MONETA GROUP INVESTMENT ADVISORS LLC

Q4 2024 13F-HR Holdings

Location
St Louis, MO
Holdings as of
12/31/2024
Date filed
2/11/2025
Form type
13F-HR
Num holdings
664
Total value ($000)
$7,138,252
Net value change ($000)
+252,456 (3.7%)
New positions
55
Sold out positions
38
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VUG 30,710 10.5%
SCHX 29,004 5.0%
LRCX 19,666 NEW
IGF 18,423 66.0%
VOO 17,063 8.7%
BIL 13,998 39.3%
VTV 13,783 5.0%
AAPL 13,320 9.1%
VOT 13,139 12.6%
IVV 10,780 4.0%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -17,199 -100.0%
IEMG -8,819 -2.9%
VEA -5,874 -10.7%
SDY -5,580 -11.3%
VWO -5,549 -12.7%
VEU -5,120 -9.5%
VNQ -4,938 -10.5%
SCHWAB STRATEGIC TRUST -4,608 -6.1%
IEFA -4,121 -2.8%
SCZ -4,096 -12.8%
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