MONETA GROUP INVESTMENT ADVISORS LLC Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$1.9B

Holdings

420

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (420 positions)

StockValue
SCHXSCHWAB STRATEGIC TR
$101.8M
IEMGISHARES INC
$100.4M
IJRISHARES TR
$50.9M
VUGVANGUARD INDEX FDS
$47.1M
IWMISHARES TR
$46.8M
SDYSPDR SER TR
$45.8M
IVVISHARES TR
$45.7M
VTVVANGUARD INDEX FDS
$44.9M
SPYSPDR S&P 500 ETF TR
$44.7M
AAPLAPPLE INC
$44.2M
SCHHSCHWAB STRATEGIC TR
$42.7M
VNQVANGUARD INDEX FDS
$41.2M
SCHMSCHWAB STRATEGIC TR
$39.8M
VVVANGUARD INDEX FDS
$39.8M
AQLTISHARES TR
$35.9M
IDV*ISHARES TR
$34.0M
VOVANGUARD INDEX FDS
$32.2M
MRVLMARVELL TECHNOLOGY GROUP LTD
$31.7M
VYMVANGUARD WHITEHALL FDS
$31.5M
VNQIVANGUARD INTL EQUITY INDEX F
$28.7M
SPYMSPDR SER TR
$23.5M
SCHFSCHWAB STRATEGIC TR
$21.8M
IWOISHARES TR
$21.8M
IJHISHARES TR
$19.9M
MSFTMICROSOFT CORP
$19.8M
SCZISHARES TR
$19.0M
VOOVANGUARD INDEX FDS
$18.9M
IVWISHARES TR
$18.3M
VBVANGUARD INDEX FDS
$17.6M
GOOGALPHABET INC
$16.8M
IWFISHARES TR
$16.2M
VBKVANGUARD INDEX FDS
$15.0M
CRESTWOOD EQUITY PARTNERS LP
$14.5M
SPABSPDR SER TR
$14.2M
SCHGSCHWAB STRATEGIC TR
$14.1M
EFAISHARES TR
$14.0M
VOTVANGUARD INDEX FDS
$13.6M
VOEVANGUARD INDEX FDS
$13.5M
VEUVANGUARD INTL EQUITY INDEX F
$13.5M
AWMSKYWORKS SOLUTIONS INC
$12.9M
SCHESCHWAB STRATEGIC TR
$12.6M
IWNISHARES TR
$12.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$11.9M
VEAVANGUARD TAX-MANAGED INTL FD
$11.7M
IWDISHARES TR
$11.2M
AMZNAMAZON COM INC
$11.1M
SCHVSCHWAB STRATEGIC TR
$10.4M
VBRVANGUARD INDEX FDS
$10.3M
IVEISHARES TR
$10.3M
VTIVANGUARD INDEX FDS
$9.7M
GOOGLALPHABET INC
$9.5M
BAXBAXTER INTL INC
$9.4M
AQLTISHARES TR
$9.2M
SCHASCHWAB STRATEGIC TR
$9.1M
EFVISHARES TR
$9.0M
SPMDSPDR SER TR
$8.8M
CBSHCOMMERCE BANCSHARES INC
$8.7M
CNCCENTENE CORP DEL
$8.3M
VWOVANGUARD INTL EQUITY INDEX F
$8.3M
EFGISHARES TR
$8.3M
JNJJOHNSON & JOHNSON
$8.2M
PEPPEPSICO INC
$7.4M
SPEMSPDR INDEX SHS FDS
$7.0M
NDQINVESCO QQQ TR
$6.9M
VTHRVANGUARD SCOTTSDALE FDS
$6.6M
SCHZSCHWAB STRATEGIC TR
$6.5M
AGGISHARES TR
$6.4M
LOWLOWES COS INC
$6.4M
JPMJPMORGAN CHASE & CO
$5.9M
USRTISHARES TR
$5.7M
EEMISHARES TR
$5.6M
IWBISHARES TR
$5.6M
ALLKGUSDALLAKOS INC
$5.1M
PFEPFIZER INC
$4.9M
XOMEXXON MOBIL CORP
$4.8M
METAFACEBOOK INC
$4.6M
MGCVANGUARD WORLD FD
$4.6M
BAMBROOKFIELD ASSET MGMT INC
$4.5M
IWSISHARES TR
$4.2M
DYHTARGET CORP
$4.2M
IJTISHARES TR
$4.2M
MTCHMATCH GROUP INC NEW
$3.9M
SLYVSPDR SER TR
$3.8M
USHYISHARES TR
$3.8M
ICFISHARES TR
$3.8M
UNHUNITEDHEALTH GROUP INC
$3.7M
TSLATESLA INC
$3.7M
DHRDANAHER CORPORATION
$3.6M
ABBVABBVIE INC
$3.5M
SLYGSPDR SER TR
$3.5M
BACVERIZON COMMUNICATIONS INC
$3.5M
PYPLPAYPAL HLDGS INC
$3.4M
INTCINTEL CORP
$3.4M
BACBK OF AMERICA CORP
$3.2M
SCHCSCHWAB STRATEGIC TR
$3.2M
DISDISNEY WALT CO
$3.2M
DONSPDR DOW JONES INDL AVERAGE
$3.1M
ABTABBOTT LABS
$3.1M
MCDMCDONALDS CORP
$3.1M
VTEBVANGUARD MUN BD FDS
$3.1M
Page 1 of 5Next