Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC is a leading investment adviser headquartered in St Louis, Missouri. Founded in 1869, the firm has grown to approximately 538 employees and manages $42.8 billion in client assets as of May 2025. Moneta serves a diverse clientele, including high net worth individuals, charitable organizations, pension plans, and corporations, offering comprehensive investment management and financial advisory services.
Investment Strategy
Moneta Group Investment Advisors specializes in personalized investment management tailored to clients' unique goals and circumstances. The firm employs a broad, diversified approach across asset classes with a focus on risk management and long-term growth. Their strategy incorporates both discretionary and non-discretionary portfolio management, emphasizing the needs of high net worth individuals, retirement plans, and charitable entities. Moneta’s investment philosophy centers on fiduciary responsibility, objective advice, and building lasting client relationships.
Top Holdings
Equity Positions (695)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 9.60% | $805.8M | 32,970,303 | $20.90 | $24.44 | +$116.1M |
V VUG | VANGUARD INDEX FDS | 4.54% | $381.3M | 869,661 | $289.34 | $438.40 | +$81.1M |
V VV | VANGUARD INDEX FDS | 4.36% | $365.8M | 1,282,119 | $198.37 | $285.30 | +$83.5M |
I IEMG | ISHARES INC | 3.93% | $330.0M | 5,497,255 | $48.56 | $60.03 | +$20.1M |
I IVV | ISHARES TR | 3.90% | $327.6M | 527,554 | $438.27 | $620.90 | +$49.0M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I IREN | IREN LIMITED | New | Call | $198.3K | 136 | $14.57 | $14.57 | +136.08 | +$198.3K |