MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings454 positions
SCHWAB STRATEGIC TR | 1.2M | $126.8M | 5.8% | $12.17 | +33.53% | 11 qtrssince 2019-Q1 | Increased 64 |
ISHARES INC | 1.7M | $106M | 4.9% | $44.03 | +21.27% | 11 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 289,454 | $63.3M | 2.9% | $168.67 | +21.91% | 11 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 210,208 | $61M | 2.8% | $35.97 | +30.85% | 11 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 590,843 | $60.1M | 2.8% | $69.40 | +21.77% | 11 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 134,165 | $57.8M | 2.7% | $298.09 | +34.82% | 11 qtrssince 2019-Q1 | Increased 56 |
VANGUARD INDEX FDS | 406,737 | $55.1M | 2.5% | $102.95 | +16.82% | 11 qtrssince 2019-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 1.2M | $55M | 2.5% | $18.23 | +8.93% | 11 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 484,568 | $52.9M | 2.4% | $74.68 | +35.15% | 11 qtrssince 2019-Q1 | Increased 53 |
APPLE INC | 365,795 | $51.8M | 2.4% | $79.02 | +74.67% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 246,392 | $49.5M | 2.3% | $135.09 | +38.94% | 11 qtrssince 2019-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 624,446 | $47.9M | 2.2% | $18.49 | +28.56% | 11 qtrssince 2019-Q1 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 103,512 | $44.4M | 2.0% | $290.34 | +38.24% | 11 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 362,288 | $42.6M | 2.0% | $82.23 | +25.35% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 178,083 | $42.2M | 1.9% | $42.64 | +28.92% | 11 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 541,051 | $40.2M | 1.9% | $50.54 | +27.14% | 11 qtrssince 2019-Q1 | Increased 49 |
VANGUARD WHITEHALL FDS | 320,155 | $33.1M | 1.5% | $65.69 | +36.22% | 8 qtrssince 2019-Q4 | Increased 47 |
VANGUARD INDEX FDS | 75,363 | $29.7M | 1.4% | $324.94 | +13.15% | 11 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 945,562 | $28.8M | 1.3% | $19.42 | +15.17% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 498,775 | $28.1M | 1.3% | $44.66 | +3.42% | 11 qtrssince 2019-Q1 | Decreased 0 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $2.2B across 454 positions as of Q3 2021. Top holdings: SCHX (5.8%), IEMG (4.9%), IWM (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 35 new positions, 30 exits, 244 increased. Top move: SCHX (INCREASED, conviction 64). Portfolio: $2.2B across 454 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