MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings792 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 2.8M | $1.7B | 13.7% | $575.21 | +5.77% | 27 qtrssince 2019-Q1 | Increased 100 |
SCHWAB US LARGE-CAP ETF | 34.8M | $916.1M | 7.3% | $20.95 | +25.01% | 27 qtrssince 2019-Q1 | Increased 65 |
VANGUARD GROWTH ETF | 1.4M | $658.4M | 5.2% | $59.34 | +34.27% | 27 qtrssince 2019-Q1 | Increased 87 |
VANGUARD FTSE DEVELOPED ETF | 10.9M | $652.4M | 5.2% | $57.08 | +2.87% | 27 qtrssince 2019-Q1 | Increased 99 |
VANGUARD MID-CAP ETF | 2.2M | $651.2M | 5.2% | $66.28 | +9.60% | 27 qtrssince 2019-Q1 | Increased 99 |
VANGUARD VALUE ETF | 3.2M | $602.3M | 4.8% | $157.18 | +17.57% | 27 qtrssince 2019-Q1 | Increased 88 |
VANGUARD LARGE-CAP ETF | 1.3M | $401.6M | 3.2% | $193.11 | +58.47% | 27 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE MSCI EMERGING | 5.5M | $363.6M | 2.9% | $44.80 | +44.15% | 27 qtrssince 2019-Q1 | Increased 53 |
ISHARES CORE S&P 500 ETF | 537,962 | $360.1M | 2.9% | $433.61 | +53.23% | 27 qtrssince 2019-Q1 | Increased 54 |
SCHWAB US MID CAP ETF | 10M | $297M | 2.4% | $25.89 | +13.93% | 27 qtrssince 2019-Q1 | Increased 56 |
ISHARES CORE MSCI EAFE ETF | 2.3M | $205.2M | 1.6% | $63.12 | +35.07% | 27 qtrssince 2019-Q1 | Increased 53 |
ARCHER-DANIELS-MIDLAND CO | 3.3M | $194.2M | 1.5% | $78.15 | -24.05% | 12 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 760,672 | $193.7M | 1.5% | $156.35 | +62.26% | 27 qtrssince 2019-Q1 | Increased 51 |
VANGUARD TOTAL STOCK MARKET VIPERS | 573,064 | $188.1M | 1.5% | $236.41 | +37.97% | 27 qtrssince 2019-Q1 | Increased 55 |
SCHWAB US LARGE-CAP GROWTH | 5.9M | $187.2M | 1.5% | $24.42 | +30.02% | 27 qtrssince 2019-Q1 | Increased 49 |
VANGUARD MID-CAP GROWTH ETF | 621,300 | $182.5M | 1.5% | $220.33 | +32.88% | 27 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.5M | $175.7M | 1.4% | $92.95 | +26.98% | 27 qtrssince 2019-Q1 | Increased 48 |
ISHARES S&P 500 GROWTH ETF | 1.3M | $156.1M | 1.2% | $71.17 | +68.66% | 27 qtrssince 2019-Q1 | Increased 49 |
VANGUARD MID-CAP VALUE ETF | 886,534 | $154.8M | 1.2% | $135.04 | +28.20% | 27 qtrssince 2019-Q1 | Increased 48 |
VANGUARD SMALL-CAP GRWTH ETF | 506,199 | $150.7M | 1.2% | $231.40 | +28.77% | 27 qtrssince 2019-Q1 | Increased 48 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $12.6B across 792 positions as of Q3 2025. Top holdings: VOO (13.7%), SCHX (7.3%), VUG (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 107 new positions, 22 exits, 390 increased. Top move: VOO (INCREASED, conviction 100). Portfolio: $12.6B across 792 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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