MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings668 positions
SCHWAB U.S. LARGE-CAP ETF | 31.2M | $689.7M | 9.5% | $20.17 | +7.94% | 25 qtrssince 2019-Q1 | Increased 72 |
ISHARES INC | 5.7M | $309.9M | 4.3% | $44.74 | +17.40% | 25 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 1.8M | $308.6M | 4.3% | $133.08 | +25.87% | 25 qtrssince 2019-Q1 | Increased 59 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 809,487 | $300.2M | 4.1% | $45.66 | +34.49% | 25 qtrssince 2019-Q1 | Increased 59 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 1.1M | $282.3M | 3.9% | $174.01 | +45.26% | 25 qtrssince 2019-Q1 | Increased 60 |
iShares Trust CORE S&P500 ETF | 495,663 | $278.5M | 3.8% | $415.20 | +32.93% | 25 qtrssince 2019-Q1 | Increased 59 |
SCHWAB U.S. MID-CAP ETF | 8.9M | $232.3M | 3.2% | $25.35 | +1.55% | 25 qtrssince 2019-Q1 | Increased 66 |
Vanguard Index Funds S&P 500 ETF SHS | 410,508 | $211M | 2.9% | $382.50 | +32.04% | 25 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 653,396 | $169M | 2.3% | $51.67 | +22.86% | 25 qtrssince 2019-Q1 | Increased 60 |
ARCHER DANIELS MIDLAND CO | 3.3M | $157.2M | 2.2% | $77.22 | -40.71% | 10 qtrssince 2022-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 2M | $153.2M | 2.1% | $59.77 | +23.19% | 25 qtrssince 2019-Q1 | Increased 52 |
ISHARES CORE S&P SMALL CAP ETF | 1.4M | $150.3M | 2.1% | $91.76 | +11.68% | 25 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 626,839 | $139.2M | 1.9% | $132.31 | +66.86% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 484,613 | $133.2M | 1.8% | $219.61 | +23.02% | 25 qtrssince 2019-Q1 | Increased 62 |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 5.3M | $132.7M | 1.8% | $23.75 | +4.89% | 25 qtrssince 2019-Q1 | Increased 53 |
VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 823,904 | $132.3M | 1.8% | $130.92 | +18.92% | 25 qtrssince 2019-Q1 | Increased 50 |
Vanguard Index Funds MORNINGSTAR SMALL-CAP GROWTH ETF | 490,383 | $123.5M | 1.7% | $229.42 | +8.94% | 25 qtrssince 2019-Q1 | Increased 48 |
VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | 497,435 | $121.7M | 1.7% | $203.86 | +18.89% | 25 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 1.2M | $116M | 1.6% | $69.54 | +32.69% | 25 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 466,312 | $103.4M | 1.4% | $188.05 | +15.62% | 25 qtrssince 2019-Q1 | Decreased 0 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $7.3B across 668 positions as of Q1 2025. Top holdings: SCHX (9.5%), IEMG (4.3%), VTV (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 47 new positions, 43 exits, 309 increased. Top move: SCHX (INCREASED, conviction 72). Portfolio: $7.3B across 668 positions.
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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