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CIK: 0001120927
Total reported value
$13.5B
$13.5B
609 檔
11.6%
According to the latest 13F quarterly dataset, Moneta Group Investment Advisors LLC managed an equity portfolio of $13.5B at the end of Q2 2024, spanning 609 distinct U.S. exchange-listed positions.
In Q2 2024, Moneta Group Investment Advisors LLC displayed an active expansion posture, initiating 0 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 609 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.21% | +1.22% | +2.77% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.46% | +0.64% | +4.04% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.36% | +0.86% | +0.59% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.07% | +0.56% | -0.27% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.86% | +0.57% | +1.60% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.80% | +0.50% | -0.81% | |
| 7 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 3.09% | -0.20% | -0.10% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.89% | -13.52% | EXIT | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.77% | +0.58% | +3.34% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.42% | +0.26% | +2.26% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.15% | +0.25% | +3.47% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.10% | +0.24% | +9.02% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.04% | +0.63% | +3.65% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.92% | +0.26% | +0.06% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.82% | +0.22% | -1.48% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.79% | +0.24% | +0.04% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.78% | +0.15% | +0.65% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.68% | +0.13% | +2.83% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.57% | +0.13% | -1.61% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | +0.17% | -0.53% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.52% | +0.33% | +0.99% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.12% | -1.68% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.20% | +0.20% | +1.22% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | +0.01% | +2.89% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.06% | +0.11% | +0.22% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.01% | +0.11% | +0.83% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.00% | +0.12% | -0.15% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.97% | +0.09% | -0.18% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | +0.03% | -1.04% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | +0.05% | -0.04% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.89% | +0.06% | +1.82% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | +0.50% | +4.81% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.80% | +0.04% | +0.45% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.71% | -0.02% | +0.66% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | +0.04% | -28.24% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | — | +3.71% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | +0.04% | +7.18% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.58% | +0.05% | +5.49% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.07% | +15.04% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | +0.08% | -5.24% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.03% | -2.75% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.52% | +0.12% | +0.81% | |
| 43 | AMID | Argent Mid Cap ETF | ETF-Other | 0.49% | +0.03% | +4.11% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.11% | +28.67% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.47% | +0.04% | -0.03% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | +0.01% | +0.42% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.39% | +0.05% | -1.38% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.09% | +7.72% | |
| 49 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.37% | — | -0.95% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.37% | +0.04% | -0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +9.02% | Add |
| 2 | SCHX | Schwab US Large-cap ETF | +0.3% | +2.77% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.3% | +0.59% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.3% | +4.04% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | +28.67% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +3.66% | Add |
| 7 | SCHG | Schwab US Large-cap Growth | +0.1% | +0.06% | Add |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.48% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.1% | +15.04% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.72% | Add |
| 11 | VV | Vanguard Large-cap ETF | +0.1% | -0.27% | Trim |
| 12 | MSFT | Microsoft CORP | +0.1% | +2.89% | Add |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.61% | Trim |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.18% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +2.75% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | 0% | -0.81% | Trim |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +5.49% | Add |
| 18 | VT | Vanguard Tot World Stk ETF | 0% | +22.27% | Add |
| 19 | COST | Costco Wholesale CORP | 0% | +24.36% | Add |
| 20 | IBIT | Ishares Bitcoin Trust ETF | 0% | +141.97% | Add |
| 21 | META | Meta Platforms Inc-class A | 0% | +16.22% | Add |
| 22 | UNH | Unitedhealth Group Inc | 0% | +13.27% | Add |
| 23 | KR | Kroger Co | 0% | +293.35% | Add |
| 24 | LRCXEUR | Lam Research CORP | 0% | -0.95% | Trim |
| 25 | AGG | Ishares Core U.s. Aggregate | 0% | +23.49% | Add |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | +21.38% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +4.81% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | — | -0.53% | Trim |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -1.68% | Trim |
| 30 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.47% | Add |
| 31 | ALB | Albemarle CORP | 0% | +3.03% | Add |
| 32 | MGK | Vanguard Mega Cap Growth ETF | 0% | -33.87% | Trim |
| 33 | IWN | Ishares Russell 2000 Value E | 0% | -5.26% | Trim |
| 34 | VXUS | Vanguard Total Intl Stock | 0% | -5.24% | Trim |
| 35 | CNC | Centene CORP | -0.1% | +0.27% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.04% | Trim |
| 37 | VBR | Vanguard Small-cap Value ETF | -0.1% | +0.83% | Add |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -0.15% | Trim |
| 39 | IWM | Ishares Russell 2000 ETF | -0.1% | -0.18% | Trim |
| 40 | IVE | Ishares S&p 500 Value ETF | -0.1% | -1.04% | Trim |
| 41 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | +0.99% | Add |
| 42 | VB | Vanguard Small-cap ETF | -0.1% | +2.83% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.1% | +2.26% | Add |
| 44 | VOE | Vanguard Mid-cap Value ETF | -0.1% | +0.65% | Add |
| 45 | SCHM | Schwab US Mid Cap ETF | -0.1% | +3.34% | Add |
| 46 | SCHH | Schwab US Reit ETF | -0.1% | -19.83% | Trim |
| 47 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | +0.04% | Add |
| 48 | ADM | Archer-daniels-midland Co | -0.2% | -0.10% | Trim |
| 49 | VNQ | Vanguard Real Estate ETF | -0.3% | -28.24% | Trim |
| 50 | NUE | Nucor CORP | -0.4% | -97.38% | 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 609 disclosed positions in Q2 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 11.6% of total reported equity market value during Q2 2024.
Top Position Liquidated / Trimmed
VV
前期市值: $245.4M
During Q2 2024, Moneta Group Investment Advisors LLC's top holdings by market value included SCHX (8.2%)、IEMG (4.5%)、VUG (4.4%). The largest single position, SCHX, represented 8.2% of total portfolio value.
In Q2 2024, Moneta Group Investment Advisors LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 32 positions, trimming 18 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.
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