MONETA GROUP INVESTMENT ADVISORS LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$7.3B
Holdings
668
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (668 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $689.7M |
IEMGISHARES INC | $309.9M |
VTVVANGUARD INDEX FDS | $308.6M |
VUGVANGUARD INDEX FDS | $300.2M |
VVVANGUARD INDEX FDS | $282.3M |
IVVISHARES TR | $278.5M |
SCHMSCHWAB STRATEGIC TR | $232.3M |
VOOVANGUARD INDEX FDS | $211.0M |
VOVANGUARD INDEX FDS | $169.0M |
ADMARCHER DANIELS MIDLAND CO | $157.2M |
AQLTISHARES TR | $153.2M |
IJRISHARES TR | $150.3M |
AAPLAPPLE INC | $139.2M |
VTIVANGUARD INDEX FDS | $133.2M |
SCHGSCHWAB STRATEGIC TR | $132.7M |
VOEVANGUARD INDEX FDS | $132.3M |
VBKVANGUARD INDEX FDS | $123.5M |
VOTVANGUARD INDEX FDS | $121.7M |
IVWISHARES TR | $116.0M |
VBVANGUARD INDEX FDS | $103.4M |
SCHVSCHWAB STRATEGIC TR | $102.0M |
IWFISHARES TR | $96.0M |
SPYSPDR S&P 500 ETF TR | $84.9M |
SCHFSCHWAB STRATEGIC TR | $82.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $80.0M |
VBRVANGUARD INDEX FDS | $73.0M |
IVEISHARES TR | $67.0M |
IJHISHARES TR | $65.5M |
MSFTMICROSOFT CORP | $62.6M |
IWDISHARES TR | $61.0M |
BILSPDR SER TR | $56.6M |
VEAVANGUARD TAX-MANAGED FDS | $53.2M |
IGFISHARES TR | $48.9M |
SCHESCHWAB STRATEGIC TR | $46.7M |
IWMISHARES TR | $45.6M |
VXUSVANGUARD STAR FDS | $44.8M |
SDYSPDR SER TR | $44.3M |
AMIDEA SERIES TRUST | $44.0M |
VYMVANGUARD WHITEHALL FDS | $43.9M |
VNQVANGUARD INDEX FDS | $41.8M |
VEUVANGUARD INTL EQUITY INDEX F | $40.9M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $39.1M |
VWOVANGUARD INTL EQUITY INDEX F | $38.9M |
SCHASCHWAB STRATEGIC TR | $35.3M |
AMZNAMAZON COM INC | $33.1M |
SPYMSPDR SER TR | $31.2M |
SCZISHARES TR | $30.1M |
NVDANVIDIA CORPORATION | $27.4M |
EFAISHARES TR | $27.2M |
IJTISHARES TR | $24.4M |
IWPISHARES TR | $24.2M |
ETENERGY TRANSFER L P | $24.0M |
SCHHSCHWAB STRATEGIC TR | $24.0M |
IWBISHARES TR | $22.3M |
IWOISHARES TR | $21.6M |
IWSISHARES TR | $21.4M |
GOOGLALPHABET INC | $21.2M |
BRBRBELLRING BRANDS INC | $19.7M |
LRCXLAM RESEARCH CORP | $19.5M |
VIOGVANGUARD ADMIRAL FDS INC | $19.3M |
XOMEXXON MOBIL CORP | $18.5M |
VTVANGUARD INTL EQUITY INDEX F | $18.3M |
EFGISHARES TR | $16.6M |
GOOGALPHABET INC | $16.5M |
ORLYOREILLY AUTOMOTIVE INC | $16.3M |
NDQINVESCO QQQ TR | $16.1M |
JPMJPMORGAN CHASE & CO. | $15.6M |
EMREMERSON ELEC CO | $14.7M |
IJSISHARES TR | $14.5M |
METAMETA PLATFORMS INC | $14.3M |
VIOVVANGUARD ADMIRAL FDS INC | $14.1M |
PGPROCTER AND GAMBLE CO | $13.9M |
IWNISHARES TR | $13.9M |
VVISA INC | $13.1M |
SCHDSCHWAB STRATEGIC TR | $13.0M |
FICOFAIR ISAAC CORP | $12.8M |
SCHZSCHWAB STRATEGIC TR | $12.8M |
WMTWALMART INC | $12.4M |
VIGVANGUARD SPECIALIZED FUNDS | $12.1M |
AEEAMEREN CORP | $12.1M |
COSTCOSTCO WHSL CORP NEW | $12.0M |
AQLTISHARES TR | $11.8M |
CNCCENTENE CORP DEL | $11.7M |
AGGISHARES TR | $11.7M |
IJJISHARES TR | $11.3M |
IBITISHARES BITCOIN TRUST ETF | $11.1M |
SPABSPDR SER TR | $10.8M |
EFXEQUIFAX INC | $10.7M |
JNJJOHNSON & JOHNSON | $10.6M |
SPMDSPDR SER TR | $10.6M |
IWRISHARES TR | $10.6M |
UNHUNITEDHEALTH GROUP INC | $10.5M |
EEMISHARES TR | $9.9M |
IJKISHARES TR | $9.7M |
LLYELI LILLY & CO | $9.6M |
EFVISHARES TR | $9.0M |
UPSUNITED PARCEL SERVICE INC | $9.0M |
AMEAMETEK INC | $9.0M |
ABBVABBVIE INC | $8.9M |
VIOOVANGUARD ADMIRAL FDS INC | $8.8M |
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