$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 1/100 Berkshire Hathaway Cl A | $828,000 | +8.9% | 400 | 0.0% | 0.43% | +101.4% | ||
| PRE | Partnerre Ltd Fltd f | $610,000 | +0.7% | 5,550 | 0.0% | 0.32% | +86.0% | |
| TGT | Target Corp | $542,000 | +8.2% | 8,640 | 0.0% | 0.28% | +100.0% | |
| ADBE | Adobe Systems | $311,000 | -4.6% | 4,500 | 0.0% | 0.16% | +76.1% | |
| HAS | Hasbro Inc | $287,000 | +3.6% | 5,225 | 0.0% | 0.15% | +91.0% | |
| VNTV | Vantiv Inc Cl A | $201,000 | -8.2% | 6,500 | 0.0% | 0.10% | +69.4% |
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.