$240 Billion is the total value of MONETA GROUP INVESTMENT ADVISORS LLC's 121 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CB | Exit | Chubb Corp | $0 | – | -2,080 | -100.0% | -0.12% | – |
| MSI | Exit | Motorola Solutions Inc New | $0 | – | -3,000 | -100.0% | -0.12% | – |
| VNTV | Exit | Vantiv Inc Cl A | $0 | – | -6,500 | -100.0% | -0.13% | – |
| VOO | Exit | Vanguard S&P 500 ETFfunds & trusts | $0 | – | -1,425 | -100.0% | -0.14% | – |
| FCNCA | Exit | First Citizens Bancshs Inc A | $0 | – | -1,300 | -100.0% | -0.17% | – |
| LEMB | Exit | iShares Emng Mkts Local Currenfunds & trusts | $0 | – | -6,230 | -100.0% | -0.18% | – |
| FCNCB | Exit | First Citizens Bancshs Inc B | $0 | – | -1,500 | -100.0% | -0.18% | – |
| BLK | Exit | BlackRock Inc | $0 | – | -1,000 | -100.0% | -0.19% | – |
| CTXS | Exit | Citrix Systems Inc | $0 | – | -5,075 | -100.0% | -0.19% | – |
| J | Exit | Jacobs Engr Group Inc Del | $0 | – | -5,315 | -100.0% | -0.20% | – |
| VWO | Exit | Vanguard MSCI Emerg Mkts ETFfunds & trusts | $0 | – | -10,490 | -100.0% | -0.26% | – |
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.