MONETA GROUP INVESTMENT ADVISORS LLC Q4 2019 Filing
Filed February 11, 2020
Portfolio Value
$1.2B
Holdings
273
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (273 positions)
| Stock | Value |
|---|---|
SLYGSPDR SER TR DJ WILSHIRE SMALL CAP GROWTH ETF | $1.3M |
DISDISNEY WALT CO COM DISNEY | $1.2M |
VTVANGUARD TOTAL WORLD STOCK ETF | $1.2M |
CNCCENTENE CORP DEL | $1.2M |
TRVCCITIGROUP INC | $1.2M |
SPSMSPDR PORTFOLIO SMALL CAP ETF | $1.2M |
CBCHUBB LTD. | $1.1M |
ABBVABBVIE INC COM | $1.1M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $1.1M |
VVISA INC | $1.0M |
ACWIISHARES TR MSCI ACWIINDEX FD | $999K |
CVXCHEVRON CORP NEW COM | $979K |
WBC1EURWABCO HLDGS INC COM | $963K |
RDS/AROYAL DUTCH SHELL PLC-ADR | $959K |
WMTWALMART INC COM | $954K |
MRKMERCK & CO INC | $947K |
HIGHARTFORD FINL SVCS GROUP INC | $944K |
HDSUSDHD SUPPLY INC COM USD0.01 | $943K |
AMTAMERICAN TOWER CORP | $940K |
KMIKINDER MORGAN INC | $939K |
MGCVANGUARD MEGA CAP 300 ETF | $938K |
IBMINTL BUSINESS MACHINES | $926K |
USBUS BANCORP DEL COM NEW | $919K |
UNUSDUNILEVER N V N Y SHS NEW | $862K |
DONSPDR DOW JONES INDUSTRIAL ETF | $861K |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $852K |
ARWRARROWHEAD PHARMACEUTICALS INC COM | $818K |
NSCNORFOLK SOUTHERN CRP | $818K |
IWRISHARES TR RUSSELL MIDCAP INDEX FD | $815K |
SFSTIFEL FINANCIAL CP | $808K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $807K |
ADBEADOBE SYS INC | $792K |
ABTABBOTT LABS COM | $782K |
ITWILLINOIS TOOL WKS INC COM | $757K |
UTXZUNITED TECHNOLOGIES CORP COM | $748K |
AMGNAMGEN INC | $746K |
WBAWALGREENS BOOTS ALLIANCE INC COM | $744K |
DWDMORGAN STANLEY | $742K |
AXPAMERICAN EXPRESS CO COM | $737K |
PRUPRUDENTIAL FINL INC | $732K |
BKNGPRICELINE.COM INC | $731K |
POSTPOST HOLDINGS INC COM | $708K |
TFCTRUIST FINL CORP COM | $707K |
WEPMAGELLAN MIDSTREAM PARTNERS LP | $706K |
IFGLISHARES TR FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US | $696K |
ETNEATON CORP PLC SHS | $687K |
LMTLOCKHEED MARTIN CORP | $650K |
DEMWISDOMTREE EMERGING MARKETS EQUITY INCOME ETF | $644K |
IWSISHARES RUSSELL MIDCAP VALUE INDEX | $642K |
PFEPFIZER INC COM | $603K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $601K |
EOGEOG RESOURCES INC | $594K |
EMREMERSON ELEC CO COM | $593K |
RTN1USDRAYTHEON CO COM NEW | $592K |
DONWISDOMTREE MIDCAP DIVIDEND | $591K |
BSVVANGUARD SHORT-TERM BOND INDEX FUND | $565K |
COPCONOCOPHILLIPS COM | $563K |
CICIGNA CORP NEW | $542K |
VYMVANGUARD HIGH DIVIDEND YIELD | $521K |
LNCLINCOLN NATL CORP IND COM | $517K |
COSTCOSTCO WHOLESALE CORP | $510K |
CSMPROSHARES LARGE CAP CORE PLUS ETF | $507K |
IWPISHARES RUSSELL MIDCAP GROWTH ETF | $505K |
QCOMQUALCOMM INC COM | $504K |
DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $500K |
FTVFORTIVE CORP COM | $492K |
UNPUNION PACIFIC CORP COM | $490K |
ADPAUTOMATIC DATA PROCESSING INC COM | $489K |
KMBKIMBERLY CLARK CORP COM | $483K |
IJSISHARES S&P SMALLCAP 600 VALUE ETF | $476K |
GISGENERAL MLS INC COM | $459K |
BIVVANGUARD INTERMEDIATE-TERM BOND | $456K |
EPDENTERPRISE PRODS PARTNERS L P | $442K |
CATCATERPILLAR INC DEL COM | $422K |
ACNACCENTURE PLC | $416K |
BSXBOSTON SCIENTIFIC CORP | $416K |
MASMASCO CORP COM | $410K |
SCHWCHARLES SCHWAB CORP | $405K |
ORCLORACLE CORPORATION | $396K |
TPLUSDTEXAS PAC LD TR SUB CTF PROP I T | $395K |
NVDANVIDIA CORP | $394K |
HIHILLENBRAND INCORPORATED | $392K |
BLVVANGUARD BOND INDEX FUND INC LONG TERM BD ETF | $389K |
AEEAMEREN CORP | $389K |
DWXSPDR S&P INTERNATIONAL DIVIDEND ETF | $383K |
BMYBRISTOL MYERS SQUIBB CO COM | $380K |
CMCSACOMCAST CORP NEW CL A | $380K |
4I1PHILIP MORRIS INTL INC | $380K |
MGKVANGUARD MEGA CAP GROWTH ETF | $377K |
SPTMSPDR PORTFOLIO TOTAL STOCK MARKET ETF | $375K |
VCSHVANGUARD SHORT TERM CORP BOND FD ETF | $371K |
AONAON CORP | $365K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $359K |
RWOSPDR DJ GLOBAL REAL ESTATE ETF | $356K |
MPCMARATHON PETE CORP | $343K |
NFLXNETFLIX COM INC | $336K |
IWVISHARES RUSSELL 3000 ETF | $323K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $320K |
ECLECOLAB INC COM | $317K |
MDTMEDTRONIC PLC SHS | $309K |