MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings456 positions
ARCHER DANIELS MIDLAND CO | 5.1M | $418.4M | 11.5% | $82.60 | 0.00% | 1 qtr | New 96 |
SCHWAB STRATEGIC TR | 5.4M | $258M | 7.1% | $13.76 | +4.57% | 16 qtrssince 2019-Q1 | Increased 60 |
ISHARES INC | 3.6M | $180.7M | 5.0% | $43.24 | -1.28% | 16 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 810,588 | $150.3M | 4.1% | $161.03 | +3.05% | 16 qtrssince 2019-Q1 | Increased 63 |
VANGUARD INDEX FDS | 598,100 | $122.3M | 3.4% | $181.70 | +0.12% | 16 qtrssince 2019-Q1 | Increased 89 |
VANGUARD INDEX FDS | 704,737 | $101.7M | 2.8% | $111.56 | +15.42% | 16 qtrssince 2019-Q1 | Increased 52 |
SCHWAB STRATEGIC TR | 1.2M | $84.7M | 2.3% | $19.84 | +4.72% | 16 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 915,846 | $83.4M | 2.3% | $75.17 | -4.62% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 339,597 | $79.9M | 2.2% | $37.68 | -7.55% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 169,123 | $69.1M | 1.9% | $322.83 | +13.16% | 16 qtrssince 2019-Q1 | Increased 47 |
SCHWAB STRATEGIC TR | 3.1M | $65.2M | 1.8% | $18.62 | -7.13% | 16 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 442,365 | $63.8M | 1.7% | $102.06 | +25.08% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD STAR FDS | 1.1M | $63.4M | 1.7% | $47.08 | -1.28% | 8 qtrssince 2021-Q1 | Increased 75 |
ISHARES TR | 601,430 | $62.3M | 1.7% | $78.85 | +13.24% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 281,038 | $61.8M | 1.7% | $45.18 | +6.78% | 16 qtrssince 2019-Q1 | Increased 49 |
SPDR S&P 500 ETF TR | 133,418 | $54.2M | 1.5% | $314.08 | +16.14% | 16 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 796,917 | $53.4M | 1.5% | $52.57 | +5.79% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 270,751 | $51.9M | 1.4% | $168.72 | -1.15% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 126,539 | $47.3M | 1.3% | $347.58 | -3.84% | 16 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 302,151 | $43.8M | 1.2% | $114.26 | +8.92% | 16 qtrssince 2019-Q1 | Increased 52 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $3.6B across 456 positions as of Q4 2022. Top holdings: ADM (11.5%), SCHX (7.1%), IEMG (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 49 new positions, 25 exits, 147 increased. Top move: ADM (NEW, conviction 96). Portfolio: $3.6B across 456 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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