MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings275 positions
ISHARES TR | 2.7M | $84.2M | 7.9% | $19.34 | +2.90% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 1.7M | $83.9M | 7.8% | $42.41 | -4.63% | 3 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 592,485 | $60.8M | 5.7% | $81.81 | +4.21% | 3 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 852,787 | $48.8M | 4.6% | $46.99 | +0.62% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 245,956 | $37.2M | 3.5% | $139.47 | -0.44% | 3 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 304,606 | $36.4M | 3.4% | $104.05 | +0.56% | 3 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 759,953 | $35.8M | 3.4% | $18.54 | +4.95% | 3 qtrssince 2019-Q1 | Increased 73 |
VANGUARD INTL EQUITY INDEX F | 540,314 | $31.7M | 3.0% | $44.51 | -0.56% | 3 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 87,780 | $26.2M | 2.4% | $255.55 | +5.14% | 3 qtrssince 2019-Q1 | Increased 57 |
SCHWAB STRATEGIC TR | 354,194 | $25.1M | 2.3% | $10.56 | +1.27% | 3 qtrssince 2019-Q1 | Increased 79 |
ISHARES TR | 229,534 | $23.4M | 2.2% | $74.65 | +5.63% | 3 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 281,102 | $21.9M | 2.0% | $68.88 | +1.43% | 3 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TR | 67,409 | $20M | 1.9% | $255.03 | +5.29% | 3 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 92,004 | $17.7M | 1.7% | $187.57 | -1.65% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 286,213 | $17.5M | 1.6% | $49.25 | +1.61% | 3 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 145,852 | $16.3M | 1.5% | $89.81 | +4.53% | 3 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 229,367 | $15M | 1.4% | $52.51 | +2.29% | 3 qtrssince 2019-Q1 | Increased 45 |
VANGUARD INDEX FDS | 89,464 | $14.9M | 1.4% | $24.87 | +6.82% | 3 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 109,000 | $14.9M | 1.4% | $121.03 | +1.83% | 3 qtrssince 2019-Q1 | Increased 68 |
BERKSHIRE HATHAWAY INC DEL | 69,311 | $14.4M | 1.3% | $200.91 | +3.54% | 3 qtrssince 2019-Q1 | Decreased 0 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $1.1B across 275 positions as of Q3 2019. Top holdings: IDV (7.9%), IEMG (7.8%), SDY (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 66 new positions, 39 exits, 147 increased. Top move: SCHX (INCREASED, conviction 79). Portfolio: $1.1B across 275 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