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 |
|---|---|---|---|---|
| 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 ET
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,062,160 | 1,350,371 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,156,607 | 1,343,639 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,377,497 | 1,362,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,729,356 | 1,364,002 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,047,057 | 1,293,548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,683,371 | 1,311,045 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $20,718,848 | 1,290,894 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,255,028 | 1,310,421 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,686,963 | 1,315,128 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $17,733,193 | 1,285,014 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,311,484 | 164,753 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,068,283 | 162,857 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,714,126 | 137,460 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,732,343 | 145,943 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,471,004 | 133,364 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,462,998 | 146,593 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,491,996 | 133,333 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,097,001 | 133,293 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,535,999 | 160,334 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,717,999 | 161,618 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,237,002 | 161,068 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,025,997 | 166,019 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $775,997 | 143,173 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $75,002 | 10,534 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $61,000 | 13,261 | Shares | Sole | 2020-05-13 | |
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