MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings668 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB US LARGE-CAP ETF | 31.2M | $689.7M | 9.5% | $20.47 | +6.37% | 25 qtrssince 2019-Q1 | Increased 72 |
ISHARES CORE MSCI EMERGING | 5.7M | $309.9M | 4.3% | $44.74 | +17.40% | 25 qtrssince 2019-Q1 | Increased 57 |
VANGUARD VALUE ETF | 1.8M | $308.6M | 4.3% | $134.96 | +24.61% | 25 qtrssince 2019-Q1 | Increased 59 |
VANGUARD GROWTH ETF | 809,487 | $300.2M | 4.1% | $45.70 | +34.49% | 25 qtrssince 2019-Q1 | Increased 59 |
VANGUARD LARGE-CAP ETF | 1.1M | $282.3M | 3.9% | $175.93 | +44.00% | 25 qtrssince 2019-Q1 | Increased 60 |
ISHARES CORE S&P 500 ETF | 495,663 | $278.5M | 3.8% | $417.19 | +32.49% | 25 qtrssince 2019-Q1 | Increased 59 |
SCHWAB US MID CAP ETF | 8.9M | $232.3M | 3.2% | $25.54 | +1.23% | 25 qtrssince 2019-Q1 | Increased 66 |
VANGUARD S&P 500 ETF | 410,508 | $211M | 2.9% | $383.63 | +31.99% | 25 qtrssince 2019-Q1 | Increased 55 |
VANGUARD MID-CAP ETF | 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% | $77.71 | -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 ETF | 1.4M | $150.3M | 2.1% | $92.38 | +11.24% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 626,839 | $139.2M | 1.9% | $142.77 | +54.64% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 484,613 | $133.2M | 1.8% | $221.04 | +22.64% | 25 qtrssince 2019-Q1 | Increased 62 |
SCHWAB US LARGE-CAP GROWTH | 5.3M | $132.7M | 1.8% | $23.88 | +4.50% | 25 qtrssince 2019-Q1 | Increased 53 |
VANGUARD MID-CAP VALUE ETF | 823,904 | $132.3M | 1.8% | $132.81 | +17.93% | 25 qtrssince 2019-Q1 | Increased 50 |
VANGUARD SMALL-CAP GRWTH ETF | 490,383 | $123.5M | 1.7% | $229.80 | +9.62% | 25 qtrssince 2019-Q1 | Increased 48 |
VANGUARD MID-CAP GROWTH ETF | 497,435 | $121.7M | 1.7% | $204.64 | +18.73% | 25 qtrssince 2019-Q1 | Increased 51 |
ISHARES S&P 500 GROWTH ETF | 1.2M | $116M | 1.6% | $69.56 | +32.60% | 25 qtrssince 2019-Q1 | Increased 50 |
VANGUARD SMALL-CAP VIPERS | 466,312 | $103.4M | 1.4% | $188.92 | +16.15% | 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 Rating: 4.5/5.0.
Active quarter - 47 new positions, 43 exits, 309 increased. Top move: SCHX (INCREASED, conviction 72). Portfolio: $7.3B across 668 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