MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings646 positions
Schwab US Large-Cap ETF | 25.6M | $579.2M | 8.4% | $19.86 | +11.56% | 23 qtrssince 2019-Q1 | Increased 99 |
iShares Core MSCI Emerging Markets ETF | 5.4M | $307.2M | 4.5% | $44.28 | +24.98% | 23 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 758,597 | $291.2M | 4.2% | $44.38 | +42.88% | 23 qtrssince 2019-Q1 | Increased 59 |
Vanguard Value ETF | 1.6M | $276.7M | 4.0% | $129.06 | +29.66% | 23 qtrssince 2019-Q1 | Increased 60 |
Vanguard Large-Cap ETF | 1M | $273.8M | 4.0% | $169.47 | +51.79% | 23 qtrssince 2019-Q1 | Increased 58 |
iShares Core S&P 500 ETF | 465,913 | $268.7M | 3.9% | $406.00 | +38.64% | 23 qtrssince 2019-Q1 | Increased 61 |
SCHWAB STRATEGIC TR | 7.2M | $199M | 2.9% | $25.27 | +6.91% | 23 qtrssince 2019-Q1 | Increased 85 |
VANGUARD S&P500 INDEX ETF | 371,207 | $195.9M | 2.8% | $368.06 | +39.96% | 23 qtrssince 2019-Q1 | Increased 54 |
Archer-Daniels-Midland Co | 3.2M | $191.4M | 2.8% | $82.60 | -32.43% | 8 qtrssince 2022-Q4 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF | 1.4M | $167.6M | 2.4% | $91.27 | +24.04% | 23 qtrssince 2019-Q1 | Increased 52 |
Apple Inc | 630,978 | $147M | 2.1% | $130.60 | +76.93% | 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 INDEX FDS | 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% | $128.97 | +24.49% | 23 qtrssince 2019-Q1 | Increased 49 |
SCHWAB STRATEGIC TR | 4.9M | $126.6M | 1.8% | $23.63 | +9.42% | 23 qtrssince 2019-Q1 | Increased 77 |
VANGUARD INDEX FDS | 469,044 | $125.4M | 1.8% | $227.51 | +16.32% | 23 qtrssince 2019-Q1 | Increased 50 |
Vanguard Small-Cap ETF | 499,935 | $118.6M | 1.7% | $187.55 | +23.05% | 23 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 1.2M | $116.8M | 1.7% | $68.30 | +39.02% | 23 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Mid-Cap Growth ETF | 428,996 | $104.4M | 1.5% | $197.03 | +21.97% | 23 qtrssince 2019-Q1 | Increased 49 |
VANGUARD TOTAL STOCK MARKET ETF | 344,146 | $97.4M | 1.4% | $198.61 | +39.21% | 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: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
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
Verify source filings on SEC EDGAR