MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings476 positions
SCHWAB STRATEGIC TR | 1.3M | $149.2M | 6.1% | $12.57 | +42.00% | 12 qtrssince 2019-Q1 | Increased 63 |
ISHARES INC | 1.9M | $113.2M | 4.6% | $44.91 | +19.16% | 12 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 687,139 | $79.7M | 3.2% | $73.30 | +32.64% | 12 qtrssince 2019-Q1 | Increased 63 |
VANGUARD INDEX FDS | 230,053 | $73.8M | 3.0% | $37.36 | +39.51% | 12 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 149,037 | $71.1M | 2.9% | $312.89 | +42.66% | 12 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 1.3M | $67.4M | 2.7% | $18.51 | +24.57% | 12 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 375,919 | $66.8M | 2.7% | $81.56 | +112.67% | 12 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 298,049 | $66.3M | 2.7% | $169.86 | +23.49% | 12 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 437,292 | $64.3M | 2.6% | $104.95 | +25.31% | 12 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 508,925 | $58.3M | 2.4% | $76.21 | +39.81% | 12 qtrssince 2019-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 699,764 | $56.3M | 2.3% | $19.20 | +30.50% | 12 qtrssince 2019-Q1 | Increased 56 |
VANGUARD INDEX FDS | 248,285 | $54.9M | 2.2% | $135.64 | +52.74% | 12 qtrssince 2019-Q1 | Increased 51 |
SPDR S&P 500 ETF TR | 104,272 | $49.5M | 2.0% | $291.47 | +52.94% | 12 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 190,156 | $48.4M | 2.0% | $43.70 | +35.85% | 12 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 105,999 | $46.3M | 1.9% | $349.08 | +17.02% | 12 qtrssince 2019-Q1 | Increased 61 |
SPDR SER TR | 343,247 | $44.3M | 1.8% | $82.23 | +38.74% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 585,263 | $43.7M | 1.8% | $51.68 | +27.00% | 12 qtrssince 2019-Q1 | Increased 50 |
VANGUARD WHITEHALL FDS | 15,741 | $36.1M | 1.5% | $65.69 | +49.04% | 9 qtrssince 2019-Q4 | Decreased 0 |
MICROSOFT CORP | 95,567 | $32.1M | 1.3% | $170.97 | +89.14% | 12 qtrssince 2019-Q1 | Increased 46 |
SPDR SER TR | 555,776 | $31M | 1.3% | $33.13 | +57.79% | 12 qtrssince 2019-Q1 | Increased 47 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $2.5B across 476 positions as of Q4 2021. Top holdings: SCHX (6.1%), IEMG (4.6%), VNQ (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 39 new positions, 17 exits, 250 increased. Top move: SCHX (INCREASED, conviction 63). Portfolio: $2.5B across 476 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR