MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings707 positions
SCHWAB STRATEGIC TR | 33M | $805.8M | 9.6% | $20.38 | +18.59% | 26 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 869,661 | $381.3M | 4.5% | $47.53 | +52.92% | 26 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 1.3M | $365.8M | 4.4% | $189.40 | +48.58% | 26 qtrssince 2019-Q1 | Increased 66 |
ISHARES INC | 5.5M | $330M | 3.9% | $44.74 | +31.28% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 527,554 | $327.6M | 3.9% | $427.08 | +43.25% | 26 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 1.8M | $318.4M | 3.8% | $133.41 | +29.17% | 26 qtrssince 2019-Q1 | Increased 57 |
SCHWAB STRATEGIC TR | 9.5M | $265.5M | 3.2% | $25.49 | +8.49% | 26 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 437,487 | $248.5M | 3.0% | $393.44 | +42.32% | 26 qtrssince 2019-Q1 | Increased 56 |
VANGUARD INDEX FDS | 765,000 | $214.1M | 2.5% | $54.20 | +27.24% | 26 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 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% | $77.22 | -34.15% | 11 qtrssince 2022-Q4 | Increased 52 |
VANGUARD INDEX FDS | 597,195 | $169.8M | 2.0% | $216.94 | +30.07% | 26 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 5.8M | $168.2M | 2.0% | $24.17 | +20.33% | 26 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 1.5M | $159.7M | 1.9% | $92.02 | +16.82% | 26 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 503,853 | $153.1M | 1.8% | $222.67 | +34.58% | 26 qtrssince 2019-Q1 | Increased 50 |
APPLE INC | 718,068 | $147.3M | 1.8% | $141.44 | +44.36% | 26 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 873,129 | $143.6M | 1.7% | $132.57 | +20.93% | 26 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 1.3M | $139.1M | 1.7% | $69.98 | +56.55% | 26 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 502,158 | $139.1M | 1.7% | $230.50 | +19.46% | 26 qtrssince 2019-Q1 | Increased 49 |
SCHWAB STRATEGIC TR | 4.5M | $125.8M | 1.5% | $24.84 | +9.19% | 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 Score: 3.5/5.0.
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
Best and worst performing positions by estimated return
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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