MONETA GROUP INVESTMENT ADVISORS LLC
Top Portfolio Positions
477 positions ·
$1,827,498,130 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 | 11.05% | |
| 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 | 3.07% | |
| 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 PML
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,403 | 23,303 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $191,048 | 25,338 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $200,716 | 25,375 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $155,295 | 20,845 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||