MONETA GROUP INVESTMENT ADVISORS LLC

Q2 2025 13F-HR Holdings

Location
St Louis, MO
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
707
Total value ($000)
$8,395,165
Net value change ($000)
+1,141,356 (15.7%)
New positions
65
Sold out positions
27
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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 116,083 16.8%
VV 83,465 29.6%
VUG 81,085 27.0%
IVV 49,045 17.6%
VOT 48,143 39.6%
VO 45,089 26.7%
VOO 37,542 17.8%
IJH 36,484 55.7%
SCHG 35,425 26.7%
SCHM 33,240 14.3%
Top Reduces (Value $000, Stocks/ETFs)
VIOG -14,857 -76.9%
VIOV -12,376 -87.5%
VYM -8,648 -19.7%
BRK-B -7,105 -8.9%
SDY -6,428 -14.5%
BRBR -5,282 -26.8%
UNH -3,908 -37.1%
INGR -2,549 -72.5%
TXN -2,346 -44.7%
VNQ -2,098 -5.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 198 (0.0% of total reported value)
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