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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
52
9
4
1
4
0
28
3
5
MONETA GROUP INVESTMENT ADVISORS LLC

Time Period2018-12-31

Total Holdings210

Total Value ($x1000)838,534
Activities
New27

Increased72

Unchanged1

Decreased110

Sold Out54

Top 10 Stock Holdingstotal 46.41%
IDV8.1

IEMG7.37

SCZ6.45

SDY5.45

IWN4.73

 
IWM3.88

EEM3.76

DVY2.42

IVV2.22

IJR2.03

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IDV
8.1%
INTL SEL DIV ETF
IEMG
7.37%
CORE MSCI EMKT
SCZ
6.45%
EAFE SML CP ETF
SDY
5.45%
S&P DIVID ETF
IWN
4.73%
RUS 2000 VAL ETF
IWM
3.88%
RUSSELL 2000 ETF
EEM
3.76%
MSCI EMG MKT ETF
DVY
2.42%
SELECT DIVID ETF
IVV
2.22%
CORE S&P500 ETF
IJR
2.03%
CORE S&P SCP ETF
IWO
1.99%
RUS 2000 GRW ETF
PRFT
1.94%
COM
SCHH
1.84%
US REIT ETF
VNQI
1.81%
GLB EX US ETF
EFA
1.81%
MSCI EAFE ETF
SPY
1.78%
TR UNIT
BRK.B
1.72%
CL B NEW
VTV
1.49%
VALUE ETF
VUG
1.4%
GROWTH ETF
IVW
1.39%
S&P 500 GRWT ETF
IEFA
1.28%
CORE MSCI EAFE
IVE
1.17%
S&P 500 VAL ETF
JNJ
1.04%
COM
LNC
0.96%
COM
SCHF
0.89%
INTL EQTY ETF
VBR
0.88%
SM CP VAL ETF
VOT
0.8%
MCAP GR IDXVIP
VBK
0.8%
SML CP GRW ETF
ON
0.79%
COM
VOE
0.74%
MCAP VL IDXVIP
SCPB
0.69%
BARC SHT TR CP
AGGY
0.68%
BRCLYS US AGGR
STIP
0.66%
0-5 YR TIPS ETF
SPYD
0.64%
SP500 HIGH DIV
PEP
0.62%
COM
SPYG
0.59%
S&P 500 GROWTH
IJJ
0.58%
S&P MC 400VL ETF
AAPL
0.55%
COM
TWOK
0.5%
SPDR RUSSEL 2000
RSCO
0.5%
SM CAP COMPLETE
GWL
0.48%
S&P WRLD EX US
CBSH
0.45%
COM
ICF
0.44%
COHEN&STEER REIT
SHYG
0.43%
0-5YR HI YL CP
IJK
0.41%
S&P MC 400GR ETF
PFE
0.39%
COM
INTC
0.38%
COM
VTHR
0.38%
VNG RUS3000IDX
BSX
0.38%
COM
LOW
0.38%
COM
GMM
0.37%
EMERG MKTS ETF
SCHC
0.37%
INTL SCEQT ETF
BRK.A
0.36%
CL A
RHT
0.35%
COM
MSFT
0.35%
COM
AGG
0.35%
CORE TOTUSBD ETF
EFSC
0.34%
COM
GILD
0.33%
COM
ONEK
0.31%
RUSSELL 1000 ETF
VEA
0.31%
FTSE DEV MKT ETF
IJH
0.3%
CORE S&P MCP ETF
PFG
0.3%
COM
SCHX
0.3%
US LRG CAP ETF
SCHV
0.28%
US LCAP VA ETF
XOM
0.27%
COM
IWD
0.26%
RUS 1000 VAL ETF
BA
0.25%
COM
ALL
0.25%
COM
PDBC
0.25%
OPTIMUM YIELD
PG
0.25%
COM
VNQ
0.24%
REIT ETF
IFGL
0.23%
INTL DEV RE ETF
VZ
0.22%
COM
WYNN
0.21%
COM
SCHG
0.21%
US LCAP GR ETF
UNH
0.21%
COM
SCHE
0.21%
EMRG MKTEQ ETF
VV
0.21%
LARGE CAP ETF
JPM
0.21%
COM
CNC
0.2%
COM
KO
0.2%
COM
GOOGL
0.2%
CAP STK CL A
UN
0.19%
N Y SHS NEW
VT
0.19%
TT WRLD ST ETF
CSCO
0.18%
COM
VOO
0.18%
SHS
MRK
0.17%
COM
IWF
0.17%
RUS 1000 GRW ETF
BAC
0.16%
COM
MA
0.16%
CL A
T
0.16%
COM
VB
0.14%
SMALL CP ETF
GOOG
0.14%
CAP STK CL C
IWS
0.14%
RUS MDCP VAL ETF
SWKS
0.14%
COM
ABBV
0.14%
COM
IWP
0.13%
RUS MD CP GR ETF
FB
0.12%
CL A
THRK
0.12%
RUSSELL 3000 ETF
NSC
0.11%
COM
V
0.11%
COM CL A
USB
0.11%
COM NEW
ACWI
0.11%
MSCI ACWI ETF
FTY
0.11%
REAL EST 50 ETF
DIS
0.11%
COM DISNEY
TGT
0.1%
COM
IBM
0.1%
COM
HD
0.1%
COM
HIG
0.09%
COM
COP
0.09%
COM
ABT
0.09%
COM
CI
0.09%
COM
WMT
0.09%
COM
VO
0.09%
MID CAP ETF
CVX
0.08%
COM
SF
0.08%
COM
C
0.08%
COM NEW
AMGN
0.08%
COM
WBA
0.08%
COM
APD
0.08%
COM
DEM
0.08%
EMERG MKTS ETF
VTI
0.08%
TOTAL STK MKT
STI
0.08%
COM
PRU
0.07%
COM
PM
0.07%
COM
SCHM
0.07%
US MID-CAP ETF
KMI
0.07%
COM
SCHA
0.07%
US SML CAP ETF
DON
0.07%
MIDCAP DIVI FD
AXP
0.07%
COM
RWO
0.06%
DJ GLB RL ES ETF
WFC
0.06%
COM
ITW
0.06%
COM
ORCL
0.06%
COM
POST
0.06%
COM
IJT
0.06%
SP SMCP600GR ETF
EMR
0.06%
COM
ETN
0.06%
SHS
VWO
0.06%
FTSE EMR MKT ETF
MCD
0.06%
COM
AMLP
0.06%
ALERIAN MLP
BMY
0.06%
COM
DWDP
0.06%
COM
DJP
0.06%
DJUBS CMDT ETN36
AMT
0.06%
COM
LMT
0.05%
COM
PHM
0.05%
COM
MS
0.05%
COM NEW
BAX
0.05%
COM
CSX
0.05%
COM
EPD
0.05%
COM
RDS/A
0.05%
SPONS ADR A
RTN
0.05%
COM NEW
ADBE
0.05%
COM
DWX
0.05%
S&P INTL ETF
DRE
0.04%
COM NEW
CME
0.04%
COM
VIG
0.04%
DIV APP ETF
COST
0.04%
COM
GE
0.04%
COM
GIS
0.04%
COM
MPC
0.04%
COM
DE
0.04%
COM
LLY
0.04%
COM
MMP
0.04%
COM UNIT RP LP
VVC
0.04%
COM
PSA
0.04%
COM
EMN
0.04%
COM
SCHD
0.04%
US DIVIDEND EQ
IJS
0.04%
SP SMCP600VL ETF
AMZN
0.04%
COM
OGE
0.04%
COM
CAT
0.04%
COM
TMO
0.04%
COM
MET
0.03%
COM
MGK
0.03%
MEGA GRWTH IND
BABA
0.03%
SPONSORED ADS
PZA
0.03%
NATL AMT MUNI
AEE
0.03%
COM
HDS
0.03%
COM
SYY
0.03%
COM
ADP
0.03%
COM
ETE
0.03%
COM UT LTD PTN
CTSH
0.03%
CL A
NTRS
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
MAS
0.03%
COM
IWV
0.03%
RUSSELL 3000 ETF
NVDA
0.03%
COM
KLD
0.03%
USA ESG SLCT ETF
IVOO
0.03%
MIDCP 400 IDX
IWB
0.03%
RUS 1000 ETF
HRL
0.03%
COM
FSIC
0.03%
COM
TROW
0.03%
COM
FTV
0.02%
COM
AOA
0.02%
AGGRES ALLOC ETF
CZR
0.02%
COM
MRVL
0.02%
ORD
NCS
0.02%
COM NEW
EFX
0.02%
COM
F
0.01%
COM PAR $0.01
LOAN
0.01%
COM
SJNK
0.01%
SHT TRM HGH YLD
LAG
0.01%
BRCLYS AGG ETF
GUNR
0.01%
MORNSTAR UPSTR
TDTT
< 0.01%
IBOXX 3R TARGT
CHK
< 0.01%
COM
NFRA
< 0.01%
STOXX GLOBR INF
ATHX
< 0.01%
COM
NVO
0.27%
ADR
ESRX
0.11%
COM
CCT
0.07%
COM
VLO
0.06%
COM
CL
0.06%
COM
IWM
0.06%
PUT
YUM
0.04%
COM
VFH
0.04%
FINANCIALS ETF
VIS
0.04%
INDUSTRIAL ETF
VDE
0.04%
ENERGY ETF
RGA
0.04%
COM NEW
HON
0.04%
COM
UNP
0.03%
COM
MMM
0.03%
COM
NEE
0.03%
COM
FDC
0.03%
CL A
BSV
0.03%
SHORT TRM BOND
BIV
0.03%
INTERMED TERM
MDT
0.03%
SHS
WY
0.03%
COM
LVS
0.03%
COM
MO
0.03%
COM
IYT
0.02%
TRANS AVG ETF
HES
0.02%
COM
BKNG
0.02%
COM
EPC
0.02%
COM
FNDC
0.02%
SCHWB FDT INT SC
ENR
0.02%
COM
QCOM
0.02%
COM
TXN
0.02%
COM
VYM
0.02%
HIGH DIV YLD
CVS
0.02%
COM
SBUX
0.02%
COM
PSX
0.02%
COM
DHR
0.02%
COM
WSM
0.02%
COM
ALK
0.02%
COM
KMB
0.02%
COM
OKE
0.02%
COM
VGT
0.02%
INF TECH ETF
NORTHWES...
0.02%
STOCK
D
0.02%
COM
XLV
0.01%
PUT
FDX
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
DIA
0.01%
UT SER 1
XLK
0.01%
TECHNOLOGY
XLF
0.01%
SBI INT-FINL
HYG
0.01%
IBOXX HI YD ETF
VSS
0.01%
FTSE SMCAP ETF
EFG
< 0.01%
EAFE GRWTH ETF
VPL
< 0.01%
MEGA CAP GRO ETF
RHP
< 0.01%
COM
SPY
< 0.01%
PUT