$2.63 Billion is the total value of MONETA GROUP INVESTMENT ADVISORS LLC's 432 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | EA SERIES TRUSTargent mid cap | $9,589,000 | – | 450,057 | +100.0% | 0.36% | – | |
| ENR | New | ENERGIZER HLDGS INC NEW | $3,266,000 | – | 129,912 | +100.0% | 0.12% | – |
| PXD | New | PIONEER NAT RES CO | $285,000 | – | 1,316 | +100.0% | 0.01% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $259,000 | – | 1,789 | +100.0% | 0.01% | – |
| TWTR | New | TWITTER INC | $238,000 | – | 34 | +100.0% | 0.01% | – |
| IDEV | New | ISHARES TRcore msci intl | $207,000 | – | 4,285 | +100.0% | 0.01% | – |
| ENSC | New | ENSYSCE BIOSCIENCES INC | $22,000 | – | 5,116 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.