$518 Billion is the total value of MONETA GROUP INVESTMENT ADVISORS LLC's 266 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ETN | Eaton Corp | $662,000 | 0.0% | 8,815 | 0.0% | 0.19% | -52.4% | |
| ENDP | Endo Pharmaceuticals Hldgs Inc | $504,000 | 0.0% | 7,340 | 0.0% | 0.14% | -52.2% | |
| AMGN | Amgen | $330,000 | 0.0% | 2,675 | 0.0% | 0.09% | -52.3% | |
| CA | CA Inc | $239,000 | 0.0% | 7,700 | 0.0% | 0.07% | -52.5% | |
| OMC | Omnicom Group | $236,000 | 0.0% | 3,250 | 0.0% | 0.07% | -52.5% | |
| WDR | Waddell & Reed Finl Inc A | $225,000 | 0.0% | 3,050 | 0.0% | 0.06% | -52.6% | |
| BBT | BB&T Corp | $201,000 | 0.0% | 5,000 | 0.0% | 0.06% | -52.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 48 | Q2 2024 | 11.0% |
| SPDR S&P DIVIDEND ETF | 48 | Q2 2024 | 8.3% |
| ISHARES TR | 48 | Q2 2024 | 7.8% |
| ISHARES TR | 48 | Q2 2024 | 9.4% |
| ISHARES TR | 48 | Q2 2024 | 8.9% |
| ISHARES TR | 48 | Q2 2024 | 7.5% |
| ISHARES TR | 48 | Q2 2024 | 4.2% |
| ISHARES TR | 48 | Q2 2024 | 6.2% |
| ISHARES TR | 48 | Q2 2024 | 3.7% |
| SPDR S&P 500 TRUST | 48 | Q2 2024 | 4.5% |
View MONETA GROUP INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
| 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 |
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.
Compare quarters
The following issues were detected while analyzing the report:
- The reported total value is incorrect (518339000000.0 != 355126000.0)
- The reported number of holdings is incorrect (266 != 254)
- The reported has been restated
- The reported has been amended
Export MONETA GROUP INVESTMENT ADVISORS LLC's holdings