MONETA GROUP INVESTMENT ADVISORS LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$7.1B
Holdings
664
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (664 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $608.2M |
VUGVANGUARD INDEX FDS | $322.0M |
IEMGISHARES INC | $298.3M |
VTVVANGUARD INDEX FDS | $290.4M |
VVVANGUARD INDEX FDS | $280.1M |
IVVISHARES TR | $279.5M |
VOOVANGUARD INDEX FDS | $212.9M |
SCHMSCHWAB STRATEGIC TR | $207.3M |
ADMARCHER DANIELS MIDLAND CO | $191.3M |
IJRISHARES TR | $168.9M |
AAPLAPPLE INC | $160.3M |
VOVANGUARD INDEX FDS | $148.7M |
AQLTISHARES TR | $141.9M |
VBKVANGUARD INDEX FDS | $136.0M |
SCHGSCHWAB STRATEGIC TR | $133.8M |
VOEVANGUARD INDEX FDS | $127.3M |
VBVANGUARD INDEX FDS | $121.4M |
IVWISHARES TR | $120.3M |
VOTVANGUARD INDEX FDS | $117.6M |
IWFISHARES TR | $104.2M |
VTIVANGUARD INDEX FDS | $102.4M |
SCHVSCHWAB STRATEGIC TR | $89.3M |
SPYSPDR S&P 500 ETF TR | $88.1M |
VBRVANGUARD INDEX FDS | $76.7M |
SCHFSCHWAB STRATEGIC TR | $71.3M |
MSFTMICROSOFT CORP | $68.5M |
IJHISHARES TR | $68.5M |
IWMISHARES TR | $67.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $67.0M |
IVEISHARES TR | $62.2M |
IWDISHARES TR | $58.4M |
BILSPDR SER TR | $49.6M |
VEAVANGUARD TAX-MANAGED FDS | $49.0M |
VEUVANGUARD INTL EQUITY INDEX F | $48.5M |
IGFISHARES TR | $46.3M |
SDYSPDR SER TR | $43.7M |
VNQVANGUARD INDEX FDS | $42.3M |
AMIDEA SERIES TRUST | $42.2M |
SCHESCHWAB STRATEGIC TR | $42.1M |
VYMVANGUARD WHITEHALL FDS | $40.8M |
AMZNAMAZON COM INC | $39.9M |
VWOVANGUARD INTL EQUITY INDEX F | $38.1M |
SCHASCHWAB STRATEGIC TR | $37.1M |
NVDANVIDIA CORPORATION | $37.0M |
VXUSVANGUARD STAR FDS | $34.0M |
SPYMSPDR SER TR | $32.5M |
SCZISHARES TR | $28.0M |
IJTISHARES TR | $26.3M |
GOOGLALPHABET INC | $25.8M |
ETENERGY TRANSFER L P | $25.7M |
IWPISHARES TR | $25.3M |
IWOISHARES TR | $25.1M |
EFAISHARES TR | $24.5M |
SCHHSCHWAB STRATEGIC TR | $23.6M |
IWSISHARES TR | $21.3M |
VIOGVANGUARD ADMIRAL FDS INC | $21.0M |
GOOGALPHABET INC | $20.3M |
BRBRBELLRING BRANDS INC | $20.1M |
IWBISHARES TR | $19.7M |
LRCXLAM RESEARCH CORP | $19.7M |
VTVANGUARD INTL EQUITY INDEX F | $18.2M |
NDQINVESCO QQQ TR | $17.1M |
XOMEXXON MOBIL CORP | $17.0M |
EMREMERSON ELEC CO | $16.5M |
VIOVVANGUARD ADMIRAL FDS INC | $15.8M |
IWNISHARES TR | $15.5M |
IJSISHARES TR | $15.0M |
JPMJPMORGAN CHASE & CO. | $14.9M |
PGPROCTER AND GAMBLE CO | $14.2M |
METAMETA PLATFORMS INC | $14.1M |
EFGISHARES TR | $14.0M |
ORLYOREILLY AUTOMOTIVE INC | $13.2M |
SCHDSCHWAB STRATEGIC TR | $12.1M |
SCHZSCHWAB STRATEGIC TR | $12.0M |
VVISA INC | $11.9M |
IJJISHARES TR | $11.8M |
EFXEQUIFAX INC | $11.7M |
PPGPPG INDS INC | $11.7M |
CNCCENTENE CORP DEL | $11.5M |
AQLTISHARES TR | $11.5M |
UNHUNITEDHEALTH GROUP INC | $11.4M |
COSTCOSTCO WHSL CORP NEW | $11.3M |
VIGVANGUARD SPECIALIZED FUNDS | $11.2M |
SPABSPDR SER TR | $11.1M |
WMTWALMART INC | $11.1M |
IBITISHARES BITCOIN TRUST ETF | $11.0M |
TSLATESLA INC | $10.9M |
AGGISHARES TR | $10.9M |
AEEAMEREN CORP | $10.6M |
AVGOBROADCOM INC | $10.5M |
IWRISHARES TR | $10.5M |
SPMDSPDR SER TR | $10.5M |
IJKISHARES TR | $10.4M |
UPSUNITED PARCEL SERVICE INC | $10.4M |
JNJJOHNSON & JOHNSON | $9.9M |
XMMOINVESCO EXCHANGE TRADED FD T | $9.7M |
VIOOVANGUARD ADMIRAL FDS INC | $9.7M |
LLYELI LILLY & CO | $9.6M |
AMEAMETEK INC | $9.5M |
EEMISHARES TR | $9.4M |
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