MONETA GROUP INVESTMENT ADVISORS LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings664 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB US LARGE-CAP ETF | 26.2M | $608.2M | 8.5% | $20.22 | +13.76% | 24 qtrssince 2019-Q1 | Increased 63 |
VANGUARD GROWTH ETF | 784,422 | $322M | 4.5% | $45.20 | +50.32% | 24 qtrssince 2019-Q1 | Increased 59 |
ISHARES CORE MSCI EMERGING | 5.7M | $298.3M | 4.2% | $44.69 | +13.66% | 24 qtrssince 2019-Q1 | Increased 61 |
VANGUARD VALUE ETF | 1.7M | $290.4M | 4.1% | $133.59 | +23.77% | 24 qtrssince 2019-Q1 | Increased 61 |
VANGUARD LARGE-CAP ETF | 1M | $280.1M | 3.9% | $171.47 | +56.07% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 474,839 | $279.5M | 3.9% | $411.25 | +41.88% | 24 qtrssince 2019-Q1 | Increased 58 |
VANGUARD S&P 500 ETF | 395,201 | $212.9M | 3.0% | $378.88 | +41.05% | 24 qtrssince 2019-Q1 | Increased 56 |
SCHWAB US MID CAP ETF | 7.5M | $207.3M | 2.9% | $25.48 | +6.96% | 24 qtrssince 2019-Q1 | Increased 55 |
ARCHER-DANIELS-MIDLAND CO | 3.8M | $191.3M | 2.7% | $77.71 | -38.30% | 9 qtrssince 2022-Q4 | Increased 61 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.5M | $168.9M | 2.4% | $92.38 | +22.59% | 24 qtrssince 2019-Q1 | Increased 53 |
APPLE INC | 640,275 | $160.3M | 2.2% | $142.77 | +74.14% | 24 qtrssince 2019-Q1 | Increased 53 |
VANGUARD MID-CAP ETF | 562,903 | $148.7M | 2.1% | $49.78 | +29.69% | 24 qtrssince 2019-Q1 | Increased 53 |
ISHARES CORE MSCI EAFE ETF | 2M | $141.9M | 2.0% | $59.73 | +13.47% | 24 qtrssince 2019-Q1 | Increased 52 |
VANGUARD SMALL-CAP GRWTH ETF | 485,602 | $136M | 1.9% | $229.59 | +21.46% | 24 qtrssince 2019-Q1 | Increased 49 |
SCHWAB US LARGE-CAP GROWTH | 4.8M | $133.8M | 1.9% | $23.76 | +17.95% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP VALUE ETF | 786,783 | $127.3M | 1.8% | $131.69 | +19.88% | 24 qtrssince 2019-Q1 | Increased 49 |
VANGUARD SMALL-CAP VIPERS | 505,282 | $121.4M | 1.7% | $188.92 | +25.31% | 24 qtrssince 2019-Q1 | Increased 48 |
ISHARES S&P 500 GROWTH ETF | 1.2M | $120.3M | 1.7% | $68.32 | +49.23% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP GROWTH ETF | 463,399 | $117.6M | 1.6% | $201.83 | +25.57% | 24 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 259,446 | $104.2M | 1.5% | $62.00 | +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: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 55 new positions, 37 exits, 338 increased. Top move: SCHX (INCREASED, conviction 63). Portfolio: $7.1B across 664 positions.
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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