MONETA GROUP INVESTMENT ADVISORS LLC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$4.2B

Holdings

540

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (540 positions)

StockValue
SCHDSCHWAB STRATEGIC TR
$5K
BRK-BBERKSHIRE HATHAWAY INC DEL
$5K
TMOTHERMO FISHER SCIENTIFIC INC
$5K
CVXCHEVRON CORP NEW
$5K
IJJISHARES TR
$5K
KOCOCA COLA CO
$4K
IWVISHARES TR
$4K
SCHCSCHWAB STRATEGIC TR
$4K
NVDANVIDIA CORPORATION
$4K
BONDPIMCO ETF TR
$4K
COSTCOSTCO WHSL CORP NEW
$4K
SLYVSPDR SER TR
$4K
TSLATESLA INC
$4K
USBUS BANCORP DEL
$4K
EFSCENTERPRISE FINL SVCS CORP
$4K
BABOEING CO
$4K
SLYGSPDR SER TR
$4K
DFACDIMENSIONAL ETF TRUST
$4K
DGROISHARES TR
$4K
MUBISHARES TR
$4K
CITHE CIGNA GROUP
$4K
HDHOME DEPOT INC
$4K
BNDVANGUARD BD INDEX FDS
$4K
ABTABBOTT LABS
$4K
WMTWALMART INC
$3K
UNPUNION PAC CORP
$3K
USRTISHARES TR
$3K
IJKISHARES TR
$3K
BNBROOKFIELD CORP
$3K
DONSPDR DOW JONES INDL AVERAGE
$3K
MGKVANGUARD WORLD FD
$3K
BACVERIZON COMMUNICATIONS INC
$3K
EPDENTERPRISE PRODS PARTNERS L
$3K
DYHTARGET CORP
$3K
IDXXIDEXX LABS INC
$3K
IXUSISHARES TR
$3K
LLYLILLY ELI & CO
$3K
NEENEXTERA ENERGY INC
$3K
METAMETA PLATFORMS INC
$3K
QCOMQUALCOMM INC
$3K
WEPMAGELLAN MIDSTREAM PRTNRS LP
$3K
RSPINVESCO EXCHANGE TRADED FD T
$3K
MAMASTERCARD INCORPORATED
$3K
VTEBVANGUARD MUN BD FDS
$3K
CSCOCISCO SYS INC
$3K
AVGOBROADCOM INC
$3K
VGTVANGUARD WORLD FDS
$2K
BSVVANGUARD BD INDEX FDS
$2K
SCHBSCHWAB STRATEGIC TR
$2K
MPLXMPLX LP
$2K
MRVLMARVELL TECHNOLOGY INC
$2K
ACNACCENTURE PLC IRELAND
$2K
AXPAMERICAN EXPRESS CO
$2K
AMTAMERICAN TOWER CORP NEW
$2K
CATCATERPILLAR INC
$2K
IWRISHARES TR
$2K
DISDISNEY WALT CO
$2K
AMGNAMGEN INC
$2K
NKENIKE INC
$2K
WMBWILLIAMS COS INC
$2K
TXNTEXAS INSTRS INC
$2K
CRWDCROWDSTRIKE HLDGS INC
$2K
CRMSALESFORCE INC
$2K
IBMINTERNATIONAL BUSINESS MACHS
$2K
MDYSPDR S&P MIDCAP 400 ETF TR
$2K
IDV*ISHARES TR
$2K
BTTBLACKROCK MUN TARGET TERM TR
$2K
TRGPTARGA RES CORP
$2K
ENBENBRIDGE INC
$2K
CASSCASS INFORMATION SYS INC
$2K
INTCINTEL CORP
$2K
MDLZMONDELEZ INTL INC
$2K
TJXTJX COS INC NEW
$2K
DFUVDIMENSIONAL ETF TRUST
$2K
TAT&T INC
$2K
ETENERGY TRANSFER L P
$2K
CBCHUBB LIMITED
$2K
AZOAUTOZONE INC
$2K
BMYBRISTOL-MYERS SQUIBB CO
$2K
ITWILLINOIS TOOL WKS INC
$2K
RGAREINSURANCE GRP OF AMERICA I
$2K
4I1PHILIP MORRIS INTL INC
$2K
ADPAUTOMATIC DATA PROCESSING IN
$2K
PKNPERKINELMER INC
$2K
MRSHMARSH & MCLENNAN COS INC
$2K
VIOOVANGUARD ADMIRAL FDS INC
$2K
RTXRAYTHEON TECHNOLOGIES CORP
$1K
CLCOLGATE PALMOLIVE CO
$1K
DEDEERE & CO
$1K
OKEONEOK INC NEW
$1K
ADBEADOBE SYSTEMS INCORPORATED
$1K
SYKSTRYKER CORPORATION
$1K
EMXCISHARES INC
$1K
IQLTISHARES TR
$1K
CVSCVS HEALTH CORP
$1K
HONHONEYWELL INTL INC
$1K
MGVVANGUARD WORLD FD
$1K
EWEDWARDS LIFESCIENCES CORP
$1K
LOWLOWES COS INC
$1K
MDTMEDTRONIC PLC
$1K
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