MONETA GROUP INVESTMENT ADVISORS LLC - Q2 2015 holdings

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$328 Million is the total value of MONETA GROUP INVESTMENT ADVISORS LLC's 125 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
EFSC  ENTERPRISE FINL SVCS CORP COMstock$1,865,000
+10.2%
81,9100.0%0.57%
-21.5%
SF  STIFEL FINL CORP COMstock$831,000
+3.5%
14,4000.0%0.25%
-26.2%
IWF  ISHARES RUSSELL 1000 GROWTH ETFetf$642,000
+0.2%
6,4840.0%0.20%
-28.7%
PRE  PARTNERRE LTD COMstock$488,000
+12.4%
3,8000.0%0.15%
-19.9%
USB  US BANCORP DEL COM NEWstock$368,000
-0.5%
8,4750.0%0.11%
-29.6%
MS  MORGAN STANLEYstock$349,000
+8.4%
9,0100.0%0.11%
-22.5%
OGE  OGE ENERGY CORP COMstock$307,000
-9.7%
10,7500.0%0.09%
-35.6%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2015-08-17
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR48Q2 202411.0%
SPDR S&P DIVIDEND ETF48Q2 20248.3%
ISHARES TR48Q2 20247.8%
ISHARES TR48Q2 20249.4%
ISHARES TR48Q2 20248.9%
ISHARES TR48Q2 20247.5%
ISHARES TR48Q2 20244.2%
ISHARES TR48Q2 20246.2%
ISHARES TR48Q2 20243.7%
SPDR S&P 500 TRUST48Q2 20244.5%

View MONETA GROUP INVESTMENT ADVISORS LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-08-13
13F-HR2024-08-13
13F-HR2024-02-15
13F-HR2023-11-15
13F-HR2023-08-15
13F-HR2023-05-15
13F-HR/A2023-02-16
13F-HR/A2023-02-16
13F-HR2023-02-15
13F-HR2022-11-14

View MONETA GROUP INVESTMENT ADVISORS LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (327691000.0 != 327692000.0)

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