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 SLQT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,261 | 70,256 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $110,663 | 78,485 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $153,830 | 78,485 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $174,894 | 73,485 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $234,651 | 70,255 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $261,348 | 70,255 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $161,133 | 74,255 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $207,703 | 75,255 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $140,510 | 70,255 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $73,822 | 53,885 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $63,045 | 53,885 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $105,075 | 53,885 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $116,930 | 53,885 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,038 | 35,771 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $33,999 | 46,575 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $56,000 | 22,581 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $82,000 | 29,391 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $268,003 | 29,581 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $382,003 | 29,544 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $568,998 | 29,543 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $803,999 | 27,245 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $658,999 | 31,759 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||