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CIK: 0001120927
Total reported value
$13.5B
$13.5B
664 檔
13.3%
According to the latest 13F quarterly dataset, Moneta Group Investment Advisors LLC managed an equity portfolio of $13.5B at the end of Q4 2024, spanning 664 distinct U.S. exchange-listed positions.
In Q4 2024, Moneta Group Investment Advisors LLC displayed an active expansion posture, initiating 19 new positions and adding to 119 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, VUG, IEMG) accounted for 13.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $19.7M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $17.2M
Showing top 200 holdings (of 664 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.52% | +1.22% | +2.46% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.51% | +0.86% | +3.40% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.18% | +0.64% | +6.78% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.07% | +0.57% | +8.25% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 3.92% | +0.56% | -0.12% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.92% | +0.50% | +1.92% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | -13.52% | EXIT | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.90% | +0.58% | +4.13% | |
| 9 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 2.68% | -0.20% | +18.18% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.37% | +0.26% | +2.34% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.25% | +0.24% | +1.47% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.08% | +0.63% | +2.29% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.99% | +0.25% | +7.92% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.91% | +0.24% | +3.53% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.87% | +0.26% | -1.19% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.78% | +0.15% | +2.97% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.70% | +0.13% | +1.07% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.68% | +0.22% | -2.89% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.65% | +0.33% | +8.02% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.46% | +0.13% | +0.01% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | +0.17% | +2.64% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.25% | +0.20% | +3.50% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | +0.12% | +1.12% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.08% | +0.11% | +4.44% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.00% | +0.11% | +4.38% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | +0.01% | +0.91% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | +0.12% | +1.84% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.95% | +0.09% | +0.62% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.05% | +1.89% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | +0.03% | -0.86% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.82% | +0.06% | +0.84% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.69% | +0.10% | +39.89% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.50% | -1.38% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.68% | +0.04% | -0.73% | |
| 35 | IGF | Ishares Global Infrastructur | ETF-Other | 0.65% | +0.01% | +72.87% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.61% | -0.02% | -4.65% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.59% | +0.04% | -2.07% | |
| 38 | AMID | Argent Mid Cap ETF | ETF-Other | 0.59% | +0.03% | +20.41% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.59% | +0.05% | +3.54% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | — | +1.35% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.07% | +6.01% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | +0.04% | -5.15% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.52% | +0.12% | +1.25% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.11% | +8.26% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | +0.08% | +8.31% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.03% | -3.17% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.39% | +0.04% | -2.80% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.37% | +0.05% | -0.37% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.09% | +6.31% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.36% | -0.01% | +1.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.3% | +3.40% | Add |
| 2 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 3 | IGF | Ishares Global Infrastructur | +0.2% | +72.87% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +39.89% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.46% | Add |
| 6 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +8.02% | Add |
| 7 | SCHX | Schwab US Large-cap ETF | +0.1% | +2.46% | Add |
| 8 | AAPL | Apple Inc | +0.1% | +1.47% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +6.01% | Add |
| 10 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +3.53% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +8.26% | Add |
| 12 | AMID | Argent Mid Cap ETF | +0.1% | +20.41% | Add |
| 13 | ET | Energy Transfer LP | +0.1% | +1.56% | Add |
| 14 | VTV | Vanguard Value ETF | +0.1% | +8.25% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.01% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.31% | Add |
| 17 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +12.67% | Add |
| 18 | BRBR | Bellring Brands Inc | +0.1% | +0.17% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | +0.81% | Add |
| 20 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +53.91% | Add |
| 21 | IVOG | Vanguard S&p Mid-cap 400 Gro | +0.1% | +254.46% | Add |
| 22 | EFX | Equifax Inc | 0% | +65.52% | Add |
| 23 | AEE | Ameren Corporation | 0% | +43.62% | Add |
| 24 | EMR | Emerson Electric Co | 0% | +10.01% | Add |
| 25 | ESE | Esco Technologies Inc | 0% | +510.71% | Add |
| 26 | SCHG | Schwab US Large-cap Growth | 0% | -1.19% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +2.74% | Add |
| 28 | AVGO | Broadcom Inc | 0% | -3.91% | Trim |
| 29 | ITW | Illinois Tool Works | 0% | +102.58% | Add |
| 30 | V | Visa Inc-class A Shares | 0% | +4.66% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | +6.08% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +1.92% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +9.32% | Add |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +2.38% | Add |
| 35 | VIG | Vanguard Dividend Apprec ETF | 0% | +19.45% | Add |
| 36 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 37 | WMT | Walmart Inc | 0% | +1.44% | Add |
| 38 | RSP | Invesco S&p 500 Equal Weight | 0% | +38.69% | Add |
| 39 | BX | Blackstone Inc | 0% | +49.75% | Add |
| 40 | SCHM | Schwab US Mid Cap ETF | 0% | +4.13% | Add |
| 41 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.64% | Add |
| 42 | IWP | Ishares Russell Mid-cap Grow | 0% | +1.07% | Add |
| 43 | VGT | Vanguard Info Tech ETF | 0% | +14.82% | Add |
| 44 | OEF | Ishares S&p 100 ETF | 0% | +33.70% | Add |
| 45 | BND | Vanguard Total Bond Market | 0% | +70.90% | Add |
| 46 | XOM | Exxon Mobil CORP | 0% | +16.77% | Add |
| 47 | APP | Applovin Corp-class A | 0% | NEW | New buy |
| 48 | EFSC | Enterprise Financial Service | 0% | +14.08% | Add |
| 49 | DFAS | Dimensional US Small Cap ETF | 0% | +84.46% | Add |
| 50 | NFLX | Netflix Inc | 0% | -0.23% | 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 664 disclosed positions in Q4 2024.
During Q4 2024, Moneta Group Investment Advisors LLC's top holdings by market value included SCHX (8.5%)、VUG (4.5%)、IEMG (4.2%). The largest single position, SCHX, represented 8.5% of total portfolio value.
In Q4 2024, Moneta Group Investment Advisors LLC made 199 total portfolio adjustments, initiating 19 new buys, adding to 119 positions, trimming 52 holdings, and fully liquidating 9 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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