MONETA GROUP INVESTMENT ADVISORS LLC
Top Portfolio Positions
431 positions ·
$1,531,830,116 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
701,224 | $190,634,756 | 12.44% |
| SPY |
Spdr S&P 500 Etf Trust
|
175,049 | $119,369,414 | 7.79% |
| MSFT |
Microsoft Corp
Technology
|
190,523 | $92,140,733 | 6.02% |
| NVDA |
Nvidia Corp
Technology
|
332,946 | $62,094,429 | 4.05% |
| LRCX |
Lam Research Corp
Technology
|
297,355 | $50,901,228 | 3.32% |
| GOOGL |
Alphabet Inc.
Communication Services
|
147,659 | $46,217,267 | 3.02% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
181,075 | $41,795,731 | 2.73% |
| QQQ |
Invesco Qqq Trust, Series 1
|
50,082 | $30,765,873 | 2.01% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
74,317 | $23,946,423 | 1.56% |
| ET |
Energy Transfer LP
Energy
|
1,343,639 | $22,156,607 | 1.45% |
Portfolio Trend
Holdings in MSBI
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $259,099 | 12,239 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $209,776 | 12,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $211,979 | 12,239 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $209,531 | 12,239 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $298,631 | 12,239 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $273,908 | 12,239 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $277,213 | 12,239 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $307,566 | 12,239 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $337,306 | 12,239 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $251,389 | 12,239 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $243,678 | 12,239 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $262,159 | 12,239 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $323,220 | 12,142 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $288,001 | 12,219 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $333,002 | 13,852 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $352,986 | 12,231 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $303,008 | 12,223 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $302,991 | 12,252 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $321,991 | 12,257 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $340,009 | 12,257 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $218,996 | 12,255 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $157,001 | 12,218 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $183,002 | 12,241 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $214,007 | 12,236 | Shares | Sole | 2020-05-13 | |
| No quarters match your search. | ||||||