$233 Million is the total value of MONETA GROUP INVESTMENT ADVISORS LLC's 142 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | New | Boeing Co | $1,051,000 | – | 7,000 | +100.0% | 0.45% | – |
| PAH | New | Platform Specialty Prods Corp | $513,000 | – | 20,000 | +100.0% | 0.22% | – |
| GILD | New | Gilead Sciences Inc | $437,000 | – | 4,450 | +100.0% | 0.19% | – |
| UNH | New | UnitedHealth Group Inc | $431,000 | – | 3,647 | +100.0% | 0.18% | – |
| VBK | New | Vanguard Small-Cap Growth ETFfunds & trusts | $419,000 | – | 3,178 | +100.0% | 0.18% | – |
| VTI | New | Vanguard Total Stock Market ETfunds & trusts | $331,000 | – | 3,086 | +100.0% | 0.14% | – |
| WDR | New | Waddell & Reed Finl Inc A | $220,000 | – | 4,450 | +100.0% | 0.09% | – |
| DPS | New | Dr Pepper Snapple Group Inc | $212,000 | – | 2,700 | +100.0% | 0.09% | – |
| CHRW | New | C H Robinson Worldwide Inc | $209,000 | – | 2,850 | +100.0% | 0.09% | – |
| ON | New | ON Semiconductor Corp | $158,000 | – | 13,060 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-08
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.