60 | +18.09% | 21 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 507,992 | $126.9M | 2.1% | $48.41 | +24.70% | 21 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 447,783 | $116.7M | 1.9% | $225.76 | +14.00% | 21 qtrssince 2019-Q1 | Increased 63 |
VANGUARD INDEX FDS | 737,176 | $114.9M | 1.9% | $127.93 | +15.46% | 21 qtrssince 2019-Q1 | Increased 63 |
SCHWAB STRATEGIC TR | 1.2M | $110.4M | 1.8% | $16.77 | +36.95% | 21 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 468,953 | $107.2M | 1.7% | $185.24 | +19.24% | 21 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 1.2M | $105.3M | 1.7% | $68.30 | +22.31% | 21 qtrssince 2019-Q1 | Increased 65 |
APPLE INC | 572,391 | $98.2M | 1.6% | $122.34 | +38.66% | 21 qtrssince 2019-Q1 | Increased 54 |
VANGUARD INDEX FDS | 410,391 | $96.8M | 1.6% | $195.21 | +18.83% | 21 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 358,288 | $93.1M | 1.5% | $198.61 | +26.93% | 21 qtrssince 2019-Q1 | Increased 58 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $6.1B across 607 positions as of Q1 2024. Top holdings: SCHX (7.9%), IEMG (4.2%), VUG (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 76 new positions, 34 exits, 338 increased. Top move: VUG (INCREASED, conviction 70). Portfolio: $6.1B across 607 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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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