MONETA GROUP INVESTMENT ADVISORS LLC Portfolio Holdings
Q3 2025•782 long positions•$12.5B portfolio value
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Holding804 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $1.7B 13.75% | +$1.5B Bought | — 2.8M shares | 437.5K → 2.8M +$1.5B | +543.88% | — — | Q3 2015 Held for 10y 2m | |
ETF ETF | $916.1M 7.3% | +$47.6M Bought | — 34.8M shares | 33.0M → 34.8M +$47.6M | +5.49% | — — | Q3 2015 Held for 10y 2m | |
ETF ETF | $658.4M 5.25% | +$241.3M Bought | — 1.4M shares | 869.7K → 1.4M +$241.3M | +57.84% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $652.4M 5.2% | +$587.4M Bought | — 10.9M shares | 1.1M → 10.9M +$587.4M | +904.88% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $651.2M 5.19% | +$426.5M Bought | — 2.2M shares | 765.0K → 2.2M +$426.5M | +189.79% | — — | Q3 2017 Held for 8y 2m | |
ETF ETF | $602.3M 4.8% | +$266.4M Bought | — 3.2M shares | 1.8M → 3.2M +$266.4M | +79.3% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $401.6M 3.2% | +$6.8M Bought | — 1.3M shares | 1.3M → 1.3M +$6.8M | +1.73% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $363.6M 2.9% | +$1.2M Bought | — 5.5M shares | 5.5M → 5.5M +$1.2M | +0.33% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $360.1M 2.87% | +$7.0M Bought | — 538.0K shares | 527.6K → 538.0K +$7.0M | +1.97% | — — | Q3 2012 Held for 13y 2m | |
ETF ETF | $297.0M 2.37% | +$16.5M Bought | — 10.0M shares | 9.5M → 10.0M +$16.5M | +5.87% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $205.2M 1.64% | +$18.4M Bought | — 2.3M shares | 2.1M → 2.3M +$18.4M | +9.85% | — — | Q4 2015 Held for 9y 11m | |
Agricultural Farm Products Consumer Defensive | $194.2M 1.55% | -$1.4M Sold | 0.677% 3.3M shares | 3.3M → 3.3M −$1.4M | -0.72% | $28.7B Large Cap | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $193.7M 1.54% | +$10.8M Bought | 0.005% 760.7K shares | 718.1K → 760.7K +$10.8M | +5.93% | $3.78T Mega Cap | Q3 2012 Held for 13y 2m | |
ETF ETF | $188.1M 1.5% | +$22.7M Bought | — 573.1K shares | 503.9K → 573.1K +$22.7M | +13.74% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $187.2M 1.49% | +$3.5M Bought | — 5.9M shares | 5.8M → 5.9M +$3.5M | +1.92% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $182.5M 1.45% | +$7.1M Bought | — 621.3K shares | 597.2K → 621.3K +$7.1M | +4.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $175.7M 1.4% | +$2.1M Bought | — 1.5M shares | 1.5M → 1.5M +$2.1M | +1.19% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $156.1M 1.24% | +$3.6M Bought | — 1.3M shares | 1.3M → 1.3M +$3.6M | +2.38% | — — | Q3 2012 Held for 13y 2m | |
ETF ETF | $154.8M 1.23% | +$2.3M Bought | — 886.5K shares | 873.1K → 886.5K +$2.3M | +1.54% | — — | Q2 2015 Held for 10y 5m | |
ETF ETF | $150.7M 1.2% | +$1.2M Bought | — 506.2K shares | 502.2K → 506.2K +$1.2M | +0.8% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $137.8M 1.1% | +$5.5M Bought | — 4.7M shares | 4.5M → 4.7M +$5.5M | +4.17% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $126.0M 1.0% | +$4.5M Bought | — 495.3K shares | 477.8K → 495.3K +$4.5M | +3.68% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $123.2M 0.982% | -$3.3M Sold | — 262.9K shares | 270.1K → 262.9K −$3.3M | -2.64% | — — | Q3 2012 Held for 13y 2m | |
ETF ETF | $114.2M 0.91% | +$7.8M Bought | — 171.5K shares | 159.9K → 171.5K +$7.8M | +7.28% | — — | Q3 2012 Held for 13y 2m | |
ETF ETF | $111.4M 0.888% | +$4.1M Bought | — 1.7M shares | 1.6M → 1.7M +$4.1M | +3.86% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $102.5M 0.817% | -$154.4K Sold | — 4.4M shares | 4.4M → 4.4M −$154.4K | -0.15% | — — | Q3 2017 Held for 8y 2m | |
Software - Infrastructure Technology | $97.9M 0.78% | +$3.7M Bought | 0.003% 188.9K shares | 181.8K → 188.9K +$3.7M | +3.93% | $3.85T Mega Cap | Q3 2012 Held for 13y 2m | |
ETF ETF | $93.8M 0.747% | +$2.6M Bought | — 449.4K shares | 437.0K → 449.4K +$2.6M | +2.82% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $92.9M 0.74% | +$25.3M Bought | — 1.0M shares | 737.0K → 1.0M +$25.3M | +37.36% | — — | Q2 2021 Held for 4y 5m | |
Insurance - Diversified Financial Services | $76.5M 0.609% | +$1.0M Bought | 0.007% 152.1K shares | 150.1K → 152.1K +$1.0M | +1.36% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $76.4M 0.609% | +$2.3M Bought | — 369.8K shares | 358.7K → 369.8K +$2.3M | +3.1% | — — | Q3 2012 Held for 13y 2m | |
ETF ETF | $67.2M 0.536% | +$33.2K Bought | — 330.2K shares | 330.1K → 330.2K +$33.2K | +0.05% | — — | Q3 2012 Held for 13y 2m | |
Semiconductors Technology | $62.5M 0.498% | +$6.6M Bought | 0.001% 335.1K shares | 299.7K → 335.1K +$6.6M | +11.84% | $4.54T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $61.5M 0.49% | +$2.5M Bought | — 1.8M shares | 1.8M → 1.8M +$2.5M | +4.21% | — — | Q3 2017 Held for 8y 2m | |
Unknown Unknown | $59.8M 0.477% | +$4.5M Bought | — 1.8M shares | 1.6M → 1.8M +$4.5M | +8.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $59.7M 0.476% | +$2.5M Bought | — 976.7K shares | 936.5K → 976.7K +$2.5M | +4.3% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $56.2M 0.448% | +$259.9K Bought | — 232.1K shares | 231.0K → 232.1K +$259.9K | +0.46% | — — | Q3 2012 Held for 13y 2m | |
ETF ETF | $54.6M 0.435% | +$1.4M Bought | — 2.0M shares | 1.9M → 2.0M +$1.4M | +2.55% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $53.6M 0.427% | +$972.0K Bought | — 729.4K shares | 716.2K → 729.4K +$972.0K | +1.85% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $53.3M 0.425% | +$4.7M Bought | — 747.4K shares | 681.8K → 747.4K +$4.7M | +9.63% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $51.0M 0.406% | +$7.8M Bought | — 447.8K shares | 379.7K → 447.8K +$7.8M | +17.94% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $42.4M 0.338% | +$5.2M Bought | — 301.1K shares | 264.3K → 301.1K +$5.2M | +13.93% | — — | Q1 2018 Held for 7y 8m | |
Semiconductors Technology | $42.1M 0.336% | +$6.4M Bought | 0.025% 314.4K shares | 266.6K → 314.4K +$6.4M | +17.92% | $168.85B Large Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $41.7M 0.332% | +$1.1M Bought | — 769.8K shares | 748.7K → 769.8K +$1.1M | +2.82% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $41.1M 0.328% | +$41.1M New | — 899.3K shares | 0 → 899.3K +$41.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $40.4M 0.322% | -$392.5K Sold | — 441.9K shares | 446.2K → 441.9K −$392.5K | -0.96% | — — | Q2 2017 Held for 8y 5m | |
Specialty Retail Consumer Cyclical | $39.6M 0.316% | -$653.2K Sold | 0.002% 180.5K shares | 183.5K → 180.5K −$653.2K | -1.62% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $38.2M 0.305% | -$833.0K Sold | — 273.0K shares | 278.9K → 273.0K −$833.0K | -2.13% | — — | Q3 2012 Held for 13y 2m | |
Internet Content & Information Communication Services | $37.3M 0.297% | +$1.2M Bought | 0.001% 153.5K shares | 148.7K → 153.5K +$1.2M | +3.23% | $2.95T Mega Cap | Q3 2012 Held for 13y 2m | |
Insurance - Diversified Financial Services | $37.0M 0.295% | -$1.5M Sold | 0.003% 49.0 shares | 51.0 → 49.0 −$1.5M | -3.92% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m |
