$192 Million is the total value of MONETA GROUP INVESTMENT ADVISORS LLC's 136 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WFTIQ | New | Weatherford Intl PLCltd f | $337,000 | – | 16,215 | +100.0% | 0.18% | – |
| TEVA | New | Teva Pharmaceuticals Ind Ltd Altd f | $327,000 | – | 6,075 | +100.0% | 0.17% | – |
| B108PS | New | Actavis PLCltd f | $307,000 | – | 1,271 | +100.0% | 0.16% | – |
| MS | New | Morgan Stanley New | $294,000 | – | 8,510 | +100.0% | 0.15% | – |
| STO | New | Statoil ASA Spon ADR Fltd f | $272,000 | – | 10,000 | +100.0% | 0.14% | – |
| CVC | New | Cablevision Systems Corp NY Gr | $181,000 | – | 10,328 | +100.0% | 0.09% | – |
| LEE | New | Lee Enterprises Inc | $54,000 | – | 16,000 | +100.0% | 0.03% | – |
| New | Microport Scientic Corp | $8,000 | – | 15,625 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-03
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.