MONETA GROUP INVESTMENT ADVISORS LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$8.4B
Holdings
706
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (706 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $805.8M |
VUGVANGUARD INDEX FDS | $381.3M |
VVVANGUARD INDEX FDS | $365.8M |
IEMGISHARES INC | $330.0M |
VTVVANGUARD INDEX FDS | $318.4M |
SCHMSCHWAB STRATEGIC TR | $265.5M |
VOVANGUARD INDEX FDS | $214.1M |
AQLTISHARES TR | $178.6M |
ADMARCHER DANIELS MIDLAND CO | $172.8M |
VOTVANGUARD INDEX FDS | $169.8M |
SCHGSCHWAB STRATEGIC TR | $168.2M |
IJRISHARES TR | $159.7M |
VTIVANGUARD INDEX FDS | $153.1M |
AAPLAPPLE INC | $147.3M |
VOEVANGUARD INDEX FDS | $143.6M |
IVWISHARES TR | $139.1M |
VBKVANGUARD INDEX FDS | $139.1M |
SCHVSCHWAB STRATEGIC TR | $125.8M |
IWFISHARES TR | $114.7M |
VBVANGUARD INDEX FDS | $113.2M |
IJHISHARES TR | $102.0M |
SCHFSCHWAB STRATEGIC TR | $97.5M |
MSFTMICROSOFT CORP | $90.4M |
VBRVANGUARD INDEX FDS | $85.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $72.9M |
IVEISHARES TR | $70.1M |
BILSPDR SERIES TRUST | $67.6M |
IWDISHARES TR | $64.1M |
VEAVANGUARD TAX-MANAGED FDS | $61.8M |
IGFISHARES TR | $55.4M |
AMIDEA SERIES TRUST | $54.1M |
SCHESCHWAB STRATEGIC TR | $53.3M |
IWMISHARES TR | $49.9M |
VXUSVANGUARD STAR FDS | $49.5M |
SCHASCHWAB STRATEGIC TR | $48.3M |
NVDANVIDIA CORPORATION | $47.3M |
VEUVANGUARD INTL EQUITY INDEX F | $45.8M |
EFGISHARES TR | $42.5M |
AMZNAMAZON COM INC | $40.3M |
VNQVANGUARD INDEX FDS | $39.7M |
SDYSPDR SERIES TRUST | $37.9M |
VWOVANGUARD INTL EQUITY INDEX F | $37.0M |
VYMVANGUARD WHITEHALL FDS | $35.2M |
SCZISHARES TR | $34.2M |
SPYMSPDR SERIES TRUST | $33.9M |
IWPISHARES TR | $32.8M |
EFAISHARES TR | $30.0M |
IJTISHARES TR | $29.3M |
IWBISHARES TR | $26.3M |
GOOGLALPHABET INC | $26.2M |
LRCXLAM RESEARCH CORP | $26.0M |
ETENERGY TRANSFER L P | $24.7M |
SCHHSCHWAB STRATEGIC TR | $24.5M |
IWSISHARES TR | $23.8M |
IWOISHARES TR | $23.1M |
JPMJPMORGAN CHASE & CO. | $21.2M |
VTVANGUARD INTL EQUITY INDEX F | $20.6M |
EMREMERSON ELEC CO | $18.4M |
XOMEXXON MOBIL CORP | $18.2M |
GOOGALPHABET INC | $18.0M |
ABIGEA SERIES TRUST | $17.4M |
VIOOVANGUARD ADMIRAL FDS INC | $16.0M |
IJSISHARES TR | $15.8M |
IBITISHARES BITCOIN TRUST ETF | $15.7M |
ORLYOREILLY AUTOMOTIVE INC | $15.6M |
PGPROCTER AND GAMBLE CO | $15.3M |
WMTWALMART INC | $15.1M |
IVOGVANGUARD ADMIRAL FDS INC | $14.6M |
BRBRBELLRING BRANDS INC | $14.5M |
AEEAMEREN CORP | $14.4M |
SCHZSCHWAB STRATEGIC TR | $13.7M |
VVISA INC | $13.2M |
TSLATESLA INC | $13.0M |
AVGOBROADCOM INC | $13.0M |
VIGVANGUARD SPECIALIZED FUNDS | $12.8M |
IWNISHARES TR | $12.8M |
IJJISHARES TR | $12.3M |
SCHDSCHWAB STRATEGIC TR | $12.3M |
EFVISHARES TR | $11.8M |
AGGISHARES TR | $11.7M |
AQLTISHARES TR | $11.7M |
IWRISHARES TR | $11.7M |
IJKISHARES TR | $11.3M |
EFXEQUIFAX INC | $11.3M |
SPMDSPDR SERIES TRUST | $11.2M |
EEMISHARES TR | $11.1M |
SPABSPDR SERIES TRUST | $10.8M |
BACBANK AMERICA CORP | $10.7M |
JNJJOHNSON & JOHNSON | $10.0M |
CNCCENTENE CORP DEL | $9.9M |
XMMOINVESCO EXCHANGE TRADED FD T | $9.9M |
AMEAMETEK INC | $9.5M |
SCHBSCHWAB STRATEGIC TR | $9.4M |
IBMINTERNATIONAL BUSINESS MACHS | $8.5M |
ALILEA SERIES TRUST | $8.3M |
UPSUNITED PARCEL SERVICE INC | $8.3M |
CBSHCOMMERCE BANCSHARES INC | $8.2M |
ABBVABBVIE INC | $8.1M |
KOCOCA COLA CO | $7.8M |
MCDMCDONALDS CORP | $7.8M |
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