Holdings
Moneta Group Investment Advisors LLC
As of Jun 30, 2026, Moneta Group Investment Advisors LLC reported 472 positions worth US$1.96B. Largest: Apple Inc, Archer-daniels-midland Company and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 745K | US$216M | +35,476 | Jun 30, 2026 |
| Archer-daniels-midland Company | 2.34M | US$179M | −441K | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 238K | US$119M | +5,658 | Jun 30, 2026 |
| Lam Research Corporation | 269K | US$117M | −13,616 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 315K | US$113M | +60,471 | Jun 30, 2026 |
| Microsoft Corp. | 199K | US$74.4M | +7,226 | Jun 30, 2026 |
| Nvidia Corporation | 358K | US$71.6M | +35,476 | Jun 30, 2026 |
| Amazon.com, Inc. | 203K | US$48.3M | +15,105 | Jun 30, 2026 |
| Energy Transfer Lp | 1.35M | US$25.9M | +2,272 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 76,436 | US$25M | +1,651 | Jun 30, 2026 |