MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings646 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB US LARGE-CAP ETF | 25.6M | $579.2M | 8.4% | $20.15 | +10.17% | 23 qtrssince 2019-Q1 | Increased 99 |
ISHARES CORE MSCI EMERGING | 5.4M | $307.2M | 4.5% | $44.28 | +24.98% | 23 qtrssince 2019-Q1 | Increased 58 |
VANGUARD GROWTH ETF | 758,597 | $291.2M | 4.2% | $44.43 | +42.88% | 23 qtrssince 2019-Q1 | Increased 59 |
VANGUARD VALUE ETF | 1.6M | $276.7M | 4.0% | $130.97 | +29.24% | 23 qtrssince 2019-Q1 | Increased 60 |
VANGUARD LARGE-CAP ETF | 1M | $273.8M | 4.0% | $171.47 | +50.60% | 23 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE S&P 500 ETF | 465,913 | $268.7M | 3.9% | $407.95 | +38.45% | 23 qtrssince 2019-Q1 | Increased 61 |
SCHWAB US MID CAP ETF | 7.2M | $199M | 2.9% | $25.40 | +6.95% | 23 qtrssince 2019-Q1 | Increased 85 |
VANGUARD S&P 500 ETF | 371,207 | $195.9M | 2.8% | $368.82 | +40.27% | 23 qtrssince 2019-Q1 | Increased 54 |
ARCHER-DANIELS-MIDLAND CO | 3.2M | $191.4M | 2.8% | $83.67 | -32.14% | 8 qtrssince 2022-Q4 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.4M | $167.6M | 2.4% | $91.89 | +23.79% | 23 qtrssince 2019-Q1 | Increased 52 |
APPLE INC | 630,978 | $147M | 2.1% | $141.21 | +63.64% | 23 qtrssince 2019-Q1 | Increased 52 |
ISHARES CORE MSCI EAFE ETF | 1.9M | $146M | 2.1% | $59.09 | +25.66% | 23 qtrssince 2019-Q1 | Increased 52 |
VANGUARD MID-CAP ETF | 550,302 | $145.2M | 2.1% | $49.44 | +29.89% | 23 qtrssince 2019-Q1 | Increased 54 |
VANGUARD MID-CAP VALUE ETF | 764,078 | $128.1M | 1.9% | $130.91 | +24.25% | 23 qtrssince 2019-Q1 | Increased 49 |
SCHWAB US LARGE-CAP GROWTH | 4.9M | $126.6M | 1.8% | $23.76 | +8.48% | 23 qtrssince 2019-Q1 | Increased 77 |
VANGUARD SMALL-CAP GRWTH ETF | 469,044 | $125.4M | 1.8% | $227.85 | +16.63% | 23 qtrssince 2019-Q1 | Increased 50 |
VANGUARD SMALL-CAP VIPERS | 499,935 | $118.6M | 1.7% | $188.41 | +23.62% | 23 qtrssince 2019-Q1 | Increased 49 |
ISHARES S&P 500 GROWTH ETF | 1.2M | $116.8M | 1.7% | $68.32 | +38.63% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP GROWTH ETF | 428,996 | $104.4M | 1.5% | $197.69 | +21.82% | 23 qtrssince 2019-Q1 | Increased 49 |
VANGUARD TOTAL STOCK MARKET VIPERS | 344,146 | $97.4M | 1.4% | $200.19 | +38.75% | 23 qtrssince 2019-Q1 | Decreased 0 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $6.9B across 646 positions as of Q3 2024. Top holdings: SCHX (8.4%), IEMG (4.5%), VUG (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 63 new positions, 26 exits, 257 increased. Top move: SCHX (INCREASED, conviction 99). Portfolio: $6.9B across 646 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