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
646 檔
12.8%
In Q3 2024, Moneta Group Investment Advisors LLC's U.S. equity holdings reached a combined market value of $13.5B, distributed across 646 disclosed stock positions.
In Q3 2024, Moneta Group Investment Advisors LLC displayed an active expansion posture, initiating 22 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 646 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.41% | +1.22% | +220.18% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.46% | +0.64% | +2.60% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.23% | +0.86% | +3.99% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.02% | +0.57% | +5.16% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 3.98% | +0.56% | +1.87% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.90% | +0.50% | +7.04% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.89% | +0.58% | +222.05% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | -13.52% | EXIT | |
| 9 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 2.78% | -0.20% | -0.01% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.43% | +0.26% | +0.91% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.14% | +0.24% | +1.11% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.12% | +0.25% | +0.95% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.11% | +0.63% | +4.51% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.86% | +0.15% | +2.98% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.84% | +0.26% | +307.98% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.82% | +0.24% | +4.70% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.72% | +0.13% | +3.67% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.70% | +0.22% | -0.73% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.52% | +0.33% | +3.51% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | +0.17% | -3.43% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.41% | +0.13% | -3.58% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.29% | +0.20% | +225.26% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.12% | +4.23% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.10% | +0.11% | +113.62% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.08% | +0.11% | +7.07% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | +0.01% | -1.23% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | +0.12% | +1.08% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.98% | +0.09% | +1.51% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | +0.05% | +5.38% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.94% | +0.03% | -0.82% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.86% | +0.06% | -2.39% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | +0.50% | +1.58% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.78% | +0.04% | -0.83% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.72% | -0.02% | -0.37% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.69% | +0.04% | -3.35% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.65% | +0.05% | +11.01% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | +0.04% | +4.61% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | — | -5.17% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.53% | +0.12% | +105.23% | |
| 40 | AMID | Argent Mid Cap ETF | ETF-Other | 0.53% | +0.03% | +7.74% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.52% | +0.10% | +3881.17% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.50% | +0.08% | -3.25% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.03% | -5.25% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.47% | +0.04% | -1.19% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.07% | -0.26% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.11% | +6.29% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | +0.01% | +5.33% | |
| 48 | IGF | Ishares Global Infrastructur | ETF-Other | 0.41% | +0.01% | +16.85% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.39% | +0.05% | +2.08% | |
| 50 | SCHH | Schwab US Reit ETF | ETF-Other | 0.37% | +0.02% | -4.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +3881.17% | Add |
| 2 | SCHX | Schwab US Large-cap ETF | +0.2% | +220.18% | Add |
| 3 | PPG | Ppg Industries Inc | +0.2% | +826.29% | Add |
| 4 | VTV | Vanguard Value ETF | +0.2% | +5.16% | Add |
| 5 | SCHM | Schwab US Mid Cap ETF | +0.1% | +222.05% | Add |
| 6 | BRBR | Bellring Brands Inc | +0.1% | +106.55% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.04% | Add |
| 8 | SCHV | Schwab US Large-cap Value | +0.1% | +225.26% | Add |
| 9 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +2.98% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +5.38% | Add |
| 11 | VO | Vanguard Mid-cap ETF | +0.1% | +4.51% | Add |
| 12 | VBR | Vanguard Small-cap Value ETF | +0.1% | +7.07% | Add |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +11.01% | Add |
| 14 | IGF | Ishares Global Infrastructur | +0.1% | +16.85% | Add |
| 15 | ALB | Albemarle CORP | +0.1% | +117.81% | Add |
| 16 | SCHB | Schwab US Broad Market ETF | +0.1% | +487.09% | Add |
| 17 | AAPL | Apple Inc | 0% | +1.11% | Add |
| 18 | VB | Vanguard Small-cap ETF | 0% | +3.67% | Add |
| 19 | SCHF | Schwab Intl Equity ETF | 0% | +113.62% | Add |
| 20 | AMID | Argent Mid Cap ETF | 0% | +7.74% | Add |
| 21 | VBK | Vanguard Small-cap Grwth ETF | 0% | +4.70% | Add |
| 22 | PG | Procter & Gamble Co/the | 0% | +21.90% | Add |
| 23 | META | Meta Platforms Inc-class A | 0% | +9.05% | Add |
| 24 | INGR | Ingredion Inc | 0% | NEW | New buy |
| 25 | EBC | Eastern Bankshares Inc | 0% | NEW | New buy |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.61% | Add |
| 27 | VNQ | Vanguard Real Estate ETF | 0% | -3.35% | Trim |
| 28 | SCHD | Schwab US Dvd Equity ETF | 0% | +250.05% | Add |
| 29 | WMT | Walmart Inc | 0% | +4.85% | Add |
| 30 | AGG | Ishares Core U.s. Aggregate | 0% | +16.64% | Add |
| 31 | IBIT | Ishares Bitcoin Trust ETF | 0% | +27.92% | Add |
| 32 | AEE | Ameren Corporation | 0% | +4.12% | Add |
| 33 | TEL | TE Connectivity plc | 0% | NEW | New buy |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | +0.91% | Add |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | +1.51% | Add |
| 36 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.37% | Trim |
| 37 | SCHA | Schwab US Small-cap ETF | 0% | +105.23% | Add |
| 38 | EFA | Ishares Msci Eafe ETF | 0% | +5.33% | Add |
| 39 | IWP | Ishares Russell Mid-cap Grow | 0% | +6.30% | Add |
| 40 | TSLA | Tesla Inc | 0% | -0.55% | Trim |
| 41 | ABBV | Abbvie Inc | 0% | +3.54% | Add |
| 42 | MCD | Mcdonald's CORP | 0% | +1.80% | Add |
| 43 | IWR | Ishares Russell Mid-cap ETF | 0% | +5.06% | Add |
| 44 | KR | Kroger Co | 0% | +32.79% | Add |
| 45 | ORCL | Oracle CORP | 0% | +12.03% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +1.62% | Add |
| 47 | COST | Costco Wholesale CORP | 0% | +7.79% | Add |
| 48 | BOND | Pimco Active Bond Exchange-t | 0% | +17.52% | Add |
| 49 | BN | Brookfield CORP | 0% | +37.51% | Add |
| 50 | AVGO | Broadcom Inc | 0% | +6.38% | Add |
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 646 disclosed positions in Q3 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 12.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
INGR
市值: $2.3M
Top Position Liquidated / Trimmed
TEL
前期市值: $1.2M
During Q3 2024, Moneta Group Investment Advisors LLC's top holdings by market value included SCHX (8.4%)、IEMG (4.5%)、VUG (4.2%). The largest single position, SCHX, represented 8.4% of total portfolio value.
In Q3 2024, Moneta Group Investment Advisors LLC made 196 total portfolio adjustments, initiating 22 new buys, adding to 103 positions, trimming 65 holdings, and fully liquidating 6 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.