MONETA GROUP INVESTMENT ADVISORS LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$7.3T
Holdings
668
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (668 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 31,236,922 | $689.7B | 9.51% | |
| 2 | IEMGISHARES INC | 5,742,827 | $309.9B | 4.27% | |
| 3 | VTVVANGUARD INDEX FDS | 1,786,452 | $308.6B | 4.25% | |
| 4 | VUGVANGUARD INDEX FDS | 809,487 | $300.2B | 4.14% | |
| 5 | VVVANGUARD INDEX FDS | 1,098,406 | $282.3B | 3.89% | |
| 6 | IVVISHARES TR | 495,663 | $278.5B | 3.84% | |
| 7 | SCHMSCHWAB STRATEGIC TR | 8,865,258 | $232.3B | 3.20% | |
| 8 | VOOVANGUARD INDEX FDS | 410,508 | $211.0B | 2.91% | |
| 9 | VOVANGUARD INDEX FDS | 653,396 | $169.0B | 2.33% | |
| 10 | ADMARCHER DANIELS MIDLAND CO | 3,274,439 | $157.2B | 2.17% | |
| 11 | AQLTISHARES TR | 2,024,959 | $153.2B | 2.11% | |
| 12 | IJRISHARES TR | 1,437,266 | $150.3B | 2.07% | |
| 13 | AAPLAPPLE INC | 626,839 | $139.2B | 1.92% | |
| 14 | VTIVANGUARD INDEX FDS | 484,613 | $133.2B | 1.84% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 5,301,276 | $132.7B | 1.83% | |
| 16 | VOEVANGUARD INDEX FDS | 823,904 | $132.3B | 1.82% | |
| 17 | VBKVANGUARD INDEX FDS | 490,383 | $123.5B | 1.70% | |
| 18 | VOTVANGUARD INDEX FDS | 497,435 | $121.7B | 1.68% | |
| 19 | IVWISHARES TR | 1,249,362 | $116.0B | 1.60% | |
| 20 | VBVANGUARD INDEX FDS | 466,312 | $103.4B | 1.43% | |
| 21 | SCHVSCHWAB STRATEGIC TR | 3,837,471 | $102.0B | 1.41% | |
| 22 | IWFISHARES TR | 265,996 | $96.0B | 1.32% | |
| 23 | SPYSPDR S&P 500 ETF TR | 151,729 | $84.9B | 1.17% | |
| 24 | SCHFSCHWAB STRATEGIC TR | 4,175,358 | $82.6B | 1.14% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 150,229 | $80.0B | 1.10% | |
| 26 | VBRVANGUARD INDEX FDS | 391,713 | $73.0B | 1.01% | |
| 27 | IVEISHARES TR | 351,642 | $67.0B | 0.92% | |
| 28 | IJHISHARES TR | 1,122,054 | $65.5B | 0.90% | |
| 29 | MSFTMICROSOFT CORP | 166,813 | $62.6B | 0.86% | |
| 30 | IWDISHARES TR | 324,419 | $61.0B | 0.84% | |
| 31 | BILSPDR SER TR | 616,976 | $56.6B | 0.78% | |
| 32 | VEAVANGUARD TAX-MANAGED FDS | 1,046,694 | $53.2B | 0.73% | |
| 33 | IGFISHARES TR | 894,687 | $48.9B | 0.67% | |
| 34 | SCHESCHWAB STRATEGIC TR | 1,692,636 | $46.7B | 0.64% | |
| 35 | IWMISHARES TR | 228,513 | $45.6B | 0.63% | |
| 36 | VXUSVANGUARD STAR FDS | 721,392 | $44.8B | 0.62% | |
| 37 | SDYSPDR SER TR | 326,411 | $44.3B | 0.61% | |
| 38 | AMIDEA SERIES TRUST | 1,396,130 | $44.0B | 0.61% | |
| 39 | VYMVANGUARD WHITEHALL FDS | 340,284 | $43.9B | 0.60% | |
| 40 | VNQVANGUARD INDEX FDS | 462,086 | $41.8B | 0.58% | |
| 41 | VEUVANGUARD INTL EQUITY INDEX F | 675,036 | $40.9B | 0.56% | |
| 42 | BRK-BBERKSHIRE HATHAWAY INC DEL | 49 | $39.1B | 0.54% | |
| 43 | VWOVANGUARD INTL EQUITY INDEX F | 859,285 | $38.9B | 0.54% | |
| 44 | SCHASCHWAB STRATEGIC TR | 1,507,532 | $35.3B | 0.49% | |
| 45 | AMZNAMAZON COM INC | 174,207 | $33.1B | 0.46% | |
| 46 | SPYMSPDR SER TR | 473,907 | $31.2B | 0.43% | |
| 47 | SCZISHARES TR | 473,295 | $30.1B | 0.41% | |
| 48 | NVDANVIDIA CORPORATION | 252,482 | $27.4B | 0.38% | |
| 49 | EFAISHARES TR | 333,093 | $27.2B | 0.38% | |
| 50 | IJTISHARES TR | 195,597 | $24.4B | 0.34% | |
| 51 | IWPISHARES TR | 205,915 | $24.2B | 0.33% | |
| 52 | ETENERGY TRANSFER L P | 1,293,548 | $24.0B | 0.33% | |
| 53 | SCHHSCHWAB STRATEGIC TR | 1,117,273 | $24.0B | 0.33% | |
| 54 | IWBISHARES TR | 72,613 | $22.3B | 0.31% | |
| 55 | IWOISHARES TR | 84,637 | $21.6B | 0.30% | |
| 56 | IWSISHARES TR | 169,866 | $21.4B | 0.29% | |
| 57 | GOOGLALPHABET INC | 137,135 | $21.2B | 0.29% | |
| 58 | BRBRBELLRING BRANDS INC | 265,021 | $19.7B | 0.27% | |
| 59 | LRCXLAM RESEARCH CORP | 268,894 | $19.5B | 0.27% | |
| 60 | VIOGVANGUARD ADMIRAL FDS INC | 180,872 | $19.3B | 0.27% | |
| 61 | XOMEXXON MOBIL CORP | 155,467 | $18.5B | 0.25% | |
| 62 | VTVANGUARD INTL EQUITY INDEX F | 157,860 | $18.3B | 0.25% | |
| 63 | EFGISHARES TR | 166,110 | $16.6B | 0.23% | |
| 64 | GOOGALPHABET INC | 105,483 | $16.5B | 0.23% | |
| 65 | ORLYOREILLY AUTOMOTIVE INC | 11,364 | $16.3B | 0.22% | |
| 66 | NDQINVESCO QQQ TR | 34,348 | $16.1B | 0.22% | |
| 67 | JPMJPMORGAN CHASE & CO. | 63,578 | $15.6B | 0.22% | |
| 68 | EMREMERSON ELEC CO | 133,714 | $14.7B | 0.20% | |
| 69 | IJSISHARES TR | 148,696 | $14.5B | 0.20% | |
| 70 | METAMETA PLATFORMS INC | 24,762 | $14.3B | 0.20% | |
| 71 | VIOVVANGUARD ADMIRAL FDS INC | 168,599 | $14.1B | 0.20% | |
| 72 | PGPROCTER AND GAMBLE CO | 81,838 | $13.9B | 0.19% | |
| 73 | IWNISHARES TR | 92,331 | $13.9B | 0.19% | |
| 74 | VVISA INC | 37,488 | $13.1B | 0.18% | |
| 75 | SCHDSCHWAB STRATEGIC TR | 465,162 | $13.0B | 0.18% | |
| 76 | FICOFAIR ISAAC CORP | 6,949 | $12.8B | 0.18% | |
| 77 | SCHZSCHWAB STRATEGIC TR | 552,221 | $12.8B | 0.18% | |
| 78 | WMTWALMART INC | 141,774 | $12.4B | 0.17% | |
| 79 | VIGVANGUARD SPECIALIZED FUNDS | 62,368 | $12.1B | 0.17% | |
| 80 | AEEAMEREN CORP | 120,395 | $12.1B | 0.17% | |
| 81 | COSTCOSTCO WHSL CORP NEW | 12,720 | $12.0B | 0.17% | |
| 82 | AQLTISHARES TR | 87,499 | $11.8B | 0.16% | |
| 83 | CNCCENTENE CORP DEL | 192,011 | $11.7B | 0.16% | |
| 84 | AGGISHARES TR | 117,805 | $11.7B | 0.16% | |
| 85 | IJJISHARES TR | 94,641 | $11.3B | 0.16% | |
| 86 | IBITISHARES BITCOIN TRUST ETF | 238,119 | $11.1B | 0.15% | |
| 87 | SPABSPDR SER TR | 423,065 | $10.8B | 0.15% | |
| 88 | EFXEQUIFAX INC | 43,996 | $10.7B | 0.15% | |
| 89 | JNJJOHNSON & JOHNSON | 64,178 | $10.6B | 0.15% | |
| 90 | SPMDSPDR SER TR | 207,836 | $10.6B | 0.15% | |
| 91 | IWRISHARES TR | 124,150 | $10.6B | 0.15% | |
| 92 | UNHUNITEDHEALTH GROUP INC | 20,131 | $10.5B | 0.15% | |
| 93 | EEMISHARES TR | 226,476 | $9.9B | 0.14% | |
| 94 | IJKISHARES TR | 116,036 | $9.7B | 0.13% | |
| 95 | LLYELI LILLY & CO | 11,622 | $9.6B | 0.13% | |
| 96 | EFVISHARES TR | 153,015 | $9.0B | 0.12% | |
| 97 | UPSUNITED PARCEL SERVICE INC | 81,941 | $9.0B | 0.12% | |
| 98 | AMEAMETEK INC | 52,306 | $9.0B | 0.12% | |
| 99 | ABBVABBVIE INC | 42,650 | $8.9B | 0.12% | |
| 100 | VIOOVANGUARD ADMIRAL FDS INC | 90,773 | $8.8B | 0.12% |
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