MONETA GROUP INVESTMENT ADVISORS LLC

Q3 2024 13F-HR Holdings

Location
St Louis, MO
Holdings as of
9/30/2024
Date filed
11/12/2024
Form type
13F-HR
Num holdings
646
Total value ($000)
$6,885,796
Net value change ($000)
+623,208 (10.0%)
New positions
62
Sold out positions
24
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2024 Next filing: 2/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHX 65,308 12.7%
VTV 34,905 14.4%
BIL 34,718 3883.4%
IVV 30,563 12.8%
IEMG 28,023 10.0%
SCHM 25,359 14.6%
VV 18,970 7.4%
VUG 18,420 6.8%
VO 17,712 13.9%
VOE 16,496 14.8%
Top Reduces (Value $000, Stocks/ETFs)
POST -8,750 -94.2%
LRCX -5,987 -25.8%
URI -5,500 -79.9%
MSFT -3,580 -4.9%
EVRG -3,104 -51.6%
ADM -2,303 -1.2%
GOOGL -2,216 -11.3%
GOOGL -1,997 -8.6%
CNC -1,532 -10.4%
BA -1,280 -20.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type