$229 Billion is the total value of MONETA GROUP INVESTMENT ADVISORS LLC's 110 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EWJ | Exit | iShares Japan Indexfunds & trusts | $0 | – | -10,000 | -100.0% | -0.08% | – |
| CBSH | Exit | Commercial Bancshares Inc | $0 | – | -15,071 | -100.0% | -0.16% | – |
| AAXJ | Exit | iShares Tr Msci Acjpn Idxfunds & trusts | $0 | – | -3,500 | -100.0% | -0.18% | – |
| HAS | Exit | Hasbro Inc | $0 | – | -5,960 | -100.0% | -0.18% | – |
| ECL | Exit | Ecolab Inc | $0 | – | -3,250 | -100.0% | -0.20% | – |
| ABT | Exit | Abbott Labs | $0 | – | -8,928 | -100.0% | -0.51% | – |
| IDV | Exit | iShares Dow Jones Intl Selectfunds & trusts | $0 | – | -24,755 | -100.0% | -0.72% | – |
| BIIB | Exit | Biogen Idec Inc | $0 | – | -5,792 | -100.0% | -0.73% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q3 2023 | 11.0% |
| SPDR S&P DIVIDEND ETF | 45 | Q3 2023 | 8.3% |
| ISHARES TR | 45 | Q3 2023 | 7.8% |
| ISHARES TR | 45 | Q3 2023 | 9.4% |
| ISHARES TR | 45 | Q3 2023 | 8.9% |
| ISHARES TR | 45 | Q3 2023 | 7.5% |
| ISHARES TR | 45 | Q3 2023 | 4.2% |
| ISHARES TR | 45 | Q3 2023 | 6.2% |
| ISHARES TR | 45 | Q3 2023 | 3.7% |
| SPDR S&P 500 TRUST | 45 | Q3 2023 | 4.5% |
View MONETA GROUP INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR/A | 2023-02-16 |
| 13F-HR/A | 2023-02-16 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-11 |
View MONETA GROUP INVESTMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.