MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings469 positions
SCHWAB STRATEGIC TR | 5.4M | $243.3M | 8.3% | $13.75 | +2.58% | 14 qtrssince 2019-Q1 | Increased 86 |
VANGUARD INDEX FDS | 752,759 | $129.7M | 4.4% | $160.35 | +1.48% | 14 qtrssince 2019-Q1 | Increased 87 |
ISHARES INC | 2.3M | $111.3M | 3.8% | $44.87 | -0.94% | 14 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 402,059 | $89.6M | 3.1% | $37.68 | -3.69% | 14 qtrssince 2019-Q1 | Increased 77 |
VANGUARD INDEX FDS | 667,918 | $88.1M | 3.0% | $111.28 | +7.20% | 14 qtrssince 2019-Q1 | Increased 70 |
VANGUARD INDEX FDS | 955,351 | $87M | 3.0% | $75.17 | +2.78% | 14 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 596,240 | $81.5M | 2.8% | $102.06 | +31.21% | 14 qtrssince 2019-Q1 | Increased 71 |
SCHWAB STRATEGIC TR | 1.2M | $76.8M | 2.6% | $19.79 | -0.61% | 14 qtrssince 2019-Q1 | Increased 70 |
SCHWAB STRATEGIC TR | 3.5M | $73.1M | 2.5% | $18.62 | -0.06% | 14 qtrssince 2019-Q1 | Increased 64 |
ISHARES TR | 170,049 | $64.5M | 2.2% | $322.21 | +10.83% | 14 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 641,002 | $59.2M | 2.0% | $78.85 | +9.54% | 14 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 330,474 | $56M | 1.9% | $168.72 | -4.92% | 14 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 277,367 | $54.6M | 1.9% | $45.01 | +2.61% | 14 qtrssince 2019-Q1 | Increased 60 |
SPDR S&P 500 ETF TR | 144,459 | $54.5M | 1.9% | $313.00 | +13.97% | 14 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 847,579 | $49.9M | 1.7% | $52.57 | +0.88% | 14 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 125,277 | $43.5M | 1.5% | $348.14 | -6.08% | 14 qtrssince 2019-Q1 | Increased 52 |
SPDR SER TR | 364,521 | $43.3M | 1.5% | $83.70 | +26.89% | 14 qtrssince 2019-Q1 | Increased 49 |
MICROSOFT CORP | 146,568 | $37.6M | 1.3% | $198.59 | +24.89% | 14 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 169,995 | $37.2M | 1.3% | $55.16 | -3.26% | 14 qtrssince 2019-Q1 | Increased 69 |
VANGUARD WHITEHALL FDS | 17,963 | $37M | 1.3% | $97.01 | -7.11% | 11 qtrssince 2019-Q4 | Decreased 0 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $2.9B across 469 positions as of Q2 2022. Top holdings: SCHX (8.3%), VV (4.4%), IEMG (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 64 new positions, 41 exits, 331 increased. Top move: VV (INCREASED, conviction 87). Portfolio: $2.9B across 469 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
Verify source filings on SEC EDGAR