Notify me when MONETA GROUP INVESTMENT ADVISORS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 806 | $13,211,212,702 | +$550,093,987 | -$129,521,562 | +$420,572,425 | VOO, SCHX, VEA, VO, VUG | 13F-HR | 12 Feb 2026, 09:56 |
| Q3 2025 | 791 | $12,584,141,275 | +$3,615,045,628 | -$53,623,534 | +$3,561,422,094 | VOO, SCHX, VUG, VEA, VO | 13F-HR | 14 Nov 2025, 11:18 |
| Q2 2025 | 706 | $8,377,555,774 | +$636,390,755 | -$102,049,843 | +$534,340,912 | SCHX, VUG, VV, IEMG, IVV | 13F-HR | 14 Aug 2025, 13:28 |
| Q1 2025 | 668 | $7,253,755,512 | +$480,570,127 | -$128,024,308 | +$352,545,819 | SCHX, IEMG, VTV, VUG, VV | 13F-HR | 15 May 2025, 14:21 |
| Q4 2024 | 664 | $7,138,218,084 | +$316,480,020 | -$46,529,852 | +$269,950,168 | SCHX, VUG, IEMG, VTV, VV | 13F-HR | 11 Feb 2025, 13:39 |
| Q3 2024 | 646 | $5,730,197,751 | +$234,691,978 | -$84,668,773 | +$150,023,205 | IEMG, VUG, VTV, VV, IVV | 13F-HR | 12 Nov 2024, 14:52 |
| Q2 2024 | 609 | $6,246,086,478 | +$179,793,782 | -$90,032,075 | +$89,761,707 | SCHX, IEMG, VUG, VV, VTV | 13F-HR | 13 Aug 2024, 14:45 |
| Q1 2024 | 607 | $6,099,027,248 | +$869,210,441 | -$72,604,512 | +$796,605,929 | SCHX, IEMG, VUG, VV, VTV | 13F-HR | 13 Aug 2024, 14:49 |
| Q4 2023 | 565 | $5,060,754,845 | +$375,142,850 | -$152,898,626 | +$222,244,224 | SCHX, IEMG, ADM, VV, VUG | 13F-HR | 15 Feb 2024, 10:35 |
| Q3 2023 | 527 | $4,403,332,008 | +$218,342,299 | -$156,711,996 | +$61,630,303 | SCHX, ADM, IEMG, VV, VTV | 13F-HR | 15 Nov 2023, 14:41 |
| Q2 2023 | 545 | $4,504,762,183 | +$273,280,604 | -$121,158,417 | +$152,122,187 | SCHX, ADM, IEMG, VV, VUG | 13F-HR | 15 Aug 2023, 11:25 |
| Q1 2023 | 540 | $4,164,316,089 | +$749,488,899 | -$174,656,363 | +$574,832,536 | ADM, SCHX, IEMG, VV, VTV | 13F-HR | 15 May 2023, 17:26 |
| Q4 2022 | 456 | $3,609,558,018 | +$780,291,214 | -$126,957,249 | +$653,333,965 | ADM, SCHX, IEMG, VV, VTI | Restatement | 16 Feb 2023, 17:22 |
| Q3 2022 | 432 | $2,625,306,000 | +$108,438,565 | -$205,912,855 | -$97,474,290 | SCHX, IEMG, VV, VTV, VUG | 13F-HR | 14 Nov 2022, 13:37 |
| Q2 2022 | 469 | $2,868,512,000 | +$811,636,569 | -$46,233,562 | +$765,403,007 | SCHX, VV, IEMG, VUG, VTV | 13F-HR | 15 Aug 2022, 11:07 |
| Q1 2022 | 446 | $2,521,818,000 | +$383,177,197 | -$53,888,848 | +$329,288,349 | SCHX, IEMG, VV, VNQ, VUG | 13F-HR | 11 May 2022, 14:12 |
| Q4 2021 | 476 | $2,379,802,000 | +$191,234,209 | -$50,299,490 | +$140,934,719 | SCHX, IEMG, VNQ, VUG, IVV | 13F-HR | 11 Feb 2022, 13:26 |
| Q3 2021 | 454 | $2,169,019,000 | +$156,651,664 | -$126,648,396 | +$30,003,268 | SCHX, IEMG, IWM, VUG, VNQ | 13F-HR | 12 Nov 2021, 16:51 |
| Q2 2021 | 449 | $2,167,953,000 | +$214,802,472 | -$56,348,127 | +$158,454,345 | SCHX, IEMG, IWM, VUG, IVV | 13F-HR | 13 Aug 2021, 12:29 |
| Q1 2021 | 420 | $1,891,096,000 | +$447,303,718 | -$44,581,709 | +$402,722,009 | SCHX, IEMG, IJR, VUG, IWM | 13F-HR | 13 May 2021, 20:45 |
| Q4 2020 | 315 | $1,391,589,000 | +$99,463,694 | -$27,101,445 | +$72,362,249 | IEMG, SCHX, IDV, SDY, IJR | 13F-HR | 12 Feb 2021, 11:58 |
| Q3 2020 | 272 | $1,126,778,000 | +$105,990,985 | -$56,850,691 | +$49,140,294 | IEMG, SCHX, IDV, SDY, SCHH | 13F-HR | 13 Nov 2020, 11:27 |
| Q2 2020 | 250 | $1,053,477,000 | +$96,938,508 | -$179,784,894 | -$82,846,386 | IEMG, SCHX, IDV, SDY, SCHH | 13F-HR | 12 Aug 2020, 16:01 |
| Q1 2020 | 233 | $958,181,000 | +$160,823,962 | -$101,457,440 | +$59,366,522 | IEMG, SDY, SCHX, IDV, ACWX | 13F-HR | 12 May 2020, 18:17 |
| Q4 2019 | 273 | $1,191,960,000 | +$87,822,933 | -$44,590,901 | +$43,232,032 | IDV, IEMG, SDY, SCZ, SCHX | 13F-HR | 11 Feb 2020, 11:15 |
| Q3 2019 | 275 | $1,069,593,000 | +$127,875,632 | -$71,538,296 | +$56,337,336 | IDV, IEMG, SDY, SCZ, IWM | 13F-HR | 12 Nov 2019, 13:03 |
| Q2 2019 | 248 | $1,011,922,000 | +$120,342,627 | -$77,730,048 | +$42,612,579 | IDV, IEMG, SDY, SCZ, IWN | Restatement | 16 Aug 2019, 09:26 |
| Q1 2019 | 255 | $956,160,000 | +$111,542,358 | -$83,943,921 | +$27,598,437 | IDV, IEMG, SCZ, SDY, IWN | Restatement | 15 May 2019, 19:09 |
| Q4 2018 | 210 | $838,534,000 | +$88,216,027 | -$98,727,940 | -$10,511,913 | IDV, IEMG, SCZ, SDY, IWN | 13F-HR | 08 Feb 2019, 18:06 |
| Q3 2018 | 234 | $976,847,000 | +$148,491,877 | -$95,560,242 | +$52,931,635 | IDV, IEMG, SCZ, IWN, SDY | 13F-HR | 13 Nov 2018, 16:20 |
| Q2 2018 | 382 | $897,359,000 | +$163,261,042 | -$14,571,903 | +$148,689,139 | IDV, IEMG, SCZ, IWN, IWM | Restatement | 15 Aug 2018, 16:58 |
| Q1 2018 | 589 | $720,493,000 | +$107,937,636 | -$13,338,468 | +$94,599,168 | IEMG, IDV, SCZ, IWN, IWM | 13F-HR | 14 May 2018, 16:59 |
| Q4 2017 | 446 | $651,807,000 | +$24,048,844 | -$37,537,687 | -$13,488,843 | IDV, IEMG, SCZ, IWN, IWM | 13F-HR | 13 Feb 2018, 10:53 |
| Q3 2017 | 195 | $643,435,000 | +$74,637,398 | -$74,972,514 | -$335,116 | IDV, IEMG, IWN, SCZ, IWM | 13F-HR | 13 Nov 2017, 09:46 |
| Q2 2017 | 182 | $613,992,000 | +$101,440,441 | -$5,996,823 | +$95,443,618 | IDV, IEMG, IWN, SCZ, IWM | 13F-HR | 14 Aug 2017, 09:24 |
| Q1 2017 | 158 | $504,419,000 | +$10,830,392 | -$19,472,643 | -$8,642,251 | IDV, IEMG, IWN, SCZ, IWM | 13F-HR | 15 May 2017, 09:29 |
| Q4 2016 | 169 | $487,903,000 | +$49,333,712 | -$9,509,223 | +$39,824,489 | IDV, IEMG, IWN, SCZ, IWM | 13F-HR | 14 Feb 2017, 14:43 |
| Q3 2016 | 139 | $440,561,000 | +$15,853,189 | -$51,108,651 | -$35,255,462 | IEMG, IDV, IWN, SCZ, SDY | 13F-HR | 15 Nov 2016, 15:47 |
| Q2 2016 | 158 | $457,039,000 | +$19,515,711 | -$20,673,356 | -$1,157,645 | IDV, IEMG, IWN, SDY, SCZ | 13F-HR | 17 Aug 2016, 13:28 |
| Q1 2016 | 165 | $450,185,000 | +$54,154,619 | -$16,292,480 | +$37,862,139 | IDV, IEMG, SCZ, IWN, SDY | 13F-HR | 13 May 2016, 15:31 |
| Q4 2015 | 137 | $406,914,000 | +$118,850,660 | -$82,686,904 | +$36,163,756 | IDV, IEMG, SCZ, IWN, IWM | 13F-HR | 16 Feb 2016, 13:19 |
| Q3 2015 | 518 | $358,623,000 | +$78,525,725 | -$17,259,702 | +$61,266,023 | DWX, EFA, IWM, SCZ, IWN | 13F-HR | 16 Nov 2015, 15:09 |
| Q2 2015 | 125 | $327,692,000 | +$137,702,942 | -$42,837,226 | +$94,865,716 | DWX, EFA, IWM, IWN, IWO | 13F-HR | 14 Aug 2015, 18:48 |
| Q1 2015 | 141 | $233,241,000 | +$27,410,370 | -$4,331,257 | +$23,079,113 | DWX, IWN, SDY, EFA, IWO | 13F-HR | 07 May 2015, 18:25 |
| Q4 2014 | 140 | $207,443,000 | +$15,454,135 | -$6,599,736 | +$8,854,399 | IWN, SDY, EFA, IWO, DVY | 13F-HR | 30 Jan 2015, 15:26 |
| Q3 2014 | 136 | $192,076,000 | +$16,322,602 | -$4,458,549 | +$11,864,053 | IWN, EFA, SDY, IWO, SCZ | 13F-HR | 03 Nov 2014, 10:37 |
| Q2 2014 | 133 | $185,709,000 | +$16,277,252 | -$4,113,387 | +$12,163,865 | IWN, EFA, SDY, IWO, SCZ | Restatement | 13 Aug 2014, 14:02 |
| Q1 2014 | 121 | $169,417,000 | +$9,797,015 | -$7,622,753 | +$2,174,262 | IWN, EFA, IWO, SDY, SCZ | 13F-HR | 22 May 2014, 12:17 |
| Q4 2013 | 125 | $165,965,000 | +$10,308,828 | -$9,652,973 | +$655,855 | IWN, EFA, IWO, SDY, DVY | 13F-HR | 23 May 2014, 13:09 |
| Q3 2013 | 116 | $151,767,000 | +$5,948,103 | -$4,641,847 | +$1,306,256 | IWN, EFA, IWO, SDY, SCZ | 13F-HR | 23 May 2014, 12:51 |
| Q2 2013 | 113 | $141,950,000 | +$9,894,693 | -$2,832,260 | +$7,062,433 | IWN, EFA, IWO, SDY, DVY | 13F-HR | 23 May 2014, 12:39 |
| Q1 2013 | 110 | $132,780,000 | +$23,465,435 | -$16,244,945 | +$7,220,490 | IWN, EFA, IWO, SDY, SCZ | 13F-HR | 22 May 2014, 15:04 |
| Q4 2012 | 103 | $115,503,000 | +$11,583,193 | -$5,720,596 | +$5,862,597 | EFA, IWN, IWO, SCZ, SDY | 13F-HR | 22 May 2014, 15:16 |
| Q3 2012 | 101 | $109,078,000 | $0 | $0 | $0 | EFA, IWN, IVE, IWO, IVW | 13F-HR | 23 May 2014, 12:03 |