Moneta Group Investment Advisors LLC
CIK Number: 0001120927
7.14B
Market Value
643
# of Holdings
15 months
Avg. Holding Period
38.79%
Win Rate
38.12%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab U.S. Lar... | 23.06 | +1.19% | 26.24M | +2.46% | 608.23M | 20.44 | 8.52% | |
| 2 | Vanguard Growth... | 399.05 | +1.42% | 784.42K | +3.40% | 321.96M | 275.3 | 4.51% | |
| 3 | iShares Core MS... | 54.98 | +2.97% | 5.71M | +6.78% | 298.33M | 48.53 | 4.18% | |
| 4 | Vanguard Value ... | 174.35 | +0.82% | 1.72M | +8.25% | 290.44M | 142.69 | 4.07% | |
| 5 | Vanguard Large ... | 268.65 | +1.10% | 1.04M | -0.12% | 280.1M | 179.62 | 3.92% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.