MONETA GROUP INVESTMENT ADVISORS LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$8.4B

Holdings

706

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (706 positions)

StockValue
LLYELI LILLY & CO
$9.7M
AMEAMETEK INC
$9.5M
SCHBSCHWAB STRATEGIC TR
$9.4M
VGTVANGUARD WORLD FD
$8.6M
IBMINTERNATIONAL BUSINESS MACHS
$8.5M
ALILEA SERIES TRUST
$8.3M
UPSUNITED PARCEL SERVICE INC
$8.3M
CBSHCOMMERCE BANCSHARES INC
$8.2M
ABBVABBVIE INC
$8.1M
KOCOCA COLA CO
$7.8M
MCDMCDONALDS CORP
$7.8M
MGCVANGUARD WORLD FD
$7.8M
SCHCSCHWAB STRATEGIC TR
$7.7M
NFLXNETFLIX INC
$7.4M
HDHOME DEPOT INC
$7.4M
BONDPIMCO ETF TR
$7.0M
PLTRPALANTIR TECHNOLOGIES INC
$6.8M
MAMASTERCARD INCORPORATED
$6.8M
ICFISHARES TR
$6.7M
UNHUNITEDHEALTH GROUP INC
$6.6M
ORCLORACLE CORP
$6.6M
ABTABBOTT LABS
$6.6M
PEPPEPSICO INC
$6.6M
CVXCHEVRON CORP NEW
$6.5M
IVOOVANGUARD ADMIRAL FDS INC
$6.4M
EPDENTERPRISE PRODS PARTNERS L
$6.1M
BABOEING CO
$5.9M
ESGDISHARES TR
$5.9M
VXFVANGUARD INDEX FDS
$5.7M
DHRDANAHER CORPORATION
$5.7M
EFSCENTERPRISE FINL SVCS CORP
$5.6M
BNBROOKFIELD CORP
$5.5M
PFEPFIZER INC
$5.3M
BSVVANGUARD BD INDEX FDS
$5.3M
UNPUNION PAC CORP
$5.1M
DONSPDR DOW JONES INDL AVERAGE
$5.1M
GEGE AEROSPACE
$4.9M
BACVERIZON COMMUNICATIONS INC
$4.9M
ESEESCO TECHNOLOGIES INC
$4.9M
OEFISHARES TR
$4.8M
VONGVANGUARD SCOTTSDALE FDS
$4.8M
MGKVANGUARD WORLD FD
$4.8M
MRSHMARSH & MCLENNAN COS INC
$4.7M
MRKMERCK & CO INC
$4.7M
DFACDIMENSIONAL ETF TRUST
$4.7M
ITWILLINOIS TOOL WKS INC
$4.5M
VIOGVANGUARD ADMIRAL FDS INC
$4.5M
CATCATERPILLAR INC
$4.3M
WMBWILLIAMS COS INC
$4.2M
TRGPTARGA RES CORP
$4.1M
ACNACCENTURE PLC IRELAND
$4.0M
CITHE CIGNA GROUP
$4.0M
MPLXMPLX LP
$4.0M
QCOMQUALCOMM INC
$3.8M
CSCOCISCO SYS INC
$3.8M
VVXV2X INC
$3.7M
DFUVDIMENSIONAL ETF TRUST
$3.7M
WFCWELLS FARGO CO NEW
$3.6M
USBUS BANCORP DEL
$3.6M
RSPINVESCO EXCHANGE TRADED FD T
$3.6M
SPEMSPDR INDEX SHS FDS
$3.6M
OKEONEOK INC NEW
$3.5M
CBCHUBB LIMITED
$3.5M
RTXRTX CORPORATION
$3.5M
TMOTHERMO FISHER SCIENTIFIC INC
$3.5M
DISDISNEY WALT CO
$3.5M
GEVGE VERNOVA INC
$3.4M
VONVVANGUARD SCOTTSDALE FDS
$3.4M
PPGPPG INDS INC
$3.4M
ITOTISHARES TR
$3.2M
AXPAMERICAN EXPRESS CO
$3.2M
EVRGEVERGY INC
$3.2M
ALBALBEMARLE CORP
$3.2M
ETNEATON CORP PLC
$3.2M
AMGNAMGEN INC
$3.2M
SCHWSCHWAB CHARLES CORP
$3.2M
ADPAUTOMATIC DATA PROCESSING IN
$3.2M
GSGOLDMAN SACHS GROUP INC
$3.2M
KRKROGER CO
$3.1M
EBIRBB FUND TRUST
$3.1M
ACWIISHARES TR
$3.0M
LOWLOWES COS INC
$3.0M
TXNTEXAS INSTRS INC
$2.9M
USHYISHARES TR
$2.9M
SLYVSPDR SERIES TRUST
$2.8M
XLKSELECT SECTOR SPDR TR
$2.8M
MDYSPDR S&P MIDCAP 400 ETF TR
$2.8M
SLYGSPDR SERIES TRUST
$2.8M
MDLZMONDELEZ INTL INC
$2.8M
APHAMPHENOL CORP NEW
$2.8M
DFATDIMENSIONAL ETF TRUST
$2.8M
IDXXIDEXX LABS INC
$2.8M
SNAPSNAP INC
$2.7M
CRMSALESFORCE INC
$2.7M
PGRPROGRESSIVE CORP
$2.7M
TAT&T INC
$2.7M
BXBLACKSTONE INC
$2.6M
LMTLOCKHEED MARTIN CORP
$2.6M
ESGUISHARES TR
$2.6M
DFUSDIMENSIONAL ETF TRUST
$2.6M
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