MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings607 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB US LARGE-CAP ETF | 7.8M | $483M | 7.9% | $15.49 | +30.74% | 21 qtrssince 2019-Q1 | Increased 63 |
ISHARES CORE MSCI EMERGING | 5M | $258.6M | 4.2% | $43.71 | +11.11% | 21 qtrssince 2019-Q1 | Increased 58 |
VANGUARD GROWTH ETF | 725,186 | $249.6M | 4.1% | $43.56 | +30.33% | 21 qtrssince 2019-Q1 | Increased 70 |
VANGUARD LARGE-CAP ETF | 1M | $245.4M | 4.0% | $169.85 | +38.18% | 21 qtrssince 2019-Q1 | Increased 58 |
VANGUARD VALUE ETF | 1.5M | $241.6M | 3.9% | $128.57 | +21.83% | 21 qtrssince 2019-Q1 | Increased 70 |
ISHARES CORE S&P 500 ETF | 438,831 | $230.7M | 3.8% | $396.90 | +29.43% | 21 qtrssince 2019-Q1 | Increased 66 |
ARCHER-DANIELS-MIDLAND CO | 3.2M | $201.4M | 3.3% | $83.12 | -30.13% | 6 qtrssince 2022-Q4 | Decreased 0 |
SCHWAB US MID CAP ETF | 2.2M | $175.8M | 2.9% | $21.35 | +23.82% | 21 qtrssince 2019-Q1 | Increased 57 |
VANGUARD S&P 500 ETF | 348,778 | $167.7M | 2.7% | $360.24 | +30.52% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.4M | $153.4M | 2.5% | $91.42 | +17.04% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 1.8M | $132.9M | 2.2% | $58.60 | +18.09% | 21 qtrssince 2019-Q1 | Increased 60 |
VANGUARD MID-CAP ETF | 507,992 | $126.9M | 2.1% | $48.41 | +24.70% | 21 qtrssince 2019-Q1 | Increased 55 |
VANGUARD SMALL-CAP GRWTH ETF | 447,783 | $116.7M | 1.9% | $226.06 | +14.19% | 21 qtrssince 2019-Q1 | Increased 63 |
VANGUARD MID-CAP VALUE ETF | 737,176 | $114.9M | 1.9% | $129.86 | +15.48% | 21 qtrssince 2019-Q1 | Increased 63 |
SCHWAB US LARGE-CAP GROWTH | 1.2M | $110.4M | 1.8% | $17.55 | +31.11% | 21 qtrssince 2019-Q1 | Increased 61 |
VANGUARD SMALL-CAP VIPERS | 468,953 | $107.2M | 1.7% | $186.01 | +19.89% | 21 qtrssince 2019-Q1 | Increased 55 |
ISHARES S&P 500 GROWTH ETF | 1.2M | $105.3M | 1.7% | $68.32 | +22.59% | 21 qtrssince 2019-Q1 | Increased 65 |
APPLE INC | 572,391 | $98.2M | 1.6% | $134.03 | +26.56% | 21 qtrssince 2019-Q1 | Increased 54 |
VANGUARD MID-CAP GROWTH ETF | 410,391 | $96.8M | 1.6% | $195.87 | +18.97% | 21 qtrssince 2019-Q1 | Increased 60 |
VANGUARD TOTAL STOCK MARKET VIPERS | 358,288 | $93.1M | 1.5% | $200.19 | +27.01% | 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: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 75 new positions, 33 exits, 339 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
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