MONETA GROUP INVESTMENT ADVISORS LLC
Top Portfolio Positions
477 positions ·
$1,826,547,384 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 | 9.86% | |
| 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 | 3.90% | |
| 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 BUSE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,721,923 | 68,141 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,614,532 | 67,866 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,840,239 | 79,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,873,363 | 81,842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $929,188 | 43,018 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $975,420 | 41,384 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,076,811 | 41,384 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,001,906 | 41,384 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $988,647 | 41,108 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $930,898 | 37,506 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $676,928 | 35,220 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $690,234 | 34,340 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $655,354 | 32,220 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $799,247 | 32,332 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $685,995 | 31,210 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $752,998 | 32,954 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $770,994 | 30,426 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $908,004 | 33,481 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $825,006 | 33,496 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $750,009 | 30,414 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $780,991 | 30,448 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $656,003 | 30,441 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $483,993 | 30,459 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $626,005 | 33,566 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $574,998 | 33,606 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||