MONETA GROUP INVESTMENT ADVISORS LLC - Portfolio Stock Holdings
MONETA GROUP INVESTMENT ADVISORS LLC disclosed 856 stock positions in a recent SEC 13F filing. $13,188,411,864 of stock holdings were filed, with the largest holdings including VOO, SCHX, and VO. This filing represented positions held on March 31, 2026, and was filed on May 12, 2026.We estimate the fund has a total AUM of $50,536,192,552 and has 585 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
856Est. Stock Holding Value:
$13,188,411,864Top Stock Holdings By Sector
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Portfolio Stock Holdings - MONETA GROUP INVESTMENT ADVISORS LLC
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Portfolio Options Holdings - MONETA GROUP INVESTMENT ADVISORS LLC
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