13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001120927
Total reported value
$13.5B
$13.5B
607 檔
10.9%
At the close of Q1 2024, Moneta Group Investment Advisors LLC disclosed equity holdings valued at approximately $13.5B, spread across 607 reported holdings.
In Q1 2024, Moneta Group Investment Advisors LLC displayed an active expansion posture, initiating 1 new positions and adding to 48 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 607 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.87% | +1.22% | +2.93% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.21% | +0.64% | +2.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.07% | +0.86% | +26.32% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.00% | +0.56% | +3.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.94% | +0.57% | +26.27% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.76% | +0.50% | +18.98% | |
| 7 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 3.28% | -0.20% | -1.29% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.86% | +0.58% | +8.16% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | -13.52% | EXIT | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.50% | +0.26% | -0.38% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.17% | +0.25% | +17.04% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.07% | +0.63% | +6.42% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.90% | +0.24% | +40.68% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.87% | +0.15% | +41.43% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.80% | +0.26% | +32.81% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.75% | +0.13% | +16.27% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.72% | +0.22% | +46.92% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.24% | +14.66% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.58% | +0.33% | +31.91% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | +0.17% | +26.47% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.50% | +0.13% | +27.41% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.25% | +0.20% | +36.44% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.12% | +10.73% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.10% | +0.11% | +19.69% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | +0.01% | +13.69% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.07% | +0.11% | +35.62% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.06% | +0.12% | +428.10% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.03% | +0.09% | +36.32% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.02% | +0.03% | +43.63% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.99% | +0.04% | +11.31% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.05% | +5.14% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.92% | +0.06% | +26.40% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.82% | +0.04% | -11.85% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | +0.50% | +25.52% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.74% | -0.02% | +9.06% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | — | -8.56% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | +0.08% | -1.34% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | +0.04% | +20.78% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.55% | +0.12% | +16.56% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.54% | +0.05% | +25.89% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.03% | -5.01% | |
| 42 | AMID | Argent Mid Cap ETF | ETF-Other | 0.51% | +0.03% | +9.35% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.49% | +0.04% | +16.27% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-Other | 0.47% | +0.02% | -7.26% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.07% | +19.83% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | +0.01% | +11.86% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.41% | +0.05% | +44.89% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.40% | +0.01% | +0.30% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.39% | +0.04% | +4.06% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.35% | +0.03% | +45.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.5% | +26.32% | Add |
| 2 | VTV | Vanguard Value ETF | +0.5% | +26.27% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.5% | +46.92% | Add |
| 4 | VBK | Vanguard Small-cap Grwth ETF | +0.4% | +40.68% | Add |
| 5 | VOE | Vanguard Mid-cap Value ETF | +0.4% | +41.43% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.3% | +32.81% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.3% | +18.98% | Add |
| 8 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +31.91% | Add |
| 9 | SCHV | Schwab US Large-cap Value | +0.2% | +36.44% | Add |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.2% | +43.63% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | +27.41% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +26.47% | Add |
| 13 | UPS | United Parcel Service-cl B | +0.2% | +1233.49% | Add |
| 14 | VBR | Vanguard Small-cap Value ETF | +0.2% | +35.62% | Add |
| 15 | IWM | Ishares Russell 2000 ETF | +0.2% | +36.32% | Add |
| 16 | AME | Ametek Inc | +0.2% | +2672.36% | Add |
| 17 | POST | Post Holdings Inc | +0.1% | +1323.20% | Add |
| 18 | XMMO | Invesco S&p Midcap Momentum | +0.1% | NEW | New buy |
| 19 | NVDA | Nvidia CORP | +0.1% | +1100.07% | Add |
| 20 | IWD | Ishares Russell 1000 Value E | +0.1% | +26.40% | Add |
| 21 | BRBR | Bellring Brands Inc | +0.1% | +2213.38% | Add |
| 22 | EMR | Emerson Electric Co | +0.1% | +81.59% | Add |
| 23 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +45.95% | Add |
| 24 | URI | United Rentals Inc | +0.1% | +606.08% | Add |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +44.89% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | +19.83% | Add |
| 27 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +45.49% | Add |
| 28 | LLY | Eli Lilly & Co | +0.1% | +58.13% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +60.97% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | +0.1% | +25.52% | Add |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +70.29% | Add |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +64.42% | Add |
| 33 | VB | Vanguard Small-cap ETF | +0.1% | +16.27% | Add |
| 34 | MSFT | Microsoft CORP | +0.1% | +13.69% | Add |
| 35 | SCHF | Schwab Intl Equity ETF | +0.1% | +19.69% | Add |
| 36 | IEFA | Ishares Core Msci Eafe ETF | 0% | +17.04% | Add |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +25.89% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.14% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +10.73% | Add |
| 40 | AMID | Argent Mid Cap ETF | 0% | +9.35% | Add |
| 41 | VWO | Vanguard Ftse Emerging Marke | — | +20.78% | Add |
| 42 | SCHA | Schwab US Small-cap ETF | — | +16.56% | Add |
| 43 | SDY | Ss Spdr S&p Dividend ETF | 0% | +9.06% | Add |
| 44 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +428.10% | Add |
| 45 | SCHM | Schwab US Mid Cap ETF | -0.1% | +8.16% | Add |
| 46 | VO | Vanguard Mid-cap ETF | -0.1% | +6.42% | Add |
| 47 | VV | Vanguard Large-cap ETF | -0.3% | +3.30% | Add |
| 48 | SCHX | Schwab US Large-cap ETF | -0.6% | +2.93% | Add |
| 49 | IEMG | Ishares Core Msci Emerging | -0.7% | +2.03% | Add |
| 50 | ADM | Archer-daniels-midland Co | -1.4% | -1.29% | Trim |
According to official SEC Form 13F filings, Moneta Group Investment Advisors LLC reported a total U.S. public equity portfolio value of $13.5B across 607 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, IEMG, VUG) accounted for 10.9% of total reported equity market value during Q1 2024.
Top New Position Initiated
XMMO
市值: $8.8M
Top Position Liquidated / Trimmed
ADM
前期市值: $234.6M
During Q1 2024, Moneta Group Investment Advisors LLC's top holdings by market value included SCHX (7.9%)、IEMG (4.2%)、VUG (4.1%). The largest single position, SCHX, represented 7.9% of total portfolio value.
In Q1 2024, Moneta Group Investment Advisors LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 48 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.