MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings664 positions
SCHWAB STRATEGIC TR | 26.2M | $608.2M | 8.5% | $19.86 | +14.72% | 24 qtrssince 2019-Q1 | Increased 63 |
VANGUARD INDEX FDS | 784,422 | $322M | 4.5% | $45.15 | +50.32% | 24 qtrssince 2019-Q1 | Increased 59 |
ISHARES INC | 5.7M | $298.3M | 4.2% | $44.69 | +13.66% | 24 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 1.7M | $290.4M | 4.1% | $131.66 | +23.97% | 24 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 1M | $280.1M | 3.9% | $169.47 | +55.97% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 474,839 | $279.5M | 3.9% | $409.20 | +40.87% | 24 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 395,201 | $212.9M | 3.0% | $377.75 | +39.69% | 24 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 7.5M | $207.3M | 2.9% | $25.27 | +7.40% | 24 qtrssince 2019-Q1 | Increased 55 |
ARCHER DANIELS MIDLAND CO | 3.8M | $191.3M | 2.7% | $77.22 | -38.30% | 9 qtrssince 2022-Q4 | Increased 61 |
ISHARES TR | 1.5M | $168.9M | 2.4% | $91.76 | +22.68% | 24 qtrssince 2019-Q1 | Increased 53 |
APPLE INC | 640,275 | $160.3M | 2.2% | $132.31 | +87.90% | 24 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 562,903 | $148.7M | 2.1% | $49.78 | +29.69% | 24 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 2M | $141.9M | 2.0% | $59.73 | +13.47% | 24 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 485,602 | $136M | 1.9% | $229.22 | +21.11% | 24 qtrssince 2019-Q1 | Increased 49 |
SCHWAB STRATEGIC TR | 4.8M | $133.8M | 1.9% | $23.63 | +17.22% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 786,783 | $127.3M | 1.8% | $129.75 | +20.12% | 24 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 505,282 | $121.4M | 1.7% | $188.05 | +24.78% | 24 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 1.2M | $120.3M | 1.7% | $68.30 | +47.59% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 463,399 | $117.6M | 1.6% | $201.03 | +24.83% | 24 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 259,446 | $104.2M | 1.5% | $61.95 | +61.00% | 24 qtrssince 2019-Q1 | Increased 47 |
MONETA GROUP INVESTMENT ADVISORS LLC manages $7.1B across 664 positions as of Q4 2024. Top holdings: SCHX (8.5%), VUG (4.5%), IEMG (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 56 new positions, 38 exits, 337 increased. Top move: SCHX (INCREASED, conviction 63). Portfolio: $7.1B across 664 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