Filer Name: MONETA GROUP INVESTMENT ADVISORS LLC
CIK: 1120927
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 664
Portfolio Value: $7.14B

Moneta Group Investment Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHX US SCHWAB US LARGE-CAP ETF 26,239,480 $608M 8.52% 2.5% -
VUG US VANGUARD GROWTH ETF 784,422 $322M 4.51% 3.4% -
IEMG US ISHARES CORE MSCI EMERGING 5,713,007 $298M 4.18% 6.8% -
VTV US VANGUARD VALUE ETF 1,715,561 $290M 4.07% 8.2% -
IVV US ISHARES CORE S&P 500 ETF 474,839 $280M 3.92% 1.9% -
VV US VANGUARD LARGE-CAP ETF 1,038,570 $280M 3.92% -0.1% -
VOO US VANGUARD S&P 500 ETF 395,201 $213M 2.98% 6.5% -
SCHM US SCHWAB US MID CAP ETF 7,481,182 $207M 2.90% 4.1% -
ADM US ARCHER-DANIELS-MIDLAND CO 3,785,981 $191M 2.68% 18.2% -
IJR US ISHARES CORE S&P SMALL-CAP E 1,466,229 $169M 2.37% 2.3% -
AAPL US APPLE INC 640,275 $160M 2.25% 1.5% -
VO US VANGUARD MID-CAP ETF 562,903 $149M 2.08% 2.3% -
IEFA US ISHARES CORE MSCI EAFE ETF 2,019,042 $142M 1.99% 7.9% -
VBK US VANGUARD SMALL-CAP GRWTH ETF 485,602 $136M 1.91% 3.5% -
SCHG US SCHWAB US LARGE-CAP GROWTH 4,801,342 $134M 1.87% -1.2% -
VOE US VANGUARD MID-CAP VALUE ETF 786,783 $127M 1.78% 3.0% -
VB US VANGUARD SMALL-CAP ETF 505,282 $121M 1.70% 1.1% -
IVW US ISHARES S&P 500 GROWTH ETF 1,184,607 $120M 1.68% -2.9% -
VOT US VANGUARD MID-CAP GROWTH ETF 463,399 $118M 1.65% 8.0% -
IWF US ISHARES RUSSELL 1000 GROWTH 259,446 $104M 1.46% 0.0% -
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