$961 Million is the total value of MONETA GROUP INVESTMENT ADVISORS LLC's 233 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 44.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | Sell | SPDR SER TRs&p divid etf | $47,938,000 | -27.5% | 600,275 | -2.4% | 4.99% | -10.1% |
| IDV | Sell | ISHARES TRintl sel div etf | $38,531,000 | -59.5% | 1,704,912 | -39.9% | 4.01% | -49.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $25,140,000 | -50.2% | 560,785 | -30.8% | 2.62% | -38.2% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $25,030,000 | -37.9% | 764,508 | -12.8% | 2.60% | -23.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $22,070,000 | -45.5% | 192,818 | -21.2% | 2.30% | -32.5% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $20,049,000 | -48.0% | 244,411 | -18.4% | 2.09% | -35.5% |
| DVY | Sell | ISHARES TRselect divid etf | $15,666,000 | -35.9% | 213,027 | -7.8% | 1.63% | -20.4% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $13,864,000 | -29.2% | 87,653 | -4.1% | 1.44% | -12.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $12,586,000 | -20.6% | 68,840 | -1.6% | 1.31% | -1.6% |
| EFA | Sell | ISHARES TRmsci eafe etf | $9,949,000 | -33.9% | 186,102 | -14.2% | 1.04% | -18.1% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $8,951,000 | -38.7% | 346,401 | -20.2% | 0.93% | -23.9% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $8,881,000 | -24.3% | 293,878 | -26.4% | 0.92% | -6.1% |
| PEP | Sell | PEPSICO INC | $5,303,000 | -22.5% | 44,155 | -11.8% | 0.55% | -3.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $4,565,000 | -54.8% | 51,408 | -30.2% | 0.48% | -43.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,024,000 | -25.6% | 26,711 | -13.1% | 0.42% | -7.7% |
| LOW | Sell | LOWES COS INC | $2,908,000 | -29.4% | 33,794 | -1.7% | 0.30% | -12.2% |
| IGSB | Sell | ISHARES TRsh tr crport etf | $2,591,000 | -3.1% | 49,484 | -0.7% | 0.27% | +20.5% |
| IAC | Sell | IAC INTERACTIVECORP | $2,574,000 | -28.1% | 14,361 | -0.0% | 0.27% | -10.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,550,000 | -31.2% | 25,711 | -5.4% | 0.26% | -14.8% |
| ICF | Sell | ISHARES TRcohen steer reit | $2,480,000 | -25.6% | 27,080 | -5.0% | 0.26% | -7.9% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $2,190,000 | -29.7% | 89,754 | -0.2% | 0.23% | -12.6% |
| ALL | Sell | ALLSTATE CORP | $2,062,000 | -22.4% | 22,479 | -4.9% | 0.22% | -3.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,011,000 | -12.0% | 15,336 | -2.1% | 0.21% | +8.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,883,000 | -16.8% | 9,890 | -7.1% | 0.20% | +3.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,733,000 | -16.1% | 1,490 | -3.5% | 0.18% | +4.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,704,000 | -39.1% | 18,927 | -5.7% | 0.18% | -24.7% |
| PFG | Sell | PRINCIPAL FINL GROUP INC | $1,679,000 | -45.9% | 53,574 | -5.1% | 0.18% | -32.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,528,000 | -29.0% | 28,438 | -18.9% | 0.16% | -12.2% |
| TIPX | Sell | SPDR SER TRblomberg 1 10 yr | $1,371,000 | -4.1% | 69,840 | -4.2% | 0.14% | +19.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,376,000 | -49.2% | 41,272 | -32.9% | 0.14% | -37.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,281,000 | -12.2% | 13,380 | -0.8% | 0.13% | +9.0% |
| BAC | Sell | BK OF AMERICA CORP | $1,258,000 | -42.2% | 59,256 | -4.1% | 0.13% | -28.4% |
| EFSC | Sell | ENTERPRISE FINL SVCS CORP | $1,254,000 | -64.9% | 44,930 | -39.4% | 0.13% | -56.7% |
| INTC | Sell | INTEL CORP | $1,204,000 | -13.5% | 22,247 | -4.3% | 0.12% | +6.8% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $1,110,000 | -55.1% | 8,052 | -37.1% | 0.12% | -44.4% |
| KO | Sell | COCA COLA CO | $1,040,000 | -24.5% | 23,503 | -5.6% | 0.11% | -6.9% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,023,000 | -49.0% | 28,623 | -40.1% | 0.11% | -36.9% |
| MA | Sell | MASTERCARD INCcl a | $1,020,000 | -26.0% | 4,223 | -8.6% | 0.11% | -8.6% |
| CSCO | Sell | CISCO SYS INC | $995,000 | -41.2% | 25,312 | -28.3% | 0.10% | -26.8% |
| T | Sell | AT&T INC | $1,000,000 | -40.8% | 34,305 | -20.6% | 0.10% | -26.8% |
| WBC | Sell | WABCO HLDGS INC | $945,000 | -1.9% | 6,997 | -1.5% | 0.10% | +21.0% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $908,000 | -25.7% | 14,459 | -4.2% | 0.09% | -8.7% |
| WMT | Sell | WALMART INC | $797,000 | -16.5% | 7,015 | -12.6% | 0.08% | +3.8% |
| KKR | Sell | KKR & CO INCcl a | $678,000 | -67.0% | 28,888 | -59.0% | 0.07% | -58.7% |
| ADBE | Sell | ADOBE INC | $666,000 | -15.9% | 2,093 | -12.8% | 0.07% | +4.5% |
| V | Sell | VISA INC | $647,000 | -36.8% | 4,016 | -26.2% | 0.07% | -22.1% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $626,000 | -33.4% | 2,875 | -29.7% | 0.06% | -17.7% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $571,000 | -30.2% | 3,911 | -7.2% | 0.06% | -14.5% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $548,000 | -3.0% | 6,668 | -4.9% | 0.06% | +21.3% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $544,000 | -84.0% | 2 | -80.0% | 0.06% | -80.0% |
| SF | Sell | STIFEL FINL CORP | $535,000 | -33.8% | 12,960 | -2.7% | 0.06% | -17.6% |
| WFC | Sell | WELLS FARGO CO NEW | $509,000 | -63.1% | 17,735 | -30.8% | 0.05% | -54.3% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $499,000 | -77.1% | 12,209 | -74.0% | 0.05% | -71.6% |
| USB | Sell | US BANCORP DEL | $504,000 | -45.2% | 14,630 | -5.6% | 0.05% | -32.5% |
| PFF | Sell | ISHARES TRpfd and incm sec | $462,000 | -79.2% | 14,510 | -75.5% | 0.05% | -74.3% |
| AMGN | Sell | AMGEN INC | $464,000 | -37.8% | 2,289 | -26.0% | 0.05% | -23.8% |
| CVX | Sell | CHEVRON CORP NEW | $440,000 | -55.1% | 6,072 | -25.3% | 0.05% | -43.9% |
| NVDA | Sell | NVIDIA CORP | $440,000 | +11.7% | 1,669 | -0.3% | 0.05% | +39.4% |
| BA | Sell | BOEING CO | $420,000 | -72.8% | 2,816 | -40.6% | 0.04% | -65.9% |
| DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $424,000 | -50.8% | 1,934 | -36.0% | 0.04% | -38.9% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $425,000 | -78.7% | 17,276 | -65.9% | 0.04% | -73.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $402,000 | -38.2% | 1,186 | -28.9% | 0.04% | -23.6% |
| IFGL | Sell | ISHARES TRintl dev re etf | $389,000 | -44.1% | 17,993 | -21.9% | 0.04% | -31.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $374,000 | -23.5% | 2,736 | -4.6% | 0.04% | -4.9% |
| ARWR | Sell | ARROWHEAD PHARMACEUTICALS IN | $371,000 | -54.6% | 12,895 | -0.0% | 0.04% | -43.5% |
| PFE | Sell | PFIZER INC | $379,000 | -37.1% | 11,612 | -24.6% | 0.04% | -23.5% |
| ETN | Sell | EATON CORP PLC | $366,000 | -46.7% | 4,711 | -35.0% | 0.04% | -34.5% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $358,000 | -69.9% | 16,392 | -55.0% | 0.04% | -63.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $346,000 | -57.5% | 8,015 | -41.4% | 0.04% | -47.1% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $345,000 | -64.0% | 9,888 | -39.2% | 0.04% | -55.0% |
| BKNG | Sell | BOOKING HLDGS INC | $350,000 | -52.1% | 260 | -27.0% | 0.04% | -41.0% |
| NFLX | Sell | NETFLIX INC | $336,000 | 0.0% | 895 | -13.8% | 0.04% | +25.0% |
| MS | Sell | MORGAN STANLEY | $334,000 | -55.0% | 9,824 | -32.3% | 0.04% | -43.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $330,000 | -55.2% | 3,855 | -34.9% | 0.03% | -45.2% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $328,000 | -15.7% | 3,073 | -20.7% | 0.03% | +3.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $319,000 | -16.1% | 4,372 | -2.1% | 0.03% | +3.1% |
| FTV | Sell | FORTIVE CORP | $321,000 | -34.8% | 5,816 | -9.7% | 0.03% | -19.5% |
| KMB | Sell | KIMBERLY CLARK CORP | $311,000 | -35.6% | 2,432 | -30.7% | 0.03% | -22.0% |
| EMR | Sell | EMERSON ELEC CO | $302,000 | -49.1% | 6,338 | -18.5% | 0.03% | -38.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $286,000 | -10.6% | 1,471 | -2.5% | 0.03% | +11.1% |
| COP | Sell | CONOCOPHILLIPS | $265,000 | -52.9% | 8,604 | -0.6% | 0.03% | -40.4% |
| MDT | Sell | MEDTRONIC PLC | $240,000 | -22.3% | 2,661 | -2.3% | 0.02% | -3.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $226,000 | -40.5% | 4,055 | -31.5% | 0.02% | -25.0% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $225,000 | -68.1% | 6,166 | -45.1% | 0.02% | -61.0% |
| EOG | Sell | EOG RES INC | $225,000 | -62.1% | 6,264 | -11.7% | 0.02% | -54.0% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $212,000 | -78.8% | 3,388 | -73.1% | 0.02% | -73.8% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $213,000 | -51.8% | 14,895 | -5.1% | 0.02% | -40.5% |
| GE | Sell | GENERAL ELECTRIC CO | $186,000 | -33.3% | 23,426 | -6.3% | 0.02% | -17.4% |
| LOAN | Sell | MANHATTAN BRIDGE CAPITAL INC | $124,000 | -39.5% | 30,318 | -5.9% | 0.01% | -23.5% |
| CHK | Sell | CHESAPEAKE ENERGY CORP | $2,000 | -96.6% | 12,500 | -82.5% | 0.00% | -100.0% |
| K | Exit | KELLOGG CO COMstock | $0 | – | -159 | -100.0% | -0.00% | – |
| LEG | Exit | LEGGETT & PLATT INC COMstock | $0 | – | -256 | -100.0% | -0.00% | – |
| ATHX | Exit | ATHERSYS INC COMstock | $0 | – | -11,382 | -100.0% | -0.00% | – |
| O | Exit | REALTY INCOME CORPreit | $0 | – | -244 | -100.0% | -0.00% | – |
| ROKU | Exit | ROKU INC COM CL Astock | $0 | – | -187 | -100.0% | -0.00% | – |
| ED | Exit | CONSOLIDATED EDISON INC COMstock | $0 | – | -298 | -100.0% | -0.00% | – |
| DES | Exit | WISDOMTREE SMALLCAP DIVIDENDetf | $0 | – | -907 | -100.0% | -0.00% | – |
| GSK | Exit | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $0 | – | -596 | -100.0% | -0.00% | – |
| UL | Exit | UNILEVER PLC SPON ADR NEWadr | $0 | – | -630 | -100.0% | -0.00% | – |
| PAYX | Exit | PAYCHEX INCstock | $0 | – | -423 | -100.0% | -0.00% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO COMstock | $0 | – | -647 | -100.0% | -0.00% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC COMstock | $0 | – | -334 | -100.0% | -0.00% | – |
| WELL | Exit | HEALTH CARE REIT INCreit | $0 | – | -770 | -100.0% | -0.01% | – |
| CLX | Exit | CLOROX CO DEL COMstock | $0 | – | -417 | -100.0% | -0.01% | – |
| DOL | Exit | WISDOMTREE TR INTL LARGECAP DIVID FDetf | $0 | – | -1,225 | -100.0% | -0.01% | – |
| TD | Exit | TORONTO DOMINION BANKstock | $0 | – | -1,799 | -100.0% | -0.01% | – |
| BP | Exit | BP PLC SPONSORED ADRadr | $0 | – | -2,862 | -100.0% | -0.01% | – |
| BTI | Exit | BRITISH AMERICAN TOBACCOadr | $0 | – | -2,449 | -100.0% | -0.01% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLC SPON ADR Badr | $0 | – | -1,918 | -100.0% | -0.01% | – |
| FSK | Exit | FS INVESTMENT CORPORATIONcef | $0 | – | -20,228 | -100.0% | -0.01% | – |
| MMM | Exit | 3M CO COMstock | $0 | – | -777 | -100.0% | -0.01% | – |
| BOND | Exit | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $0 | – | -1,252 | -100.0% | -0.01% | – |
| CNR | Exit | CORNERSTONE BLDG BRANDS INC COMstock | $0 | – | -16,216 | -100.0% | -0.01% | – |
| CL | Exit | COLGATE PALMOLIVE CO COMstock | $0 | – | -2,223 | -100.0% | -0.01% | – |
| DE | Exit | DEERE & CO COMstock | $0 | – | -929 | -100.0% | -0.01% | – |
| DUK | Exit | DUKE ENERGY CORP NEW COM NEWstock | $0 | – | -1,908 | -100.0% | -0.02% | – |
| SMB | Exit | VANECK VECTORS AMT-FREE SHORT MUNICIPAL INDEX ETFetf | $0 | – | -10,284 | -100.0% | -0.02% | – |
| WM | Exit | WASTE MANAGEMENT INCstock | $0 | – | -1,527 | -100.0% | -0.02% | – |
| SCHD | Exit | SCHWAB US DIVIDEND EQUITY ETFetf | $0 | – | -3,488 | -100.0% | -0.02% | – |
| LAWS | Exit | LAWSON PRODS INC COMstock | $0 | – | -3,992 | -100.0% | -0.02% | – |
| SYY | Exit | SYSCO CORP COMstock | $0 | – | -2,350 | -100.0% | -0.02% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP COMstock | $0 | – | -581 | -100.0% | -0.02% | – |
| PSX | Exit | PHILLIPS 66stock | $0 | – | -1,912 | -100.0% | -0.02% | – |
| HON | Exit | HONEYWELL INTL INCstock | $0 | – | -1,215 | -100.0% | -0.02% | – |
| AFL | Exit | AFLAC INC COMstock | $0 | – | -4,026 | -100.0% | -0.02% | – |
| LVS | Exit | LAS VEGAS SANDS CORPstock | $0 | – | -3,129 | -100.0% | -0.02% | – |
| SHY | Exit | ISHARES 1-3 YR TREASURY BOND ETFetf | $0 | – | -2,529 | -100.0% | -0.02% | – |
| XLF | Exit | FINANCIAL SELECT SECTOR SPDRetf | $0 | – | -7,180 | -100.0% | -0.02% | – |
| CPT | Exit | CAMDEN PPTY TR SH BEN INTreit | $0 | – | -2,139 | -100.0% | -0.02% | – |
| NWN | Exit | NORTHWEST NAT HLDG CO COMstock | $0 | – | -2,997 | -100.0% | -0.02% | – |
| SO | Exit | SOUTHERN CO COMstock | $0 | – | -3,595 | -100.0% | -0.02% | – |
| WY | Exit | WEYERHAEUSER COstock | $0 | – | -7,384 | -100.0% | -0.02% | – |
| R | Exit | RYDER SYS INC COMstock | $0 | – | -4,106 | -100.0% | -0.02% | – |
| EMN | Exit | EASTMAN CHEMICAL COstock | $0 | – | -2,902 | -100.0% | -0.02% | – |
| HUN | Exit | HUNTSMAN CORPstock | $0 | – | -10,596 | -100.0% | -0.02% | – |
| SCHB | Exit | SCHWAB ETFS- US BROAD MARKET ETFetf | $0 | – | -3,187 | -100.0% | -0.02% | – |
| PHM | Exit | PULTE GROUP INC COMstock | $0 | – | -6,392 | -100.0% | -0.02% | – |
| MASI | Exit | MASIMO CORPORATIONstock | $0 | – | -1,563 | -100.0% | -0.02% | – |
| OGE | Exit | OGE ENERGY CORP COMstock | $0 | – | -6,004 | -100.0% | -0.02% | – |
| BDX | Exit | BECTON DICKINSON & CO COMstock | $0 | – | -1,044 | -100.0% | -0.02% | – |
| TJX | Exit | TJX COS INC NEW COMstock | $0 | – | -4,684 | -100.0% | -0.02% | – |
| MO | Exit | ALTRIA GROUP INC COMstock | $0 | – | -5,650 | -100.0% | -0.02% | – |
| AMJ | Exit | JP MORGAN ALERIAN MLP ETNetf | $0 | – | -13,480 | -100.0% | -0.02% | – |
| ECL | Exit | ECOLAB INC COMstock | $0 | – | -1,643 | -100.0% | -0.03% | – |
| MPC | Exit | MARATHON PETE CORPstock | $0 | – | -5,693 | -100.0% | -0.03% | – |
| RWO | Exit | SPDR DJ GLOBAL REAL ESTATE ETFetf | $0 | – | -6,910 | -100.0% | -0.03% | – |
| SPTM | Exit | SPDR PORTFOLIO TOTAL STOCK MARKET ETFetf | $0 | – | -9,408 | -100.0% | -0.03% | – |
| TPL | Exit | TEXAS PAC LD TR SUB CTF PROP I Tstock | $0 | – | -506 | -100.0% | -0.03% | – |
| SCHW | Exit | CHARLES SCHWAB CORPstock | $0 | – | -8,516 | -100.0% | -0.03% | – |
| ACN | Exit | ACCENTURE PLCstock | $0 | – | -1,976 | -100.0% | -0.04% | – |
| UNP | Exit | UNION PACIFIC CORP COMstock | $0 | – | -2,710 | -100.0% | -0.04% | – |
| QCOM | Exit | QUALCOMM INC COMstock | $0 | – | -5,712 | -100.0% | -0.04% | – |
| CSM | Exit | PROSHARES LARGE CAP CORE PLUS ETFetf | $0 | – | -6,569 | -100.0% | -0.04% | – |
| LNC | Exit | LINCOLN NATL CORP IND COMstock | $0 | – | -8,761 | -100.0% | -0.04% | – |
| CI | Exit | CIGNA CORP NEWstock | $0 | – | -2,650 | -100.0% | -0.04% | – |
| RTN | Exit | RAYTHEON CO COM NEWstock | $0 | – | -2,694 | -100.0% | -0.05% | – |
| DON | Exit | WISDOMTREE MIDCAP DIVIDENDetf | $0 | – | -15,536 | -100.0% | -0.05% | – |
| DEM | Exit | WISDOMTREE EMERGING MARKETS EQUITY INCOME ETFetf | $0 | – | -14,070 | -100.0% | -0.05% | – |
| PRU | Exit | PRUDENTIAL FINL INCstock | $0 | – | -7,809 | -100.0% | -0.06% | – |
| SPDW | Exit | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $0 | – | -27,177 | -100.0% | -0.07% | – |
| UN | Exit | UNILEVER N V N Y SHS NEWadr | $0 | – | -15,002 | -100.0% | -0.07% | – |
| HDS | Exit | HD SUPPLY INC COM USD0.01stock | $0 | – | -23,446 | -100.0% | -0.08% | – |
| C | Exit | CITIGROUP INCstock | $0 | – | -15,096 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
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.