MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings432 positions
SCHWAB U.S. LARGE-CAP ETF | 5.3M | $224.9M | 8.6% | $13.75 | -2.32% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 3.1M | $131.4M | 5.0% | $43.33 | -10.19% | 15 qtrssince 2019-Q1 | Increased 76 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 712,375 | $116.5M | 4.4% | $160.35 | -3.29% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 695,206 | $85.8M | 3.3% | $111.32 | +1.00% | 15 qtrssince 2019-Q1 | Increased 57 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 357,541 | $76.5M | 2.9% | $37.68 | -7.38% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD REAL ESTATE ETF | 921,542 | $73.9M | 2.8% | $75.17 | -8.58% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB U.S. MID-CAP ETF | 1.1M | $68.1M | 2.6% | $19.79 | -3.68% | 15 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 488,538 | $67.5M | 2.6% | $102.06 | +32.82% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB U.S. REIT ETF | 3.3M | $61.8M | 2.4% | $18.62 | -10.79% | 15 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 166,697 | $59.8M | 2.3% | $322.21 | +5.38% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 621,459 | $54.2M | 2.1% | $78.85 | +3.89% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 265,927 | $50M | 1.9% | $45.01 | -1.67% | 15 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust RUSSELL 2000 ETF | 295,555 | $48.7M | 1.9% | $168.72 | -6.93% | 15 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 130,623 | $46.7M | 1.8% | $313.00 | +8.35% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 834,764 | $44M | 1.7% | $52.57 | -9.79% | 15 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 121,401 | $39.9M | 1.5% | $348.14 | -10.71% | 15 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P DIVIDEND ETF | 342,628 | $38.2M | 1.5% | $83.70 | +19.97% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD WHITEHALL FDS INC | 355,481 | $33.7M | 1.3% | $85.33 | -0.73% | 12 qtrssince 2019-Q4 | Increased 74 |
VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 267,414 | $32.6M | 1.2% | $112.94 | -1.57% | 15 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust RUS 1000 GRW ETF | 153,208 | $32.2M | 1.2% | $55.16 | -6.68% | 15 qtrssince 2019-Q1 | Decreased 0 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $2.6B across 432 positions as of Q3 2022. Top holdings: SCHX (8.6%), IEMG (5.0%), VV (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 7 new positions, 44 exits, 84 increased. Top move: IEMG (INCREASED, conviction 76). Portfolio: $2.6B across 432 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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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