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Home > Institutional Investor > Moneta Group Investment Advisors Llc > Profile

Instuitional Investor - Moneta Group Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Moneta Group Investment Advisors Llc
Portfolio Value $4,403,376,282
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 7,231,947 $365,936,502 8.31%
2.
Archer-Daniels-Midland Co
 ADM 3,255,862 $245,557,108 5.57%
3.
Ishares Inc
 4,809,763 $228,896,599 5.19%
4.
Vanguard Index Fds
 974,645 $190,728,188 4.33%
5.
Vanguard Index Fds
 1,073,272 $148,036,432 3.36%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)