MONETA GROUP INVESTMENT ADVISORS LLC - Portfolio overview

MONETA GROUP INVESTMENT ADVISORS LLC has 885 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 13.44%
2. SCHX - SCHWAB STRATEGIC TR, 7.17%
3. VO - VANGUARD INDEX FDS, 5.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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