MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings545 positions
Schwab US Large-Cap ETF | 7M | $368M | 8.2% | $14.25 | +17.99% | 18 qtrssince 2019-Q1 | Increased 65 |
Archer-Daniels-Midland Co | 4.5M | $340.4M | 7.5% | $82.60 | -17.69% | 3 qtrssince 2022-Q4 | Decreased 0 |
iShares Core MSCI Emerging Markets ETF | 4.2M | $207.9M | 4.6% | $43.47 | +3.76% | 18 qtrssince 2019-Q1 | Increased 57 |
Vanguard Large-Cap ETF | 939,693 | $190.5M | 4.2% | $164.07 | +18.60% | 18 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 517,004 | $146.3M | 3.2% | $39.13 | +18.61% | 18 qtrssince 2019-Q1 | Increased 59 |
Vanguard Value ETF | 1M | $144M | 3.2% | $116.71 | +13.12% | 18 qtrssince 2019-Q1 | Increased 60 |
VANGUARD S&P500 INDEX ETF | 352,791 | $143.7M | 3.2% | $355.93 | +9.74% | 18 qtrssince 2019-Q1 | Increased 57 |
iShares Core S&P 500 ETF | 304,057 | $135.5M | 3.0% | $360.60 | +18.38% | 18 qtrssince 2019-Q1 | Increased 68 |
SCHWAB STRATEGIC TR | 1.7M | $123.9M | 2.7% | $20.51 | +10.50% | 18 qtrssince 2019-Q1 | Increased 58 |
Apple Inc | 553,235 | $107.3M | 2.4% | $115.27 | +65.80% | 18 qtrssince 2019-Q1 | Increased 54 |
VANGUARD INDEX FDS | 416,344 | $91.7M | 2.0% | $46.89 | +11.99% | 18 qtrssince 2019-Q1 | Increased 54 |
ISHARES CORE S&P SMALL-CAP ETF | 803,267 | $80M | 1.8% | $82.33 | +15.00% | 18 qtrssince 2019-Q1 | Increased 52 |
ISHARES CORE MSCI EAFE ETF | 1.1M | $72.2M | 1.6% | $54.55 | +12.48% | 18 qtrssince 2019-Q1 | Increased 50 |
Vanguard Small-Cap ETF | 341,808 | $68M | 1.5% | $176.71 | +7.46% | 18 qtrssince 2019-Q1 | Increased 51 |
VANGUARD TOTAL STOCK MARKET ETF | 303,257 | $66.8M | 1.5% | $184.46 | +14.52% | 18 qtrssince 2019-Q1 | Increased 51 |
Vanguard Real Estate ETF | 785,970 | $65.7M | 1.5% | $74.99 | -1.06% | 18 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 850,392 | $63.7M | 1.4% | $14.43 | +28.11% | 18 qtrssince 2019-Q1 | Increased 50 |
iShares Russell 2000 ETF | 326,341 | $61.1M | 1.4% | $169.71 | +6.23% | 18 qtrssince 2019-Q1 | Increased 50 |
Vanguard Mid-Cap Value ETF | 435,523 | $60.3M | 1.3% | $117.75 | +9.36% | 18 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 262,329 | $60.3M | 1.3% | $208.97 | +7.91% | 18 qtrssince 2019-Q1 | Increased 53 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $4.5B across 545 positions as of Q2 2023. Top holdings: SCHX (8.2%), ADM (7.5%), IEMG (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 50 new positions, 45 exits, 267 increased. Top move: IVV (INCREASED, conviction 68). Portfolio: $4.5B across 545 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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Top Losers
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