MONETA GROUP INVESTMENT ADVISORS LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$12.6T
Holdings
791
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (791 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | COSTCOSTCO WHSL CORP NEW | 13,008 | $12.0B | 0.10% | |
| 102 | EFXEQUIFAX INC | 46,798 | $12.0B | 0.10% | |
| 103 | SPMDSPDR SERIES TRUST | 208,771 | $11.9B | 0.09% | |
| 104 | ORCLORACLE CORP | 41,662 | $11.7B | 0.09% | |
| 105 | CLOIVANECK ETF TRUST | 219,342 | $11.6B | 0.09% | |
| 106 | BACBANK AMERICA CORP | 222,531 | $11.5B | 0.09% | |
| 107 | LLYELI LILLY & CO | 14,493 | $11.1B | 0.09% | |
| 108 | ALILEA SERIES TRUST | 373,133 | $10.9B | 0.09% | |
| 109 | SCHBSCHWAB STRATEGIC TR | 410,095 | $10.5B | 0.08% | |
| 110 | XMMOINVESCO EXCHANGE TRADED FD T | 76,954 | $10.4B | 0.08% | |
| 111 | VGTVANGUARD WORLD FD | 13,431 | $10.0B | 0.08% | |
| 112 | AMEAMETEK INC | 52,553 | $9.9B | 0.08% | |
| 113 | ABBVABBVIE INC | 42,657 | $9.9B | 0.08% | |
| 114 | FICOFAIR ISAAC CORP | 6,599 | $9.9B | 0.08% | |
| 115 | BRBRBELLRING BRANDS INC | 255,975 | $9.3B | 0.07% | |
| 116 | PLTRPALANTIR TECHNOLOGIES INC | 49,322 | $9.0B | 0.07% | |
| 117 | HDHOME DEPOT INC | 22,050 | $8.9B | 0.07% | |
| 118 | IEFISHARES TR | 89,901 | $8.7B | 0.07% | |
| 119 | MGCVANGUARD WORLD FD | 34,677 | $8.5B | 0.07% | |
| 120 | MCDMCDONALDS CORP | 26,807 | $8.1B | 0.06% | |
| 121 | SCHCSCHWAB STRATEGIC TR | 178,710 | $8.1B | 0.06% | |
| 122 | IBMINTERNATIONAL BUSINESS MACHS | 28,180 | $8.0B | 0.06% | |
| 123 | CBSHCOMMERCE BANCSHARES INC | 131,461 | $7.9B | 0.06% | |
| 124 | IVOOVANGUARD ADMIRAL FDS INC | 70,683 | $7.8B | 0.06% | |
| 125 | CVXCHEVRON CORP NEW | 50,208 | $7.8B | 0.06% | |
| 126 | UNHUNITEDHEALTH GROUP INC | 22,154 | $7.6B | 0.06% | |
| 127 | KOCOCA COLA CO | 111,202 | $7.4B | 0.06% | |
| 128 | BONDPIMCO ETF TR | 78,905 | $7.4B | 0.06% | |
| 129 | BABOEING CO | 33,717 | $7.3B | 0.06% | |
| 130 | VCLTVANGUARD SCOTTSDALE FDS | 91,160 | $7.1B | 0.06% | |
| 131 | PEPPEPSICO INC | 49,378 | $6.9B | 0.06% | |
| 132 | MAMASTERCARD INCORPORATED | 11,996 | $6.8B | 0.05% | |
| 133 | UPSUNITED PARCEL SERVICE INC | 81,512 | $6.8B | 0.05% | |
| 134 | ABTABBOTT LABS | 49,375 | $6.6B | 0.05% | |
| 135 | ICFISHARES TR | 106,050 | $6.5B | 0.05% | |
| 136 | JBNDJ P MORGAN EXCHANGE TRADED F | 118,042 | $6.4B | 0.05% | |
| 137 | CNCCENTENE CORP DEL | 175,648 | $6.3B | 0.05% | |
| 138 | VXFVANGUARD INDEX FDS | 29,800 | $6.2B | 0.05% | |
| 139 | EPDENTERPRISE PRODS PARTNERS L | 197,968 | $6.2B | 0.05% | |
| 140 | GEGE AEROSPACE | 20,427 | $6.1B | 0.05% | |
| 141 | VOOVVANGUARD ADMIRAL FDS INC | 30,506 | $6.1B | 0.05% | |
| 142 | NFLXNETFLIX INC | 5,074 | $6.1B | 0.05% | |
| 143 | ESGDISHARES TR | 65,373 | $6.1B | 0.05% | |
| 144 | BNBROOKFIELD CORP | 131,875 | $6.0B | 0.05% | |
| 145 | DONSPDR DOW JONES INDL AVERAGE | 12,963 | $6.0B | 0.05% | |
| 146 | DHRDANAHER CORPORATION | 29,837 | $5.9B | 0.05% | |
| 147 | IRENIREN LIMITED | 125,717 | $5.9B | 0.05% | Call |
| 148 | MGKVANGUARD WORLD FD | 14,637 | $5.9B | 0.05% | |
| 149 | DFSVDIMENSIONAL ETF TRUST | 184,093 | $5.9B | 0.05% | |
| 150 | EFSCENTERPRISE FINL SVCS CORP | 98,279 | $5.7B | 0.05% | |
| 151 | CATCATERPILLAR INC | 11,835 | $5.6B | 0.04% | |
| 152 | QEFASPDR INDEX SHS FDS | 64,161 | $5.6B | 0.04% | |
| 153 | JAAAJANUS DETROIT STR TR | 109,345 | $5.6B | 0.04% | |
| 154 | OEFISHARES TR | 16,608 | $5.5B | 0.04% | |
| 155 | BSVVANGUARD BD INDEX FDS | 69,560 | $5.5B | 0.04% | |
| 156 | VIOGVANGUARD ADMIRAL FDS INC | 43,982 | $5.4B | 0.04% | |
| 157 | ESEESCO TECHNOLOGIES INC | 25,035 | $5.3B | 0.04% | |
| 158 | UNPUNION PAC CORP | 22,283 | $5.3B | 0.04% | |
| 159 | PFEPFIZER INC | 206,544 | $5.3B | 0.04% | |
| 160 | VONGVANGUARD SCOTTSDALE FDS | 43,577 | $5.3B | 0.04% | |
| 161 | BACVERIZON COMMUNICATIONS INC | 118,929 | $5.2B | 0.04% | |
| 162 | EMXCISHARES INC | 75,322 | $5.1B | 0.04% | |
| 163 | MRKMERCK & CO INC | 60,584 | $5.1B | 0.04% | |
| 164 | IYWISHARES TR | 25,713 | $5.0B | 0.04% | |
| 165 | DFEVDIMENSIONAL ETF TRUST | 157,314 | $5.0B | 0.04% | |
| 166 | COWZPACER FDS TR | 86,016 | $4.9B | 0.04% | |
| 167 | GDXVANECK ETF TRUST | 62,963 | $4.8B | 0.04% | |
| 168 | ITWILLINOIS TOOL WKS INC | 18,341 | $4.8B | 0.04% | |
| 169 | MRSHMARSH & MCLENNAN COS INC | 22,538 | $4.5B | 0.04% | |
| 170 | TMOTHERMO FISHER SCIENTIFIC INC | 9,318 | $4.5B | 0.04% | |
| 171 | USBUS BANCORP DEL | 92,797 | $4.5B | 0.04% | |
| 172 | JMUBJ P MORGAN EXCHANGE TRADED F | 87,776 | $4.4B | 0.04% | |
| 173 | RTXRTX CORPORATION | 25,491 | $4.3B | 0.03% | |
| 174 | WMBWILLIAMS COS INC | 67,078 | $4.2B | 0.03% | |
| 175 | PZAINVESCO EXCH TRADED FD TR II | 180,801 | $4.2B | 0.03% | |
| 176 | IXUSISHARES TR | 50,417 | $4.2B | 0.03% | |
| 177 | RSPINVESCO EXCHANGE TRADED FD T | 21,872 | $4.1B | 0.03% | |
| 178 | ALBALBEMARLE CORP | 51,063 | $4.1B | 0.03% | |
| 179 | SLYGSPDR SERIES TRUST | 43,804 | $4.1B | 0.03% | |
| 180 | ITOTISHARES TR | 27,612 | $4.0B | 0.03% | |
| 181 | TRGPTARGA RES CORP | 23,327 | $3.9B | 0.03% | |
| 182 | QCOMQUALCOMM INC | 23,461 | $3.9B | 0.03% | |
| 183 | WFCWELLS FARGO CO NEW | 46,436 | $3.9B | 0.03% | |
| 184 | AMGNAMGEN INC | 13,667 | $3.9B | 0.03% | |
| 185 | NEENEXTERA ENERGY INC | 51,089 | $3.9B | 0.03% | |
| 186 | GSGOLDMAN SACHS GROUP INC | 4,826 | $3.8B | 0.03% | |
| 187 | DFUVDIMENSIONAL ETF TRUST | 85,947 | $3.8B | 0.03% | |
| 188 | ADPAUTOMATIC DATA PROCESSING IN | 13,050 | $3.8B | 0.03% | |
| 189 | MPLXMPLX LP | 76,611 | $3.8B | 0.03% | |
| 190 | ADBEADOBE INC | 10,798 | $3.8B | 0.03% | |
| 191 | BIVVANGUARD BD INDEX FDS | 48,525 | $3.8B | 0.03% | |
| 192 | CSCOCISCO SYS INC | 53,626 | $3.7B | 0.03% | |
| 193 | EVRGEVERGY INC | 46,972 | $3.6B | 0.03% | |
| 194 | SPEMSPDR INDEX SHS FDS | 76,184 | $3.6B | 0.03% | |
| 195 | VONVVANGUARD SCOTTSDALE FDS | 39,662 | $3.5B | 0.03% | |
| 196 | APHAMPHENOL CORP NEW | 28,477 | $3.5B | 0.03% | |
| 197 | GEVGE VERNOVA INC | 5,692 | $3.5B | 0.03% | |
| 198 | CITHE CIGNA GROUP | 12,053 | $3.5B | 0.03% | |
| 199 | SCHWSCHWAB CHARLES CORP | 36,260 | $3.5B | 0.03% | |
| 200 | CBCHUBB LIMITED | 12,127 | $3.4B | 0.03% |