MONETA GROUP INVESTMENT ADVISORS LLC Q4 2023 Filing

Filed February 15, 2024

Portfolio Value

$5.1B

Holdings

565

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (565 positions)

#StockSharesValue% PortfolioType
101
IJKISHARES TR
70,982$5.6M0.11%
102
SCHDSCHWAB STRATEGIC TR
71,745$5.5M0.11%
103
BRK-BBERKSHIRE HATHAWAY INC DEL
10$5.4M0.11%
104
MGKVANGUARD WORLD FD
20,336$5.3M0.10%
105
UNPUNION PAC CORP
20,859$5.1M0.10%
106
TSLATESLA INC
20,429$5.1M0.10%
107
LLYELI LILLY & CO
8,630$5.0M0.10%
108
BABOEING CO
19,134$5.0M0.10%
109
WMTWALMART INC
30,651$4.8M0.10%
110
AVGOBROADCOM INC
4,315$4.8M0.10%
111
VIGVANGUARD SPECIALIZED FUNDS
28,127$4.8M0.09%
112
SCHCSCHWAB STRATEGIC TR
136,103$4.7M0.09%
113
USHYISHARES TR
126,984$4.6M0.09%
114
USBUS BANCORP DEL
106,554$4.6M0.09%
115
ABTABBOTT LABS
41,454$4.6M0.09%
116
TMOTHERMO FISHER SCIENTIFIC INC
8,304$4.4M0.09%
117
MGCVANGUARD WORLD FD
25,482$4.3M0.09%
118
METAMETA PLATFORMS INC
12,119$4.3M0.08%
119
KOCOCA COLA CO
72,691$4.3M0.08%
120
EPDENTERPRISE PRODS PARTNERS L
161,388$4.3M0.08%
121
HDHOME DEPOT INC
12,232$4.2M0.08%
122
DONSPDR DOW JONES INDL AVERAGE
11,246$4.2M0.08%
123
BONDPIMCO ETF TR
45,681$4.2M0.08%
124
DFACDIMENSIONAL ETF TRUST
143,962$4.2M0.08%
125
CVXCHEVRON CORP NEW
28,088$4.2M0.08%
126
SLYVSPDR SER TR
49,720$4.1M0.08%
127
CITHE CIGNA GROUP
13,717$4.1M0.08%
128
SLYGSPDR SER TR
48,398$4.0M0.08%
129
VGTVANGUARD WORLD FDS
8,293$4.0M0.08%
130
VXFVANGUARD INDEX FDS
23,879$3.9M0.08%
131
EFSCENTERPRISE FINL SVCS CORP
85,957$3.8M0.08%
132
BSVVANGUARD BD INDEX FDS
49,743$3.8M0.08%
133
OKEONEOK INC NEW
54,239$3.8M0.08%
134
VVXV2X INC
78,349$3.6M0.07%
135
BNBROOKFIELD CORP
88,183$3.5M0.07%
136
USRTISHARES TR
60,199$3.3M0.06%
137
ETNEATON CORP PLC
13,345$3.2M0.06%
138
MAMASTERCARD INCORPORATED
7,518$3.2M0.06%
139
IXUSISHARES TR
49,064$3.2M0.06%
140
SCHBSCHWAB STRATEGIC TR
56,523$3.1M0.06%
141
DFUVDIMENSIONAL ETF TRUST
81,365$3.0M0.06%
142
AMGNAMGEN INC
10,467$3.0M0.06%
143
IDXXIDEXX LABS INC
5,420$3.0M0.06%
144
QCOMQUALCOMM INC
20,760$3.0M0.06%
145
VNQIVANGUARD INTL EQUITY INDEX F
69,990$3.0M0.06%
146
BNDVANGUARD BD INDEX FDS
39,566$2.9M0.06%
147
RGAREINSURANCE GRP OF AMERICA I
17,502$2.8M0.06%
148
BACVERIZON COMMUNICATIONS INC
72,365$2.7M0.05%
149
ESGDISHARES TR
35,827$2.7M0.05%
150
INTCINTEL CORP
53,809$2.7M0.05%
151
RSPINVESCO EXCHANGE TRADED FD T
16,994$2.7M0.05%
152
MDLZMONDELEZ INTL INC
35,654$2.6M0.05%
153
IBMINTERNATIONAL BUSINESS MACHS
15,617$2.6M0.05%
154
CATCATERPILLAR INC
8,614$2.5M0.05%
155
MPLXMPLX LP
66,529$2.4M0.05%
156
CSCOCISCO SYS INC
48,253$2.4M0.05%
157
WMBWILLIAMS COS INC
69,411$2.4M0.05%
158
ORCLORACLE CORP
22,728$2.4M0.05%
159
CTEFEA SERIES TRUST
110,645$2.3M0.05%
160
CRMSALESFORCE INC
8,588$2.3M0.04%
161
ACWIISHARES TR
21,972$2.2M0.04%
162
FMBHFIRST MID ILL BANCSHARES INC
62,545$2.2M0.04%
163
ITOTISHARES TR
20,499$2.2M0.04%
164
ACWXISHARES TR
41,708$2.1M0.04%
165
NEENEXTERA ENERGY INC
34,926$2.1M0.04%
166
DYHTARGET CORP
14,457$2.1M0.04%
167
MDYSPDR S&P MIDCAP 400 ETF TR
4,054$2.1M0.04%
168
CBCHUBB LIMITED
9,023$2.0M0.04%
169
PRFINVESCO EXCHANGE TRADED FD T
57,911$2.0M0.04%
170
TXNTEXAS INSTRS INC
11,891$2.0M0.04%
171
TRGPTARGA RES CORP
23,311$2.0M0.04%
172
ACNACCENTURE PLC IRELAND
5,726$2.0M0.04%
173
ITWILLINOIS TOOL WKS INC
7,285$1.9M0.04%
174
TJXTJX COS INC NEW
20,115$1.9M0.04%
175
ADPAUTOMATIC DATA PROCESSING IN
8,081$1.9M0.04%
176
DISDISNEY WALT CO
20,759$1.9M0.04%
177
MUBISHARES TR
17,204$1.9M0.04%
178
CASSCASS INFORMATION SYS INC
41,329$1.9M0.04%
179
MGVVANGUARD WORLD FD
16,980$1.9M0.04%
180
AMTAMERICAN TOWER CORP NEW
8,480$1.8M0.04%
181
GEGENERAL ELECTRIC CO
14,293$1.8M0.04%
182
NKENIKE INC
16,747$1.8M0.04%
183
CMCSACOMCAST CORP NEW
40,797$1.8M0.04%
184
OEFISHARES TR
7,966$1.8M0.04%
185
LOWLOWES COS INC
7,973$1.8M0.04%
186
DFUSDIMENSIONAL ETF TRUST
33,860$1.8M0.03%
187
MRSHMARSH & MCLENNAN COS INC
9,242$1.8M0.03%
188
CDNSCADENCE DESIGN SYSTEM INC
6,400$1.7M0.03%
189
AZOAUTOZONE INC
661$1.7M0.03%
190
VONGVANGUARD SCOTTSDALE FDS
21,459$1.7M0.03%
191
ADBEADOBE INC
2,742$1.6M0.03%
192
VTEBVANGUARD MUN BD FDS
31,183$1.6M0.03%
193
HONHONEYWELL INTL INC
7,248$1.5M0.03%
194
WINGWINGSTOP INC
5,893$1.5M0.03%
195
TAT&T INC
89,678$1.5M0.03%
196
ENBENBRIDGE INC
41,624$1.5M0.03%
197
IWVISHARES TR
5,469$1.5M0.03%
198
CLCOLGATE PALMOLIVE CO
17,891$1.4M0.03%
199
SYKSTRYKER CORPORATION
4,706$1.4M0.03%
200
AXPAMERICAN EXPRESS CO
7,522$1.4M0.03%
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