MONETA GROUP INVESTMENT ADVISORS LLC

Q1 2025 13F-HR Holdings

Location
St Louis, MO
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
668
Total value ($000)
$7,253,809
Net value change ($000)
+115,557 (1.6%)
New positions
47
Sold out positions
43
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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 81,480 13.4%
BRK-B 32,996 538.4%
VTI 30,820 30.1%
SCHM 24,966 12.0%
VO 20,301 13.7%
VTV 18,147 6.2%
BRK-B 13,012 19.4%
SCHV 12,655 14.2%
FICO 12,164 1868.5%
IEMG 11,607 3.9%
Top Reduces (Value $000, Stocks/ETFs)
ADM -34,062 -17.8%
IWM -22,079 -32.6%
VUG -21,784 -6.8%
AAPL -21,098 -13.2%
IJR -18,644 -11.0%
VB -18,004 -14.8%
VBK -12,534 -9.2%
NVDA -9,620 -26.0%
PPG -8,461 -72.3%
IWF -8,140 -7.8%
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