$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Berkshire Hathaway Inc Del B N | $700,000 | +16.1% | 6,721 | 0.0% | 0.53% | +1.0% | |
| HIG | Hartford Finl Svcs Group Inc | $473,000 | +15.1% | 18,315 | 0.0% | 0.36% | 0.0% | |
| USB | US Bancorp | $406,000 | +6.3% | 11,975 | 0.0% | 0.31% | -7.6% | |
| MMM | 3M Company | $393,000 | +14.2% | 3,700 | 0.0% | 0.30% | -0.7% | |
| CBI | Chicago Bridge & Iron Co | $373,000 | +34.2% | 6,000 | 0.0% | 0.28% | +16.6% | |
| OGE | OGE Energy Corp | $350,000 | +24.1% | 5,000 | 0.0% | 0.26% | +8.2% | |
| V | Visa Inc Cl A | $340,000 | +12.2% | 2,000 | 0.0% | 0.26% | -2.3% | |
| MHK | Mohawk Inds Inc | $339,000 | +25.1% | 3,000 | 0.0% | 0.26% | +8.5% | |
| AGCO | AGCO Corp | $326,000 | +6.2% | 6,250 | 0.0% | 0.25% | -7.5% | |
| ITW | Illinois Tool Works Inc | $323,000 | +0.3% | 5,300 | 0.0% | 0.24% | -12.9% | |
| IVZ | Invesco Ltdltd f | $319,000 | +11.1% | 11,000 | 0.0% | 0.24% | -3.2% | |
| MCK | McKesson Corp | $315,000 | +11.3% | 2,915 | 0.0% | 0.24% | -3.3% | |
| KMI | Kinder Morgan Inc Del | $309,000 | +9.2% | 8,000 | 0.0% | 0.23% | -4.9% | |
| CMCSA | Comcast Corp A Special | $299,000 | +12.4% | 7,112 | 0.0% | 0.22% | -2.2% | |
| UNP | Union Pac Corp | $299,000 | +13.3% | 2,100 | 0.0% | 0.22% | -1.7% | |
| MCD | McDonalds Corp | $282,000 | +12.8% | 2,830 | 0.0% | 0.21% | -1.9% | |
| C | Citigroup Inc | $274,000 | +11.8% | 6,183 | 0.0% | 0.21% | -2.8% | |
| ROK | Rockwell Automation Inc | $259,000 | +2.8% | 3,000 | 0.0% | 0.20% | -10.6% | |
| BLK | BlackRock Inc | $257,000 | +24.2% | 1,000 | 0.0% | 0.19% | +8.4% | |
| DIS | Disney Walt | $256,000 | +14.3% | 4,503 | 0.0% | 0.19% | -0.5% | |
| CB | Chubb Corp | $235,000 | +16.3% | 2,680 | 0.0% | 0.18% | +1.1% | |
| ABB | ABB Ltd Spon Adr Fltd f | $228,000 | +9.6% | 10,000 | 0.0% | 0.17% | -4.4% | |
| NOV | National Oilwell Varco Inc | $212,000 | +3.4% | 3,000 | 0.0% | 0.16% | -9.6% | |
| 6100PS | Brown Shoe Co Inc | $202,000 | -12.6% | 12,595 | 0.0% | 0.15% | -24.0% | |
| NCS | NCI Building Sys Inc | $196,000 | +24.8% | 11,300 | 0.0% | 0.15% | +8.8% | |
| CMXI | Cytomedix Inc New | $22,000 | -29.0% | 43,101 | 0.0% | 0.02% | -37.0% |
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.