MONETA GROUP INVESTMENT ADVISORS LLC
Top Portfolio Positions
476 positions ·
$1,827,168,586 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
2,778,927 | $202,000,203 | 11.06% | |
| AAPL |
Apple Inc.
Technology
|
709,322 | $180,018,830 | 9.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
182,562 | $118,727,371 | 6.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
159,027 | $76,205,738 | 4.17% | |
| MSFT |
Microsoft Corp
Technology
|
192,208 | $71,149,635 | 3.89% | |
| LRCX |
Lam Research Corp
Technology
|
282,997 | $60,465,139 | 3.31% | |
| NVDA |
Nvidia Corp
Technology
|
322,200 | $56,191,680 | 3.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
150,121 | $43,168,794 | 2.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
187,653 | $39,082,490 | 2.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
55,406 | $31,979,235 | 1.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BFC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $877,890 | 6,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $791,830 | 6,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $788,515 | 6,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $764,725 | 6,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $654,810 | 6,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $644,085 | 6,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $634,900 | 7,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $578,130 | 7,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $606,690 | 7,000 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $606,620 | 7,000 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $540,050 | 7,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $582,400 | 7,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $515,060 | 7,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $755,183 | 8,136 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $534,977 | 6,995 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $533,020 | 7,031 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $504,001 | 7,001 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $505,968 | 7,004 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $496,019 | 6,999 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $487,971 | 6,994 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $525,004 | 7,001 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $453,999 | 7,004 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $411,017 | 7,002 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $449,020 | 7,005 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $392,000 | 7,000 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||