$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WDR | Exit | Waddell & Reed Finl Inc A | $0 | – | -3,050 | -100.0% | -0.06% | – |
| OMC | Exit | Omnicom Group | $0 | – | -3,250 | -100.0% | -0.07% | – |
| CA | Exit | CA Inc | $0 | – | -7,700 | -100.0% | -0.07% | – |
| VOO | Exit | Vanguard S&P 500 ETFfunds & trusts | $0 | – | -1,520 | -100.0% | -0.08% | – |
| 6100PS | Exit | Brown Shoe Co Inc | $0 | – | -9,494 | -100.0% | -0.08% | – |
| AMGN | Exit | Amgen | $0 | – | -2,675 | -100.0% | -0.09% | – |
| ENDP | Exit | Endo Pharmaceuticals Hldgs Inc | $0 | – | -7,340 | -100.0% | -0.14% | – |
| GD | Exit | General Dynamics Corp | $0 | – | -4,500 | -100.0% | -0.14% | – |
| IYM | Exit | iShares DJ BMaterialfunds & trusts | $0 | – | -6,000 | -100.0% | -0.14% | – |
| AAP | Exit | Advance Auto Parts Inc | $0 | – | -4,000 | -100.0% | -0.15% | – |
| ETN | Exit | Eaton Corp | $0 | – | -8,815 | -100.0% | -0.19% | – |
| FRX | Exit | Forest Laboratories | $0 | – | -8,125 | -100.0% | -0.22% | – |
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 | 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.