MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings273 positions
ISHARES TR | 2.8M | $95.2M | 8.0% | $19.42 | +13.17% | 4 qtrssince 2019-Q1 | Increased 60 |
ISHARES INC | 1.7M | $93M | 7.8% | $42.44 | +7.04% | 4 qtrssince 2019-Q1 | Increased 58 |
SPDR SERIES TRUST | 615,097 | $66.2M | 5.6% | $82.12 | +9.66% | 4 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 810,292 | $50.5M | 4.2% | $46.99 | +11.85% | 4 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 535,946 | $41.2M | 3.5% | $10.93 | +6.61% | 4 qtrssince 2019-Q1 | Increased 74 |
ISHARES TR | 244,589 | $40.5M | 3.4% | $139.47 | +9.39% | 4 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 876,849 | $40.3M | 3.4% | $18.62 | +3.03% | 4 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 299,650 | $38.5M | 3.2% | $104.05 | +8.96% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 590,049 | $34.9M | 2.9% | $44.75 | +5.83% | 4 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 87,953 | $28.4M | 2.4% | $255.63 | +14.54% | 4 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 301,813 | $25.3M | 2.1% | $69.35 | +9.07% | 4 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 231,147 | $24.4M | 2.0% | $74.71 | +10.33% | 4 qtrssince 2019-Q1 | Increased 49 |
STATE STR SPDR S&P 500 ETF T | 70,372 | $22.7M | 1.9% | $256.62 | +14.04% | 4 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 302,544 | $19.7M | 1.7% | $49.51 | +9.26% | 4 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 91,425 | $19.6M | 1.6% | $187.57 | +9.57% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 129,458 | $19.1M | 1.6% | $123.13 | +9.11% | 4 qtrssince 2019-Q1 | Increased 53 |
BAXTER INTL INC | 223,057 | $18.7M | 1.6% | $72.84 | +1.90% | 4 qtrssince 2019-Q1 | Increased 70 |
VANGUARD INDEX FDS | 135,052 | $16.2M | 1.4% | $89.81 | +13.08% | 4 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 69,987 | $15.9M | 1.3% | $201.15 | +12.60% | 4 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 216,863 | $15.1M | 1.3% | $52.51 | +10.04% | 4 qtrssince 2019-Q1 | Decreased 0 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $1.2B across 273 positions as of Q4 2019. Top holdings: IDV (8.0%), IEMG (7.8%), SDY (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 14 new positions, 16 exits, 127 increased. Top move: SCHX (INCREASED, conviction 74). Portfolio: $1.2B across 273 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