MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings707 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB US LARGE-CAP ETF | 33M | $805.8M | 9.6% | $20.66 | +17.07% | 26 qtrssince 2019-Q1 | Increased 65 |
VANGUARD GROWTH ETF | 869,661 | $381.3M | 4.5% | $47.58 | +52.92% | 26 qtrssince 2019-Q1 | Increased 61 |
VANGUARD LARGE-CAP ETF | 1.3M | $365.8M | 4.4% | $191.15 | +47.63% | 26 qtrssince 2019-Q1 | Increased 66 |
ISHARES CORE MSCI EMERGING | 5.5M | $330M | 3.9% | $44.74 | +31.28% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 527,554 | $327.6M | 3.9% | $429.06 | +42.97% | 26 qtrssince 2019-Q1 | Increased 61 |
VANGUARD VALUE ETF | 1.8M | $318.4M | 3.8% | $135.28 | +28.56% | 26 qtrssince 2019-Q1 | Increased 57 |
SCHWAB US MID CAP ETF | 9.5M | $265.5M | 3.2% | $25.67 | +7.93% | 26 qtrssince 2019-Q1 | Increased 60 |
VANGUARD S&P 500 ETF | 437,487 | $248.5M | 3.0% | $394.63 | +42.41% | 26 qtrssince 2019-Q1 | Increased 56 |
VANGUARD MID-CAP ETF | 765,000 | $214.1M | 2.5% | $54.20 | +27.24% | 26 qtrssince 2019-Q1 | Increased 61 |
ISHARES CORE MSCI EAFE ETF | 2.1M | $178.6M | 2.1% | $60.94 | +34.12% | 26 qtrssince 2019-Q1 | Increased 55 |
ARCHER-DANIELS-MIDLAND CO | 3.3M | $172.8M | 2.1% | $78.15 | -35.10% | 11 qtrssince 2022-Q4 | Increased 52 |
VANGUARD MID-CAP GROWTH ETF | 597,195 | $169.8M | 2.0% | $217.40 | +29.26% | 26 qtrssince 2019-Q1 | Increased 62 |
SCHWAB US LARGE-CAP GROWTH | 5.8M | $168.2M | 2.0% | $24.28 | +19.28% | 26 qtrssince 2019-Q1 | Increased 57 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.5M | $159.7M | 1.9% | $92.65 | +17.19% | 26 qtrssince 2019-Q1 | Increased 49 |
VANGUARD TOTAL STOCK MARKET VIPERS | 503,853 | $153.1M | 1.8% | $224.08 | +34.20% | 26 qtrssince 2019-Q1 | Increased 50 |
APPLE INC | 718,068 | $147.3M | 1.8% | $150.57 | +35.61% | 26 qtrssince 2019-Q1 | Increased 55 |
VANGUARD MID-CAP VALUE ETF | 873,129 | $143.6M | 1.7% | $134.45 | +20.46% | 26 qtrssince 2019-Q1 | Increased 51 |
ISHARES S&P 500 GROWTH ETF | 1.3M | $139.1M | 1.7% | $70.00 | +56.06% | 26 qtrssince 2019-Q1 | Increased 48 |
VANGUARD SMALL-CAP GRWTH ETF | 502,158 | $139.1M | 1.7% | $230.86 | +19.10% | 26 qtrssince 2019-Q1 | Increased 49 |
SCHWAB US LARGE-CAP VALUE | 4.5M | $125.8M | 1.5% | $25.01 | +8.95% | 26 qtrssince 2019-Q1 | Increased 56 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $8.4B across 707 positions as of Q2 2025. Top holdings: SCHX (9.6%), VUG (4.5%), VV (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 65 new positions, 27 exits, 395 increased. Top move: VV (INCREASED, conviction 66). Portfolio: $8.4B across 707 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