MONETA GROUP INVESTMENT ADVISORS LLC
Top Portfolio Positions
475 positions ·
$1,750,962,848 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 | 11.54% | |
| AAPL |
Apple Inc.
Technology
|
709,322 | $180,018,830 | 10.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
182,562 | $118,727,371 | 6.78% | |
| MSFT |
Microsoft Corp
Technology
|
192,208 | $71,149,635 | 4.06% | |
| LRCX |
Lam Research Corp
Technology
|
282,997 | $60,465,139 | 3.45% | |
| NVDA |
Nvidia Corp
Technology
|
322,200 | $56,191,680 | 3.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
150,121 | $43,168,794 | 2.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
187,653 | $39,082,490 | 2.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
55,406 | $31,979,235 | 1.83% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
6,959 | $29,299,615 | 1.67% |
Portfolio Trend
Holdings in DEFT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,615 | 62,595 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $47,259 | 62,595 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $263,950 | 125,095 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $366,528 | 125,095 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||