MONETA GROUP INVESTMENT ADVISORS LLC

Q3 2025 13F-HR Holdings

Location
St Louis, MO
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
792
Total value ($000)
$12,585,993
Net value change ($000)
+4,190,828 (49.9%)
New positions
106
Sold out positions
22
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 1,476,496 594.1%
VEA 590,593 956.2%
VO 437,119 204.2%
VTV 283,970 89.2%
VUG 277,099 72.7%
SCHX 110,286 13.7%
AAPL 46,364 31.5%
DFAU 41,150 NEW
VV 35,762 9.8%
VTI 34,926 22.8%
Top Reduces (Value $000, Stocks/ETFs)
BRBR -5,146 -35.6%
CNC -3,670 -36.9%
FICO -2,669 -21.3%
SNAP -2,184 -79.6%
UPS -1,453 -17.6%
SCHH -1,447 -5.9%
NFLX -1,363 -18.3%
ET -1,352 -5.5%
COST -1,024 -7.8%
ACN -900 -22.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 964 (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