- New Purchases: ACWX, VIOO, VEU, CASS, IVOO, TEVA, XMLV, USMV, MTUM, CWB, IAU, PGX, DGRO, BUSE, GLD, MDY, BFC, IXUS, MUB, TFC, SUSA, SCHP, NEM, RSP, JPST, NTGN, BIIB, DHI, MSBI, ET, CXE, LEE, NLY, CGBD,
- Added Positions: VNQ, SPY, SCHX, VV, IEFA, CNC, SCHM, VO, VYM, IVV, SCHG, VTV, ELR, IEMG, IJR, MGC, VOO, IJJ, BAM, SCHV, CBSH, EFV, MSFT, VOT, VTI, VB, SCHZ, SPEM, IVE, USRT, VOE, UPS, VWO, SCHA, EFG, SCHE, SLYV, AMZN, VNQI, XOM, VUG, DWX, IWP, SLYG, EMM, IJH, VTEB, DHR, POST, TGT, NEE, AAPL, WBA, MRVL, EEM, FISV, UNH, CCI, VBK, CMCSA, GOOGL, DIS, IVW, HD, VIG, IWS, ORCL, IWB, IJS, GILD, ABBV, IJK, BSX, SWKS, AEE, AGG, VFC, MAS, CAT, HRL, F, AON, GIS, MRK, FB, KMI, TMO, IWV, ABT, RTX, AMLP, ITW, MCD, D, IBM, COST, HIG, MGK,
- Reduced Positions: IDV, SCZ, IWM, IWN, SCHH, VBR, SPAB, SCHF, BRK.A, EFA, DVY, PFF, SDY, SHYG, EFSC, KKR, IJT, VEA, IWO, PEP, SPYG, ACWI, SPSM, IWF, BA, CSCO, WFC, DIA, IWR, VZ, RDS.A, MMP, T, BKNG, AXP, AMT, ETN, V, AMGN, MS, BRK.B, IWD, CVX, LMT, INTC, IFGL, QQQ, PFE, LOW, BLV, EMR, BMY, MA, KO, ICF, ADBE, BAC, GOOG, WMT, EOG, PFG, ALL, NSC, JPM, KMB, BABA, VT, FTV, PM, USB, JNJ, MDT, WBC, BSV, SF, LOAN, EPD, ADP, CHK, NFLX, GE,
- Sold Out: C, HDS, SPDW, UN, BBK, PRU, DON, DEM, RTN, CI, ACN, UNP, QCOM, LNC, SPTM, ECL, MPC, SCHW, TPL, RWO, MO, XLF, PHM, CPT, R, SO, SYY, TJX, AMJ, PSX, BDX, WY, MASI, OGE, EMN, SHY, HON, HUN, SCHD, LVS, LAWS, SCHB, AFL, NOC, NWN, BOND, FSK, MMM, DOL, BP, TD, CLX, DE, DUK, WELL, CL, CNR, BTI, WM, RDS.B, ROKU, ED, O, ATHX, DES, PAYX, HLT, ADM, LEG, K, UL, GSK,
For the details of MONETA GROUP INVESTMENT ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/moneta+group+investment+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of MONETA GROUP INVESTMENT ADVISORS LLC- iShares Core MSCI Emerging Markets (IEMG) - 1,782,703 shares, 7.57% of the total portfolio. Shares added by 3.08%
- SPDR S&P Dividend (SDY) - 600,275 shares, 5.03% of the total portfolio. Shares reduced by 2.41%
- Schwab U.S. Large-Cap (SCHX) - 684,718 shares, 4.40% of the total portfolio. Shares added by 27.76%
- iShares International Select Dividend (IDV) - 1,704,912 shares, 4.04% of the total portfolio. Shares reduced by 39.86%
- iShares MSCI ACWI Ex US Index Fund (ACWX) - 736,786 shares, 2.91% of the total portfolio. New Position
Moneta Group Investment Advisors Llc initiated holding in iShares MSCI ACWI Ex US Index Fund. The purchase prices were between $32.8 and $50, with an estimated average price of $45.32. The stock is now traded at around $39.74. The impact to a portfolio due to this purchase was 2.91%. The holding were 736,786 shares as of .
New Purchase: Vanguard S&P Small-Cap 600 (VIOO)Moneta Group Investment Advisors Llc initiated holding in Vanguard S&P Small-Cap 600. The purchase prices were between $89.57 and $155.42, with an estimated average price of $136.83. The stock is now traded at around $109.34. The impact to a portfolio due to this purchase was 0.76%. The holding were 70,326 shares as of .
New Purchase: Vanguard FTSE All World Ex US (VEU)Moneta Group Investment Advisors Llc initiated holding in Vanguard FTSE All World Ex US. The purchase prices were between $35.86 and $54.78, with an estimated average price of $49.6. The stock is now traded at around $43.44. The impact to a portfolio due to this purchase was 0.37%. The holding were 85,982 shares as of .
New Purchase: Cass Information Systems Inc (CASS)Moneta Group Investment Advisors Llc initiated holding in Cass Information Systems Inc. The purchase prices were between $29.35 and $57.96, with an estimated average price of $48.66. The stock is now traded at around $34.69. The impact to a portfolio due to this purchase was 0.13%. The holding were 35,296 shares as of .
New Purchase: Vanguard S&P Mid-Cap 400 (IVOO)Moneta Group Investment Advisors Llc initiated holding in Vanguard S&P Mid-Cap 400. The purchase prices were between $81.79 and $141.83, with an estimated average price of $125.26. The stock is now traded at around $108.62. The impact to a portfolio due to this purchase was 0.11%. The holding were 10,606 shares as of .
New Purchase: Teva Pharmaceutical Industries Ltd (TEVA)Moneta Group Investment Advisors Llc initiated holding in Teva Pharmaceutical Industries Ltd. The purchase prices were between $6.69 and $13.45, with an estimated average price of $10.27. The stock is now traded at around $11.42. The impact to a portfolio due to this purchase was 0.1%. The holding were 102,227 shares as of .
Added: Vanguard Real Estate (VNQ)Moneta Group Investment Advisors Llc added to a holding in Vanguard Real Estate by 185.75%. The purchase prices were between $56.91 and $99.57, with an estimated average price of $88.63. The stock is now traded at around $70.54. The impact to a portfolio due to this purchase was 1.14%. The holding were 239,127 shares as of .
Added: SPDR S&P 500 (SPY)Moneta Group Investment Advisors Llc added to a holding in SPDR S&P 500 by 51.02%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $305.03. The stock is now traded at around $286.67. The impact to a portfolio due to this purchase was 0.97%. The holding were 106,277 shares as of .
Added: Schwab U.S. Large-Cap (SCHX)Moneta Group Investment Advisors Llc added to a holding in Schwab U.S. Large-Cap by 27.76%. The purchase prices were between $53.21 and $81.03, with an estimated average price of $73.44. The stock is now traded at around $68.42. The impact to a portfolio due to this purchase was 0.96%. The holding were 684,718 shares as of .
Added: Vanguard Large-Cap (VV)Moneta Group Investment Advisors Llc added to a holding in Vanguard Large-Cap by 52.36%. The purchase prices were between $102.61 and $156.13, with an estimated average price of $141.58. The stock is now traded at around $132.45. The impact to a portfolio due to this purchase was 0.84%. The holding were 197,247 shares as of .
Added: iShares Core MSCI EAFE (IEFA)Moneta Group Investment Advisors Llc added to a holding in iShares Core MSCI EAFE by 36.33%. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $52.57. The impact to a portfolio due to this purchase was 0.58%. The holding were 412,467 shares as of .
Added: Centene Corp (CNC)Moneta Group Investment Advisors Llc added to a holding in Centene Corp by 454.02%. The purchase prices were between $45.55 and $68.02, with an estimated average price of $60.83. The stock is now traded at around $66.75. The impact to a portfolio due to this purchase was 0.55%. The holding were 107,070 shares as of .
Sold Out: Citigroup Inc (C)Moneta Group Investment Advisors Llc sold out a holding in Citigroup Inc. The sale prices were between $35.39 and $81.91, with an estimated average price of $67.72.
Sold Out: HD Supply Holdings Inc (HDS)Moneta Group Investment Advisors Llc sold out a holding in HD Supply Holdings Inc. The sale prices were between $23.2 and $43.02, with an estimated average price of $37.5.
Sold Out: Unilever NV (UN)Moneta Group Investment Advisors Llc sold out a holding in Unilever NV. The sale prices were between $42.82 and $59.96, with an estimated average price of $54.84.
Sold Out: SPDR Portfolio Developed World ex-US (SPDW)Moneta Group Investment Advisors Llc sold out a holding in SPDR Portfolio Developed World ex-US. The sale prices were between $20.71 and $31.78, with an estimated average price of $28.87.
Sold Out: Prudential Financial Inc (PRU)Moneta Group Investment Advisors Llc sold out a holding in Prudential Financial Inc. The sale prices were between $39.22 and $97.1, with an estimated average price of $80.2.
Sold Out: Truist Financial Corp (BBK)Moneta Group Investment Advisors Llc sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.
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