$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SO | Exit | Southern Company | $0 | – | -4,075 | -100.0% | -0.10% | – |
| COP | Exit | ConocoPhillips | $0 | – | -3,043 | -100.0% | -0.10% | – |
| EEM | Exit | iShares MSCI Emerg Mktsfunds & trusts | $0 | – | -5,785 | -100.0% | -0.11% | – |
| UPS | Exit | United Parcel Service Cl B | $0 | – | -2,055 | -100.0% | -0.11% | – |
| XL | Exit | XL Group Ltdltd f | $0 | – | -6,720 | -100.0% | -0.11% | – |
| WMT | Exit | Wal-Mart Stores | $0 | – | -3,855 | -100.0% | -0.16% | – |
| CMCSA | Exit | Comcast Corp A Special | $0 | – | -8,928 | -100.0% | -0.25% | – |
| ETN | Exit | Eaton Corp | $0 | – | -8,355 | -100.0% | -0.27% | – |
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.