MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings609 positions
SCHWAB U.S. LARGE-CAP ETF | 8M | $513.9M | 8.2% | $14.81 | +41.27% | 22 qtrssince 2019-Q1 | Increased 63 |
ISHARES INC | 5.2M | $279.1M | 4.5% | $43.99 | +15.66% | 22 qtrssince 2019-Q1 | Increased 59 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 729,468 | $272.8M | 4.4% | $43.62 | +41.45% | 22 qtrssince 2019-Q1 | Increased 57 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 1M | $254.8M | 4.1% | $167.84 | +44.87% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.5M | $241.8M | 3.9% | $127.08 | +20.35% | 22 qtrssince 2019-Q1 | Increased 57 |
iShares Trust CORE S&P500 ETF | 435,256 | $238.2M | 3.8% | $394.95 | +34.68% | 22 qtrssince 2019-Q1 | Decreased 0 |
ARCHER DANIELS MIDLAND CO | 3.2M | $193.7M | 3.1% | $82.60 | -32.21% | 7 qtrssince 2022-Q4 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 361,534 | $180.8M | 2.9% | $364.13 | +33.67% | 22 qtrssince 2019-Q1 | Increased 54 |
SCHWAB U.S. MID-CAP ETF | 2.2M | $173.6M | 2.8% | $21.39 | +17.86% | 22 qtrssince 2019-Q1 | Increased 54 |
ISHARES CORE S&P SMALL CAP ETF | 1.4M | $151.4M | 2.4% | $91.07 | +12.87% | 22 qtrssince 2019-Q1 | Increased 53 |
ISHARES CORE MSCI EAFE ETF | 1.9M | $134.6M | 2.1% | $58.95 | +16.94% | 22 qtrssince 2019-Q1 | Increased 54 |
Apple Inc. | 624,024 | $131.4M | 2.1% | $129.48 | +61.13% | 22 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 526,535 | $127.5M | 2.0% | $48.77 | +20.39% | 22 qtrssince 2019-Q1 | Increased 54 |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 1.2M | $120.1M | 1.9% | $16.77 | +49.06% | 22 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 1.2M | $113.7M | 1.8% | $68.30 | +34.15% | 22 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds MORNINGSTAR SMALL-CAP GROWTH ETF | 447,977 | $112.1M | 1.8% | $225.77 | +9.55% | 22 qtrssince 2019-Q1 | Increased 47 |
VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 741,984 | $111.6M | 1.8% | $128.03 | +11.97% | 22 qtrssince 2019-Q1 | Increased 47 |
VANGUARD INDEX FDS | 482,229 | $105.1M | 1.7% | $185.96 | +13.73% | 22 qtrssince 2019-Q1 | Increased 49 |
iShares Trust RUS 1000 GRW ETF | 269,036 | $98.1M | 1.6% | $61.94 | +45.78% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 356,380 | $95.3M | 1.5% | $198.61 | +31.11% | 22 qtrssince 2019-Q1 | Decreased 0 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $6.3B across 609 positions as of Q2 2024. Top holdings: SCHX (8.2%), IEMG (4.5%), VUG (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 33 new positions, 31 exits, 308 increased. Top move: SCHX (INCREASED, conviction 63). Portfolio: $6.3B across 609 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