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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
55
11
6
1
5
0
29
5
4
MONETA GROUP INVESTMENT ADVISORS LLC

Time Period2019-06-30

Total Holdings248

Total Value ($x1000)1,014,945
Activities
New31

Increased98

Unchanged10

Decreased109

Sold Out38

Top 10 Stock Holdingstotal 47.1%
IDV10.2

IEMG8.79

SDY5.88

SCZ5.16

IWN3.8

 
IWM3.69

VNQI2.95

SCHH2.25

DVY2.2

IJR2.18

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IDV
10.2%
INTL SEL DIV ETF
IEMG
8.79%
CORE MSCI EMKT
SDY
5.88%
S&P DIVID ETF
SCZ
5.16%
EAFE SML CP ETF
IWN
3.8%
RUS 2000 VAL ETF
IWM
3.69%
RUSSELL 2000 ETF
VNQI
2.95%
GLB EX US ETF
SCHH
2.25%
US REIT ETF
DVY
2.2%
SELECT DIVID ETF
IJR
2.18%
CORE S&P SCP ETF
IVV
2.18%
CORE S&P500 ETF
IWO
1.93%
RUS 2000 GRW ETF
SPY
1.71%
TR UNIT
RHT
1.66%
COM
VUG
1.47%
GROWTH ETF
EFA
1.46%
MSCI EAFE ETF
BRK.B
1.46%
CL B NEW
VTV
1.46%
VALUE ETF
IEFA
1.39%
CORE MSCI EAFE
LAG
1.16%
BRCLYS AGG ETF
LNC
0.99%
COM
ONEK
0.97%
RUSSELL 1000 ETF
BAX
0.95%
COM
VBR
0.93%
SM CP VAL ETF
SCHF
0.92%
INTL EQTY ETF
SCHX
0.86%
US LRG CAP ETF
IVW
0.85%
S&P 500 GRWT ETF
JNJ
0.85%
COM
VOT
0.81%
MCAP GR IDXVIP
ON
0.8%
COM
VV
0.8%
LARGE CAP ETF
VBK
0.78%
SML CP GRW ETF
VOE
0.78%
MCAP VL IDXVIP
AAPL
0.76%
COM
IVE
0.71%
S&P 500 VAL ETF
MSFT
0.6%
COM
IJJ
0.56%
S&P MC 400VL ETF
PEP
0.53%
COM
RSCO
0.47%
SM CAP COMPLETE
VTHR
0.47%
VNG RUS3000IDX
SCHV
0.44%
US LCAP VA ETF
EFV
0.43%
EAFE VALUE ETF
EFG
0.42%
EAFE GRWTH ETF
IJK
0.4%
S&P MC 400GR ETF
ICF
0.39%
COHEN&STEER REIT
BSX
0.38%
COM
SCHG
0.38%
US LCAP GR ETF
VB
0.36%
SMALL CP ETF
GMM
0.36%
EMERG MKTS ETF
CBSH
0.35%
COM
GILD
0.34%
COM
LOW
0.33%
COM
PFG
0.32%
COM
BAM
0.32%
CL A LTD VT SH
BRK.A
0.31%
CL A
IAC
0.31%
COM PAR $.001
AGG
0.3%
CORE TOTUSBD ETF
VNQ
0.3%
REIT ETF
INTC
0.3%
COM
SCHM
0.3%
US MID-CAP ETF
VO
0.3%
MID CAP ETF
SCHE
0.29%
EMRG MKTEQ ETF
IJH
0.29%
CORE S&P MCP ETF
GOOGL
0.28%
CAP STK CL A
PFE
0.27%
COM
VEA
0.27%
FTSE DEV MKT ETF
IWD
0.27%
RUS 1000 VAL ETF
FTY
0.26%
REAL EST 50 ETF
EFSC
0.25%
COM
SCHC
0.25%
INTL SCEQT ETF
ALL
0.24%
COM
IWF
0.23%
RUS 1000 GRW ETF
PG
0.22%
COM
JPM
0.2%
COM
WBC
0.2%
COM
BA
0.2%
COM
SPYD
0.2%
SP500 HIGH DIV
XOM
0.19%
COM
SPYG
0.19%
S&P 500 GROWTH
VZ
0.18%
COM
KKR
0.18%
CL A
ULTA
0.17%
COM
CSCO
0.17%
COM
DHR
0.17%
COM
USHY
0.16%
BROAD USD HIGH
BAC
0.16%
COM
VOO
0.16%
SHS
UNH
0.16%
COM
IFGL
0.16%
INTL DEV RE ETF
FB
0.16%
CL A
EEM
0.15%
MSCI EMG MKT ETF
GOOG
0.15%
CAP STK CL C
CVX
0.15%
COM
VT
0.14%
TT WRLD ST ETF
T
0.14%
COM
PYPL
0.14%
COM
LYB
0.14%
SHS - A -
LSXMK
0.14%
COM C SIRIUSXM
SLYV
0.13%
S&P 600 SMCP VAL
IWP
0.13%
RUS MD CP GR ETF
SWKS
0.13%
COM
TGT
0.13%
COM
TIPX
0.13%
BARC 1-10YRTIP
KO
0.13%
COM
IWS
0.12%
RUS MDCP VAL ETF
WFC
0.12%
COM
TWOK
0.12%
SPDR RUSSEL 2000
SLYG
0.11%
S&P 600 SMCP GRW
MA
0.11%
CL A
DIS
0.11%
COM DISNEY
CB
0.1%
COM
GWL
0.1%
S&P WRLD EX US
CNQ
0.1%
COM
C
0.1%
COM NEW
CNC
0.1%
COM
SCHA
0.09%
US SML CAP ETF
HD
0.09%
COM
ACWI
0.09%
MSCI ACWI ETF
UN
0.09%
N Y SHS NEW
KMI
0.09%
COM
MRK
0.09%
COM
HIG
0.09%
COM
IBM
0.09%
COM
QQQ
0.08%
UNIT SER 1
UTX
0.08%
COM
PRU
0.08%
COM
VWO
0.07%
FTSE EMR MKT ETF
LEG
0.07%
COM
USB
0.07%
COM NEW
SF
0.07%
COM
VTI
0.07%
TOTAL STK MKT
AXP
0.07%
COM
IJT
0.07%
SP SMCP600GR ETF
ABBV
0.07%
COM
NSC
0.07%
COM
V
0.07%
COM CL A
ABT
0.07%
COM
LMT
0.07%
COM
COP
0.07%
COM
EOG
0.07%
COM
DEM
0.06%
EMERG MKTS ETF
BSV
0.06%
SHORT TRM BOND
ITW
0.06%
COM
RDS/A
0.06%
SPONS ADR A
BLV
0.06%
LONG TERM BOND
AMZN
0.06%
COM
BIV
0.06%
INTERMED TERM
DON
0.06%
MIDCAP DIVI FD
STI
0.06%
COM
ETN
0.06%
SHS
POST
0.06%
COM
AMT
0.06%
COM
WMT
0.05%
COM
AMGN
0.05%
COM
CSX
0.05%
COM
EMR
0.05%
COM
DJP
0.05%
DJUBS CMDT ETN36
ORCL
0.05%
COM
MS
0.05%
COM NEW
EPD
0.05%
COM
AMLP
0.04%
ALERIAN MLP
GIS
0.04%
COM
RTN
0.04%
COM NEW
GE
0.04%
COM
ADP
0.04%
COM
CI
0.04%
COM
LEN
0.04%
CL A
COST
0.04%
COM
IJS
0.04%
SP SMCP600VL ETF
FTV
0.04%
COM
BABA
0.04%
SPONSORED ADS
PSA
0.04%
COM
DWX
0.04%
S&P INTL ETF
VIG
0.04%
DIV APP ETF
MO
0.04%
COM
ARWR
0.04%
COM
DE
0.04%
COM
AEE
0.04%
COM
MMP
0.04%
COM UNIT RP LP
RWO
0.04%
DJ GLB RL ES ETF
LOAN
0.03%
COM
BMY
0.03%
COM
MGK
0.03%
MEGA GRWTH IND
CAT
0.03%
COM
THRK
0.03%
RUSSELL 3000 ETF
IWR
0.03%
RUS MID-CAP ETF
CZR
0.03%
COM
MPC
0.03%
COM
WBA
0.03%
COM
EMN
0.03%
COM
MAS
0.03%
COM
HDS
0.03%
COM
STIP
0.03%
0-5 YR TIPS ETF
SR
0.03%
COM
MRVL
0.03%
ORD
KLD
0.03%
USA ESG SLCT ETF
CMCSA
0.03%
CL A
QCOM
0.03%
COM
PM
0.03%
COM
OGE
0.03%
COM
IWB
0.03%
RUS 1000 ETF
TPL
0.02%
SUB CTF PROP I T
MET
0.02%
COM
TMO
0.02%
COM
R
0.02%
COM
PDBC
0.02%
OPTIMUM YIELD
ADBE
0.02%
COM
KMB
0.02%
COM
AGGY
0.02%
BRCLYS US AGGR
NVDA
0.02%
COM
IWV
0.02%
RUSSELL 3000 ETF
NWN
0.02%
COM
PSX
0.02%
COM
HRL
0.02%
COM
PHM
0.02%
COM
BKNG
0.02%
COM
SJM
0.02%
COM NEW
CVS
0.02%
COM
SMB
0.02%
AMT FREE SHORT M
FSIC
0.01%
COM
EFX
0.01%
COM
KHC
0.01%
COM
CNR
0.01%
COM
DD
0.01%
COM
PAA
0.01%
UNIT LTD PARTN
GUNR
0.01%
MORNSTAR UPSTR
EXG
0.01%
COM
VYM
0.01%
HIGH DIV YLD
VMO
0.01%
COM
GEL
< 0.01%
UNIT LTD PARTN
TDTT
< 0.01%
IBOXX 3R TARGT
HYI
< 0.01%
COM
FEMB
< 0.01%
EME MRK BD ETF
CNI
< 0.01%
COM
PCI
< 0.01%
COM SHS
CHK
< 0.01%
COM
GDO
< 0.01%
COM
WPP
< 0.01%
ADR
NVS
< 0.01%
SPONSORED ADR
JLS
< 0.01%
COM
SMBC
< 0.01%
COM
LDP
< 0.01%
COM
NFRA
< 0.01%
STOXX GLOBR INF
ATHX
< 0.01%
COM
MMM
< 0.01%
COM
EIX
< 0.01%
COM
VTWO
< 0.01%
VNG RUS2000IDX
CMS
< 0.01%
COM
SCPB
0.57%
BARC SHT TR CP
SHYG
0.41%
0-5YR HI YL CP
DWDP
0.04%
COM
NTRS
0.04%
COM
UNP
0.03%
COM
SCHD
0.03%
US DIVIDEND EQ
HON
0.03%
COM
PZA
0.03%
NATL AMT MUNI
CTSH
0.03%
CL A
WY
0.03%
COM
IVOO
0.03%
MIDCP 400 IDX
AAP
0.03%
COM
LLY
0.02%
COM
CLX
0.02%
COM
BP
0.02%
SPONSORED ADR
PPG
0.02%
COM
NFLX
0.02%
COM
SO
0.02%
COM
WM
0.02%
COM
MCD
0.02%
COM
WWE
0.01%
CL A
BUSE
0.01%
COM NEW
NCS
0.01%
COM NEW
GLW
0.01%
COM
TKR
0.01%
COM
CPB
0.01%
COM
F
0.01%
COM PAR $0.01
PEG
0.01%
COM
JCI
0.01%
SHS
GRMN
0.01%
SHS
MRO
0.01%
COM
FIS
< 0.01%
COM
CODI
< 0.01%
SH BEN INT
ABX
< 0.01%
COM
OLN
< 0.01%
COM PAR $1
EVRG
< 0.01%
COM
TRK
< 0.01%
COM
NUV
< 0.01%
COM